Strategic Battlecard Workflow for Competitive Wins

A 10-step system for CI and PMM teams to gather intel, analyze rivals, and deliver sales-ready battlecards that drive better positioning

Strategic Competitive Intelligence Battlecard Workflow

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What this Workflow Does

The Strategic Competitive Intelligence Battlecard Workflow guides CI and product marketing teams through a structured, research-driven process to create high-impact competitive battlecards. It covers everything from gathering competitor background and performing SWOT analysis to identifying differentiators, refining positioning, and addressing objections with proof. This workflow ensures internal teams are equipped with credible, strategic insights that sharpen market positioning and support confident, informed selling. Ideal for deep-dive competitor analysis and executive-ready sales enablement.

0 - Define Inputs

• {company = Name of your company}

• {url = Website URL of your product}

• {competitor = Competitor name}

• {competitor_url = Website URL of competitor}

• {job_titles = Buyer personas or decision-makers}

• {industries = Target industries}

Step 1: Establish Context & Objectives

#Role

You are a Competitive Intelligence Specialist for {company}.

#Context

We need to create a strategic battlecard for our solution that competes directly with {competitor}. Our audience includes {job_titles} in {industries}. The goal is to effectively position our offering and equip internal teams with the right intelligence.

#Task

1. List essential data points to collect (e.g., background, features, pricing).

2. Recommend the structure or core sections the final battlecard should include.

#Format

Bullet points

#Tone

Professional, concise

Step 2: Gather Competitor Background & Market Context

#Role

You are a Competitive Intelligence Specialist for {company}.

#Context

We need a summarized profile of {competitor}, covering their background, positioning, and market presence.

#Task

1. Overview of company history and milestones

2. Key product offerings and target markets

3. Notable customers, partnerships, or recent news

4. Brand perception and market share insights

#Format

Bullet points

#Tone

Professional, concise

Step 3: Analyze Competitor’s Strengths & Weaknesses

#Role

You are a CI Specialist comparing {competitor} to your offering.

#Context

We want a SWOT analysis to understand where {competitor} excels or falls short.

#Task

1. SWOT: strengths, weaknesses, opportunities, threats

2. Focus on top 3 strengths and weaknesses vs. your product

3. Call out potential market moves or vulnerabilities

#Format

Bullet points

#Tone

Professional, concise

Step 4: Compare Solutions & Identify Differentiators