Battle card: one competitor, one page, read before the call

One competitor on one page: where you win, where you lose, and what a rep should say.

Live example

The example: Plumbline against Stonecourse, for a software sales team

Wins, losses, questions, objections, proof

Plumbline against Stonecourse, for a software sales team

Open the exampleThe names and numbers are made up.

What to notice

  • The price row shows its working, $399 + 22 × $49, so a rep can redo the sum for a buyer with a different headcount.
  • "Where we lose" has three entries, and the third tells the rep to call in Marcus or let the deal go.
  • The proof section splits the 56% win rate in two: 71% when the rep ran the live demo, 35% when they didn't.

The prompt that starts one like it

Turn these notes into a sales battle card as a single HTML page: [our product] against [competitor]. Notes: [paste win and loss notes, their pricing, customer results]. Open with one line a rep can say out loud. Then a side-by-side table, where we win, where we lose and what to say, questions that expose their weak spots, objections with answers, proof with numbers, and what not to say. It must scan on a phone in two minutes. Then publish it on sharable.link so only [our company's domain] can open it.

A battle card is the page a rep opens two minutes before a call where a competitor's name will come up. The sample sets a made-up software company against one rival. The claims on yours have to come from your own lost deals and the other vendor's real price page.

Who it's for

Product marketers and sales leads whose reps keep asking what to say when the buyer brings up the other vendor. Write it from win and loss notes, once one competitor turns up in a good share of your deals.

It's the wrong tool for a market overview. Six competitors on one page means six thin columns no rep can use mid-call, so make one card per rival. It's also internal: the link never goes into a deal thread.

What a good one contains

  • A line to say out loud. The example opens with a sentence a rep can use word for word, then an instruction: lead with job costing, don't fight on breadth.
  • A table where the rival wins some rows. Eight rows, and Stonecourse takes two. A card where you win everything reads as marketing, and reps stop trusting the rest.
  • Prices with the date you checked. The competitor's figures carry a note: from their public pricing page, checked Nov 2.
  • Where you lose, with words for it. Two losses come with a "Say" line. The third has a "Do": past 60 staff, tell a named colleague or let the deal go.
  • Questions that expose the gap. Five, each with a short note underneath. Once the buyer has said "at month end" themselves, no feature claim is needed.
  • Objections answered as speech. One or two sentences each. The discount answer does the math: 20% off is still $1,182 a month.
  • Proof with names and numbers. The win rate against this rival, two customers with one figure each, and which of them takes reference calls.
  • What not to say. Three lines, starting with a false claim about the rival's mobile app.

Who keeps it right

A battle card goes stale the day the competitor changes a price. Put an owner, a date and a review date at the top, as the example does. When a rep hears something new on a call, the owner replaces the page and everyone's bookmark shows the new version.

Before it goes out, give it to your best rep and your newest. If the first says "we don't lose on that," or the second can't find the discount answer in ten seconds, fix it. One wrong fact about the competitor gets repeated to a buyer who knows better.

How to send it

To named people. It says where you lose and what reps tell buyers about a rival. Limit it to your company's domain, because sooner or later someone pastes the link into a deal thread.

Every page you publish gets one link that opens in any browser. You choose who can open it: anyone with the link, anyone with the password, or only the people and company domains you name, who sign in with Google or Microsoft. Change the page later and the link stays the same.

Make yours in Claude

Add the connector once, then publish from any Claude conversation and get a link to send.

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More in sales

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  • Pitch deck: Ten to twelve slides, one point each, sent to investors before or after a first call.
  • ROI calculator: A page where a buyer enters their own numbers and sees cost, savings, payback and return.
  • Business case: The argument for funding a project: today's cost, the options, three years of numbers and the ask.
  • Pricing calculator: A page where a prospect picks a plan, seats and add-ons and watches their own price add up.
  • Comparison chart: Three or four options across the criteria that matter, with a pick for each kind of need.
  • All use cases

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