Build and maintain competitive sales battlecards backed by win-loss research: one card per rival, honest strengths, verbatim objections with tested replies, proof points, walk-away criteria, and an update cadence. Use when creating or refreshing a battlecard, preparing reps for a competitive deal, running win-loss interviews, coding why deals were won or lost, or fixing cards reps ignore.
name: battlecard_craft description: "Build and maintain competitive sales battlecards backed by win-loss research: one card per rival, honest strengths, verbatim objections with tested replies, proof points, walk-away criteria, and an update cadence. Use when creating or refreshing a battlecard, preparing reps for a competitive deal, running win-loss interviews, coding why deals were won or lost, or fixing cards reps ignore."
Battlecard Craft
Purpose
A battlecard is a one-page brief a rep can use in the middle of a live call against one named rival. Most cards fail for two reasons: they are built from marketing copy instead of deal evidence, and nobody owns keeping them current. This skill fixes both. It ships the research workflow behind the card (win-loss interviews, call evidence, evidence grading) and the maintenance cadence that keeps the card true after it ships.
Workflow
1. Scope the card
- One card per rival. A card covering three rivals covers none of them in a live call.
- Build cards only for rivals that show up often enough to matter. Start with the rivals named most in recent closed deals, won and lost, plus no-decision deals where a rival was evaluated.
- Name one owner and set a review date before writing anything. A card with no owner goes stale on a schedule you can predict.
2. Gather evidence before writing
Pull from four sources, in this order of trust:
- Buyer interviews. Short structured interviews with people who just chose you or chose the rival. This is the only source that knows the full reason. Full method in
references/win-loss-research.md.
- Call recordings. Search transcripts for the rival's name and phrases like "we also looked at" or "compared to". Write down objections in the prospect's exact words.
- Rep debriefs. Ask top reps what they actually say when the rival comes up, and what made them lose. Treat rep accounts of why a deal was lost as a lead, not a fact: reps rarely hear the real reason.
- Public rival material. Pricing pages, docs, changelogs, review sites, job posts. Date every item. Public claims about the rival need a source a rep could open.
Grade every fact that will land on the card:
| Grade | Meaning | Card rule | |---|---|---| | A | Buyer said it in a win-loss interview, or it is on the rival's public page today | Can go on the card as stated | | B | Two or more reps report it independently, or one buyer mentioned it once | Goes on the card hedged: "buyers report..." | | C | One rep's impression, a rumor, an old screenshot | Stays off the card. Research task, not content |
3. Run the win-loss loop
Follow references/win-loss-research.md. The short version:
- Interview wins and losses in roughly equal numbers, within 3 months of the decision, 30 minutes, run by someone who did not sell the deal.
- Ask the same core questions every time so answers can be compared: problem context, who else was evaluated, what decided it, price role, perceived risk, what would have changed the outcome.
- Code each interview against a fixed reason taxonomy (product fit, price, timing, risk and trust, sales experience, incumbent inertia, no-decision blockers). Tag quotes to codes.
- Roll up monthly. A reason named once is a story. A reason named across several interviews in a segment is a card change.
4. Write the card in Know / Say / Show layers
Keep the three layers separate. Collapsing them is why cards get too long to scan.
- Know (pre-call, can be a linked page): rival overview, target buyer, pricing model, recent moves, where they genuinely win.
- Say (the card itself, used live): talk tracks and objection replies. Each entry is 2 to 3 short lines: what to say, one proof line, where to steer next.
- Show (after the call): case studies, comparison sheets, ROI material the rep sends as follow-up.
The live card must pass the 10-second test: a rep mid-call can find the right entry and use it in under 10 seconds. If an entry needs a paragraph of reading, it belongs in Know or Show.
Required sections for the live card, in this order:
- Header: rival name, card owner, last updated date, evidence grade note.
- Quick intel: who they sell to, their core pitch in one line, pricing shape, one recent move that matters.
- Where they genuinely win: 2 to 4 honest strengths. Reps who get blindsided stop trusting the card.
- Where we win for this buyer: advantages tied to a buyer pain, each with a proof point. No feature lists without a pain attached.
- Objections: the top 3 to 5, written the way prospects say them. Each reply follows LAER: Listen, Acknowledge, Explore, Respond. Acknowledge the rival's real strength first, then reframe to the buyer's stated priority, then offer proof. Include a concede line for cases where the objection is simply true.
- Questions to plant: discovery questions that surface the rival's weak spots in the buyer's own evaluation, phrased as things to ask the rival too.
- Walk away: the 2 to 3 situations where the rival is the better fit. Saying this out loud early builds more trust than winning a bad-fit deal.
- If you hear this, say this: 3 to 5 one-line triggers for the most common live moments.
Use the fill-in file in assets/battlecard-template.md and validate the draft with bin/check_battlecard.py.
5. Handle objections with LAER
For every objection entry, draft all four moves:
- Listen: let them finish. Note the exact wording for the card.
- Acknowledge: name the concern as legitimate. Never argue with the premise in the first sentence.
- Explore: one question that finds the root. "Too expensive" can mean total price, one line item, timing of budget, or a cheaper rival quote used as leverage. Each root gets a different reply.
- Respond: answer the root, with proof, then check: "Does that cover the concern, or is there a piece I missed?"
Sort objections by root cause, not by wording: price, timing, authority, need, trust, incumbent. The same words from a prospect can hide different roots.
6. Launch and maintain
Follow references/cadence-and-ownership.md. Minimum viable rhythm:
- Field intel lands on the card within 48 hours of verification.
- Weekly: 15-minute triage of new signals and rep reports.
- Monthly: fold win-loss rollups into card changes. Publish a short note on what changed and why.
- Quarterly: full review of positioning, pricing, and proof against current rival material.
- Trigger-based, no waiting for the calendar: rival pricing or packaging change, major launch, acquisition, or a clear shift in competitive win rate. Update within a week of confirmation, pricing changes faster.
Retire cards for rivals that stop appearing in deals. A library with dead cards teaches reps to ignore live ones.
7. Measure whether the card works
- Tag opportunities in the CRM with rival and card used. Compare competitive win rate with and without card use, by rival.
- Track which objection entries reps actually use. An entry nobody uses in a quarter gets rewritten from fresh call evidence or cut.
- Ask reps after competitive deals: what worked, what fell flat, what did the buyer say back. Feed answers into the monthly rollup, not into ad hoc edits.
Output Contract
A finished job delivers:
- One battlecard per rival, built on
assets/battlecard-template.md, passing bin/check_battlecard.py with no errors.
- An evidence log: each card claim with its grade (A, B, or cut) and its source.
- The win-loss interview guide and coded rollup behind the card, per
references/win-loss-research.md, when research was run.
- An ownership line: named owner, review date, and the cadence from
references/cadence-and-ownership.md written into the card header.
- A change note for reps when an existing card changes: what changed, why, and which talk track to use differently.
Operating Rules
- Never invent rival facts: no pricing, dates, feature claims, or customer quotes without a source from step 2. Unverifiable claims get cut or graded C and kept off the card.
- Never write a card that pretends the rival has no strengths. Reps can smell it and buyers punish it.
- Never disparage the rival by name-calling or vague claims. Contrast on criteria the buyer cares about, with proof.
- Keep the live card to one page of scannable entries. Depth goes in linked Know and Show layers.
- Write objections in the prospect's words, replies in a top rep's words. Cleaned-up marketing phrasing helps nobody mid-call.
- Every claim on the card carries a date. Pricing and packaging claims older than one quarter must be rechecked before reuse.
- If the evidence base is thin (fewer than 3 buyer interviews and no call recordings for a rival), ship the card marked as draft grade B, say so in the header, and schedule the interviews. Do not present a draft as settled intel.
- No-decision is its own outcome category. Losing to inertia needs different card content (risk reducers, phased start, cost of delay) than losing to a rival.
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