Best for
- B2B teams losing active deals to a specific competitor
- PMMs creating competitor-specific sales enablement
- Sales teams that need sharper talk tracks than static battlecards
Combine sales calls, review themes, and competitive intel into a deal-ready brief for beating a specific competitor.
Create a competitive displacement brief with traps, proof points, objection responses, and seller talk tracks.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Most battlecards are too generic to help in live competitive deals. Sellers need deal-ready guidance: when to attack, when not to attack, what traps to set, which proof to use, and how to respond when a buyer repeats competitor framing. This workflow builds displacement guidance from actual buyer language instead of internal opinions.
Expected results
Competitive assets produced
1 deal-ready brief
The workflow produces a focused displacement brief for one competitor and deal context, not a generic all-purpose battlecard.
Seller usability
Reviewed by 3-5 sellers
Field review improves adoption and catches risky or unrealistic messaging before rollout.
Research time saved
8-12 hours per brief
AI-assisted synthesis reduces the manual effort of reading calls, reviews, and win-loss notes.
Deal relevance
Buyer-language based
The guidance is built from real calls and reviews, making it more credible than internal opinion alone.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
30-45 min
30-45 min
Choose one competitor, one buyer segment, and one sales question the brief must answer. In Google Docs, define the date range, deal stages, regions, product lines, and minimum evidence required before a pattern can appear in the final brief. Add rules for redacting customer names, excluding privileged conversations, and separating direct evidence from interpretation. Have sales leadership and product marketing approve the scope before anyone exports calls.
An approved research scope with privacy, evidence, and usage rules.
A displacement brief is strongest when it answers one sales question, such as why buyers replace a competitor, rather than cataloging everything said about them.
60-90 min
60-90 min
Use Gong filters to find closed-won, closed-lost, competitive, migration, renewal, and evaluation calls within the approved scope. Capture only the sections where the buyer names the competitor, explains a problem, describes switching friction, evaluates proof, or reacts to your positioning. Record call date, stage, segment, speaker role, excerpt, and outcome, then redact personal or confidential information not needed for analysis. Do not export full transcripts when a short evidence excerpt is sufficient.
A redacted call-evidence set tied to deal context and outcome.
Buyer language near a decision or objection is more useful than a seller's summary after the fact.
Pro workflow preview
Previewing 2 of 8 steps
Get the remaining 6 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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