Scope the battlecard by deal motion
45 min
45 min
Start in Notion or Klue and create one battlecard brief per competitor, not one giant generic card. Define the card type as displacement, renewal defense, objection handling, enterprise evaluation, or feature comparison because each one needs different talk tracks. Add fields for competitor_name, deal_motion, target_segment, sales_stage, owner, source_cutoff_date, approval_status, and refresh_trigger. Limit the first pass to 3-5 competitors where sellers are actively losing, hesitating, or asking the same questions. QA check: if a rep cannot tell when to use the card in one sentence, the scope is still too broad.
A scoped battlecard plan with competitor, use case, owner, and approval fields.
Build separate cards for renewal defense and new-business displacement. The same competitor can require completely different seller guidance depending on deal context.