Competitor Battlecard Template

One page a salesperson can read in two minutes before a call where the buyer is also considering this competitor. Every claim is specific, dated and traceable to a source.

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[Competitor] — Battlecard

Updated [date] · Owner: [name]

Summary

[Who they are, in one sentence.] [How they compete with us right now, in one sentence.]

Two sentences. If a rep reads nothing else, this is what they know walking into the call.

At A Glance

Positioning
[How they present themselves, in their own words, one or two sentences]
Audience
[Who they sell to: segment, company size, roles]
Pricing
[Pricing model and level in one sentence, or “not public”]

Take positioning from their homepage and pricing from their pricing page, not from memory.

How We Win

  • [A talk track a rep can say out loud, tied to a real difference]
  • [A second talk track]
  • [A third talk track]

Up to four. No generic advice like “focus on value”: if a person can't say it on a call, rewrite it.

Their Strengths

  • [Where they are genuinely strong against us, one specific sentence] (source 1)
  • [Another strength] (source 2)

Up to five. Being honest here is what makes the rest of the card credible.

Their Weaknesses

  • [Where they are weaker than us or exposed, one specific sentence] (source 3)
  • [Another weakness] (source 4)

Up to five. Each one should be something a buyer could verify.

Objections

What the buyer saysHow we answer
“[An objection a buyer comparing us might raise]”[A short, honest answer]
“[A second objection]”[The answer]

Up to four, in the buyer's words. Collect them from call notes, not from a brainstorm.

Watch

  • [A recent move to keep an eye on, with its date] (source 5)
  • [Another recent move]

Up to three, newest first. Remove a move once it no longer changes how you sell.

Sources

  1. [What changed, in one line] ([date it happened, or the window if the exact day is unknown]) — [link]
  2. [What changed] ([date]) — [link]

Number every source and cite it in the points above. If you only know a change happened between two dates, write the window, never a single day.

More Templates

Orlea Fills This In For You, Automatically.

Orlea writes a battlecard for each competitor from the changes it has seen, cites every point and rewrites it when they move.