CRO · Playbook · Intermediate · Saves 55+ hours
Competitive Intelligence Playbook
A playbook for gathering and activating competitive intelligence.
What's included
- CI sourcing strategies
- Analysis frameworks
- Distribution methods
- Sales activation
- Win/loss integration
- Continuous updating
Best used when
- Building CI program
- Improving competitive win rate
- Training on competitors
- Responding to competitive threats
The template
The Template
CI SOURCING
Intelligence Gathering Sources
CI SOURCE STRATEGY
PRIMARY SOURCES:
☐ Win/loss interviews
☐ Sales team feedback
☐ Customer conversations
☐ Prospect objections
☐ Former employees
SECONDARY SOURCES:
☐ Competitor websites
☐ Press releases
☐ Job postings
☐ G2/Capterra reviews
☐ Social media
ANALYST SOURCES:
☐ Gartner/Forrester
☐ Industry reports
☐ Conference presentations
☐ Webinars
COLLECTION CADENCE:
Daily: Social, news alerts
Weekly: Review aggregation
Monthly: Deep competitor analysis
Quarterly: Market landscape
Competitive Intelligence Matrix
| Competitor | Product | Pricing | Positioning | Customers | Threats |
|---|---|---|---|---|---|
ACTIVATION
CI Distribution
CI DISTRIBUTION PLAN
BATTLE CARDS:
Format: 1-page summary
Update: Monthly + triggers
Access: Sales portal
COMPETITIVE ALERTS:
Format: Slack/email
Triggers: Major announcements
Audience: All sales
DEEP DIVES:
Format: 30-min session
Cadence: Quarterly
Audience: AEs, SEs
WIN/LOSS INSIGHTS:
Format: Monthly digest
Source: Interview analysis
Audience: Sales leadership
Frequently asked questions
What is the Competitive Intelligence Playbook?
A playbook for gathering and activating competitive intelligence.
Who is the Competitive Intelligence Playbook for?
It is built for CROs and their teams working on Sales Enablement. The AI coach adapts it to your company, stage, and goals.
How long does the Competitive Intelligence Playbook take to use?
It saves roughly 55+ hours versus building from scratch. Our AI coach can tailor the playbook to your situation in minutes, then hand you a step-by-step plan.
Is the Competitive Intelligence Playbook free?
Yes. You can read the full playbook and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Competitive Intelligence Playbook?
The coach teaches you the framework, asks a few questions about your business, tailors the playbook to you, and gives you measurable next steps to execute.