Competitive Battlecard Template
Sales one-pager per competitor: when we meet them, win-loss snapshot, strengths, objection handling, landmine questions, proof
How to use: Use it when sales needs a quick brief on one competitor before a call. Fill the win-loss snapshot and sourced comparison first. The main pitfall is unsourced or outdated claims about the competitor.
Preview
Competitive Battlecard: [Our product] vs [Competitor]
A one-page, sales-facing summary for one competitor: when we meet them, where we win and lose, how to handle their claims, the questions that expose the difference, and proof. Based on common business-to-business sales enablement practice. Replace every
[bracketed]value and every row marked Example.
| Field | Value |
|---|---|
| Competitor | [Competitor name] |
| Card owner | [@product-marketing] |
| Sources checked | YYYY-MM-DD |
| Next review | YYYY-MM-DD |
| Classification | Internal, do not share with customers |
When you meet them
[Example: In 31% of mid-market deals last two quarters, usually when the buyer already uses the competitor's expense product.]
Win and loss snapshot
| Measure (Example) | Value |
|---|---|
| Head-to-head deals, last 12 months | 42 |
| Won | 25 (59.5%) |
| Top reason we win | Native ERP integration live in under 4 weeks |
| Top reason we lose | Bundled pricing with their expense product |
Where we win and where they are strong
| Area | Us (Example) | Them (Example) | Source |
|---|---|---|---|
| ERP integration | Native for three mid-market ERPs | File import only for two of them | Their help centre, YYYY-MM-DD |
| Approval workflows | Multi-entity rules | Single entity in base plan | Their pricing page, YYYY-MM-DD |
| Bundle with expenses | Partner integration | Native | Their website |
Objection handling
| They say (Example) | Respond with |
|---|---|
| "We are cheaper if you also use our expense tool." | Ask for the total cost over three years including implementation; share the time-to-live case study. |
| "Larkspan is a small vendor." | Offer security documentation and two reference calls in the buyer's industry. |
Landmine questions
- [Example: "How many weeks did your last ERP integration take, and who maintained it?"]
- [Example: "How do you approve invoices across entities with different limits?"]
Proof
- [Example: case study: 40-person finance team, close shortened by one day]
- [Example: reference customers in wholesale distribution]
Standard and licence note
Based on common sales enablement practice for competitive battlecards.
The structure, text and fictional example are original. Check
comparative claims with legal review before using them outside sales
conversations. Related templates: product/competitive-analysis,
marketing/ideal-customer-profile, marketing/messaging-framework,
sales/win-loss-analysis. Template licence: MIT.
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