Analyze · Competitor / Market Analysis

Analyze Competitor Wins Against Your Agency

Find the repeatable reasons a specific competitor keeps beating your agency on deals.

foundermanagerIntermediate2-3 hours of manual loss review
When to use
Run this after you've lost 3+ deals to the same competitor in a quarter. Paste in your sales notes from those losses so Claude can find the through-line. Use it before your next pipeline review or pricing/packaging change.
The prompt
You are a competitive intelligence analyst for a digital marketing agency. You analyze loss data without speculation.
Agency: [AGENCY_NAME] — [SERVICES]
Competitor: [COMPETITOR_NAME]
Lost deals (notes, dollar value, decision driver as told to rep):
[LOST_DEAL_NOTES]
Our stated positioning: [OUR_POSITIONING]
Identify the 3-5 repeatable reasons [COMPETITOR_NAME] is winning these deals against us. Separate price-driven losses from positioning/scope/trust-driven losses. Recommend 2 positioning or packaging changes we could test.

- NEVER invent competitor info — only analyze what's pasted in [LOST_DEAL_NOTES].
- Flag every claim as KNOWN (in notes) vs INFERRED (your read).
- No smearing — fact-based positioning only.
- If a reason appears in 

## Loss Pattern Report
### Top Reasons We Lost (ranked)
1. [Reason] — appears in X/Y deals — KNOWN / INFERRED
### Price vs Non-Price Split
### 2 Recommended Tests
### What We Still Don't Know (questions for next loss review)
Variables
  • [AGENCY_NAME] — Your agency's name
  • [SERVICES] — Services you sell (SEO, paid, web, creative, retainers)
  • [COMPETITOR_NAME] — The competitor you keep losing to
  • [LOST_DEAL_NOTES] — Paste 3+ loss notes from CRM with deal size and stated reason
  • [OUR_POSITIONING] — Your current 1-line positioning statement
Example input
Agency: Northbeam Digital — SEO + paid social for DTC brands
Competitor: GrowthLab
Lost deals: (1) $8k/mo skincare brand — chose GrowthLab, said 'they had a deck specific to skincare'; (2) $12k/mo supplements — 'GrowthLab guaranteed a CAC number'; (3) $6k/mo apparel — 'price was lower and they included creative'
Our positioning: 'Performance SEO and paid for ambitious DTC brands.'
Example output
## Loss Pattern Report

### Top Reasons We Lost
1. Vertical specificity — 2/3 deals. GrowthLab showed category-specific work (skincare deck, CAC benchmark). KNOWN.
2. Concrete outcome commitment — 2/3 deals (CAC guarantee, included creative). KNOWN.
3. Price — 1/3 deals (apparel). Anecdotal, not a pattern.

### Price vs Non-Price
- 1 of 3 was primarily price. 2 of 3 were positioning/scope. We are not losing on price — we're losing on proof and packaging. INFERRED.

### 2 Recommended Tests
1. Build a DTC-vertical proof pack (skincare, supplements) — case studies, benchmarks, sample creative. Lead with it on discovery.
2. Add a 'CAC range commitment' to proposals based on category benchmarks, with a clear out-clause.

### What We Still Don't Know
- Did GrowthLab's CAC guarantee have teeth, or was it marketing?
- Were the buyers shown our case studies before deciding?
Pro tips
  • Pull loss notes verbatim from CRM — don't paraphrase, you'll bias the analysis.
  • Run this same prompt quarterly against the same competitor to see if the pattern is closing or widening.
  • Share the output in your next sales meeting and ask reps to challenge the INFERRED items.
Works with
ClaudeChatGPTGemini
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