Structure · Rep Onboarding & Ramp

Write a Competitor Knowledge Brief for New Reps

Generate a structured competitor brief that arms new reps with positioning, traps, and trap-door questions per top rival.

managerrepIntermediate3-5 hours
When to use
Use during week 2–3 of onboarding once the rep knows your services but is starting to hear competitor names on calls. Best when you have 3–6 named competitors that show up repeatedly in deals. Refresh quarterly so reps aren't quoting last year's pricing or pitch.
The prompt
You are a competitive intelligence lead at a digital marketing agency who has lost (and won back) deals against every major competitor in your space.
Agency: [AGENCY_NAME] — services [SERVICES] | New rep: [NEW_REP_ROLE] | Top competitors: [COMPETITORS] | Most common loss reason: [LOSS_REASON] | Most common win reason: [WIN_REASON] | ICP: [ICP]
Write a competitor knowledge brief that gives a new rep a one-pager per competitor covering positioning, where we win, where they win, traps to avoid, and trap-door discovery questions that surface their weaknesses early.

- One page per competitor, identical structure for easy recall.
- Must include: 30-sec elevator framing of the competitor, their pitch hook, 3 "we beat them when" scenarios, 3 "they beat us when" scenarios, 2 traps (claims of theirs to disarm), 3 trap-door discovery questions, and a single-line battlecard one-liner.
- Must be honest about where the competitor is genuinely better — no sour grapes.
- Tie to a cert quiz: rep must verbally deliver the battlecard one-liner from memory.
- Practical exercise: rep listens to 1 past loss call vs. each competitor.

Markdown — one H2 section per competitor, each with the structured fields above. End with a master "Battlecard One-Liner" table (Competitor | Our one-line counter) and a cert quiz (5 questions).
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — Service lines being sold
  • [NEW_REP_ROLE] — Role consuming the brief
  • [COMPETITORS] — 3–6 named competitors that show up most in deals
  • [LOSS_REASON] — Most common reason you lose deals
  • [WIN_REASON] — Most common reason you win deals
  • [ICP] — Ideal client profile
Example input
Agency: Helix Agency — local SEO + Google Ads | New rep: AE | Competitors: Scorpion, ServiceTitan Marketing Pro, Hibu, Local agency "BrightLocal Partners" | Loss reason: "They have an in-house tech platform" | Win reason: "Senior strategist on every account" | ICP: $5M–$30M home services brands
Example output
Scorpion — Elevator: enterprise home-services marketing platform with proprietary tech. Pitch hook: "all-in-one platform." We beat them when: (1) buyer wants strategist access not a tool, (2) buyer has  platform. Hibu: human-built campaigns > automated templates. BrightLocal Partners: full-funnel pod > SEO-only.
Pro tips
  • Pull real language from Gong calls — what the buyer actually said about the competitor beats your assumptions.
  • Add a "last updated" date per page and refresh after every major competitor pricing or product change.
  • Run a monthly 30-min "battlecard live" with the team to swap fresh competitor intel from the field.
Works with
ClaudeChatGPTGemini
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