home / skills / lerianstudio / ring / competitive-intelligence

competitive-intelligence skill

/.archive/pmm-team/skills/competitive-intelligence

This skill helps you map the competitive landscape, create battlecards, and track rivals to inform strategy and win more deals.

npx playbooks add skill lerianstudio/ring --skill competitive-intelligence

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md
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---
name: competitive-intelligence
description: |
  Competitive intelligence skill for analyzing competitive landscape, creating
  battlecards, and tracking competitor movements.

trigger: |
  - Competitive analysis needed
  - Battlecard creation required
  - User requests "competitive intel" or "competitor analysis"

skip_when: |
  - Pure market sizing → use market-analysis
  - Positioning work → use positioning-development (includes competitive)
  - Already have current competitive intel
---

# Competitive Intelligence

Comprehensive competitive analysis including landscape mapping, battlecards, and ongoing tracking.

## Purpose

Competitive intelligence informs strategic decisions:
- Positioning requires understanding competitive alternatives
- Messaging requires competitive differentiation
- Sales requires battlecards for objection handling
- Strategy requires tracking competitor movements

**Competitive intel should be refreshed regularly, not one-time.**

## Process

### Phase 1: Competitive Landscape

Map the competitive ecosystem:

```markdown
## Competitive Landscape

### Competitor Categories
| Category | Definition | Examples |
|----------|------------|----------|
| Direct | Same product category, same buyer | [Competitors] |
| Indirect | Different product, same problem | [Alternatives] |
| Potential | Could enter market | [Threats] |

### Competitor Profiles

#### [Competitor 1 Name]
**Overview:**
- Company: [Description]
- Founded: [Year]
- Funding: [Amount/Stage]
- Size: [Employees, Revenue if known]
- HQ: [Location]

**Product:**
- Core offering: [Description]
- Key features: [List]
- Technology: [Stack if known]
- Integrations: [Key integrations]

**Market Position:**
- Target segment: [Who they target]
- Positioning: [How they position]
- Pricing: [Model and price points]
- Market share: [Estimate if available]

**Strengths:**
1. [Strength 1]
2. [Strength 2]
3. [Strength 3]

**Weaknesses:**
1. [Weakness 1]
2. [Weakness 2]
3. [Weakness 3]

**Recent Activity:**
- [Date]: [Activity/announcement]
- [Date]: [Activity/announcement]

#### [Competitor 2 Name]
[Repeat structure]
```

### Phase 2: Feature Comparison

Detailed feature analysis:

```markdown
## Feature Comparison

### Feature Matrix
| Feature Category | Feature | Us | Comp A | Comp B | Comp C |
|-----------------|---------|-----|--------|--------|--------|
| [Category 1] | [Feature 1] | YES/NO/PARTIAL | ... | ... | ... |
| | [Feature 2] | YES/NO/PARTIAL | ... | ... | ... |
| [Category 2] | [Feature 3] | YES/NO/PARTIAL | ... | ... | ... |
| | [Feature 4] | YES/NO/PARTIAL | ... | ... | ... |

### Legend
- YES: Full feature parity or better
- PARTIAL: Feature exists but limited
- NO: Feature not available
- SUPERIOR: Feature advantage over competitors

### Unique Features
**Our Unique Features:**
| Feature | Competitive Advantage | Customer Value |
|---------|----------------------|----------------|
| [Feature 1] | [Why unique] | [Why customers care] |
| [Feature 2] | [Why unique] | [Why customers care] |

**Competitor Unique Features:**
| Competitor | Feature | Threat Level | Our Response |
|------------|---------|--------------|--------------|
| [Comp A] | [Feature] | HIGH/MED/LOW | [How we counter] |
| [Comp B] | [Feature] | HIGH/MED/LOW | [How we counter] |
```

### Phase 3: Win/Loss Analysis

Understand competitive dynamics:

```markdown
## Win/Loss Analysis

### Win Scenarios
| Scenario | Why We Win | Key Proof Points |
|----------|------------|------------------|
| [Scenario 1] | [Reasons] | [Evidence] |
| [Scenario 2] | [Reasons] | [Evidence] |
| [Scenario 3] | [Reasons] | [Evidence] |

### Loss Scenarios
| Scenario | Why We Lose | Improvement Needed |
|----------|-------------|-------------------|
| [Scenario 1] | [Reasons] | [Gap to address] |
| [Scenario 2] | [Reasons] | [Gap to address] |
| [Scenario 3] | [Reasons] | [Gap to address] |

### Head-to-Head Analysis
| Competitor | Win Rate | Common Win Reasons | Common Loss Reasons |
|------------|----------|-------------------|---------------------|
| [Comp A] | X% | [Reasons] | [Reasons] |
| [Comp B] | X% | [Reasons] | [Reasons] |
| [Comp C] | X% | [Reasons] | [Reasons] |

### Competitive Triggers
**When to Engage:**
- [Signal that indicates opportunity]
- [Signal that indicates opportunity]

**When to Walk Away:**
- [Signal that indicates poor fit]
- [Signal that indicates poor fit]
```

### Phase 4: Battlecards

Create sales enablement:

```markdown
## Battlecards

### Battlecard: [Competitor Name]

**Quick Facts**
| Attribute | Value |
|-----------|-------|
| Company | [Name] |
| HQ | [Location] |
| Founded | [Year] |
| Funding | [Amount] |
| Employees | [Count] |
| Pricing | [Range] |

**Their Positioning**
> "[Their tagline or positioning statement]"

**Their Strengths (What They'll Say)**
1. [Strength 1]
2. [Strength 2]
3. [Strength 3]

**Their Weaknesses (What They Won't Say)**
1. [Weakness 1]
2. [Weakness 2]
3. [Weakness 3]

**Why Customers Choose Them**
- [Reason 1]
- [Reason 2]

**Why Customers Choose Us Instead**
- [Reason 1]
- [Reason 2]

**Objection Handling**
| Their Claim | Our Response | Proof Point |
|-------------|--------------|-------------|
| "[Claim 1]" | [Response] | [Evidence] |
| "[Claim 2]" | [Response] | [Evidence] |
| "[Claim 3]" | [Response] | [Evidence] |

**Landmines to Set**
- Question to ask: "[Question that exposes their weakness]"
- Question to ask: "[Question that highlights our strength]"

**Trap Questions They'll Set**
- "[Question]" → Our response: "[How to handle]"
- "[Question]" → Our response: "[How to handle]"

**Win Strategy**
1. [First step]
2. [Second step]
3. [Close approach]

[Repeat for each major competitor]
```

### Phase 5: Tracking and Updates

Establish ongoing intelligence:

```markdown
## Competitive Tracking

### Monitoring Sources
| Source | Type | Frequency | Owner |
|--------|------|-----------|-------|
| [Source 1] | News/Social/Product | Daily/Weekly | [Owner] |
| [Source 2] | News/Social/Product | Daily/Weekly | [Owner] |
| [Source 3] | News/Social/Product | Daily/Weekly | [Owner] |

### Alert Triggers
| Trigger | Action | Owner |
|---------|--------|-------|
| New funding announcement | Update battlecard, assess threat | [Owner] |
| Major feature launch | Feature comparison update | [Owner] |
| Pricing change | Pricing analysis update | [Owner] |
| Key hire/departure | Profile update | [Owner] |
| Acquisition/partnership | Strategy reassessment | [Owner] |

### Update Cadence
| Deliverable | Frequency | Owner |
|-------------|-----------|-------|
| Battlecard refresh | Monthly | [Owner] |
| Feature matrix update | Quarterly | [Owner] |
| Full competitive review | Bi-annually | [Owner] |
| Ad-hoc alerts | As needed | [Owner] |

### Intelligence Gaps
| Gap | Impact | Plan to Address |
|-----|--------|-----------------|
| [Gap 1] | HIGH/MED/LOW | [How to fill] |
| [Gap 2] | HIGH/MED/LOW | [How to fill] |
```

## Output Format

```markdown
# Competitive Intelligence: [Market/Product]

## Executive Summary
- **Primary Competitors:** [Top 3]
- **Competitive Position:** [Strong/Moderate/Weak]
- **Key Differentiator:** [Primary advantage]
- **Biggest Threat:** [Primary concern]

## Competitive Landscape
[Phase 1 output]

## Feature Comparison
[Phase 2 output]

## Win/Loss Analysis
[Phase 3 output]

## Battlecards
[Phase 4 output]

## Tracking Plan
[Phase 5 output]

## Recommendations
1. **Positioning Implications:** [What this means for positioning]
2. **Product Gaps:** [Features to prioritize]
3. **Sales Enablement:** [Training/tools needed]
4. **Watch List:** [Competitors to monitor closely]

## Last Updated
- **Date:** [Date]
- **Owner:** [Name]
- **Next Review:** [Date]
```

## Blocker Criteria

| Blocker | Action |
|---------|--------|
| No competitor data available | STOP. Cannot analyze without data. Research required. |
| Competitor set unclear | STOP. Define competitive frame before analysis. |
| Data significantly outdated | STOP. Refresh data before proceeding. |
| Conflicting competitive claims | STOP. Verify with multiple sources. |

## Anti-Rationalization Table

See [shared-patterns/anti-rationalization.md](../shared-patterns/anti-rationalization.md) for universal anti-rationalizations.

### Gate-Specific Anti-Rationalizations

| Rationalization | Why It's WRONG | Required Action |
|-----------------|----------------|-----------------|
| "We don't have competitors" | Every product has alternatives, including doing nothing | **Identify all alternatives** |
| "We know our competitors" | Assumptions miss updates and nuance | **Systematic analysis required** |
| "Battlecards are just for sales" | Competitive intel informs all GTM | **Create comprehensive intel** |
| "Competition is irrelevant" | Market context always matters | **Analyze regardless of lead** |

## Pressure Resistance

See [shared-patterns/pressure-resistance.md](../shared-patterns/pressure-resistance.md) for universal pressure scenarios.

### Gate-Specific Pressures

| Pressure Type | Request | Agent Response |
|---------------|---------|----------------|
| "Quick competitive scan" | "Just list competitors" | "Lists without analysis miss insights. Completing full analysis." |
| "Focus on weak competitors" | "Only analyze ones we beat" | "Strong competitors inform strategy. Analyzing all." |
| "Skip the battlecards" | "Sales can figure it out" | "Sales enablement drives wins. Creating battlecards." |

## Execution Report

Base metrics per [shared-patterns/execution-report.md](../shared-patterns/execution-report.md):

| Metric | Value |
|--------|-------|
| Duration | Xm Ys |
| Iterations | N |
| Result | PASS/FAIL/PARTIAL |

### Gate-Specific Details
- competitors_profiled: N
- features_compared: N
- battlecards_created: N
- sources_referenced: N
- intelligence_gaps: N
- update_cadence_defined: YES/NO

Overview

This skill provides a structured competitive intelligence workflow for mapping the landscape, producing battlecards, conducting win/loss analysis, and keeping ongoing tracking. It turns raw competitor data into actionable guidance for product, sales, and strategy teams. The output is a repeatable cadence of reports, matrices, and alerts to reduce blind spots and surface threats early.

How this skill works

The skill guides a phased process: build comprehensive competitor profiles and category maps, run detailed feature and pricing comparisons, and capture win/loss patterns to inform sales tactics. It generates battlecards for sellers, defines monitoring sources and alert triggers, and prescribes update cadences and owners. Blocker checks enforce minimum data quality before analysis proceeds.

When to use it

  • Preparing go-to-market messaging or repositioning the product
  • Equipping sales with rebuttals and objection-handling battlecards
  • Evaluating product roadmap priorities against competitor feature moves
  • After a competitor announcement (funding, acquisition, pricing change)
  • On a scheduled cadence to refresh market knowledge

Best practices

  • Start with a clear competitive frame: direct, indirect, potential entrants
  • Use a consistent feature matrix and legend for comparability
  • Assign owners and frequencies for monitoring and updates
  • Prioritize data freshness—stop work if core data is missing or outdated
  • Capture evidence and proof points for every claim in battlecards

Example use cases

  • Create a one-page battlecard for the top three rivals to hand to AE teams
  • Run a quarterly feature parity audit to identify roadmap gaps
  • Perform win/loss postmortems to surface repeatable sales objections
  • Set up alert triggers for funding, hires, acquisitions, and pricing moves
  • Produce a bi-annual competitive review for exec strategy meetings

FAQ

What if we have no competitor data?

Stop and research: the skill requires baseline competitor profiles before analysis. Identify direct, indirect, and potential alternatives first.

How often should battlecards be refreshed?

Monthly is recommended for battlecards; feature matrices quarterly and full reviews bi-annually, with ad-hoc alerts as events occur.