Battle Plan

Battle cards tell reps what to say about a competitor. Battle Plan helps them figure out what to say in this deal, with this buyer, at this stage.

Battle Plan is a competitive deal coaching tool designed to help reps turn static competitive content into situation-specific sales guidance before a live conversation. The rep starts with a short deal intake. They enter the competitor they're up against, the deal context, the current opportunity stage, what the buyer or champion has said so far, and what they need help with most, whether that's pricing pressure, a feature comparison, implementation concerns, or a competitor gaining mindshare. From there, the tool generates a tailored coaching brief rather than a generic competitor summary. It gives the rep a clear read on what is likely happening in the deal, what the competitor is probably winning on, what not to say, how to position more effectively in this specific situation, and a ready-to-use talk track for a call or follow-up email. Follow-up coaching prompts let the rep go deeper and get more situation-aware guidance as the deal evolves.

Why This Tool Was Needed

Most competitive enablement assets are built for general awareness, not live deal support. A rep can read a battle card and understand how a competitor is positioned in the market. What that same rep often can't do is translate that information into confident, specific language for the conversation they're about to have. The harder question is what should I say in this deal, with this buyer, at this stage, given the objection I just heard. The result is reps who have the information somewhere but still struggle to convert it into sharp positioning, effective objection handling, and language they can actually use in a live pitch. Battle Plan was built to close that gap by making competitive content actionable in the moment it matters most.