Competitive Intelligence Refresh

What this task does

Your losses know more about your competitors than any analyst report. Monthly, this task reads your closed-lost notes by competitor, cross-references their current public positioning, reviews, and launches, and rewrites your battlecards around why you actually lose and where you genuinely win.

Set up once

1. Keep the competitor field populated on closed-lost deals (worth the discipline for this alone).
2. Connect HubSpot read-only; keep battlecards/ in the workspace.
3. Run the first Monday of each month.

The task brief

Paste this into Claude Cowork:

Refresh my battlecards. Pull closed-lost deals from the last 6 months where [FILL IN: competitors] appear, extract per competitor: top loss reasons, common objections, how they positioned against us. Then research each competitor's current site, G2 reviews from the last 90 days, and recent announcements. Update battlecards/ with: where we genuinely win for which buyer, their current traps, discovery questions that expose their gaps, and objection-response-proof rows. Show diffs.

What you get back

• Battlecards grounded in your losses, not vendor marketing
• Discovery questions that set traps competitors walk into
• A monthly diff showing how the competitive ground is shifting

Guardrails

• Spot-check any researched fact before you repeat it to a buyer.
• Use public sources only — no misrepresenting yourself to obtain competitor info.