Library/Deal Strategy & Stakeholder Management/Competitive Deal Strategy/Analyze Competitor's Position in an Active Deal
TestedDeal Strategy & Stakeholder ManagementQuick Win (under 10 min)

Analyze Competitor's Position in an Active Deal

Use public signals to assess how deeply a competitor is embedded at a named account and identify three tactical moves

About this prompt

This prompt helps AEs in active deals assess a named competitor's footprint at the prospect account, what the competitor is likely pitching, where they are weak, and what tactical moves to make before the next call. It draws on publicly available information — job postings, LinkedIn, news, and review sites. Use it when you are in a live evaluation and need a specific action plan to improve your competitive position before the next meeting.When you are in a competitive evaluation and the prospect is also talking to a known competitor, generic battlecard advice is not enough — you need account-specific intelligence. This prompt generates a tactical competitive brief for a live deal by using publicly available signals to assess how embedded [COMPETITOR] already is at [PROSPECT COMPANY], what capabilities they are likely positioning, and where they tend to underperform at accounts similar to [PROSPECT TYPE]. Replace those three variables with the specific names relevant to your deal. The output includes three concrete tactical moves to improve your position before the next call and one question to ask the prospect that exposes a gap in the competitor's offering. Use this prompt during active evaluation, not pre-prospecting — it is designed for deals already in motion, not for building a general competitive profile. For best results, include what you already know about the competitor's presence at the account (e.g., which teams are using them, how long they have been there) so the AI can focus on what you do not yet know rather than restating the obvious.

The prompt

Act as a B2B competitive intelligence analyst. I am in an active deal with [PROSPECT COMPANY], where [COMPETITOR] is also being evaluated. Using publicly available information (job postings, news, Lin
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Variables to replace

PROSPECT COMPANY|COMPETITOR|PROSPECT TYPE

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageEvaluation
SeatAE
DifficultyAdvanced
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryDeal Strategy & Stakeholder Management
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