NegotiationPositioning

Quarterly battlecard refresh

Lists battlecards older than a quarter and names the claims that need checking.

Part of Competitive battlecard updates

Tools

Gong, Clari, Factors.ai

Outcomes

Current comparisons • Claims tied to a source

Documentation

Instruction-ready detail below

<in:schedule>On the first Monday of the quarter</in:schedule>, pull the <in:documents>battlecards</in:documents> older than 90 days, list the claims that changed, and <email>email</email> the owners.

Instruction file

<in:schedule>On the first Monday of the quarter</in:schedule>, pull the <in:documents>battlecards</in:documents> older than 90 days, list the claims that changed, and <email>email</email> the owners.

Setup requirements

Tools

Gong, Clari, Factors.ai

Trigger

Every first Monday of the quarter

Setup time

20 minutes

Other automations in this workflow

Competitor mention alert

Flags the objection raised against a competitor and the line on the card that answers it.

Related workflows

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Turn every closed deal, won or lost, into a written reason with the evidence attached, so the pattern is visible instead of guessed at.

Discovery prep pack

Arrive at a discovery call with the stakeholders mapped, the questions already answered, and the gaps worth spending the limited time on.

Quote and proposal versioning

Keep one current quote per opportunity, with every discount and approval attached to it.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download