Hire an AI competitor sales guide reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• The real shortlist, with each rival's appearances, wins and losses against last quarter
• A refreshed card per active rival, every fact sourced and dated
• A verdict on your edge and which claims buyers chose you for
• The white-space grid, yearly or when a new rival appears
• An objection sheet with proof behind each answer, and the answers still missing proof
• An archive list for rivals nobody met this year

How it does the job well

• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• A card fact with no source or date.
• Keeping a rival on the list because they are famous.
• Treating support, badges and training as the edge. They answer objections.
• Studying only why you lose.
• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.

What a good result looks like

An example, not your task: You sell against named rivals and the cards were last updated at a sales kickoff.

• The quarter. One line with deal count, win rate, the rival met most and the top reason for lost deals.
• The real shortlist. Each rival, including doing nothing, with appearances, wins, losses and top reason against last quarter.
• Cards refreshed. For each active rival, what changed, what could not be re-checked and gaps to act on.
• Your edge. Which claims buyers chose you for, which fail the one-thing test, and a verdict.
• White space. A grid of what buyers value against rivals, showing where nobody is strong. Runs yearly.
• Objection answers. Each doubt from lost deals with a short answer and its proof, or a missing-proof mark.

How the work is checked

• Every fact about a rival names its source and date.
• Every rival on a card appeared in a deal this year, or is marked for the archive.
• The edge check used the won deals as well as the lost ones.
• Every objection answer has proof or is marked missing.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way April Dunford and Elmer Wheeler would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Count the shortlist. Counts each rival's appearances, wins and losses from the deals, with doing nothing as a rival, and archives the ones nobody met.
• Build missing cards. For a rival first seen this quarter, builds the card and feature grid from public facts, each with a source and date.
• Refresh the active cards. For each rival in three or more deals, sets their pricing, features and strengths against yours and marks what changed.
• Check your edge. From won and lost deals, says whether the edge is real and which claims pass the "that one thing alone" test.
• Map the white space. Yearly, or when a new rival takes a tenth of lost deals, grids what buyers value against where nobody is strong.
• Rewrite the objection answers. Each doubt from lost deals with an answer and the proof behind it, or a missing-proof mark.
• Log and hand back. Updates the cards and objection sheet, then stops for your yes.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id quarterly-battle-card-keeper only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/quarterly-battle-card-keeper/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The quarter's won and lost deals with buyer type, rivals on the shortlist, reason, price and date
• Your product facts, pricing and what you can claim with proof
• Your current battle cards and feature grid (advised)
• Call notes, lost-deal emails or reviews that mention a rival (optional)
• Last quarter's keeper file, once it exists

Helpful context (optional)

• Lost-deal emails in the buyer's words
• Your proof for each claim, with where it comes from

Tools and access

• Claude Code: It can keep one card per rival and the rivals and objections files between quarters.
• Your CRM: Export closed deals with rivals, reason, price and date. Add the rival field if you do not have one.
• Any good chat AI: The work is reading evidence and weighing it, which any strong chat AI handles well with this skill.
• Your CRM export: Won and lost deal notes in one list give the check more to work with than memory.
• Any good chat AI: Gridding and rating from pasted evidence is text work any strong chat AI can do.
• A spreadsheet: Holds the grid so you can add rivals and rerun.
• Any good chat AI: Sorting and rewording doubts is text work any strong chat AI does well.
• A spreadsheet: Track how often each doubt comes up.

Functions and deliverables

• Competitor sales guide reviewer: Update competitor sales guides from real deals and dated sources. Get changed comparisons, buyer doubts and proof gaps.
  • The real shortlist, with each rival's appearances, wins and losses against last quarter
  • A refreshed card per active rival, every fact sourced and dated
  • A verdict on your edge and which claims buyers chose you for
  • The white-space grid, yearly or when a new rival appears
  • An objection sheet with proof behind each answer, and the answers still missing proof
  • An archive list for rivals nobody met this year
• Competitor battle card builder: Share your market and competitor names. Get sourced battle cards, a pricing view and a feature comparison, with evidence gaps shown.
  • A battle card for each rival
  • A pricing landscape
  • A feature grid
  • A list of rival weak points
  Source: Ferdinando Bons.
• Competitor product analyst: Compare rival pricing, reviews, and product facts with yours to build scorecards and action plans.
  • A twelve-point scorecard
  • A feature matrix and pricing review
  • A SWOT and positioning map
  • An action plan by timeframe
  Source: Alireza Rezvani.
• Product differentiation checker: Check if your product is truly the same as rivals or just described badly. Paste your product facts and won and lost deals to get a plain verdict.
  • A short list of the real alternatives, with doing nothing counted
  • For each, what you do that they do not, tied to a customer type and why it matters
  • A test of the four usual causes of missing your difference
  • A verdict, the evidence behind it and the next three steps
• Market opportunity finder: Find gaps in your market that no rival serves well. Paste your rivals and what buyers value to get a white space map and a small test.
  • A grid of rivals against the features that decide the choice
  • The gaps nobody serves well, each with evidence
  • Where to stop fighting
  • A small, cheap, reversible test of the best gap
• Objection answer sheet writer: Turn the doubts buyers raise into an objection answer sheet. Each doubt gets a yes-question, an honest reply and proof you can show.
  • Each doubt sorted by kind
  • A yes-question, an honest agreement and a fact for each doubt
  • Proof you can show, and where it comes from
  • A list of doubts that still lack proof
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• April Dunford: Work out why buyers should choose your product. Use April Dunford's positioning method to find real alternatives, buyer value and a clear sales pitch.
  • Your problem worked on the way April Dunford would: their questions, their method, their push-back
  • The answer or the work, in April Dunford's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Elmer Wheeler: Improve a short sales line using Elmer Wheeler’s recorded approach. Lead with a real benefit, show it in action and test the wording.
  • Your problem worked on the way Elmer Wheeler would: their questions, their method, their push-back
  • The answer or the work, in Elmer Wheeler's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You sell against named rivals and the cards were last updated at a sales kickoff.
• You lost deals last quarter and the reasons are in a spreadsheet nobody read.
• A new rival keeps appearing and the team has nothing to say about them.

Limits to check before starting

• You have a new product with no rivals or deals yet: build one card by hand from public facts, then come back next quarter.
• Your deals have no recorded reasons: add a one-line reason to each lost deal first, or the edge check will be weak.
• You want to watch rival ads and web pages each month: use the Competitor ad change reviewer.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Start a chat with the agent. In Claude Code, add it as a skill or save it in .claude/agents, then ask it to run last quarter.
• Export the quarter's closed deals from your CRM with the rivals and reasons. Put the file in one folder with your cards and facts, or attach them in the chat.
• Read the shortlist first. If "did nothing" is at the top, that is the card to read next.
• Review each refreshed card and the objection sheet. Share with the team what you approve.
• Run it again next quarter. It tracks each rival over time.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/quarterly-battle-card-keeper for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.