Hire an AI competitive sales deal planner

Everything it can hand back

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

• A playbook for winning against this rival, with win and loss patterns and the ground to fight on
• A battlecard with honest comparisons, reply scripts and win themes
• Answers to live objections, with what each one really means and proof to use
• A mutual action plan to signature you can share with the buyer

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

• Claims about the rival's product being unsafe or failing, without proof.
• Replying to an objection before you know what it means.
• A plan that lists only your tasks.
• Quotes from customers you do not have permission to use.
• 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: The buyer has told you who else is in the running.

• Rival playbook. Where you win and lose, the traps they set, the question that shows the difference and the ground to fight on.
• Battlecard. Honest comparisons you can prove, the rival's usual claims with replies and three or four win themes.
• Live objection answers. For each objection: what it means, a short reply, a proof to show and what not to say.
• Mutual action plan. The case for buying in the buyer's words and a dated path to signature with tasks for both sides.
• Hand-back summary. Each step's file, every MISSING line in one list and the checks that could not run.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• The playbook names where you lose as plainly as where you win, and states no win rate without its deal count.
• Every line about the rival is public or came from the buyer, never guessed. Anything unconfirmed is under Not verified.
• 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 Chris Voss would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Build the rival playbook. Maps where you win and lose against this rival, the patterns from past deals and the ground to fight on. A win rate is stated only with its deal count.
• Write the battlecard. Turns the playbook into honest comparisons, reply scripts and win themes. It leaves out any claim you refuse to make.
• Answer the live objections. Reads each objection the buyer raises, says what it really means, and gives a reply with proof.
• Plan the path to signature. Writes the case for buying and a dated plan to signature, with tasks for both sides, for you to share with the buyer.

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 win-a-deal-against-a-named-rival 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/win-a-deal-against-a-named-rival/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 deal: who the buyer is, what they need, the timeline and who decides
• The rival's name and what the buyer has said about them
• The buyer's objections, pasted as they say them
• Your past wins and losses against this rival, even rough notes (optional)
• Proof you may use and claims you refuse to make (optional)

Helpful context (optional)

• Notes from lost deals against this rival
• The buyer's own comparison sheet, if they shared it
• Customer quotes you have permission to use

Tools and access

• Any good chat AI: Every step is a plan or a piece of writing.
• Your CRM: Holds past deals against this rival and the action plan's dates. Connecting it is optional.
• Claude, ChatGPT or Gemini with web search on: It has to read the rival's public pages. A closed-deals export or your CRM adds your own history.

Functions and deliverables

• Competitive sales deal planner: Share the deal, buyer concerns and verified competitor facts. Get a comparison guide, reply drafts and a proposed path toward signature.
  • A playbook for winning against this rival, with win and loss patterns and the ground to fight on
  • A battlecard with honest comparisons, reply scripts and win themes
  • Answers to live objections, with what each one really means and proof to use
  • A mutual action plan to signature you can share with the buyer
• Deal competitor playbook builder: Win a deal against a named rival. Get a competitor playbook for that deal, built from their public pages and your own win and loss history.
  • A plan for winning this deal, with the questions to ask and proof to bring
  • Where the rival is strong and where it is weak for this buyer
  • Win and loss patterns against this rival, with how many deals sit behind each
  • A list of what could not be checked
  • A battlecard or weekly digest (optional)
  Source: Anthropic.
• Sales competitor guide writer: Build a sales battlecard against a named rival. Get a feature table, reply scripts, a positioning line and win themes your reps can use in live deals.
  • A feature comparison table
  • Objection reply scripts
  • A positioning statement
  • Win themes with talk tracks
  Source: Burhan Sebin.
• Live objection responder: Paste what the buyer said to get a live objection response: what it really means, a reply that has worked before, and proof to use.
  • What the objection really means
  • A reply that fits the deal
  • Proof points to use
  • Evidence from your own history
  Source: Anthropic.
• Mutual action plan builder: Name a deal. Get a why-buy case and a dated plan to signature to share with the customer.
  • A customer-facing business case
  • A dated plan to signature with owners
  • A list of claims that still need proof
  • A draft email to your champion
  Source: Anthropic.
• 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
• Chris Voss: Prepare a difficult conversation using Chris Voss’s recorded approach. Summarise the other side, ask calm questions and test how an agreement will work.
  • Your problem worked on the way Chris Voss would: their questions, their method, their push-back
  • The answer or the work, in Chris Voss'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

• The buyer has told you who else is in the running.
• You keep losing to the same rival and cannot say why.
• A deal is stuck between "we like you" and a signature.
• A rep needs a one-page battlecard against one competitor before a call.

Limits to check before starting

• The buyer has not named a rival, or has already chosen: for a stalled deal use the Stalled sales deal follow-up writer workflow.
• You want a position against many rivals for your marketing, not one deal: use the Competitor positioning message reviewer workflow.
• You only need to prepare a price or terms call: use the Negotiation call prep planner.

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.

• Download the handoff pack. It is a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude, ChatGPT or Gemini, in an AI that can read files, and say Follow HANDOFF.md.
• Paste the deal, the rival and any past wins and losses. It builds the playbook and the battlecard.
• Check the battlecard line by line. Remove any claim about the rival that you cannot prove.
• When the buyer raises an objection, paste their words. It tells you what it means and how to reply.
• Share the mutual action plan with the buyer yourself and work the dates together.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/win-a-deal-against-a-named-rival 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.