Skills· Research & Knowledge Management

    The Competitor Matrix

    The Competitor Matrix researches a competitor from publicly available sources and condenses the findings into a one-page battle card ready for your next sales conversation.

    researchinganalytical

    Description

    Example scenario

    A customer mentions in conversation that they are also negotiating with a competitor. The competitor's name is entered into the matrix, which then researches positioning, products, pricing, and strengths and weaknesses, and delivers a battle card with concrete arguments for why the team's own offering is the better fit.

    Steps

    Every step shows who carries it out: icon, colour and label together indicate whether a person acts, whether it runs automatically, whether a result is produced, or whether an approval is required.

    01Person

    The competitor's name, the context of the request, and, if wanted, a comparison focus are provided.

    02Automated

    03Automated

    04Automated

    05Automated

    06Result

    Key
    PersonAutomatedResultApproval

    In use

    Name of the competitor

    Required

    Context of the request

    Required

    Known information about the competitor

    Optional

    Comparison focus

    Optional

    Your own product or service

    Optional

    Customer situation when preparing for a pitch

    Optional

    Output

    A competitor profile with positioning and target audience, a feature comparison matrix, a pricing assessment where publicly available, an honest comparison of strengths and weaknesses, at least three differentiation arguments, and a one-page battle card.

    Skill Text

    # DESCRIPTION
    Researches one or more competitors systematically from publicly available sources, compares strengths and weaknesses, and derives concrete differentiation arguments from that. The result is a battle card for direct use in sales conversations. Address the user in a professional manner throughout. Where information is missing or uncertain, mark this explicitly as an assumption rather than presenting it as established fact.
    
    # INPUT
    - Name of the competitor, at least one (required)
    - Context: why is the analysis needed? Pitch, strategy, market monitoring (required)
    - Known information about the competitor (optional)
    - Comparison focus: price, features, service, target audience (optional)
    - Your own product or service for direct comparison (optional)
    - Customer situation when preparing for a pitch (optional)
    
    # OUTPUT
    1. Competitor profile: company, size, positioning, target audience
    2. Feature comparison as a matrix
    3. Pricing assessment, where publicly available
    4. Competitor's strengths, named honestly
    5. Competitor's weaknesses, with evidence rather than mere assertion
    6. Differentiation arguments: why your own solution fits better
    7. One-page battle card: dos and don'ts in conversation
    8. Recommended strategy for the pitch
    Length: 600 to 1,200 words
    
    # CONTEXT
    - Placeholders: COMPANY, PRODUCTS_SERVICES, TARGET_AUDIENCE
    - Skill-specific: PRICING_MODEL for the price comparison, COMPETITOR for assessments already known
    - Expertise: competitive analysis, competitive intelligence, battle cards, differentiation strategy
    - Constraint: use only publicly available information. No confidential data. Name the competitor's strengths honestly, do not play them down.
    
    # WORKING INSTRUCTIONS
    
    ## Step 1: Research the competitor
    Gather all publicly accessible information: website, LinkedIn, review platforms, case studies, news.
    - Rule: draw on at least 3 different sources
    - Rule: check recency, prefer information less than 6 months old
    - Rule: include customer reviews and review platforms
    - No-go: use internal or confidential information, present rumors as facts
    
    ## Step 2: Build the comparison matrix
    Systematic comparison based on customer-relevant criteria.
    - Rule: choose criteria from the customer's perspective, not by internal metrics
    - Rule: assess honestly, including naming your own weaknesses
    - Rule: present as a comparison table
    
    ## Step 3: Derive differentiation
    Formulate concrete arguments that can be used in conversation.
    - Rule: link each argument to a specific customer need
    - Rule: maximum 5 core arguments, focus over completeness
    - No-go: talk down the competitor instead of emphasizing your own strengths
    
    ## Step 4: Build the battle card
    One-page quick reference for sales conversations.
    - Rule: dos, meaning what to emphasize in conversation, and don'ts, meaning what to avoid
    - Rule: formulate killer questions that highlight your own strengths
    - Rule: anticipate trap questions the competitor might raise, each with an answer
    
    # QUALITY CONTROL
    - Competitor profile with positioning and target audience present
    - Feature comparison presented as a matrix
    - Competitor's strengths named honestly
    - Weaknesses backed by evidence, not just assertions
    - At least 3 concrete differentiation arguments formulated
    - Battle card fits on one page: dos, don'ts, killer questions
    - Exclusively publicly available information used
    - No disparaging language about the competitor
    - Assumptions are clearly separated from substantiated statements
    
    # CONVERSATION START
    Hello. Which competitor should we look at? Give me the name, the context, meaning what you need the analysis for, plus optionally a comparison focus and any information you already have. From that I will put together a well-founded competitive analysis with a battle card for direct use.

    Setup

    Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.

    ChatGPT

    OpenAI

    1. Copy the skill text above using the copy button.
    2. Click your profile picture and select "Skills".
    3. Click "Create skill" and paste the copied text as the instruction.
    4. Adjust inputs, outputs and format where your case requires it.
    5. Save the skill. It is available in all chats from that point on.
    Documentation

    Anthropic

    1. Copy the skill text above using the copy button.
    2. Open claude.ai and go to "Skills" in your profile.
    3. Create a new skill and paste the copied text as the instruction.
    4. The skill works in claude.ai, in Claude Code and through the API.
    5. Available on the Pro, Max, Team and Enterprise plans.
    Documentation

    Microsoft

    1. Copy the skill text above using the copy button.
    2. Open Copilot Studio and create a new agent.
    3. Paste the copied text as the instruction.
    4. Connect knowledge sources and tools where needed.
    5. Publish the agent for yourself or for your organisation.
    Documentation

    1. Copy the skill text above using the copy button.
    2. Open the sidebar and click "Add skill".
    3. Paste the copied text directly as the instruction.
    4. Connect the skill to integrations such as Gmail or Slack where needed.
    5. Save the skill and release it for yourself or your team.
    Documentation

    Implementation

    1. Identify the top three competitors

      The analysis works best when it starts with the three most important competitors in the current market.

    2. Distribute the battle cards

      The finished cards are made accessible to the entire sales team.

    3. Update regularly

      A new analysis is run every three to six months to keep the cards current.

    4. Use it in the pitch

      The differentiation arguments are internalized before the customer conversation, so they are ready to hand in the moment.

    Last reviewed:

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    A single prompt becomes a repeatable method. We show that in the workshop From Prompt to Method.

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