Strategic Foundation
The intelligence layer underneath brand and the Ideal Customer Profile (ICP). Market sizing the Chief Financial Officer (CFO) defends, competitive teardowns the Account Executives (AEs) use in deals, win/loss themes that move the roadmap, launch architecture that turns a feature ship into a revenue event.
The framework — strategy first
Brand & Positioning is who you are. ICP & Audience is who you sell to. Product Marketing & Competitive Intel — Product Marketing Management (PMM) — is what the market around you is doing, and what to do about it. PMM produces the structured intelligence that brand, demand, and sales all rely on: market sizing the board defends in front of investors, competitive positioning AEs use in deals, win/loss patterns that tell you which features actually move pipeline, and launch architecture that turns a feature ship into a revenue event.
This work is where the strategic conviction in Brand & Positioning meets the buyer reality in ICP & Audience and the competitive landscape outside both. It's also where most business-to-business (B2B) SaaS companies have the thinnest discipline: positioning lives in a deck made for the last board meeting, competitive intel lives in a slack channel nobody reads, and win/loss is an interview a Customer Success Manager (CSM) does once a quarter and forgets about.
Market sizing — Total Addressable Market, Serviceable Addressable Market, and Serviceable Obtainable Market (TAM/SAM/SOM) model the CFO can audit. Underwrites the budget conversation.
Competitive positioning — Named teardowns of top 3 competitors. Underwrites every sales deal in flight.
Win/loss program — Structured interviews + thematic synthesis. Underwrites the roadmap conversation.
Product launch architecture — Pre-launch readiness through post-launch attribution. Underwrites every quarterly board update.
Sales enablement — Battlecards, messaging hierarchies, talk tracks. Underwrites every AE conversation.
Same triple-audience pattern as Brand & Positioning and ICP & Audience — competitive intelligence is now read by humans AND agents. The battlecard a new AE reads on Day 1 is the same context block your sales-enablement agent reads when it drafts an objection-handling response.
PMM INTELLIGENCE, MAPPED TO THE THREE AUDIENCES
Sales — Battlecards, talk tracks, win/loss themes. The doc that briefs a new AE briefs every objection-handling agent.
Marketing — Launch architecture, positioning vs. competitors, messaging hierarchies. Where every campaign and asset knows what the market expects.
Agents — Market Intelligence Agent below imports the same intel and refreshes it weekly. Every downstream agent (Email & Lifecycle, LinkedIn & Social, ABM) reads from /competitive-context.md to keep messaging in sync with what's happening in the market right now.
Reactive PMM responds to competitor moves after Sales escalates. Proactive PMM watches the market continuously and surfaces moves before they hit a deal. The Market Intelligence Agent below is the proactive layer: weekly crawls of competitor sites, hiring pages, funding announcements, product changelogs, and analyst reports. It produces a weekly delta — what's new, what shifted, what to brief Sales on — so the team is never caught flat-footed in a competitive deal.
If your competitive intel arrives in Slack only after a deal is in stage 4, you don't have a PMM function. You have a fire department.
Most battlecards fail because they're written by marketing for marketing. They have positioning statements, value props, and feature comparisons — all useful in a vacuum, none of which help an AE answer "but they said X, what do I say back?" in real time. The battlecard that wins is structured around the moment of objection, not the moment of positioning.
BATTLECARD — THE STRUCTURE THAT WORKS
WIN/LOSS PROGRAM MOVED OUT OF COMPETITIVE — FOR GOOD REASON
Win/loss is the rarest discipline in B2B SaaS and the highest-leverage feeder into competitive intel. The cadence (every closed-won and closed-lost over $50K, 30-minute structured interview within 14 days, conducted by PMM or a third party — never the AE who lost it), the six questions, and the quarterly thematic synthesis live in their own module, Win/Loss Analysis.
Run win/loss as a program in M07. The synthesized themes, named-account patterns, and verbatim objection language flow back into this work — into your top-3 competitors list, your category narrative, and the battlecard refresh cadence below. Competitive intel without a running win/loss program is rumor with logos.
The competitors you actually face, your win/loss cadence, your battlecard owners. Every PMM, sales-enablement, and positioning prompt on the site uses these.
Saved as [TOP COMPETITORS], [CATEGORY NARRATIVE], [WIN LOSS CADENCE], [BATTLECARD OWNER].
The prompt pack
Each prompt is a named, named-by-what-it-does deliverable. Click any card to expand the paste-able body. Run against your Operator Brief.
Five copy-paste prompts. Open ChatGPT, Claude, or Gemini. Paste a prompt. Run it. The output of one prompt feeds into the next.
READ THIS ONCE BEFORE ANY PROMPT IN THIS BOOK
These prompts assume you've populated your Operator Brief (the worksheet that lives in /Operator-Brief-Worksheet.docx). When a prompt asks for OPERATOR BRIEF, paste the relevant Brief sections rather than typing context from scratch.
Your output then arrives in your voice, against your buyers, using your differentiators. Not [BRACKETED] generics. The Brief is the difference between an LLM helper and a tool that sounds like you.
Prompt 1
A three-tier market sizing model with the math, the sources, and the assumptions exposed — the version a CFO would sign off on.
Prompt 2
A structured teardown of the three named competitors that show up most in your pipeline — positioning, pricing, target segment, strengths, weaknesses, and where to attack.
Prompt 3
A synthesis of 10+ recent win/loss interviews into 3–5 themes, with the named accounts attached and the recommended actions (product, marketing, sales).
Prompt 4
A one-page launch architecture covering positioning, audience, channels, internal readiness, and the metrics that define success — short enough for a board update, sharp enough to run from.
Prompt 5
A one-page Sales battlecard for a named competitor: their pitch, our counter, common objections, the discovery questions that trap them, and the proof points that close.
The agent spec
How to install this agent
Proactive competitive intelligence. Crawls competitor sites, hiring pages, changelogs, press, and analyst notes weekly — so Sales never finds out about a competitor move from a buyer first.
| Task | Frequency | Duration | Output goes to |
|---|---|---|---|
| Daily site / pricing crawl | Daily 05:00 | ~15 min | Snapshot store + alert queue |
| Daily hiring page scan | Daily 05:30 | ~10 min | PMM + Talent Intelligence |
| Daily changelog watch | Daily 06:00 | ~10 min | PMM + Product |
| Daily press watch | Daily 06:30 | ~15 min | PMM + PR Comms Agent |
| Weekly review-site scan | Weekly Mon 09:00 | ~30 min | PMM + Reviews Agent |
| Weekly Competitive Digest | Weekly Mon 11:00 | ~45 min compile | All AEs + PMM + VP Marketing + Sales Director |
| Weekly battlecard refresh | Weekly Tue 10:00 | ~60 min | AEs + Sales Director |
| Monthly analyst watch | Monthly 1st | ~90 min | VP Marketing + Head of PMM |
| Quarterly full teardown | Quarterly Q-1 days | ~6 hours | VP Marketing + CRO + CEO |
Scheduled (cron-style):
| Schedule | What it runs |
|---|---|
0 5 * * * | Daily site / pricing crawl |
30 5 * * * | Daily hiring page scan |
0 6 * * * | Daily changelog + press watch |
0 11 * * 1 | Weekly Competitive Digest |
0 10 * * 2 | Weekly battlecard refresh |
0 9 1 * * | Monthly analyst watch |
0 9 10 1,4,7,10 * | Quarterly full teardown |
Event-driven:
| Event | What it runs |
|---|---|
| Competitor homepage hero changes > 30% of words | Flag to PMM within 1 hour; refresh battlecard |
| Competitor pricing page changes | Page Pricing Intelligence Agent + Head of PMM within 30 min |
| Competitor announces acquisition or funding | Draft AE talking points within 4 hours; brief CRO |
| Win/Loss flags new competitor | Add to watched set within 24 hours; build v0.5 battlecard within 7 days |
| Competitor wins an analyst placement (Leader quadrant, etc.) | Brief VP Marketing + draft counter-positioning within 48 hours |
| Source | Type | Cadence | Required? |
|---|---|---|---|
| Operator Brief (Sections 4, 5, 6) | Markdown | Read every run | Required |
| Watched-competitor registry (names + URLs + tracking points) | YAML | Versioned | Required — core config |
| Competitor homepage / pricing / feature page HTML | HTML crawl | Daily | Required |
| Job posting feeds (Greenhouse / Lever / Workday public) | API / scrape | Daily | Required |
| Changelog feeds (RSS / public docs) | RSS / scrape | Daily | Required |
| Press feeds (Google News + curated sources) | RSS / API | Daily | Required |
| Review-site APIs (G2, TrustRadius, Capterra) | API | Weekly | Optional |
| Analyst report subscriptions (Gartner / Forrester / IDC) | PDFs / portal | Monthly | Optional |
| Win/Loss Agent themes | Markdown | Per-interview | Required — surfaces new competitors |
| Output | Format | Target path | Audience |
|---|---|---|---|
| Daily competitor snapshots | HTML diffs + metadata | /competitive/snapshots/YYYY-MM-DD/ | Internal store |
| Daily alerts (when triggered) | Slack DM + ticket | Slack #competitive + Linear | PMM + AE if material |
| Weekly Competitive Digest | Markdown + Slack message | /competitive/digests/YYYY-WW.md | All AEs + PMM + VP Marketing + CRO |
| Per-competitor battlecard | Markdown (refreshed weekly) | /competitive/battlecards/<competitor>.md | AEs + Sales Director |
| Monthly analyst-watch report | Markdown | /competitive/analyst/YYYY-MM.md | VP Marketing + Head of PMM |
| Quarterly competitive teardown | Markdown + chart bundle | /competitive/teardowns/Q<n>.md | CEO + VP Marketing + CRO + CPO |
| Trigger condition | Escalate to | Within |
|---|---|---|
| Competitor announces a category-shifting move | VP Marketing + CRO + CEO | < 4 hours |
| Competitor wins analyst Leader placement we’re below | VP Marketing + Head of PMM | < 48 hours |
| Battlecard > 30 days unrefreshed | Head of PMM + Sales Director | Same week |
| Win/Loss surfaces a competitor not in watched set 3+ times in a month | Head of PMM + VP Marketing | < 7 days |
| Pricing page change with no Pricing Intelligence cross-reference within 24h | Head of PMM | Same business day |
| Platform / tool | Used for | Required? |
|---|---|---|
| Replit + n8n (crawl + diff runner) | Daily snapshot orchestration | Required |
| Postgres (snapshot store) | Historical diff baseline | Required |
| Python + BeautifulSoup + Playwright | HTML scraping for SPA + dynamic content | Required |
| Greenhouse / Lever / Workday public APIs | Hiring page intelligence | Required |
| Google News API + RSS | Press monitoring | Required |
| G2 / TrustRadius / Capterra APIs | Review-site monitoring | Optional |
| Slack API | Daily alerts + weekly digest | Required |
Evals — output quality checks:
Hallucination defense — specific checkpoints:
First-run checklist — 5 steps from spec to running agent: