Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Use when the user names a competitor, a battlecard, or win-loss, or asks how you win against someone: the CI brief with landscape, change blocks, pricing read, and win strategy.
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Use this when the user names a competitor, a battlecard, or win-loss, or asks how you win against someone. Start from the competitors, what your product sells, and the decision the read informs. Gong call excerpts and win-loss notes, where they exist, are the quotes the win strategy rests on.
Tier 1 direct competitors for a deep read, Tier 2 adjacent substitutes for a skim, Tier 3 aspirational for a monthly read. Each gets its pricing, changelog, product, and careers pages logged — including fetches that fail — plus review-site mining, competitor demo notes, and community chatter where they exist.
Group the changes by competitor and cite the link and date on each line. Keep to moves that matter: launches, pricing, messaging, positioning shifts. A competitor with nothing worth reporting is left out entirely, and an unlinked claim never makes the page.
Two to four lines per material move, for this user's GTM job. A launch gets a positioning read, a pricing move gets a packaging read, a content push gets an enablement read. Say it is unclear when it is unclear.
Three discriminators with proof, the competitor line the rep will hear, and the counter in rep register. Fold in win-loss quotes where they exist, quoted not paraphrased.
One page per competitor, scannable in under two minutes. Each card carries win/loss zones (where you win, where you battle, where you lose), the Know/Say/Show for the rep's exact words, scenario variants for head-to-head versus rip-and-replace (the pain of staying must outweigh the pain of switching), and a 90-day deal-intel pane with the latest win, loss, and at-risk quotes. Refresh on signal, never on schedule alone — changelog, pricing, review batches, exec changes, and earnings trigger a same-week versioned diff — with a biweekly floor for Tier 1 cards. Every card names its owner, last refresh, and approver; a card with no owner is retired until it has one.
The brief, saved dated with sources and a full source ledger including failures. A quiet market is one line saying so, not a brief. Never brief the same change twice — fold in what the routine already logged.
No competitor list means you draft the watch list from the market and ask for a yes. No pricing pages means you say so and refuse the pricing read. Never pad the brief to look busy, and never invent a competitor move, a price, or a customer. Battlecards publish rep-wide only on the owner's explicit yes.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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