Competitive Intelligence

Competitive Intelligence Skill

Comprehensive competitive analysis and sales enablement materials.

Purpose

Equip teams with actionable competitive intelligence to win more deals and create compelling differentiation.

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Required Integrations

Connect these data sources to enable full functionality. Claude will prompt you to connect any missing integrations.

Data Sources

# COMPETITIVE DATA SOURCES
# Uncomment and configure the sources you want to use

# Enterprise Search (searches across all internal sources)
- source: enterprise_search
  connector: "{{GLEAN | MOVEWORKS | ELASTIC}}"
  data:
    - internal_docs
    - wiki_content
    - shared_drives
    - slack_history
    - email_archives

# Review & Comparison Sites
- source: g2
  enabled: true
- source: capterra
  enabled: true
- source: trustradius
  enabled: true
- source: gartner_peer_insights
  enabled: false

# Market Intelligence
- source: crunchbase
  enabled: true
- source: pitchbook
  enabled: false
- source: owler
  enabled: true

# Web & Content
- source: competitor_websites
  urls:
    - "{{COMPETITOR_1_URL}}"
    - "{{COMPETITOR_2_URL}}"
    - "{{COMPETITOR_3_URL}}"
- source: web_search
  enabled: true

# Social & Community
- source: linkedin
  enabled: true
- source: twitter
  enabled: true
- source: reddit
  subreddits:
    - "{{RELEVANT_SUBREDDIT_1}}"
    - "{{RELEVANT_SUBREDDIT_2}}"

# Internal Sources
- source: internal_docs
  connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION | CONFLUENCE}}"
  paths:
    - "/Competitive Intel/"
    - "/Sales Enablement/Battlecards/"
- source: crm
  connector: "{{SALESFORCE | HUBSPOT}}"
  data:
    - win_loss_notes
    - competitive_mentions
    - deal_outcomes_by_competitor
- source: call_recordings
  connector: "{{GONG | CHORUS | CLARI}}"
  data:
    - competitive_mentions
    - objection_patterns
    - win_loss_call_analysis

# News & SEC Filings
- source: sec_filings
  enabled: true
- source: news_feeds
  enabled: true

Your Competitor List

competitors:
  - name: "{{COMPETITOR_1_NAME}}"
    website: "{{COMPETITOR_1_URL}}"
    priority: primary
  - name: "{{COMPETITOR_2_NAME}}"
    website: "{{COMPETITOR_2_URL}}"
    priority: primary
  - name: "{{COMPETITOR_3_NAME}}"
    website: "{{COMPETITOR_3_URL}}"
    priority: secondary

Output Destinations

outputs:
  - type: display
    enabled: true

  - type: knowledge_base
    connector: "{{NOTION | CONFLUENCE | SLITE | GURU}}"
    destination: "/Competitive Intelligence/"

  - type: slack
    connector: "{{SLACK}}"
    channel: "#competitive-intel"

  - type: crm
    connector: "{{SALESFORCE | HUBSPOT}}"
    actions:
      - update_competitor_field
      - add_competitive_notes

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Instructions for Claude

> IMPORTANT: Before executing this skill, you MUST validate the configuration above.

Pre-Execution Checklist

1. Check for placeholder values: Scan the YAML configuration for any {{...}} placeholders. These indicate required configuration that the user must provide.

1. Check Taizen first: If taizen MCP is connected, call list_datasources to see what data is indexed. You can then use run_agent to query all indexed sources in natural language — this replaces the need for most individual MCP connections below. Skip directly to running the skill.

1. Validate data sources: For each data source with enabled: true or a connector field:

• Verify the corresponding MCP server is connected and available
• If a connector shows {{OPTIONS}}, ask the user which option they use
• If paths or URLs contain {{PLACEHOLDER}}, ask the user to provide the actual values

1. Validate competitor list: The competitors section must have at least one competitor with actual values (not placeholders) before proceeding with competitive analysis.

1. Validate output destinations: For any output type beyond display, verify:

• The connector is available as an MCP server
• The destination path/channel is configured (not a placeholder)

If Configuration is Incomplete

Do not proceed with the skill. Instead:

1. List the specific missing or placeholder values found
2. Explain what each value is needed for
3. Ask the user to provide the missing configuration
4. Offer to help them set up the required MCP integrations

Example response when config is incomplete:

I found some configuration that needs to be completed before I can run this skill:

**Missing competitor information:**
- COMPETITOR_1_NAME, COMPETITOR_1_URL (required for primary competitor analysis)

**Unconfigured data sources:**
- CRM connector: Which do you use - Salesforce or HubSpot?
- Internal docs path: Where are your competitive intel docs stored?

**Output destinations:**
- Slack channel: What channel should I post competitive alerts to?

Please provide these values, or let me know if you'd like to skip certain data sources for now.

Minimum Requirements

At minimum, this skill requires:

• At least one competitor name (can use web search for public info)
• display output enabled (always available)

Enhanced functionality requires:

• CRM connection for win/loss data
• Call recording integration for competitive mentions
• Internal docs access for existing battlecards

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Using Taizen

> Connect once, access everything. Instead of configuring 15+ individual MCP connectors, connect Taizen MCP once — your whole team gets access to all connected MCPs and indexed data sources (Gong calls, CRM, documents, and more) without any per-tool setup.

Instant Queries (Run Now)

If taizen MCP is connected, call run_agent to pull from your indexed data right in this conversation:

Pull competitive intel from calls

"Search my Gong calls and CRM win/loss notes for competitive mentions of HubSpot from the last 90 days. Extract key objections, win themes, and loss patterns."

Build a battlecard

"Build a battlecard for Salesforce using my indexed Gong calls, CRM win/loss data, and G2 reviews. Focus on where we win and where we lose."

Scheduled Agents (Automate It)

To run this skill automatically on a schedule, call run_agent and describe the automation in natural language — Taizen creates and manages the recurring agent:

Weekly competitor monitoring

"Every Monday, monitor HubSpot, Salesforce, and Pipedrive for news, product launches, and pricing changes. Alert #competitive-intel on Slack if anything significant happens."

Monthly win/loss analysis

"On the 1st of each month, analyze competitive patterns from last month's closed deals in my CRM and Gong calls. Update our battlecards and post findings to #competitive-intel."

Taizen creates the agent, runs it on your schedule, and delivers results to your configured destinations (Slack, CRM, docs, email).

Setup

1. Sign up at usetaizen.com and connect your data sources — every teammate gets access immediately
2. Add Taizen MCP to Claude: https://us.mcp.usetaizen.com/mcp (or https://eu.mcp.usetaizen.com/mcp for EU data residency)
3. Use run_agent for instant queries or to schedule recurring agents — Taizen handles routing to the right sources

Competitive Analysis Framework

1. Competitor Overview

For each competitor, analyze:

Company Profile

• Founded, funding, size, growth trajectory
• Target market and positioning
• Recent news, acquisitions, pivots

Product Analysis

• Core capabilities and features
• Pricing model and packaging
• Technology and integrations
• Roadmap direction (if known)

GTM Strategy

• Sales motion (self-serve, sales-led, hybrid)
• Marketing approach and channels
• Key messages and positioning
• Customer segments they target

Strengths & Weaknesses

• Where they win (and why)
• Where they lose (and why)
• Customer complaints and churn reasons

2. Battlecard Framework

┌─────────────────────────────────────────┐
│ COMPETITOR: [Name]                      │
│ Last Updated: [Date]                    │
├─────────────────────────────────────────┤
│ QUICK HITS                              │
│ • Founded: [Year] | HQ: [Location]      │
│ • Funding: [Amount] | Employees: [#]    │
│ • Target: [Market segment]              │
├─────────────────────────────────────────┤
│ POSITIONING                             │
│ How they position: [Their message]      │
│ Our counter: [Our differentiation]      │
├─────────────────────────────────────────┤
│ LANDMINES (Questions to ask)            │
│ • [Question that exposes their weakness]│
├─────────────────────────────────────────┤
│ STRENGTHS TO ACKNOWLEDGE                │
│ • [Strength] → [How we neutralize]      │
├─────────────────────────────────────────┤
│ WEAKNESSES TO EXPLOIT                   │
│ • [Weakness] → [Proof point]            │
├─────────────────────────────────────────┤
│ WIN THEMES                              │
│ • [Why customers choose us over them]   │
└─────────────────────────────────────────┘

3. Comparison Matrix

| Capability | Us | Competitor A | Competitor B | |------------|-----|--------------|--------------| | [Feature] | ✓ | Partial | ✗ |

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Deliverable Types

• Sales Battlecard - One-page quick reference for sales conversations
• Marketing Comparison Page - Web content for "vs" or "alternative to" pages
• Competitive Brief - Deep-dive analysis for strategy and product teams
• Win/Loss Competitive Analysis - Pattern analysis from deals won and lost
• Competitive Alert - Notification when competitor makes major moves

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How to Use This Skill

Invoke with natural language:

Battlecards

• "Create a battlecard for Salesforce"
• "I need a quick competitive summary for my call with Acme - they're also looking at HubSpot"
• "Build me a battlecard comparing us to Zendesk, focus on enterprise features"

Competitive Analysis

• "What's the latest on Competitor X? Any recent funding or product news?"
• "Analyze Gong's positioning and how we should differentiate"
• "Deep dive on Monday.com - I need to understand their pricing and target market"

Comparison Content

• "Create a comparison page: us vs Asana for project management"
• "Help me write an 'alternative to Notion' landing page"
• "Build a feature comparison matrix for our top 3 competitors"

Landscape Overview

• "Give me an overview of the CRM competitive landscape"
• "Who are the main players in our space and how do they position?"

Win/Loss Analysis

• "Analyze our win/loss data against Competitor X from the last quarter"
• "Why are we losing deals to HubSpot? Pull insights from Gong calls and CRM notes"

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Output Format

Battlecard Output

# Battlecard: [Competitor Name]

**Confidence Level**: [High/Medium/Low]
**Last Updated**: [Date]
**Data Sources Used**: [List sources]

---

## At a Glance

| Attribute | Details |
|-----------|---------|
| Founded | [Year] |
| Headquarters | [Location] |
| Funding/Revenue | [Amount] |
| Employees | [Count] |
| Key Customers | [Names] |

## Their Positioning

**Tagline**: [Their tagline]
**Core Message**: [How they position]
**Target Buyer**: [Who they sell to]

## Our Differentiation

**When competing against [Competitor], lead with**:
1. [Key differentiator 1]
2. [Key differentiator 2]
3. [Key differentiator 3]

## Discovery Landmines

| Question | Why It Helps |
|----------|--------------|
| "[Question]" | [Exposes this weakness] |

## Feature Comparison

| Capability | Us | [Competitor] | Notes |
|------------|-----|--------------|-------|
| [Feature] | ✓ | ✗ | [Context] |

## Their Strengths (Acknowledge & Neutralize)

| Strength | Our Response |
|----------|--------------|
| [Strength] | [How we address] |

## Their Weaknesses (Exploit)

| Weakness | Our Advantage | Proof Point |
|----------|---------------|-------------|
| [Weakness] | [Our strength] | [Evidence] |

## What Customers Say

**Positive about them**:
- "[Quote from G2/Capterra]"

**Negative about them**:
- "[Quote from G2/Capterra]"

## Win/Loss Insights

- **Why we win**: [Pattern from won deals]
- **Why we lose**: [Pattern from lost deals]
- **Key objections**: [Common objections]

## Common Objections

| Objection | Response |
|-----------|----------|
| "They have [feature]" | [How we respond] |

## Win Stories

**[Customer Name]**: [Why they chose us over competitor]

Comparison Page Output

# [Your Product] vs [Competitor]: [Year] Comparison

## Overview
[2-3 paragraph comparison overview]

## Quick Comparison

| | [Your Product] | [Competitor] |
|--|----------------|--------------|
| Best For | [Use case] | [Use case] |
| Pricing | [Model] | [Model] |
| Key Strength | [Strength] | [Strength] |

## Detailed Comparison

### [Category 1]
[Your approach vs their approach]

### [Category 2]
[Your approach vs their approach]

## When to Choose [Your Product]
- [Scenario 1]
- [Scenario 2]

## When [Competitor] Might Be Better
[Honest assessment - builds credibility]

## The Bottom Line
[Summary recommendation]

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: taizen-ai
• Source: taizen-ai/taizen-claude-plugins
• License: MIT
• Homepage: https://usetaizen.com/

Install and usage instructions live in the source repository linked above.