COMPETITIVE INTELLIGENCE PROGRAM
A fully managed intel program — from onboarding to battlecards, newsletters, and executive summaries. Built around your competitors, delivered to your team.
Onboarding
Every company manages their competitive intelligence program in a different way. As a trusted partner, we want to make sure we customize our approach to fit your goals and needs. This initial step will lay down the foundation of our collaboration, allowing us to understand your current CI efforts, stakeholders, and preferred monitoring tools. We'll provide you with a list of questions for you to answer asynchronously.
The goal for this call is to have a deeper understanding of your category and how the intel we gather for you can impact your business. Learning more about this will help us prioritize efforts and improve the usefulness of the insights we surface for you and your team.
Part of our service is helping you manage the tools you use to gather competitive intel. The goal for this call is to ensure we have access to all the information we'll be monitoring for you. During the call, we'll set up any tools we need (see a full list below) and confirm they're tracking properly, with enough time to troubleshoot if necessary.
Once all 3 steps are completed, we'll be ready to start monitoring your competitors and working on your deliverables.
Tool selection
We can use the tools listed below or similar ones, based on your preference and current tech stack. Don't see a tool you use? Ask us — we can work with almost any CI software.
| Use case | Tools | Who owns this? | Users required |
|---|---|---|---|
| Competitor monitoring | Klue Crayon Kompyte | Client | 2 |
| CRM | Salesforce HubSpot | Client | 2 |
| Sales call monitoring | Gong Clari Jiminny | Client | 2 |
| Win/Loss analysis | Clozd DoubleCheck | Client or Stack Against | 2 |
| Social listening | Meltwater Mention Brand24 | Client or Stack Against | 2 |
| Email marketing | Mailchimp Constant Contact MailerLite | Client or Stack Against | 2 |
| Communication | Slack Teams | Client or Stack Against | 2 |
| Review mining | Proprietary tool | Stack Against | N/A |
Deliverables
| Asset | Description | Cadence |
|---|---|---|
|
Slack channel | Shared communication channel where Stack Against and internal stakeholders can drop competitive intel. |
Updated on a rolling basis. |
|
Sales battlecards | Internal one-pagers that condense essential intel and positioning insights against major competitors. |
Varies per plan. Up to 2 new battlecards created per month. Updated on a rolling basis. |
|
CI newsletter | Internal email newsletter with a summary of your latest competitive intel. |
Starting from week 5. Sent weekly or biweekly based on your plan. |
|
Executive summary | Overview of the main insights from your competitive intel, focused on major movements and how our niche is evolving in each competitor. |
1 per quarter. |
Timeline
PLANS & PRICING
ADD-ONS
Analysis of new competitor products/features releases. Regular assessment of us vs. them.
Ad hoc battlecards created for new competitors.
Analysis of up to 50 sales calls that mention one specific competitor via Gong (or similar tool).
Copywriting and design of a case study based on an existing conversation with a client that switched from a competitor to your product.
Landing pages or articles that detail how you compare vs one or multiple competitors.
Interview with users who have recently converted into a customer or chose a competitor over you.
Customer-facing documents that detail how you compare vs one or multiple competitors.
We go through a sales and demo process with your competitors and deliver transcripts + recordings of calls, plus a detailed CI report.