We connect to your call recordings and CRM, analyze your last two quarters of competitive deals, and present the patterns nobody has had time to find. Most leadership teams discover at least one insight that changes how they think about their competitive landscape.
The audit is designed to require almost nothing from your team. We do the heavy lifting. You grant access and show up for the findings.
Read-only access to your call recording platform. We pull the last two quarters of competitive deals and analyze every conversation — not a sample, not a selection, all of them.
Read-only access to your CRM lets us cross-reference what buyers said on calls with what happened in the deal. Disposition codes, deal stages, competitor fields, close dates — the full picture. This is where the real patterns emerge.
Post-mortem notes, email threads with prospects, internal deal reviews — anything that adds context to why deals were won or lost. The more sources we can cross-reference, the sharper the patterns become.
A brief kickoff call to understand your competitive landscape, which competitors matter most, and what questions you want the audit to answer. This makes sure we're looking for the patterns that will actually change how you compete.
From the moment you grant access to the moment your leadership team sees the findings. No disruption. No change management. No new tools to learn.
30-minute call. We align on your competitive landscape, key competitors, and the questions you need answered. You grant read-only access to your call recordings and CRM. We start pulling data the same day.
We analyze every competitive call from the last two quarters. Cross-reference with CRM data. Identify the patterns: which objections are killing deals, which talk tracks are winning them, where pricing is leaking, which competitors are gaining momentum. This is the work nobody on your team has time to do.
Raw analysis becomes actionable intelligence. We build the deliverables: competitive narrative, win rate attribution, battlecard drafts, threat assessment. Everything is written for a leadership audience — not a data dump, not a 50-page deck.
60-minute session with your leadership team. We present the patterns, the threats, and the opportunities. We walk through every deliverable. You'll leave with a clear picture of what's happening in your competitive deals and a concrete plan for what to do about it.
Not a report that sits in a drawer. Actionable artifacts that your team can use immediately — and that form the foundation for ongoing intelligence if you choose to continue.
A board-ready synthesis of your competitive position. Win rate trends by competitor, root cause analysis of losses, strategic threats, and recommended responses. Drop it in the board deck or use it to align your leadership team.
A decomposition of why you're winning and losing competitive deals. Not CRM disposition codes — actual root causes extracted from call analysis. Product gaps vs. pricing vs. sales execution vs. intelligence gaps, quantified by impact.
Living battlecards for your top 2–3 competitors, built from this quarter's call recordings. Current pricing, proven talk tracks from won deals, objection handling that works. Ready for your team to use immediately.
A prioritized view of competitive threats by pipeline impact. Which competitors are gaining share, which are losing it, and where the next 90 days are likely to get harder. Early warning, not post-mortem.
How much pipeline you're losing to competitive deals, to whom, and — critically — how much of it was fixable. The difference between a structural loss and one caused by stale intelligence is millions in recoverable revenue.
Not "you should invest in competitive intelligence." Specific, prioritized actions: which talk tracks to deploy, which pricing responses to test, which competitive gaps to close first. Sequenced by expected impact.
"We thought we understood our competitive landscape. The audit showed us three patterns we'd completely missed — one of them was costing us $600K a quarter in preventable losses. We had the data the entire time. We just never connected it."
The audit is a standalone engagement. There's no obligation to continue. But if the patterns we find are valuable — and they usually are — here's what the ongoing relationship looks like.
Everything we produce in the audit is yours. Use the battlecards. Present the narrative to the board. Brief the team on the findings. If your team has the bandwidth to maintain competitive intelligence going forward, you've got a massive head start.
The $7,500 is a one-time cost. No ongoing commitment. No follow-up sales pitch.
The audit becomes the baseline. We continue analyzing calls, updating battlecards monthly, delivering weekly competitive radar, and producing quarterly board narratives. The pattern library compounds — intelligence gets sharper every week.
The $7,500 audit fee credits against any ongoing retainer. You're not paying twice.
We work with most major call recording platforms including Fireflies, CallRail, and others. If you're recording sales calls, we can almost certainly work with your setup. We'll confirm compatibility on the kickoff call.
We access your systems read-only and never export raw call recordings. Our analysis produces aggregated intelligence artifacts — not transcripts. We're happy to sign an NDA and work within your security requirements.
We can work with less. Even one quarter of competitive calls produces meaningful patterns. The analysis is proportionally less comprehensive, but the insights are still valuable. We'll be upfront about what your data can and can't tell us.
Gong records and transcribes your calls. It's excellent at that. What it doesn't do is cross-reference hundreds of calls to extract competitive patterns, synthesize that with CRM data, or produce strategic artifacts for your leadership team. We start where Gong's built-in analytics end.
No. The audit runs in the background. We need read-only access and a 30-minute kickoff. Your team keeps selling. Nothing changes until you decide to change it based on what we find.
In our experience, every organization with 500+ recorded competitive calls has patterns worth surfacing. But we'll be honest — if your data is too thin or your competitive landscape is too narrow for the audit to add value, we'll tell you on the kickoff call before you commit.
Book a 30-minute call. We'll discuss your competitive landscape, confirm your data is a good fit, and schedule the audit. Two weeks later, you'll see what you've been missing.