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Process June 13, 2026 9 min read

Competitor dossier: what to record about each rival (and how to use it)

You know who your competitors are, but the knowledge is scattered — in your head, in screenshots, in conversations. A structured dossier per rival turns that into an asset the whole team uses. See what to record and why.

Folder of documents and organized notes on a desk

Ask any store owner who their direct competitors are and they answer instantly. Ask what exactly each one does on price, offer, channel and weak spot — and the answer becomes “let me check that here”. The knowledge exists, but it’s scattered in people’s heads, in screenshots and in hallway conversations. A structured dossier per rival turns that into an asset the whole team consults and maintains.

And it’s not fluff: in the sales world, this dossier has a name (battlecard) and measured impact.

71%

of companies that use battlecards improved their win rate

Crayon, 2022

93%

of those that improved saw gains above 20% (and 33%, above 50%)

Klue / Kompyte

108%

more likely to report revenue impact with strong adoption

Kompyte

+15%

win rate in teams with strong sales enablement

PremierNX

What to record (and why)

A good dossier isn’t the most complete one; it’s the most usable. A few fields filled in with quality are worth more than many done halfway. These are the essentials:

Fields of a competitor dossier
FieldWhyExample
PositioningSums up their bet in one sentence“The cheapest in the fitness niche”
Price vs. youDefines the terrain (price or value)Cheaper / similar / more expensive
StrengthsWhat you shouldn’t attack head-onFree shipping, strong brand
WeaknessesWhere your opening isSlow support, shallow catalog
Active channelsWhere they invest and show upInstagram, Google Ads, marketplace
Threat levelPrioritizes who you watch closely1 to 5
How to beat themThe ready-made counter-argument for the teamWhere you’re better and how to prove it

The fatal mistake: create and forget

A dossier is only worth it while it’s up to date. A battlecard from six months ago, with the wrong price and offer, is worse than not having one — because it gives false confidence. The rule: every dossier has an owner, gets reviewed when something changes (price, offer, new channel) and lives where the team already works (doc, CRM, Notion), not in a forgotten folder.

Referências e leitura complementar

  1. Crayon (2022). Sales Enablement Statistics: battlecards and win rate. Crayon link .
  2. Klue (2025). Competitive Battlecards 101: guide + templates. Klue link .
  3. Kompyte (2025). Measuring and Improving the ROI of Sales Battlecards. Kompyte link .

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