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