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Competitive Intelligence Search

Gather competitive intelligence from past interactions to inform sales strategy.

The prompt
Search my emails and documents for any mentions of [Competitor Name] in relation to [Account Name] or similar deals. Compile:
- What the prospect said about the competitor
- Features or pricing comparisons mentioned
- Why we won or lost against them previously
- Competitive positioning discussed by our team

This is research for competitive strategy. I will validate with current intel.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Account Executive, Sales Manager, Solutions Consultant