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Win a deal against an incumbent

You are in a bake-off against a competitor. Win it without trashing anyone.

Install the whole playbook ↓
[ BUILT GTM ]

Win a deal against an incumbent

Solvethe problem worth solving
Problem · 01Sales

You are in a bake-off against a competitor.

Win it without trashing anyone.

Stackthe workflow, box by box
Salesforce01
Get a structured account read straight from your CRM.
Get the structured read on where the deal stands.
Powers up with
AI
Gong02
Win the competitive deal without trashing anyone.
Know where you win, their traps, and the reframes.
Powers up with
AI
Salesforce03
Build a champion so the deal doesn't rest on one person.
Build a champion so it does not rest on one person.
Powers up with
AI + human
Salesforce04
Put a one-page business case in the committee's hands.
Frame the cost of the problem and doing nothing.
Powers up with
AI
Splithow control passes: agents branch left, humans right
HUMAN + AI, IN THE LOOP
How control passes.
AgentsHuman
Agent01
Get a structured account read straight from your CRM.
Salesforce runs it.
Agent02
Win the competitive deal without trashing anyone.
Gong runs it.
AI + human03
Build a champion so the deal doesn't rest on one person.
AI drafts, a human checks.
Agent04
Put a one-page business case in the committee's hands.
Salesforce runs it.
The skills run the work. You stay in the loop on the calls that need judgment.
Outputwhat the workflow produces
OUTPUT · 01

A clear read on the deal

OUTPUT · 02

A battlecard

OUTPUT · 03

A real champion

OUTPUT · 04

A business case that lands

Outcomethe result it drives
OUTCOME · 01

Final stage 25%+ faster

The deal hub that tightened late-stage and cut discounting.

Built GTM
── 01 / WHY RUN IT
RUN THIS AND YOU CAN
✓A clear read on the deal
✓A battlecard
✓A real champion
✓A business case that lands
── 02 / THE RUN, STEP BY STEP

The workflow that solves it, one step at a time.

Each step is the plain question you are already asking. The skills answer them in order, one handing its receipt to the next.

1✓ TESTED
Get a structured account read straight from your CRM.

A sixty-second summary, a multi-source activity audit, a qualification-vs-stage gap check, and an 8-state deal-risk verdict.

YOU GETThe multi-source activity check, the sandbagging detector, and the risk verdict.
POWER IT UPSalesforceHubSpotAttioPipedriveDynamics
OPEN THE SKILL →
2✓ TESTED
Win the competitive deal without trashing anyone.

Lays out where you win, their traps, the landmines to set, the reframes, and the proof behind each.

YOU GETThe win themes, the traps, the landmines, and the reframes.
POWER IT UPGongChorusFirefliesOtterAvomaFathom
OPEN THE SKILL →
3✓ TESTED
Build a champion so the deal doesn't rest on one person.

Scores who can champion, arms them with the internal-sell narrative and a forwardable one-pager, and maps the multi-thread.

YOU GETThe champion score, the internal-sell narrative, and the thread map.
POWER IT UPSalesforceHubSpotAttioPipedriveDynamicsGong
OPEN THE SKILL →
4✓ TESTED
Put a one-page business case in the committee's hands.

Frames the cost of the problem, the change, the value model, and the risk of doing nothing, in the buyer's own numbers.

YOU GETThe cost-of-problem, the value math, the cost of inaction, and flagged assumptions.
POWER IT UPSalesforceHubSpotAttioPipedriveDynamicsNotion
OPEN THE SKILL →
WHERE YOU LAND

A clear read on the deal, a battlecard, a real champion, and a business case that lands.

EVERY STEP, TESTED AND PASSED
EVAL RESULTPASS4/4 dimensions
HOW WE EVAL →
✓Skills resolve
✓Structure + proof
✓Example chat
✓Quality judge
  • All 4 chained skills resolve to real, scored skills.
  • Has a problem, an outcome, 2+ steps, and proof from a real build.
  • Ships an example chat showing the play run in Claude.
  • Reads in plain operator voice, grounded in a real build.
Last eval run 2026-08-05
DEEP EVAL · PASS
THE STANDARD →

We did not just check the structure. A judge read this play against the full text of every skill it chains (composition), then ran it on a real scenario end to end (simulated). It passed both. Test scenario: Bramwell Logistics Software, a ~$200K ARR deal. AE Alex is in a bake-off against Outreach; the deal has been stalled 3 weeks with one engaged contact.

── 03 / SEE IT RUN

Watch the skills answer in order.

Describe your situation in plain language. The right skill fires on its own and hands its receipt to the next.

EXAMPLE CHATAlex, an AE, running the loop in one sitting
A
I've got a deal that's been sitting a while and a competitor is in it. Can you read the account from our CRM first?
S
Step 1· Crm Analyst
Pulled a sixty-second summary, audited activity across email, calls, and meetings, and checked qualification against the stage. The deal is marked Stage 4 but only one contact is engaged and the last touch was 11 days ago.
Receipt
Account read done: stage says late, activity says single-threaded and cooling, risk flagged as stuck.
A
The competitor is Outreach. Give me a battlecard so I know where we actually win.
S
Step 2· Competitive Battlecard
Laid out where we win, the traps they'll set, and the landmines to plant early, with proof behind each so nothing is just a claim. No trashing them, just reframes that hold up.
wintime-to-value
trapseat pricing
Receipt
Battlecard with 4 win themes and 3 landmines, each backed by a proof point.
A
My main contact likes us but she's junior. How do I turn her into a real champion?
S
Step 3· Champion Plan
Scored her as a champion, she has access but not yet influence, and armed her with the internal-sell story plus a one-pager she can forward. Mapped two more threads so the deal isn't riding on her alone.
Receipt
Champion enabled with a forwardable one-pager, 2 new threads identified to multi-thread the deal.
A
Their VP of Sales wants to see the money side before he'll pick us. Build the case.
S
Step 4· Business Case
Put the cost of the problem, the value model, and the cost of inaction in his numbers, and framed it against staying on their current tool so the comparison does the selling. Assumptions flagged for his finance team.
Receipt
One-page business case in the buyer's numbers, competitive deal now leaning our way into final review.
── 04 / SEE IT IN PRODUCTION

Before you run it, I ran it for real.

This workflow is genericized from a real build. Here is the number it moved, and what I actually did.

THE BUILD · DEAL VELOCITY
The Deal Hub
>25%
shorter sales cycle, the late stage streamlined
Sub-45 days
SMB and Mid-Market, end to end
Sub-90 days
Enterprise, end to end
Lower discounts
value-based packaging cut the average discount per deal
WHAT I DID ›
01
One home for the deal. A hub where the proposal, the plan, and the next step lived together, so nothing had to be assembled from twelve tabs before a conversation.
02
The customer sees what is next. Instead of waiting on a forwarded email, the customer could see what happened next, which removed a whole class of stall.
03
Map the handoffs, then close each gap. I walked the late stage handoff by handoff, quote to security review to mutual plan to approval, found where each one sat waiting, and put the next step and its owner in the hub so no stage stalled on someone's inbox.

Speed in a deal is not pressure. It is removing the places a deal goes to wait. Find where your deals stall, then remove the wait, not the patience.

Dig into the full build →
05 / INSTALL THE WHOLE PLAYBOOK

One plugin. 4 skills, bundled.

The whole playbook installs as a single plugin in Claude Code, no copy-pasting 4 times. Or grab any single step above. It runs on what you paste; connect your stack to go live.

OR KICK IT OFF IN CHAT
“Here is my situation: [describe your workflow or account in a sentence or two]. Walk me through Win a deal against an incumbent step by step, and run each skill as we go.”
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