Prep a sales call with battlecards
Combine an approved battlecard with fresh ads evidence and a short Ask Spidey brief so talk tracks stay grounded in scanned activity.
What is the prep checklist?
- Open the rival battlecard and approve if needed.
- Download the Forme PDF.
- Check Ads for new creatives since the last call.
- Ask Spidey for three talk tracks grounded in evidence.
- Skim Activity for last-minute posts or page changes.
How do I keep the brief fresh?
If the rival moved after the last daily scan and the call is today, run Refresh once on that rival (about 30 minutes for a full rescan), then regenerate or review battlecard suggestions.
Bring the PDF and two evidence links (ads or posts) so the conversation stays factual if the prospect challenges a claim.
What if Ask Spidey or battlecards are blocked?
Add Your brand if missing, confirm plan activation, and top up usage if the shared AI and scan pool is exhausted. Battlecard generate and Ask Spidey both need remaining allowance.
What should I bring into the call?
Bring the approved Forme PDF, two evidence links, and three Ask Spidey talk tracks. Lead with the prospect’s likely objection, then show the ads or website proof behind your answer.
If the prospect challenges a claim, open the evidence rather than improvising. After the call, accept or dismiss any new battlecard suggestions so the card stays aligned with what you said.
When multiple sellers share a landscape, keep battlecards approved in the project instead of private docs so MCP clients and Ask Spidey see the same positioning.
What should I do after the call?
Log objections that were missing from the battlecard and regenerate or accept suggestions so the next seller starts ahead. If the prospect named a new rival, add them with the wizard and leave Daily scans on before the follow-up meeting.
Share the approved PDF in the project rather than a private drive folder so Ask Spidey and MCP clients stay aligned with sales messaging. If usage was exhausted mid-prep, top up under Billing before the follow-up so Refresh and Ask Spidey are available again.