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We designed this workflow to bring together 4 agents, each building on what came before. You provide your context, and the workflow delivers a comprehensive result that no single agent could produce alone.

What you receive

Creates comprehensive deal strategies for strategic opportunities by researching the account, analyzing competitive positioning, developing tactical approach, and preparing objection responses for improved win rates. The final deliverable integrates insights from every agent in the sequence, shaped by your preferences and grounded in your connected data.

How it works

Your Account Researcher starts by working on the foundation — researches the account and stakeholders in depth to provide foundation for strategic deal planning. Then your Competitive Intelligence Analyst picks up — analyzes competitive situation and develops positioning strategy against known competitors in the deal. Then your Sales Strategist picks up — develops comprehensive deal strategy document including stakeholder approach, win themes, and action plan by stage. Finally, your Objection Handler brings everything together — prepares responses for likely objections based on deal context, stakeholder concerns, and competitive situation. Each agent inherits the context from the previous step, so the analysis builds and refines as the workflow progresses. You receive one comprehensive deliverable at the end.

When to use this workflow

When you need to develop strategy for new strategic opportunity, this workflow handles it end to end. It also works well when you need to create competitive battle plan for multi-vendor deal.

Competitive Intelligence Analyst

Meet this agent