competitive-intelligence-market-research

✓Verified·Scanned 2/18/2026

B2B SaaS competitive intelligence with 24 scenarios across Sales/HR/Fintech/Ops Tech

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Competitive Intelligence & Market Research

B2B SaaS competitive intelligence with 24 ready-to-use scenarios across Sales Tech, HR Tech, Fintech, and Ops Tech verticals.

Created by Shashwat Ghosh - Founder of Helix GTM Consulting

📋 Table of Contents

✅ What This Skill Does

This skill provides comprehensive competitive intelligence frameworks for B2B SaaS companies:

Core Capabilities:

  1. Competitive Analysis Frameworks

    • Feature-by-feature competitive comparison matrices
    • Pricing intelligence and positioning analysis
    • Market positioning and differentiation strategies
    • Competitive battle cards for sales teams
    • SWOT analysis for key competitors

  2. Market Research Methodologies

    • Industry trend analysis and market sizing
    • Customer interview frameworks
    • Win/loss analysis structures
    • Market segmentation strategies
    • Buyer persona development

  3. Intelligence Gathering Workflows

    • Competitor website monitoring checklists
    • Product update tracking systems
    • Social media monitoring strategies
    • Review site analysis frameworks
    • G2/Capterra competitive positioning

  4. Sales Enablement

    • Competitive objection handling scripts
    • Feature comparison talking points
    • ROI comparison calculators
    • Competitive displacement strategies
    • Alternative evaluation guides

  5. Strategic Planning Support

    • Market entry analysis
    • Product roadmap competitive gaps
    • Pricing strategy recommendations
    • Partnership opportunity identification
    • M&A target evaluation

Industry-Specific Intelligence:

  • Sales Tech: CRM, Sales Engagement, Revenue Intelligence, Sales Enablement
  • HR Tech: HRIS, ATS, Performance Management, Learning Management
  • Fintech: Payments, Banking, Lending, Wealth Management
  • Ops Tech: Project Management, Workflow Automation, DevOps, IT Management

Supported Scenarios (24 Total):

Each vertical includes 6 specific scenarios covering:

  1. Market research and sizing
  2. Competitive feature analysis
  3. Pricing intelligence
  4. Customer sentiment analysis
  5. Product launch preparation
  6. Strategic positioning

❌ What This Skill Cannot Do

Limitations to Understand:

  1. No Real-Time Data Access

    • Cannot fetch live competitor pricing
    • Cannot monitor competitor websites in real-time
    • Cannot access proprietary databases or paid research
    • Cannot scrape competitor websites automatically

  2. No Industry-Specific Expertise Beyond Templates

    • Does not replace domain expertise in specialized verticals
    • Cannot provide legal/regulatory compliance advice
    • Cannot validate technical feasibility of features
    • Cannot assess patent or IP implications

  3. No Automated Intelligence Gathering

    • Cannot set up monitoring systems automatically
    • Cannot send alerts for competitor changes
    • Cannot integrate with CI platforms directly
    • Cannot access private competitor information

  4. No Financial Analysis

    • Cannot perform detailed financial modeling
    • Cannot access private company financials
    • Cannot predict competitor revenue/funding
    • Cannot assess acquisition valuations

  5. No Custom Research

    • Cannot conduct primary research (surveys, interviews)
    • Cannot access proprietary market research databases
    • Cannot contact competitors directly
    • Cannot validate market data independently

  6. Limited to B2B SaaS Context

    • Frameworks optimized for B2B software companies
    • May not suit B2C, hardware, or services businesses
    • Focused on software products, not professional services

🏢 Industry Coverage

Fully Supported Verticals:

  1. Sales Tech (6 scenarios)

    • CRM platforms
    • Sales engagement tools
    • Revenue intelligence
    • Sales enablement platforms
    • CPQ (Configure, Price, Quote)
    • Account-based marketing

  2. HR Tech (6 scenarios)

    • HRIS/HCM platforms
    • Applicant tracking systems
    • Performance management
    • Learning management systems
    • Recruitment marketing
    • Employee engagement

  3. Fintech (6 scenarios)

    • Payment processing
    • Digital banking
    • Lending platforms
    • Wealth management
    • Expense management
    • Financial planning

  4. Ops Tech (6 scenarios)

    • Project management
    • Workflow automation
    • DevOps platforms
    • IT service management
    • Infrastructure monitoring
    • Collaboration tools

Partial Support (Adaptable):

  • Marketing Tech (adapt Sales Tech scenarios)
  • Customer Success Tech (adapt HR Tech scenarios)
  • Analytics/BI (adapt Ops Tech scenarios)
  • Security/Compliance (adapt Ops Tech scenarios)

🎯 Key Features

1. Ready-to-Use Templates

  • Copy-paste competitive analysis frameworks
  • Pre-structured battle card templates
  • Standard pricing comparison matrices
  • Feature gap analysis spreadsheets

2. Workflow Guides

  • Step-by-step intelligence gathering processes
  • Competitor monitoring checklists
  • Analysis documentation standards
  • Stakeholder communication templates

3. Strategic Frameworks

  • Porter's Five Forces adapted for SaaS
  • Blue Ocean Strategy canvas
  • Jobs-to-be-Done analysis
  • Value proposition comparison

4. Sales Enablement Assets

  • Competitive objection scripts
  • "Why Us vs. Them" one-pagers
  • ROI comparison calculators
  • Proof point libraries

5. Research Methodologies

  • Win/loss interview guides
  • Customer reference check questions
  • Analyst briefing structures
  • Partner feedback frameworks

💼 Use Cases

For Product Marketing:

  • Build competitive positioning for product launches
  • Create messaging that differentiates from competitors
  • Develop competitive battle cards for sales
  • Research market gaps for product roadmap

For Sales Teams:

  • Handle competitive objections confidently
  • Position against specific competitors
  • Understand competitor strengths/weaknesses
  • Win competitive displacement deals

For Product Management:

  • Identify feature gaps vs. competitors
  • Validate product roadmap priorities
  • Assess market positioning opportunities
  • Evaluate partnership possibilities

For Executive Leadership:

  • Make strategic market entry decisions
  • Evaluate M&A targets
  • Assess competitive threats
  • Guide pricing strategy

For Investors/Analysts:

  • Evaluate competitive landscape
  • Assess market positioning
  • Understand differentiation
  • Validate market opportunity

📦 Installation

Method 1: Using Clawd CLI

clawdhub install shashwatgtm/competitive-intelligence-market-research

Method 2: Using Claude.ai

  1. Download the SKILL.md file from this repository
  2. Go to Claude.ai → Settings → Skills
  3. Click "Upload Skill" and select the file
  4. The skill will be available in all your conversations

Method 3: Using Claude Desktop

  1. Download the SKILL.md file
  2. Open Claude Desktop → Settings → Skills
  3. Add the skill file
  4. Enable for use in conversations

📚 Examples

Example 1: Competitive Feature Analysis

Prompt:

I'm launching a new CRM feature called "Revenue Intelligence Dashboard" 
that predicts deal outcomes. Which competitors should I analyze and 
what features should I compare?

The skill will provide:

  • List of 5-8 key competitors with similar features
  • Feature comparison matrix template
  • Analysis framework for predictive capabilities
  • Differentiation positioning suggestions
  • Battle card structure for sales enablement

Example 2: Market Research for Fundraising

Prompt:

I'm preparing a Series B deck for our HR Tech platform. I need market 
sizing, competitive landscape, and our positioning vs. top 3 competitors.

The skill will provide:

  • Market sizing methodology and data sources
  • TAM/SAM/SOM calculation framework
  • Competitive landscape mapping
  • Positioning matrix template
  • Differentiation talking points for investors

Example 3: Win/Loss Analysis

Prompt:

We lost a deal to Competitor X. Help me structure a win/loss analysis 
interview with the prospect to understand what happened.

The skill will provide:

  • Win/loss interview question framework
  • Objection categorization system
  • Analysis documentation template
  • Action items generation process
  • Sales feedback loop structure

Example 4: New Market Entry

Prompt:

We're considering entering the Learning Management System market. 
What competitive intelligence do I need to gather first?

The skill will provide:

  • Market entry research checklist
  • Competitor identification methodology
  • Barrier to entry analysis framework
  • Positioning opportunity assessment
  • Go-to-market strategy considerations

🔧 Integration & Workflow

Works Best With:

  • Product launches and positioning projects
  • Sales enablement initiatives
  • Strategic planning sessions
  • Fundraising preparation
  • M&A due diligence

Typical Workflow:

  1. Identify scenario (e.g., "competitive feature analysis")
  2. Provide context (your product, competitors, market)
  3. Receive framework (structured analysis template)
  4. Execute research (gather data using provided methodology)
  5. Document findings (fill in analysis framework)
  6. Create deliverables (battle cards, one-pagers, presentations)

📊 What You'll Get

Analysis Templates:

  • Competitive feature matrices (Excel/Google Sheets compatible)
  • SWOT analysis frameworks
  • Positioning maps and perceptual maps
  • Pricing comparison tables

Sales Assets:

  • Competitive battle cards
  • Objection handling scripts
  • "Why Us" one-pagers
  • Proof point libraries

Research Guides:

  • Win/loss interview scripts
  • Customer reference questions
  • Analyst briefing outlines
  • Partner feedback frameworks

Strategic Documents:

  • Market entry assessments
  • Product gap analyses
  • Positioning statements
  • Differentiation playbooks

🚀 Best Practices

To Get Maximum Value:

  1. Be Specific: Provide your exact product category and top 3-5 competitors
  2. Include Context: Share your market position (leader/challenger/niche)
  3. Define Goals: State whether you need sales enablement, strategy, or research
  4. Iterate: Start with one scenario, then expand to related analyses
  5. Combine Scenarios: Use multiple frameworks for comprehensive intelligence

Common Patterns:

  • Product Launch: Use scenarios 2 (feature analysis) + 3 (pricing) + 5 (launch prep)
  • Sales Enablement: Use scenarios 2 (features) + 4 (sentiment) + objection handling
  • Strategic Planning: Use scenarios 1 (market research) + 6 (positioning) + gap analysis
  • Fundraising Prep: Use scenarios 1 (market) + 4 (validation) + competitive landscape

👨‍💼 Author

Shashwat Ghosh
Founder, Helix GTM Consulting | Fractional CMO for B2B SaaS

Background:

  • Former CMO at FieldAssist (until Sept 2024)
  • Former VP Global Performance Marketing at Locus
  • 15+ years in B2B SaaS marketing and GTM strategy
  • Creator of EPIC GTM Framework (Ecosystem, PLG, Inbound/Outbound, Community)

Connect:

Other Skills:

📄 License

MIT License - Free to use, modify, and distribute with attribution.

🙏 Contributing

Found an issue or have suggestions? Feel free to:

  • Open an issue on GitHub
  • Submit a pull request
  • Contact me directly via LinkedIn

⭐ Support

If this skill helps your competitive intelligence efforts, please:

  • ⭐ Star this repository
  • 📢 Share with your network
  • 💬 Provide feedback for improvements

Last Updated: January 2026
Version: 1.0
Status: Production Ready ✅