AI for Competitive Intelligence
Run the CI function with AI — competitor monitoring, win/loss, battlecards, launch teardowns, and sales enablement — on a public-source-only ethical line. 8 lessons.
You know the pattern. A rep pings you an hour before a deal review: “What do I say when they bring up Competitor X?” Marketing wants a teardown of the launch that dropped this morning. Leadership wants to know why you lost the last three head-to-head deals. None of it is hard thinking for you — it is volume, under a clock, and it has to be right, because the moment a salesperson repeats a competitor “fact” you got wrong, your credibility is gone.
That is exactly where AI earns its place in the competitive intelligence seat. Used well, it drafts the battlecard from public sources in twenty minutes, summarizes what changed on a competitor’s pricing page and why it matters, codes a stack of win/loss interviews into the three patterns that actually move the number, and hands you a first draft that is most of the way there — so your time goes to the analysis and the relationships only you can own. Used badly, it invents a competitor feature that never shipped, cites a source that does not exist, and puts a confident, wrong claim straight in front of your sales team.
This course teaches the right way, for the tools you already have — ChatGPT, Claude, and Microsoft Copilot — run against public information. You will ship real deliverables: a competitor battlecard, a win/loss readout, a monitoring digest, and a 90-day CI operating plan for your own company. And every one of them holds a single discipline that defines professional CI: public sources only. No posing as a customer, no pretexting, no inducing anyone to break an NDA — because in this role, as one CI leader put it, the risk of giving bad information is the highest of any seat in the building.
What You'll Learn
- Explain the CI operating cadence and distinguish it from market research, positioning strategy, and one-off competitor reports
- Use AI to build a working competitor battlecard from public sources in under 20 minutes
- Design a low-noise competitor monitoring system that surfaces what changed and why it matters
- Apply a win/loss interview-and-coding workflow that turns closed deals into patterns the business can act on
- Analyze a competitor launch through a structured teardown into where you win, lose, and tie
- Evaluate CI activities against the SCIP code of ethics, US trade-secret law, and a public-source-only discipline
After This Course, You Can
What You'll Build
Course Syllabus
Who Is This For?
- Competitive intelligence managers and analysts who want AI to handle the synthesis so they can focus on judgment and stakeholders
- Product marketing managers who own 'competitive' and maintain battlecards and win/loss
- Strategy and insights analysts at B2B companies tracking a defined set of competitors
- Sales enablement and RevOps people who arm reps with competitive content and want it to stay current
Frequently Asked Questions
Do I need to be a competitive intelligence manager already?
No. The course works for current CI managers, for product marketing managers who own 'competitive', and for strategy or insights analysts at B2B companies. It assumes you have used ChatGPT or Claude a little — it is intermediate, not absolute-beginner.
Is this the same as the customer research or marketing courses?
No. Customer Research is voice-of-customer methodology — surveys, interviews, personas. The Marketing Playbook is positioning, campaigns, and email. The Perplexity course is a tool tutorial. This course teaches the CI operating function itself: the recurring cadence of monitoring, win/loss, battlecards, teardowns, and sales enablement. Lesson 1 draws the line clearly.
Which AI tools does it cover?
Tools you already have — ChatGPT, Claude, and Microsoft Copilot — run against public information. We name the CI platforms (Klue, Crayon, Kompyte, AlphaSense, Contify) so you know the landscape, but every hands-on prompt is written to run in the general tools, so it works whether or not your company has bought a dedicated platform.
How do you handle the ethics and legal side?
It is a first-class topic, not an afterthought. The whole course holds a public-source-only discipline — no posing as a customer, no pretexting, no inducing anyone to break an NDA. Lesson 7 covers the SCIP code of ethics and US trade-secret law (the Economic Espionage Act and Defend Trade Secrets Act) so you know exactly where the line is.
Will I get a certificate?
Yes. Finish all 8 lessons and pass the quizzes to earn a verifiable certificate you can add to LinkedIn.
