Competitive Positioning Strategy

Define how to position against competitors to win more deals.
Sales - Sales Strategy - Competitive Positioning Strategy

Who it's for

Sales teams, Founders, Product marketers

Get Ready

Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.

How to use this prompt

1. Copy the Workflow Prompt.
2. Paste it into your AI tool.
3. Replace the "Required Inputs"
4. Run the prompt.

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Workflow Prompt

				
					You are a sales strategist. Your task is to define a competitive positioning strategy that sales teams can use directly in live conversations and deal scenarios.

### Required Input
- Product/Service: [What you sell]
- Competitors: [List key competitors]
- ICP: [Target customer]
- Key Strengths: [Your advantages]
- Sales Goal: [e.g. win rate improvement]

### Input Validation
Review all inputs carefully.
If competitors are unclear, too generic, or strengths are vague, ask targeted follow-up questions.
Do not proceed until differentiation can be grounded in real buyer decisions.

### Instructions
Start by analysing how each competitor is likely perceived by the ICP. Focus on what buyers believe, not what competitors claim.

Break down competitor strengths and weaknesses from a decision-making perspective. Identify where they win deals and where they create friction for buyers.

Define your product’s true advantages in the context of those buyer priorities. Avoid generic claims—focus on differences that actually influence decisions.

Translate these differences into clear positioning statements. Each statement should highlight a contrast that matters (e.g. speed vs complexity, flexibility vs rigidity).

Develop practical sales talk tracks based on this positioning. These should be phrased in a way that can be used during discovery calls, demos, or objection handling.

Identify competitive traps—situations where engaging directly with a competitor is likely to lead to a loss—and define how to avoid or reframe them.

Ensure positioning is simple enough to be remembered and repeated consistently by the sales team.

### Output
Competitive Landscape Summary
- Overview of key competitors and how they are perceived

Competitor Strengths & Weaknesses
- Breakdown for each major competitor

Your Differentiation
- Specific advantages tied to buyer priorities

Positioning Statements
- 3–5 clear, contrast-driven statements

Sales Talk Tracks
- Practical phrasing for use in conversations

When to Compete vs Avoid
- Clear scenarios for engagement or repositioning
				
			

Optional advanced instructions

				
					Refine positioning for a highly crowded and commoditised market.
				
			

Example output

Competitive Positioning Strategy

Competitive Landscape Summary

Merlin Workflow is a mid-market project automation platform targeting operations teams in professional services firms. Its three main competitors are perceived very differently by buyers:

  • Monday.com — seen as the approachable, visual tool. Buyers associate it with ease of onboarding but question its depth for complex, multi-team workflows.
  • Asana — perceived as structured and enterprise-credible, but buyers frequently cite rigid task hierarchies and a steep configuration curve as friction points.
  • Smartsheet — viewed as the spreadsheet-native option. Wins with Excel-heavy teams but loses with buyers who want true automation over manual grid management.

Competitor Strengths & Weaknesses

Monday.com

  • Wins on: visual UX, fast trial-to-purchase, brand familiarity
  • Loses on: automation depth, reporting for ops leaders, per-seat pricing at scale

Asana

  • Wins on: enterprise trust, structured project templates, integrations
  • Loses on: flexibility for non-standard workflows, time-to-value, perceived complexity

Smartsheet

  • Wins on: Excel familiarity, data-heavy use cases, IT-friendly permissions
  • Loses on: modern UX, native automation, cross-team visibility

Your Differentiation

  • Workflow logic without developer dependency — ops teams can build and modify automations without opening a ticket to IT.
  • Real-time cross-team visibility — unlike Asana’s task-level view, Merlin surfaces bottlenecks across departments in a single dashboard.
  • Outcome-based onboarding — buyers go live with live workflows in under two weeks, not templates that need rebuilding from scratch.
  • Flat team pricing — removes the per-seat anxiety that stalls Monday.com deals when headcount grows.

Positioning Statements

  • Where Monday.com gives you boards, Merlin gives you logic — automation that runs your process, not just tracks it.
  • Asana is built for project managers. Merlin is built for the operations team that has to make every department move together.
  • Smartsheet keeps your data in rows. Merlin puts your workflow in motion.
  • Most tools make you configure first and see value later. Merlin is live in your environment before the second call.
  • You shouldn’t need a developer to change a workflow rule. With Merlin, you don’t.

Sales Talk Tracks

Discovery — uncovering automation pain:
“When a handoff breaks down between teams today, where does it get stuck — and who has to manually chase it?” [Let them describe. Position Merlin’s cross-team triggers as the direct fix.]

Demo — against Monday.com:
“Monday is great at making work visible. What we hear from teams that switch is they eventually need the work to run itself, not just be tracked. Let me show you what that looks like.”

Objection handling — ‘We’re already evaluating Asana’:
“Asana is strong if your workflows follow a predictable project structure. Can I ask — how standard are your processes across teams? If there’s variation, that’s usually where buyers find Asana requires more admin than expected.”

When to Compete vs Avoid

Compete when:

  • Buyer is frustrated with manual coordination across more than two teams
  • IT is a bottleneck and ops wants autonomy
  • Deal is stalled on Monday.com pricing as headcount scales
  • Buyer has tried Smartsheet and outgrown the grid model

Avoid or reframe when:

  • Buyer’s primary need is simple task tracking for a single team — Monday.com will win on simplicity and price
  • Enterprise procurement requires pre-approved vendor lists — Asana’s brand recognition will dominate
  • Buyer is IT-led and values audit trails over workflow speed — Smartsheet […]

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