{"id":"res-sales-battlecard-dated-notes","audience":"sales","category":"research","technique":"grounding","title":"Build a competitor battlecard from dated notes","free":false,"task":"You're prepping a one-glance battlecard against Ledgerly for your team. You want exactly 4 numbered lines, one each for price, contract term, support hours and onboarding, in the form \"Topic: us X | Ledgerly Y\", each using the newest source in your notes. If your notes don't cover Ledgerly on a topic, write \"Ledgerly: unknown\". Plain text, nothing else.","materialLabel":"Your competitive notes (attached to your prompt automatically)","material":"COMPETITIVE NOTES - Ledgerly vs. us (Tallybook)\n\nOUR FACTS (pricing page, Nov 2026): $39/user/month, month-to-month or annual. Support 7 a.m.-9 p.m. ET weekdays. Onboarding: free 3 live sessions.\n\nLEDGERLY:\n- Pricing page screenshot (Feb 2024): $29/user/month, annual only.\n- Pricing page screenshot (Sept 2026): $45/user/month, annual only. Free tier removed.\n- Lost-deal note from rep Ana (Aug 2026): \"prospect said Ledgerly support is 24/7 chat now.\"\n- Ledgerly help center (Oct 2026): \"Live chat support available 24/7. Phone support weekdays 9-5 ET.\"\n- Reddit comment (2025): \"Ledgerly onboarding is a nightmare lol\"\n- Nothing official found on Ledgerly onboarding.\n\nManager note: battlecards go in the sales wiki, keep them tight.","rules":[{"type":"numberedItems","count":4},{"type":"plainText"}],"mistakes":[{"title":"Using an old screenshot","why":"Both prices are in your notes, and the AI may pick the first one, from 2024.","fix":"Say: \"Use the newest source for each topic.\"","checks":["r0"]},{"title":"Filling gaps with gossip","why":"The Reddit comment is the only onboarding note, so the AI may use it as fact.","fix":"Add: \"If there's no official source, write Ledgerly: unknown.\"","checks":["r1"]},{"title":"Getting a sales script","why":"The AI adds talk tracks and objection handling, which makes the card long.","fix":"Say: \"Output only the 4 lines.\"","checks":["r2"]},{"title":"Not saying how many","why":"The AI decides the length itself and usually returns more lines, one per topic than you can use.","fix":"Be exact: \"exactly 4 numbered lines, one per topic.\"","checks":["numberedItems"]},{"title":"Getting markdown back","why":"AI defaults to bold labels and headings, which show up as stray symbols in the sales wiki.","fix":"Ask for \"plain text, no bold, no headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Picks the newest source","patterns":["newest","latest","most recent","2026"]},{"label":"Says what to do with gaps","patterns":["unknown","not (covered|in my notes)","(don't|do not) guess","no (reddit|rumor)"]},{"label":"Gives the line shape","patterns":["us x","\\|","topic:","format"]},{"label":"Says exactly how many","patterns":["\\b(4|four)\\b.{0,25}(line|topic)","exactly \\d+"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]}],"hint":"Competitive notes pile up over years. Tell the AI which source wins when they disagree, what to write when there's no solid source, and the exact line shape.","rubricLabels":["Price uses Ledgerly's Sept 2026 $45/user/month (not the 2024 $29), and contract term says annual only for Ledgerly","Support shows Ledgerly's 24/7 live chat from the help center, and onboarding says Ledgerly: unknown rather than repeating the Reddit comment","Outputs only the 4 lines in the 'Topic: us X | Ledgerly Y' form: no intro, no talk tracks, no objection handling"]}