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AI agent for sales representatives

Competitive Deal Rescue Agent

A deal-specific plan that answers the competitor's strengths with proof

DecisionsSales
See how it worksGet access
Competitive Deal Rescue Agent: what goes in, what the agent does and what you get

What it does

When a rival appears in a deal, reps often react with a generic battle card and hope. This agent reads the deal notes and calls to find the competitor, the buyer's criteria and the objections raised. It pulls matching proof points, case studies and reference customers, then maps each objection to the best answer. It tests the plan against what the buyer said they care about, and marks where the competitor looks stronger. It revises the plan whenever new feedback arrives, such as a pricing question or a security review. It prepares a short plan with a next step and drafts the materials. The executive approves what is shared. Edge case: the buyer values integrations the product lacks, so the plan shifts to total cost instead of features.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Competitor named in an open deal 2 USES A TOOL Read the deal notes, calls and emails 3 DOES List the buyer's criteria and objections 4 USES A TOOL Find proof points, case studies and references foreach 5 DOES Score each criterion as stronger, even or weakerthan the competitor 6 CHECKS THE RESULT Does every weak spot have an answer or a changedangle? If not: search for more proof or reframe the argument.Back to step 4. 7 DOES Draft a short plan with next steps and materials 8 YOU APPROVE Account executive approves the plan and what isshared 9 USES A TOOL Log the buyer's reaction and new feedback 10 CHECKS THE RESULT Does new feedback change the criteria or the plan? If not: update the criteria and revise the plan. Back tostep 3. 11 RESULT Current deal rescue plan
Read the steps as a list
  1. Competitor named in an open deal
  2. Read the deal notes, calls and emails
  3. List the buyer's criteria and objections
  4. Find proof points, case studies and references for each
  5. Score each criterion as stronger, even or weaker than the competitor
  6. Does every weak spot have an answer or a changed angle?If not: search for more proof or reframe the argument. Back to step 4.
  7. Draft a short plan with next steps and materials
  8. Account executive approves the plan and what is sharedThe agent waits here for your OK.
  9. Log the buyer's reaction and new feedback
  10. Does new feedback change the criteria or the plan?If not: update the criteria and revise the plan. Back to step 3.
  11. Current deal rescue plan

How it decides

Each buyer criterion is scored for strength against the competitor. The plan leads with strengths and answers weak spots with proof or a different angle.

  • Lead with criteria where the product is stronger
  • Reframe, do not argue, on weak criteria
  • Use only approved proof points and references
  • Recheck the plan after every buyer interaction

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Proof sources allowed
  • Criteria list
  • Who must approve materials
  • Update frequency

What keeps you in control

It always asks you first

  • Account executive approves every item shared with the buyer
  • Account executive approves any reference request

Hard limits

  • Never make claims about competitors without a source
  • Do not share the plan outside the deal team
  • Use approved proof only

It stops when

  • Done: deal won or lost with a note
  • Stop: the buyer asks for no more contact

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA $90,000 deal has a rival with a native CRM connector the product lacks. The agent scores integration as weaker and cost as stronger. It finds a case study with a 14-month cost comparison and drafts a plan around total cost. The executive approves sending it. The buyer then asks about security, and the agent adds a security answer and rechecks.

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