How to Create a Battle Card Preset

Overview

Presets standardize battle card format and content across your team, ensuring consistency and saving time.

Navigate to Presets

Go to Battle Cards → Presets.

Caption: Presets tab in Battle Cards navigation

Create New Preset

Click New Preset.

Caption: Create new battle card preset button

Configure Preset

Step 1: Name Your Preset

Enter a descriptive name:

• "Enterprise SaaS Template"
• "SMB Competitor Card"
• "Product Launch Format"

Caption: Preset naming and configuration form

Step 2: Select Sections

Choose which sections to include:

• ☑ Company Overview
• ☑ Pricing Comparison
• ☑ Feature Comparison
• ☑ Why We Win
• ☑ Differentiators
• ☑ Objection Handling
• ☑ Customer Stories

Caption: Battle card section configuration

Step 3: Customize Prompts

For each section, set AI generation prompts:

• Tone (professional, casual, assertive)
• Focus areas
• Length preference
• Data sources to prioritize

Caption: Section-specific prompt configuration

Step 4: Save Preset

Click Save Preset to make it available for generation.

Caption: Saving battle card preset

Use Presets

Generate from Preset

1. Go to Battle Cards → Generate
2. Select Use Preset
3. Choose your saved preset
4. Select competitor
5. Generate

Caption: Generating battle card using preset template

Bulk Generation

Apply presets to multiple competitors:

1. Go to Presets
2. Select preset
3. Click Apply to Competitors
4. Choose competitors
5. Generate all

Caption: Bulk battle card generation from preset

Manage Presets

Edit Preset

Click preset name → Edit → Update settings → Save.

Delete Preset

Click preset → Delete → Confirm.

Existing battle cards generated from the preset remain unchanged.

Duplicate Preset

Click preset → Duplicate → Modify → Save As New.

Expected Outcome

✅ Preset template created ✅ Consistent battle card format ✅ Faster generation workflow

Next Steps

• Generate from Preset - Use your template
• Generate Battle Card - Create custom cards