How to Create Flexible Battle Cards

Overview

Flexible battle cards let you customize sections, content, and structure beyond standard templates for unique competitive scenarios.

Flexible vs Standard

Standard Battle Cards:

• Pre-defined sections
• Template-driven
• Fast generation
• Consistent format

Flexible Battle Cards:

• Custom sections
• Ad-hoc structure
• Tailored content
• Unique use cases

Create Flexible Battle Card

Step 1: Start Generation

Go to Battle Cards → Generate → Flexible Mode.

Caption: Selecting flexible battle card mode

Step 2: Define Structure

Add custom sections:

1. Click Add Section
2. Enter section name
3. Describe content needed
4. Repeat for each section

Caption: Building custom battle card structure

Example sections:

• Regulatory Comparison
• Integration Capabilities
• Security Features
• Compliance Certifications
• Customer Support Models
• Partnership Ecosystem

Step 3: Select Competitor

Choose which competitor to analyze.

Step 4: Generate Content

Steve generates content for each custom section based on:

• Available research
• Your knowledge base
• Market data
• Competitor information

Caption: Custom sections generating with AI

Step 5: Edit and Refine

Modify sections as needed:

• Reorder sections
• Add/remove content
• Adjust formatting
• Insert custom data

Caption: Editing flexible battle card with custom sections

Use Cases

Enterprise Sales

Custom sections for:

• SOC 2 compliance comparison
• GDPR readiness
• Enterprise SLA options
• Multi-tenancy capabilities

Technical Buyers

Focus on:

• API capabilities
• Integration options
• Tech stack requirements
• Developer experience

Industry-Specific

Tailor for:

• Healthcare HIPAA compliance
• Financial regulations
• Manufacturing standards
• Retail POS integration

Save as Template

Convert flexible card to reusable preset:

1. Create flexible battle card
2. Click Save as Preset
3. Name template
4. Reuse for similar scenarios

Caption: Saving flexible battle card as preset template

Expected Outcome

✅ Custom battle card structure ✅ Tailored competitive content ✅ Unique use case addressed

Next Steps

• Share Battle Card - Distribute custom card
• Create Preset - Standardize structure