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Sales & Marketing agent

Competitor and market digest

One short note each Monday on what your competitors changed and what the trade press said, with a link behind every line. A change that touches open deals goes to your marketing lead first.

  • $12,500 fixed
  • Live in 3 to 6 weeks
  • Yours to keep
The review screen for Competitor and market digest: four items, three done, and one (Price change) waiting for the marketing lead, who is asked: Orrin cut its mid tier to $40. Update the battlecard and tell reps on the six deals?
How it works

The week in your market, down to what touches your deals.

Here’s a typical run, step by step: what automation handles, what the agent does, and the calls that stay with your team.

The workflow for Competitor and market digest, in 5 steps. It starts with “The week’s sources update” and ends with “A short note on Monday”. Each step lists what automation, the agent and your team do there.
Competitor and market digestA typical run
Starts withThe week’s sources updateRivals’ sites, pricing pages, press releases and job posts, plus the trade sites and review pages you follow.
Automation: Visits each page on your list every day and saves what changed since last time: new prices, new pages, new posts.
~10h/mo

Step 1 of 5Check the sources

  • Automation

    Visits each page on your list every day and saves what changed since last time: new prices, new pages, new posts.

    Spotting that a page changed is a comparison. Knowing whether it matters comes next.

Reads
  • Web sources
Writes
  • Change log

~10 hours a month back

Where teams differThe watch list can be three close rivals, or a whole market with suppliers and customers in it.

The agent: Reads each change: Orrin moved its mid tier from $50 to $40 a seat, and Fathom posted twelve sales jobs in the Midwest.
~18h/mo

Step 2 of 5Read what changed

  • The agent

    Reads each change: Orrin moved its mid tier from $50 to $40 a seat, and Fathom posted twelve sales jobs in the Midwest.

    A new pricing page might be a font change or a 20% cut. Only reading it tells you which.

Reads
  • Change log
Writes
  • Change log

~18 hours a month back

Automation: Looks up the open deals where Orrin is named as the rival, and finds six, worth about $310,000 together.
~3h/mo

Step 3 of 5Match it to your deals

  • Automation

    Looks up the open deals where Orrin is named as the rival, and finds six, worth about $310,000 together.

    Which rival each deal is up against is already a field in your CRM.

Reads
  • CRM
Writes
  • Change log

~3 hours a month back

Automation: A price cut against six open deals goes to the marketing lead with the page, the old price and the deals.
IfYour team: Updates the battlecard with an answer on price and tells the reps on those six deals, or holds off until the change is confirmed.
~2h/mo

Step 4 of 5Decide what reps hear

  • Automation

    A price cut against six open deals goes to the marketing lead with the page, the old price and the deals.

    Once a change is matched to open deals, which ones need a person is plain to see.

  • Your teamIf it touches open deals

    Updates the battlecard with an answer on price and tells the reps on those six deals, or holds off until the change is confirmed.

    What reps say about a rival’s price is your positioning. It should come from whoever owns it.

Reads
  • Change log
Writes
  • Battlecards

~2 hours a month back

The agent: Writes the week in a dozen lines, most important first, each with its link, and posts it where sales and marketing read.
~8h/mo

Step 5 of 5Write the note

  • The agent

    Writes the week in a dozen lines, most important first, each with its link, and posts it where sales and marketing read.

    Twenty changes a week become a note people finish only if someone ranks them and writes plainly.

Reads
  • Change log
Writes
  • Team chat

~8 hours a month back

Where teams differA weekly note is the usual start. Price changes often earn a same-day message of their own.

Ends withA short note on MondayA dozen lines on what changed, most important first, each with its source, where your teams already read.
Total~41h/mo

What changes

Your teams read one short note a week instead of a dozen websites. A change that touches open deals reaches your marketing lead before it reaches the reps.

  • 3steps automated
  • 2steps for the agent
  • 1call kept with your team

Pick any step to see what happens there and why it sits in that lane.

What it could be worth

~41 hours a month back

$27,100 a year in time

For a team following about 12 competitors and 30 trade and review sites, at $55 an hour. We work out yours from your own volumes before you sign.

Let’s build your agent
What we customize with you

One proven agent, plugged into how you work.

Every team does this job a little differently, so we set these five with the people who do it today. We’ve done this in dozens of businesses, so we know where teams usually differ and ask about those first.

The agent

Same for every client
  • Follows the same proven steps
  • A person on every exception
  • Every decision logged
  • Tested on your past work first
  • Never changes a battlecard or talk track on its own
  1. Your systems

    Where the work comes in, and where the result goes.

    For this agentRivals’ sites, trade press and review pages in, the note out to Slack, Teams or email.

  2. Your rules

    The limits and exceptions it works to.

    For this agentWhich rivals and sources, what’s worth a line, and what always goes to a person.

  3. Your team

    Who signs off, and who covers when they’re away.

    For this agentYour marketing lead for anything that touches open deals or messaging.

  4. Your channels

    Where your team hears from it.

    For this agentA Monday note, and a same-day message for big changes if you want one.

  5. Your output

    What it hands back, in the format you already use.

    For this agentA short note with a link on every line, and a log of every change it saw.

Account research and lead scoring are other agents in the catalog. How you position against a rival stays with your team.

What you get

The agent, and everything that keeps it working.

  • The agentRunning on your systems, under your rules.
  • The review screenWhere the exceptions land for your sales and marketing teams.
  • Your rulebookYour limits, exceptions and who signs off, in one place, often for the first time.
  • A test reportYour past competitor updates, run through it and checked against the number.
  • The runbookHow it works, what to check, and what to do if it stops.
  • 30 days of tuningAfter it goes live, through a full month of your real competitor updates.
The number we agree

Hours a week your team spends keeping up with competitors. We measure it before we start, and again at day 30.

How we get there

Live in 3 to 6 weeks. About seven hours of your time.

We do the building. Your side: access, a quarter of the news and notes your team has already shared, and a short weekly check-in.

  1. Before kickoff

    We send the access checklist.

    You, 2 hours. Access, an owner, and a quarter of the news and notes your team has already shared.

  2. Weeks 1 to 2

    We connect your systems and set it up.

    You, 1 hour. Walk us through your rules.

  3. Weeks 2 to 4

    We test it on your past competitor updates.

    You, 1 hour. Review what it flagged.

  4. Weeks 3 to 6

    It runs beside your team, then goes live.

    You, 1¼ hours. Work from the review screen.

Then 30 days of tuning, with a short check-in each week, about two hours of yours. At day 30 we show you the number and hand everything over.

After it’s live

It keeps running whether or not we stay.

  • It runs in your accounts

    Your cloud, your systems, and an AI account in your name, billed by the provider at their rates.

  • Changes in the first 30 days are included

    A new rule, a changed limit, someone new signing off. That’s what tuning is for.

  • After that, your call

    Your team edits the rulebook, the care plan covers it, or a bigger change is quoted first.

Questions

About this agent.

What stops it passing on rumors?
Every line links its source, and it says when something is reported rather than confirmed. It never states a guess as fact.
Does it read paid sources?
Only ones you already subscribe to and are allowed to use this way. Everything else is public pages and press.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
How do we agree the number?
Together, before any work starts. For this agent it’s the hours a week your team spends keeping up with competitors. We measure it before we start, and again at day 30.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

Whose news would you want on your desk each Monday?

Tell us how your team handles competitor updates today. We’ll show you this agent on examples like yours, and whether it fits the fixed price.

New to Switchboard Agents? How it works, what’s included, and what it costs.
  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
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