Battlecard
AI-generated per-prospect dossier for meeting preparation.
Battlecard
A battlecard is a Claude Sonnet–generated dossier for a specific prospect. It aggregates data from multiple sources into a structured briefing that tells you exactly what to say in a meeting: pain points, pitch angles, tech stack signals, and a recommended opening line.
What a Battlecard Contains
| Section | Description |
|---|---|
| Executive Summary | Company overview in plain English — size, stage, focus area, notable signals |
| Pain Points | Inferred from job postings, website copy, tech stack gaps, and growth signals |
| Pitch Angles | Specific angles tailored to this company's situation, not generic templates |
| Tech Stack Signals | Technologies inferred from the website scrape and PDL data |
| Recommended Opening Line | The single best cold email opening sentence for this prospect |
| Companies House Data | Incorporation date, SIC codes, employee band, status (if CH number available) |
Data Sources
The battlecard aggregates:
- Website scrape — live Firecrawl crawl of the prospect's website (re-scraped if older than 7 days)
- People Data Labs (PDL) — headcount, industry, founded year, tech stack
- Companies House — filing data for UK companies with a CH number
- Existing prospect data — enrichment data already stored from the original prospecting run
All five sections are generated in a single Claude Sonnet call with structured JSON output. Typical generation time is under 15 seconds.
Generating a Battlecard
From the Prospects page (manual)
- Go to Prospects
- Find the prospect you want a battlecard for
- Click ⋯ menu → Battlecard (or the Battlecard button if visible in the row)
- A drawer opens — click Generate Battlecard
- The status shows
generatingwith a spinner; polls automatically every 3 seconds - When ready (
status = ready), all sections are displayed
Auto-trigger on hot lead approval
When you click Send Reply to approve a hot lead in the Inbox, a battlecard is automatically generated for that prospect in the background — so it is ready before your meeting.
Via MCP API
generate_dossier(prospect_id="<uuid>")
get_dossier(prospect_id="<uuid>")
Battlecard Statuses
| Status | Meaning |
|---|---|
generating | Background task is running; polls every 3s |
ready | All sections generated and available |
failed | Generation failed (e.g. website unreachable); an error message is shown |
Regenerating a Battlecard
If the data is stale or you want a fresh pass:
- Open the Battlecard drawer for the prospect
- Click Regenerate (top-right of the drawer)
- The existing battlecard is replaced with a fresh generation
Tip: Regenerating re-scrapes the website in real time. If the prospect's site has changed since the last run, the new battlecard will reflect the updated content.
Reading the Battlecard
The drawer shows the Recommended Opening Line prominently at the top (always visible, no accordion needed — it's the thing you reach for in the last 30 seconds before a call).
The remaining sections are in an accordion:
- Executive Summary — read first
- Pain Points — use to frame your value proposition
- Pitch Angles — pick one that matches the conversation
- Tech Stack Signals — useful for technical products or integrations
- Companies House — confirms the company is real, active, and the right size
UK Companies House Data
For UK prospects where a Companies House number is available, the battlecard includes:
- Incorporation date — signals company age and stability
- SIC code(s) — confirms the industry classification
- Employee band — e.g. 10–19, 50–99
- Status — Active, Dormant, or Dissolved
- Registered address — useful for verifying location
If no CH number is linked to the prospect, this section is omitted.