Client Onboarding Checklist: Steps, Templates & Best Practices
In the cutthroat world of sales, every advantage counts. That's where sales battlecards come in. These powerful one-page documents provide a quick reference guide for sales teams, giving them the edge they need to close deals and drive revenue. With the right sales battlecard template, your team can easily take your business to the next level.
But creating effective sales battlecards can be a challenge. How do you distill complex information into a concise and compelling format? How do you ensure your messaging is on-point and resonates with your target audience? And how do you ensure that your battlecards are user-friendly and easy to navigate?
In this article, we’ll answer all these questions and more. Plus, we’ll offer you 13 easily editable winning sales battlecard templates for free that your sales team will love.
But before we dive in, here’s a short selection of 8 easy-to-edit sales battlecards templates you can edit, share and download with Visme. View more templates below:
Sales battlecards are typically one-page documents that provide a quick reference guide for sales teams to help the sales process.
A typical sales battlecard might include a brief description of the product or service, its key features and benefits and any pricing or packaging options. It might also include information about competitors, how your product or service compares and common objections that sales reps might encounter and how to overcome them.
By having all the key information at their fingertips, sales reps can more easily respond to customer questions and objections and differentiate their product or service from the competition.
For example, let's say you’re selling a new software product to a potential customer. You might use a sales battlecard to help you highlight the key features and benefits of the product, as well as any pricing or packaging options. If the customer expresses concerns about how the product compares to a competitor's offering, you could use the information on your battlecard to show how your product is superior. This can help you close the deal and win the customer's business.
In short, sales battlecards are one pager cheat sheets to supercharge your sales team.
Pro Tip: Sales battlecards are also known as competitor battlecards, sales one pagers, sales battle sheets, win/loss battlecards, sales battle plans, sales cheat sheets, or simply battlecards.
This section will explore the benefits of using sales battlecards, from increased sales and competitive advantage to improved efficiency and customer experience. It’ll help you better understand the importance and true advantages of battlecards.
1. Increased sales and efficiency: Battlecards help sales teams focus on key selling points and address customer needs, leading to increased sales and a more efficient sales process.
Sales reps with a clear understanding of your company's offerings and competitive advantages can easily identify opportunities to upsell or cross-sell, boosting revenue. With all the key information at their fingertips, sales reps can be more efficient in customer interactions, reducing the time it takes to close deals.
2. Gaining competitive advantage: Battlecards can help your team tackle competition and gain a competitive advantage by analyzing and understanding competitors' strengths and weaknesses.
Your team can use battlecards to identify areas where your company has an edge, develop strategies to address objections and position your offerings as superior, leading to increased market share and a stronger foothold in your industry.
3. Consistent messaging and better alignment: Battlecards create a framework for communicating key messaging and value propositions. This aligns all sales team members and presents a consistent message to customers. Customers are more likely to buy from a company they perceive as knowledgeable and reliable, and consistent messaging helps create that perception.
4. Streamlined sales process and improved training: Sales battlecards can significantly improve the sales process, aid your sales enablement strategy and training within a company. With a clear understanding of the company's offerings and how they compare to competitors, sales reps can identify key selling points, making it easier to close deals from day one.
Plus, sales battlecards can streamline the onboarding process for new sales reps, enabling them to quickly understand the company's products and services. As a result, they can start selling with more confidence and efficiency.
5. Improved customer experience: With the help of battlecards, the sales reps can help improve the overall customer experience by quickly catering to customer needs and preferences. They can identify and address key pain points with relevant solutions, building trust and rapport with customers, leading to increased customer and brand loyalty and repeat business.
As a result, businesses can enhance their reputation and generate positive word-of-mouth referrals, ultimately boosting their bottom line.
There are different types of sales battlecards and you can get creative with them. You can make something to serve your own purpose. You can use the battlecard as a comparison to one or multiple competitors, as per your needs.
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Let’s introduce you to some of the most common ones.
Competitive battlecards focus on your competitors and provide information on their strengths and weaknesses. This helps your sales team position your company more effectively when pitching to customers.
For example, you can create a competitive battlecard that compares your company's pricing, features and benefits to those of a direct competitor. This can help your sales team easily understand how to differentiate your company's offerings from the competition. If customers put up an argument based on competitors, it can be addressed effectively.
A marketing battlecard focuses on your marketing strategies (which include your marketing messages, brand position, marketing channels and more) and compares them with the competition. They might also take competitors' marketing strategies into consideration. They provide sales reps with key messaging points and value propositions to help them communicate your company's unique selling proposition (USP) effectively.
You can create a marketing battlecard that includes your company's elevator pitch, key benefits, unique features, supporting data and statistics. It could also modify any of the 4Ps to stack against the competition’s offerings.
For example, in your marketing battlecards, you could highlight sales or marketing strategies that your competitors aren’t using, such as: sustainability, ethical sourcing, or better after-sales service.
These battlecards focus specifically on your company's products or services and provide detailed information on features, benefits and use cases. They can also include competitive information and objection-handling strategies.
For example, you can create a product battlecard for a new software tool your company is offering, detailing its unique features, how it solves common pain points for customers and how it compares to similar tools in the market. Other than that, it helps both new and veteran sales reps get an in-depth understanding of the product they are selling.
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Here are some of the key elements of a typical sales battlecard. Depending on your situation and needs, you can opt for different elements and create something that best serves you.
1. Information about the company, product and services: This section typically includes a brief overview of the company, its history, its mission statement and key products or services. It should also include any relevant information about the product or service being sold, such as features, benefits and pricing.
2. Competitive analysis and comparison info: This section compares your company's product or services to that of your competitors. It should highlight the key differences between your offering and theirs and how your product or service is superior. This section can also include information on market share, competitor strengths and weaknesses and current market trends.
3. Key messaging: This section outlines the key messages that sales reps should convey to potential customers. It’s like your very own secret sauce for selling. It includes information on the value proposition, the key benefits of the product or service and the main selling points. Ensuring the key messaging is concise and easy to understand is important.
4. Target audience: This section defines the target audience for the product or service. It should include information on typical customer demographics, such as age, gender, income, and location. It should also provide insight into the customer's needs, pain points, budget, preferences, priorities and how the product or service meets those needs.
5. Unique selling points and differentiators: This section highlights the unique aspects of the product or service that sets it apart from the competition. It should focus on the key selling points that make the product or service stand out, such as quality, price, features, or customer service. Overall, address why customers should choose your product or service over the
competitors.
6. Objection handling: Sometimes, customers have information about the substitutes and want to find the best one. In those cases, they could come up with questions that need to be addressed effectively.
The objection handling section provides guidance on how to address potential objections or concerns that customers may have. It includes information on common objections, how to overcome them, and tips on handling difficult customers.
7 . Sales tools: This section includes any additional sales tools that sales reps may need to sell the product or service effectively. This can include customer testimonials, case studies, product demos, one pagers, real-life success stories or sample proposals.
8. Key contacts: This section lists the key contacts within the company who can provide additional support or information to sales reps. This may include product managers, marketing managers or customer service representatives. It should also include information on how to contact these individuals.
The battlecard has limited space and it’s not always possible to put everything on it. That’s why the key contacts section is an important one.
Visme makes it effortless to get started with the free sales battlecards templates. Now you don’t have to start from scratch. With these 13 editable templates we’ve listed below, you can easily create professional-looking battlecards in no time.
These templates are designed to help you highlight your unique value proposition, understand your customers' pain points and outshine your competition.
With Visme's user-friendly and feature-rich platform, you can customize these templates to fit your brand and easily make your vision a reality.
Let us walk you through the templates and highlight the amazing features available in Visme that you can take full advantage of.
The Health Insurance Sales Battlecard is designed to help sales representatives identify customer pain points and engage clients in a meaningful way. With colorful segments that are visually appealing, this battlecard makes it easy to identify key information quickly.
The battlecard also includes a section on competitors, providing valuable insights into the competition's offerings and how to differentiate your own products and services. By focusing on customer pain points and engagement, sales reps can build trust and credibility with potential clients and close more deals.
To ensure the quality of information about customers pain points, you could easily invite external team members to your Visme workspace to collaborate by viewing, commenting and edit sales battlecards. You can also tag each other, leave feedback, resolve and delete comments when feedback is complete.
This is designed with a minimalistic approach. It features two main colors and lists all the services and products offered by the company. With the help of Visme’s Brand Wizard, it will be very easy to give this template a branded feel just by changing the colors, text, logo and other brand assets.
The battlecard also highlights the top two competitors and answers frequently asked questions. The main focus is on the company's unique selling points and the reasons why potential customers should choose them over their competitors. With its clean and simple design, this battlecard is perfect for a quick and easy reference guide for sales reps.
The E-commerce platform sales battlecard template is designed with simplicity in mind. It mainly focuses on the platform's pricing plans, making it easy for sales reps to explain the options to potential customers.
The template also highlights the integrations that the platform supports, helping to address any compatibility concerns that customers may have. Moreover, the template includes a section that outlines common customer pain points and provides solutions for addressing them.
This IT solutions sales battlecard is designed to help sales reps position their company against key competitors in the industry. It provides a comprehensive comparison of pricing models and highlights the key benefits and differentiators of the company's IT solutions.
Plus, the battlecard addresses common customer pain points and offers solutions to overcome them. With a visually appealing design and clear messaging, this sales battlecard is a valuable tool for sales reps to use in conversations with potential customers.
This sales battlecard example is designed for an internet service provider and features a clean and straightforward design. The focus is primarily on the product offerings, with sections highlighting the different plans and pricing options available.
The template also includes a section on the company's key differentiators, such as their fast speeds and reliable service. There's also a section where the company's offerings are compared to those of its main competitors.
The template is perfect for sales teams looking to quickly and easily communicate the benefits of the company's internet or related service to potential customers.
The design-focused marketing agency sales battlecard is a sleek and stylish template highlighting the agency's services and pricing details.
With its creative icons and design, this sales battlecard example is perfect for catching the eye of potential customers. Additionally, you can use Visme’s icon library to swap these icons easily and customize the template to your liking.
Unlike other battlecards that may focus on competitors or customer pain points, this template prioritizes showcasing the agency's offerings and their corresponding prices.
By providing a clear overview of their services and pricing, this battlecard allows potential clients to quickly determine whether the agency fits their needs.
The web hosting service battlecard is designed to provide all the necessary information at a glance. It has a well-organized layout with clear and concise sections. The focus is primarily on pricing and features, ensuring customers can quickly understand the plans available and choose the one that best suits their needs.
The battlecard also addresses common customer pain points and provides solutions. It includes a value proposition segment. Plus, the target customer segment helps sales reps identify the ideal customer profile for the service.
This sales battlecard is perfect for a tax planning and filing service that wants to showcase all its important information in a simple and easy-to-understand way. The clean and minimal design makes it easy to read and navigate.
It includes service details and pricing, key differentiation from competitors, frequently asked questions and customer pain points. This battlecard is an excellent tool for sales teams to use during their client meetings, as it provides all the necessary information to help them close the deal.
This cloud-based communication application sales battlecard features an attractive design that uses different segments and colors. The battlecard clearly describes the services offered, pricing details and integrations supported by the application.
One unique feature of this competitive battlecard template is that it highlights the application's strengths and addresses potential weaknesses that customers may want to consider. This helps build trust with potential customers and shows that the company is transparent and honest about its product.
Also, you can add animation and interactivity to the template for a powerful visual experience. It’s perfect for conveying your message and engaging the audience from start to finish.
The online learning platform sales battlecard is a well-organized template that uses color and highlights to draw attention to key sections. The template lists the different plans available and provides a comparison with competitors' offerings. You can further customize it with the freehand draw feature of Visme and make it more like an actual learning platform-like design.
It also highlights the key differentiators that make this platform stand out. The battlecard is designed to focus on proving itself better than competitors by emphasizing its strengths and unique features.
This sales battlecard is designed for a finance tool that allows users to manage payments via smartphones and tablets. It also includes a comparison against competitors, highlighting key differentiators and addressing customer pain points. Plus, the battlecard provides guidance on when to engage with customers and when not to, helping to ensure successful interactions with potential clients.
The battlecard makes good use of color and highlights to present the product's features and benefits clearly. If it feels a bit plain to you, you can use the new AI image generator to generate stunning images, art, illustrations and graphics. Ultimately helping you incorporate your creative visualization without any technical skill. This would make the battlecard look more innovative.
This sales battlecard is designed for cloud-based sales software. It features a well-organized layout with the right use of colors to emphasize key information. Unlike some of the other battlecards, this one mainly focuses on the product and its features, rather than on the competitors.
The battlecard includes segments on the benefits of using the software, customer pain points, target audience and solutions. By showcasing how the software can help customers overcome common challenges, this battlecard can be a valuable tool for sales reps looking to close deals.
In Visme, you can download it in different formats:
This sales battlecard is designed to highlight the different services offered by the agency, including their pricing packages and process. A digital marketing agency is more likely to share digital assets than any other business. That is where Visme’s easy share and publish feature comes in, as it allows users to share on social, generate a shareable link, share privately with anyone or embed on a website.
The battlecard also includes sections for customer pain points and competitor analysis. The design is clean and easy to follow, with a clear focus on providing value to potential clients.
Now that you have stunning customizable templates, let’s show you how to create your own sales with Visme.
The signup process in Visme is super seamless. Just input your email and password or use the Google and Facebook signup options. If you're an existing user, sign in with your details.
Use the templates we’ve shared in this article. Or tap into Visme’s extensive template library to find a sales battlecard template that meets your need.
To access templates from the Visme editor, click on Create New>Project and then scroll down to Printable. Type “Sales Battlecards,” and you’ll find tons of templates to get you started. If you feel creative, you can create your sales battlecard from scratch or Use Visme AI.
To start customizing your template, hover over any template and click Edit. You’ll be redirected back to the Visme dashboard, filled with a wide range of customization options.
Replace the default text, images, and design elements with your content. 
You can click on any element to modify or delete it. Visme's intuitive editor enables you to easily add text, images, icons, shapes, and other design assets to your project.
There are options for customizing your fonts, colors, and styles to match your branding and theme. Increase engagement in your sales battlecard with animation and interactive features like animated graphics, animated text and objects, hover effects, and popups.
After customizing your sales battlecard, you can share the design in various ways.
To share and download it, click on the “Share” button at the top right of your page. You’ll see the “Share online tab,” where you can add a description and title to your project. Click the “Share” button below it.
To share the project on social media, copy the shareable URL by clicking the "Copy" button and click the "Share on Social" button.
You can invite people to view, comment on, or edit your project or set their level of access to the project by clicking the "Share Privately" link. To embed your sales battlecard design to your own website or landing page, simply click the embed button.
In addition to the online sharing, you can download your sales collateral in multiple formats, including:
Creating a successful sales battlecard is more than just filling in a template with information about your company and its competitors.
To truly gain a competitive advantage, its important to take a strategic approach and implement best practices. It helps you craft effective battlecards and increases adoption among employees.
Let's explore the key best practices for creating successful sales battlecards.
A successful sales battlecard requires extensive research on your competition, industry trends and customer needs. Conduct thorough research to ensure your information is accurate and relevant. You don’t want to base your decisions on mere assumptions.
Sales battlecards shouldn't be created in a vacuum. Seek input from external teams such as marketing, product management and customer service to get a holistic view of your company and its offerings.
Visme’s collaboration tool can help with this, as it ensures teams of all sizes collaborate in real-time and asynchronously.
A sales battlecard should be a one or two-page document that’s easy to read and digest. Avoid using too much jargon or technical terms and focus on communicating the most important information. Also, avoid cluttering the battlecard with too much information and ensure the visuals are good and engaging.
Employees need to know how to use the battlecards effectively to get the best results. Provide proper training to help them understand the purpose, content, and usage of battlecards. If possible, show them the battlecards in action and how it makes a difference.
Share success stories about how the battlecards have helped sales reps win deals and highlight the specific ways in which the battlecards were used. This can inspire other employees to use the battlecards and can encourage them to achieve similar success.
Make sure battlecards are easily accessible to employees. They should be available in a place where they can easily get access. The more visible it is, the higher the chances of using it.
Sales battlecards should not be set in stone. Continuously update and improve your battlecards based on feedback from your sales team and changes in the competitive landscape.
Regular updates are necessary as market conditions and competitor strategies can change. It’ll improve the quality of the battlecards and show employees that their feedback is valued, which can increase adoption rates quickly.
You won’t make the perfect sales battlecard in one go. It takes effort, careful planning and lots of testing. All those efforts will make sense when you see the sales pouring in.
The power of sales battlecards cannot be underestimated in today's competitive business landscape. You can empower your sales team by giving them a structured and visual solution for effectively communicating your value proposition, tackling competition, and closing deals.
Now that you know the ins and outs of sales battlecards, it’s time to take your sales game to the next level with Visme. The tool makes it super easy for sales teams to create stunning sales battlecards.
However, the benefits of Visme extend far beyond just sales battlecards. It is easy to design marketing materials, training materials or deliver data-driven reports using Visme's wide range of features and customizable templates.
With its user-friendly interface, wide range of templates and design assets, and powerful collaboration features, Visme empowers sales teams to create professional-looking battlecards and more in no time.
Sign up for Visme to explore ways to maximize your sales team’s potential.
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