Real cases · Sales · SaaS
Rohan, 27: the pitch that sounds like every competitor's
Six competitors, a deck nobody remembers, and a prospect who asked "why you?" and got a pause.
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In brief
The situation. Rohan sells HR software for a Bengaluru SaaS company to mid-sized manufacturers. His numbers are fine and flattening. Last month a plant HR head asked him, "Why you and not the other five?" and he heard himself list features the other five also have. He has a competitor "analysis" — a spreadsheet of feature tick-boxes a tool built — and a pitch deck marketing made. Neither tells him what to say in that room.
Step 1 — Define the End State
"Walk into a plant HR head's office and, in the first four minutes, say one thing about their situation that none of the other five would say — something that makes her lean forward. Leave with a next meeting, not a 'send me the deck'." Audience: one named prospect, a plant HR head in Chakan, and the CFO she will have to convince afterwards.
Step 2 — Map the Flow
His list: understand what the six competitors actually claim (not features — claims), find what his product does that matters to a plant specifically, build a four-minute opening, then the deck. AI review adds two gaps: talk to three existing plant customers about why they chose him — he had never asked — and look at the competitors' lost-deal reasons on review sites, which are public and specific. It suggests "build a battlecard for each competitor"; he takes it in smaller form: one page, all six.
Step 3 — Assign Tasks
Reading and summarising six competitors' websites, pricing pages and reviews: AI, verifiable, low cost, generate. Deciding what his real differentiator is: his — it lives in the customer calls, which are context only in his head after he makes them. Drafting ten possible four-minute openings: AI generates; he chooses and rewrites. The pitch itself: his voice, only.
Step 4 — Select the Tool
A conversational tool with web access for competitor research, because accuracy matters and it will be repeated. A transcription tool for the three customer calls. The deck stays in whatever marketing uses.
Step 5 — Prepare and Direct
Criteria for the research: every competitor claim must link to a source; list their three most common complaints, quoted; no adjectives. For the openings: must mention something specific to a manufacturing plant, must not contain the word "solution", must end in a question. Written before he sees a single draft.
Steps 6 and 7 — Execute and Evaluate
The research passes: sourced, specific, and revealing — three competitors' reviews complain about shift-roster handling, which his product does well and marketing never mentions. The customer calls confirm it: all three chose him for rosters. The ten openings mostly fail the "solution" criterion and are generic; two survive. He rewrites one in his own words around a roster story from a Chakan customer.
Step 8 — Integrate and Stress-Test
Assembled: research page, the opening, a deck reordered to lead with rosters. Small fix: the deck still has the tick-box slide; he cuts it. Structural: the CFO audience he named in Step 1 has nothing in the pitch — a Step 1 audience never carried through Step 2. He adds one slide with a roster-cost number and the criterion that it must be defensible to a finance person.
What changed
The next plant HR head leans forward at minute three, when he describes the night-shift roster problem in her own words. The competitor spreadsheet still exists. Nobody opens it.
Research the complaints, not the features — the differentiator is usually a competitor's weakness you already cover. Ask your existing customers why they chose you before you ask a tool. Ban the word "solution" in your criteria.
A composite case, not a client engagement; the person is invented, the situation is not.