Competitive Displacement Campaigns

Help the user find competitor customers, identify those ready to switch, and build targeted outreach with displacement-specific messaging. This skill is platform-agnostic but references Apollo.io's technographic and intent data as the primary source. The same frameworks apply to ZoomInfo, G2, BuiltWith, HG Insights, or any technographic/intent provider.

Step 1 — Gather context

Ask the user:

Which competitor are you targeting?
- Name the specific competitor (or competitors) whose customers you want to win
- If targeting multiple, rank them — start with one
What do you sell, and what's the primary displacement angle?
- A) Price — your product is more cost-effective
- B) Features — you do something they can't
- C) UX/ease of use — you're simpler to adopt and use
- D) Support/service — you provide better support or faster response times
- E) Performance/scale — you handle their workload better
- F) Multiple angles — describe them
What data sources do you have access to?
- A) Apollo.io (technographic + intent data)
- B) ZoomInfo (technographic + intent)
- C) G2 (comparison page visits, reviews)
- D) BuiltWith / HG Insights (tech installs)
- E) LinkedIn Sales Navigator
- F) CRM data (existing competitive deals)
- G) None yet — recommend one
What's your ICP? (Overlay on top of the competitor's installed base — not every competitor customer is a good fit for you)

If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.

Step 2 — Identify the installed base

Use technographic filters to find companies using the competitor's product:

Technographic search strategy

Apollo: Search > Technologies filter > search for competitor name. Apollo tracks 10,000+ technologies. Use "is any of" to capture multiple product names (e.g., "Datadog" AND "Datadog APM" AND "Datadog Infrastructure")
ZoomInfo: Similar technographic filters under Advanced Search
BuiltWith/HG Insights: Deeper technographic data, especially for web technologies
G2: Export companies that visited your competitor's G2 profile or comparison pages

Layer firmographic filters

Don't target the entire installed base — narrow to your ICP:

Company size: Match your sweet spot (competitor may serve SMB to enterprise; you may only win in mid-market)
Industry: Focus on verticals where your displacement angle resonates strongest
Geography: Match your coverage area
Revenue/funding: Ensure they can afford your product

Accuracy expectations

Data source	Accuracy	Lag	Best for
Apollo technographic	70-80%	3-6 months	Broad installed base discovery
BuiltWith/HG Insights	80-90%	1-3 months	Web/SaaS technology detection
G2 visitor data	High intent signal	Real-time	Active evaluators
CRM win/loss data	100% (your data)	Current	Known competitive encounters

Step 3 — Find displacement signals

Layer signals on top of the installed base to identify companies ready to switch:

Signal types, ranked by displacement readiness

Signal	Source	Readiness level	What it means
Researching alternatives	Intent data (Apollo/Bombora), G2 comparison views	Very high	Actively evaluating — act fast
New leader hired	Job change alerts (Apollo, LinkedIn)	High	New VP/CTO in first 90 days = re-evaluation window
Contract renewal timing	Industry knowledge, sales intel	High	60-90 days before renewal is the sweet spot
Hiring for roles your product replaces	Job postings (Apollo, LinkedIn)	Medium-high	Building capacity = potential dissatisfaction with current tool
Competitor mentioned in negative context	G2 reviews, Reddit, social	Medium	Public dissatisfaction, but may not be actively looking
Funding event	Apollo, Crunchbase	Medium	New budget to re-evaluate stack
Technographic change	Apollo, BuiltWith	Medium	Removing adjacent tools may signal broader stack re-evaluation

Signal stacking

Multiple signals compound readiness. Score each prospect:

Signals present	Priority	Action
3+ signals (e.g., new CTO + researching alternatives + contract renewal)	Immediate	Direct outreach, top of queue
2 signals (e.g., new leader + hiring)	High	Prioritized outreach within 1-2 weeks
1 strong signal (researching alternatives)	Medium-high	Standard outreach cadence
1 weak signal (funding, tech change)	Medium	Add to nurture, monitor for additional signals
ICP fit only, no signals	Low	Long-term nurture, not active outreach

Step 4 — Build the displacement list

Tiered output

Tier	Criteria	Volume target	Outreach approach
Tier 1 — Active	ICP fit + 2+ displacement signals	10-15% of base	Hyper-personalized, multi-channel, reference specific signals
Tier 2 — Primed	ICP fit + 1 signal or very strong fit	25-35% of base	Personalized at segment level, competitor-aware messaging
Tier 3 — Latent	ICP fit, no active signal	50-60% of base	Nurture content, thought leadership, not direct displacement pitch

Per-prospect messaging angles

For each Tier 1 prospect, identify the specific displacement angle:

Prospect situation	Messaging angle
New leader (first 90 days)	"As you evaluate your stack..." — frame as helping them succeed in their new role
Researching alternatives	"I noticed companies like yours are evaluating [category]..." — don't reveal your data source
Hiring for roles your product addresses	"I see you're scaling [function]..." — position as enabling growth, not replacing tools
Negative competitor reviews	"Many [competitor] customers tell us..." — reference common pain points, not specific reviews
Contract renewal approaching	"Before you renew..." — create urgency around the renewal window

Competitive battle card framework

For the outreach team, create a quick-reference battle card:

Their pitch: What the competitor says about themselves (1-2 sentences)
Their weakness: Where they genuinely fall short (be honest, not FUD)
Your differentiator: What you do that they can't or won't (specific, provable)
Proof point: Customer story, benchmark, or data point that proves it
Landmine question: A question the prospect should ask the competitor that exposes the weakness

Step 5 — Displacement playbooks

Design signal-specific outreach strategies:

Playbook: New leader (job change)

Timing: Wait 30-60 days after start date (let them get settled, but before they've committed to the existing stack)
Entry point: Congratulate → offer industry insight → soft ask
Don't: Pitch immediately. They're drinking from a firehose.
Sequence: 5-touch over 3 weeks — see
```
/sales-cadence
```
for detailed design

Playbook: Active evaluator (researching alternatives)

Timing: Immediately — they're in-market now
Entry point: Lead with value, not "I saw you're looking at alternatives"
Don't: Reference the intent data directly. It's creepy.
Sequence: 4-touch over 2 weeks, faster pace — see
```
/sales-cadence
```

Playbook: Contract renewal window

Timing: 60-90 days before estimated renewal
Entry point: "Before you auto-renew, here's what's changed in [category]..."
Don't: Assume you know their renewal date. Use it as a hypothesis.
Sequence: 6-touch over 4 weeks — longer cadence to build case before deadline

Playbook: Long-time user, general dissatisfaction

Timing: Ongoing nurture until a trigger event occurs
Entry point: Thought leadership, not direct pitch — "Here's what best-in-class [function] teams do differently"
Don't: Trash the competitor. They've used it for years and may have champions internally.
Sequence: Monthly nurture touchpoint — see
```
/sales-cadence
```

Related skills

```
/sales-prospect-list
```
— Build general prospect lists (non-competitive)
```
/sales-cadence
```
— Design the multi-channel sequence for displacement outreach
```
/sales-objection
```
— Handle "we're happy with [competitor]" and loyalty objections
```
/sales-intent
```
— Interpret buying signals beyond competitive displacement
```
/sales-positioning
```
— Develop competitive messaging frameworks
```
/sales-do
```
— Not sure which skill to use? The router matches any sales objective to the right skill. Install:
```
npx skills add sales-skills/sales --skills sales-do
```

Gotchas

Don't trash-talk the competitor in outreach. Lead with your value, not their flaws. Negative selling triggers defensiveness — especially if the prospect chose the competitor and feels personally attached to the decision.
Don't assume technographic data is real-time. Tech installs in Apollo and similar tools can be 3-6 months stale. A company may have already switched away from the competitor, or the install may be a free tier/trial they never actually use. Always validate with additional signals.
Don't target the entire installed base. Most competitor users are happy — or at least not unhappy enough to switch. Blasting 10,000 competitor customers with "switch to us" messages wastes effort and damages your brand. Focus on those with displacement signals.
Don't forget switching costs. The prospect isn't just evaluating your product vs. the competitor — they're evaluating your product vs. the competitor PLUS the pain of migrating. Address migration support, onboarding help, and data transfer upfront or the prospect won't engage.

Examples

Example 1: Targeting Datadog customers

User says: "Help me take customers away from Datadog" Skill does:

Clarifies the user's product, displacement angle (price, simplicity, or specific capability)
Builds a technographic search for Datadog users within ICP
Layers intent signals (researching "Datadog alternatives", new engineering leaders, hiring SREs)
Creates tiered displacement list with per-prospect messaging angles
Designs signal-specific outreach playbooks Result: Targeted displacement campaign with tiered list, battle card, and signal-specific sequences

Example 2: Prioritizing known competitor customers

User says: "I know 50 companies use [competitor]. Which ones should I target first?" Skill does:

Applies signal stacking to all 50 accounts
Scores and ranks by displacement readiness
Creates a prioritized hit list with specific outreach approach per tier Result: Prioritized list with clear "start here" guidance and per-account messaging angles

Example 3: New CTO at a competitor account

User says: "A competitor's customer just hired a new CTO. How do I approach?" Skill does:

Identifies the job change displacement playbook
Recommends 30-60 day timing, congratulate-first approach
Designs the outreach sequence with CTO-relevant messaging
Suggests what NOT to do (don't pitch immediately, don't trash their current stack) Result: Timed outreach plan for the new leader displacement window

Troubleshooting

Technographic data shows few results

Cause: Competitor's technology isn't well-tracked in your data provider, or they use a private/custom deployment Solution: Try multiple data sources (Apollo + BuiltWith + G2). Use competitor name in intent topics as an alternative signal. Check CRM win/loss data for known competitive encounters.

High intent but no responses

Cause: Messaging is too aggressive ("switch from X") or too generic (doesn't address the prospect's specific situation) Solution: Revisit messaging angles — lead with the prospect's pain, not your product. Test whether softening the competitive angle improves response rates. Consider whether the intent signal was false positive.

Competitor customers say "we're happy"

Cause: They may genuinely be happy, or they're brushing you off because the pitch wasn't relevant Solution: Shift from displacement to education — share thought leadership that makes them question whether "happy" means "optimal." Use

/sales-objection

for handling the loyalty objection specifically.

sales-compete

NPX Install

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