fbpx

Tracy Berry’s 90-Day Plan | 10 Sources of Competitive Intelligence | Internal Intel Best Intel

 🗺️ Tracy Berry’s 30-60-90 Roadmap for Compete Programs 🗺️

Tracy Berry Freshworks

The First Lady of Compete joined us for the 50th (!!) episode of the Competitive Enablement Show. 

Before joining Freshworks as the Director of Competitive Intelligence & Communication, Tracy rolled out her 30-60-90 day framework when she joined ServiceMax in 2018. 

And though she’s firmly ensconced atop the Mount Rushmore of compete, the 30-60-90 day isn’t just for compete pros. 

“It’s for whenever you’re in a situation where you need to understand your stakeholders and prioritize their needs.” 

The First 30 Days: Understand

Get your finger on the pulse of the reality on the ground in your organization. Immerse yourself, be present, and pick up some quick wins along the way. 

  • Build a competitor profile
  • Take note of your most important stakeholders
  • Start evangelizing CI around the water cooler.

Days 30 to 60: Evaluate

Your feet are wet (in a good way), now it’s time to start uncovering gaps and figuring out how to close them. 

Days 60 to 90: Optimize

The actions you take in the final 30 days set you up with the foundation you’ll need for the next 12 months.

Two-parts relationship building, one part financial planning, these are the ingredients for success:

  • Engage your sales teams; show up to QBRs and even a sales boot camp
  • Present a realistic budget taking into account tech, travel and special projects
  • Brad CI internally with help from your design team. 

Listen, watch, and read everything you need to know about the 30-60-90 day plan here. 


🕵️ 10 Sources of Internal and External Competitive Intelligence 🕵️
sources of competitive intelligence

Following a brief period of time where I wrote approximately zero blogs, I’m back baby! 

This week’s featured post is all about the best sources of competitive intel.

Spoiler: The best sources of intel are internal sources. But you can’t paint a full picture without external sources. 

And of course intel isn’t worth much without the right curation, analysis and distribution, but that’s for another blog post

Anyway, here are 10 sources of competitive intelligence you need to know:

Internal Sources

  1. Stakeholder interviews
  2. Internal messaging (Slack, Teams)
  3. Win-loss data
  4. CRM data
  5. Call recordings

External Sources

  1. News & press releases
  2. Social media & web content
  3. Customer reviews
  4. Packaging, pricing, and product
  5. Personnel and hiring trends

Check out the full list of all ten sources and why they matter on our blog


👭 Coffee & Compete Community Corner 👭

I told you internal intel is the best intel!

Get yourself a two-way, collaborative competitive enablement tool, build a culture of compete, and get ready for lift-off. 

P.S. This is your occasional reminder to connect with Brandon Bedford on LinkedIn. 


Thanks for reading this week’s edition of Coffee & Compete. As always, please reach out to me and the rest of the team with your thoughts and feedback. 

And If you know someone who isn’t already subscribed to Coffee & Compete, be a good friend and tell them about us.

Must Read

Competitive Enablement

10 Internal and External Sources of Competitive Intelligence

8 min

Intel is everywhere, if you know where to look. We take a look at the 10 most valuable sources of competitive intelligence.

Competitive Enablement

5 Competitive Intelligence Skills You Need to Master

4 min

The five-tool competitive enablement professional needs to master these five competitive intelligence skills.

Competitive strategies in five minutes or less. Delivered straight to your inbox.

Once a week our newsletter dives into the competitive strategies of some of the biggest brands and provide tactical advice to help you beat your competition.