Competitive Intelligence & Win-Back for Existing Accounts
Protect revenue by detecting competitive threats early. AI agents monitor signals across accounts, flag risk with high accuracy, and trigger targeted defense plays—cutting cycle time from 12–24 hours to ~2–3 hours.
Executive Summary
Customer Marketing teams can reduce churn by pairing real-time competitive monitoring with AI-assisted defense motions. Our approach combines tools like Crayon, Similarweb, and Klue to detect at-risk accounts, prioritize interventions, and coordinate win-back plays—delivering an estimated 87% detection accuracy and ~88% time savings over manual workflows.
How Does This Protect Existing Revenue?
Unlike periodic reviews, AI agents run 24/7, enrich alerts with account context (ARR, renewal date, product mix), and recommend next best actions for Sales, CS, and Marketing—tightening collaboration across the retention playbook.
What Changes with AI?
🔴 Manual Process (12–24 Hours, 12 Steps)
- Threat monitoring setup
- Account risk assessment
- Competitive activity tracking
- Early warning signal review
- Defense strategy development
- Protective measures implementation
- Effectiveness monitoring
- Intervention planning
- Execution (CS + Sales enablement)
- Success measurement
- Optimization
- Continuous monitoring
🟢 AI-Enhanced Process (~2–3 Hours, 88% Time Savings)
- Automated signal ingestion (competitive pages, reviews, pricing, intent)
- Risk scoring & explanation for each account
- Recommended defense play (content, offer, talk track)
- Closed-loop measurement & auto-optimization
TPG standard practice: Route low-confidence alerts to human review, attach competitive battlecards automatically in CRM, and trigger nurture sequences that mirror the specific competitor narrative.
Key Metrics to Track
How They Roll Up
- Threat Detection Accuracy: Correctly identified at-risk accounts / total flagged.
- Account Protection Rate: % of flagged accounts that remain customers post-intervention.
- Competitive Defense Success: Retains + win-backs / total competitive deals at risk.
- Time Saved: (Manual hours − AI hours) / Manual hours.
Recommended AI Tools
These tools integrate into CRM and CS platforms to enrich account records and automate defense play recommendations.
Operating Model & Timeline
| Phase | Duration | Key Activities | Deliverables |
|---|---|---|---|
| Signal Mapping | Week 1 | Define competitor list, risky intents, renewal windows, data sources | Risk taxonomy & alert thresholds |
| Integration | Weeks 2–3 | Connect Crayon/Similarweb/Klue, CRM & marketing automation | Live signal pipeline & account enrichment |
| Play Design | Week 4 | Map plays to competitors, offers, talk tracks, content | Defense playbook (+ battlecards) |
| Pilot & Tuning | Weeks 5–6 | Run with a high-risk segment, measure accuracy & outcomes | Accuracy report & threshold updates |
| Scale | Weeks 7–8 | Roll out alerts, automations, and dashboards to CS/Sales | Production program & dashboard |