Competitive Takeout Use Case

What is Competitive Takeout?

Competitive Takeout is a proactive way to target companies that are renewing soon with your competitors, and run focused displacement sales campaigns. Rather than waiting for a deal to appear, you reach out earlier when accounts already have budget, need, and proven product awareness.

It helps your team quickly identify the competitor accounts most likely to convert, and engage them with tailored messaging built to win the deal.

The Competitive Takeout use case combines market intelligence, competitive insights, and agents to help your GTM teams run effective displacement campaigns at scale.

Who This Use Case Helps

Competitive Takeout is valuable for teams that want to run targeted, competitor-aware motions:

• RevOps: Build competitive segments, assign accounts, and measure performance

• Sales Leaders: Focus reps on the highest-conversion competitive opportunities

• SDRs/BDRs & AEs: Get prioritized account lists and competitor-specific messaging to power outbound

If your team runs outbound, ABM, or competitive campaigns, this use case gives you a repeatable way to improve meeting and win rates.

Using Competitive Takeout

HG provides the competitive data and workflow needed to run this motion end-to-end. The use case includes three specialized agents, each supporting a piece of the workflow:

Competitive Analyst Agent - Find the right competitors

Use this agent to understand your competitive landscape:

• Identify which competitors to target

• Analyze market positioning

• Gather strategic insights to inform your takeout strategy

This helps you decide where to focus first. To learn more, visit our Competitive Analyst documentation.

Displacement Message Writer Agent - Generate messaging

Use this agent to create strong, conversion-focused messaging based on:

• Competitor product reviews

• Known pain points

• Feature gaps and strengths

It produces email sequences and positioning aligned to the competitor you want to displace. To learn more, visit our Displacement Message Writer documentation.

Prospecting Assistant Agent - Build your competitive target list

Inside Sales Copilot, use this agent to:

• Generate a list of accounts using selected competitors

• Prioritize accounts renewing soon

• Identify recommended contacts to enroll in your sequences

• Activate outbound immediately

This is where your reps get the actual target accounts to run the campaign. To learn more, visit our Prospecting Assistant documentation.

Activating Use Case

Want to get started now? Visit our Get started with Competitive Takeout documentation to activate the use case.

Need Help?

If you encounter issues or have questions, contact your CSM or email us at product@hginsights.com.