Template

Competitive displacement — email #2 (medium)

When to use

Use when the buyer is moving from research to pilot.

Competitive displacement — email #2 (medium)

competitive_displacement

cold

pilot

Subject: Shortlist → pilot decision points for {{workflow}}

Hi {{name}} — if you’re moving from research → shortlist → pilot for {{workflow}}, the fastest way to avoid churn later is to agree on the decision points early.

Most teams get stuck because:
- different stakeholders want different outcomes
- rollout complexity is underestimated
- reporting requirements are discovered late

If {{company}} is re-evaluating {{vendor}}, I can send:
1) a pilot plan (what to test in week 1)
2) an evaluation checklist (criteria + rollout risk + reporting)
3) a simple messaging standard so reps don’t drift while the decision is made

Open to a quick 15-minute call to sanity-check your criteria?

Token glossary (this template)

Token	Meaning	How to fill
{{company}}	Target account	Company name (or domain if you prefer).
{{name}}	Contact first name	First name only.
{{vendor}}	Incumbent vendor	Keep it factual; avoid trash-talking.
{{workflow}}	Workflow in evaluation	What they’re evaluating (prioritization, enablement, reporting).