Tips for tagging and categorizing competitor content in Klue

If you’re swimming in competitor PDFs, sales call notes, and endless Google Docs, you already know: organizing intel is half the battle. If your team uses Klue for competitive intelligence, tagging and categorizing content well doesn’t just “unlock insights”—it’s what makes the whole thing usable.

This guide is for folks who want their competitor content in Klue to be findable, useful, and not a black hole. Whether you’re new to the platform or cleaning up a messy instance, here’s how to tag and categorize content so it actually helps your team win deals.

Why Tagging and Categorization Matter (and Where People Go Wrong)

Most people start out with good intentions, then end up with a tag soup nobody understands. Or they get so granular, it takes longer to tag than to read the intel itself. Here’s the honest truth:

  • If you don’t tag and categorize, your intel gets lost. No one will dig through 100s of untagged cards.
  • If you overthink it, you’ll waste hours and still confuse everyone.
  • Klue’s search is decent, but good tags and categories are what make it powerful.

So, let’s talk about what actually works.

Step 1: Start Simple—Define What You Really Need

Before you tag a single piece of content, get clear on what matters. Ask yourself:

  • Who’s using this intel? Sales? Product? Execs? Each group cares about different things.
  • What do they search for? Is it by competitor name, product feature, objection type?
  • What’s the real goal? (E.g., “Help AEs counter objections fast” or “Stay ahead of competitor pricing.”)

Pro Tip: If you’re not sure, ask a few users how they look for info. Don’t assume—watch what they actually do.

What to ignore: Fancy frameworks you found online. Your team’s use case is what counts.

Step 2: Build a Lean Tagging System

The Goldilocks Rule: Not Too Many, Not Too Few

  • Aim for 10–20 tags to start. More than that, and things get messy fast.
  • Make tags specific enough to be useful, but broad enough to cover reuse.
    • Good: pricing, product gaps, messaging
    • Bad: Q2-2024-feature-release-French-market (nobody remembers or reuses these)

Tagging guidelines that actually work:

  • Competitor names: Obvious, but don’t overcomplicate. Use “acme-corp” not “Acme Corporation, Inc.”
  • Themes that match your workflow: Think pricing, integration, customer wins, objections, not every marketing buzzword.
  • Use singular, lowercase words. Consistency matters more than cleverness.

What to skip: Don’t tag every product feature or every campaign. Tags should help find intel, not document every detail.

Step 3: Set Up Categories for Structure

Categories are Klue’s folders—use them for high-level organization. Unlike tags, categories are for sorting, not filtering.

How to use categories well:

  • Stick to 3–5 main categories.
    • Example: Competitor Profiles, Battlecards, Market News, Objection Handling, Product Comparisons
  • Don’t go deep. One or two levels max. If you need more, your categories are too broad.
  • Be ruthlessly practical. If people can’t figure out where something goes in 5 seconds, it won’t get used.

What doesn’t work: Over-nesting (“Competitor Analysis > 2024 > West Region > Feature Gaps”). Nobody enjoys a Russian nesting doll of folders.

Step 4: Create Tagging and Categorization Rules—And Write Them Down

If you don’t document your rules, everyone will do their own thing. Suddenly, you’ll have pricing, Pricing, and price-discussion all floating around.

What your rules should include:

  • How to pick tags: “Always use competitor name + topic (e.g., acme-corp, pricing).”
  • How to pick categories: “Put all sales-ready docs in Battlecards.”
  • Format guidelines: “All tags are singular and lowercase.”

Share these rules somewhere obvious. Even a Google Doc is better than nothing.

What to ignore: Overly formal “taxonomy” documents. Just make it clear, short, and easy to follow.

Step 5: Tag and Categorize as You Go (Don’t Save It For ‘Later’)

It’s tempting to dump everything into Klue and promise yourself you’ll organize it later. You won’t. And neither will anyone else.

  • Tag and categorize every piece of content as you add it.
  • If you’re importing a backlog, set aside time to tag in batches. Don’t try to do it all in one sitting.

Pro Tip: If a piece of content doesn’t fit any tag or category, ask if it even belongs in Klue.

Step 6: Teach Your Team—And Make It Easy

If you’re the only one tagging, you’ll burn out. Get your team to help by:

  • Training them on the basics. (“Pick 2–3 tags from this list. Always choose a category.”)
  • Giving them a cheat sheet with your tag and category list.
  • Reviewing their first few uploads for quality. A quick check-in saves headaches later.

What to ignore: Lengthy training decks. A one-pager or short Loom video beats a 30-slide presentation.

Step 7: Audit and Clean Up (Because Things Will Get Messy)

Even with the best system, duplicates and oddball tags will sneak in. Set a calendar reminder every few months to:

  • Review your tag list. Merge or delete anything that’s confusing or unused.
  • Check categories for clutter. If a category is empty or ignored, get rid of it.
  • Ask users what’s working (and what’s not). If people can’t find stuff, your system needs tweaking.

Pro Tip: Don’t be precious. If a tag isn’t pulling its weight, cut it.

What Actually Works (From the Trenches)

Let’s be honest—nobody gets this perfect the first time. Here’s what people who use Klue every day say works:

  • Consistency beats complexity. Simple, predictable tags and categories get used.
  • Less is more. The fewer options, the faster people will tag (and find) content.
  • Documentation matters. Even a basic Google Doc with your rules is better than nothing.
  • Iterate. Don’t be afraid to change your system as your team grows or shifts focus.

What doesn’t work? Tagging “just in case.” If you’re not sure you’ll use a tag, skip it.

Quick Reference: Tag & Category Ideas

Tags: - Competitor names: acme-corp, globex - Topics: pricing, product gaps, customer win, integration, objection - Sales stages: discovery, negotiation, closed-lost

Categories: - Battlecards - Competitor Profiles - Objection Handling - Market News - Product Comparisons

Adapt these to your workflow—don’t just copy-paste.

Wrapping Up: Keep It Simple, Iterate Often

You don’t need a fancy taxonomy or a PhD in information science. Start simple, document your rules, and clean things up every few months. If your team can find and use competitor intel in Klue without cursing, you’re doing it right.

No tagging system is perfect. The goal is “good enough to be useful.” Iterate as you go, and don’t let perfect be the enemy of done.