Competitive Research Snapshot

Competitive Research Snapshot

Purpose

Research a company's competitive landscape using a workflow, not a one-shot answer: search plan → competitor selection → just-enough research → fact/inference labels → real URL citations → next-step options. The output is a decision-support snapshot, not a market report — and because its schema is stable, downstream skills (battle cards, delta monitors) can consume it and diff it. Because it proceeds on labeled assumptions when questions go unanswered, it can run as an agent task or on a schedule; re-run it and diff against the prior snapshot.

Input

Works best with: the company, product, or segment to research, and the decision this research should support (positioning, roadmap bet, deal support, board prep) — the decision determines what "just enough" means. Also useful: known competitors (or explicit permission to identify them), and any prior snapshot or market-landscape-scan output in session — the skill builds on evidence already gathered rather than re-researching it.

Input supplied inline with the invocation — text after the skill name, a pasted context dump, or an appended ARGUMENTS: line — counts as answers already given. Use it against the question budget; don't re-ask.

Arriving empty-handed? That works too. The skill opens with at most 3 questions (subject, decision, competitors) and proceeds on labeled assumptions if they go unanswered.

Example invocation: Competitive research snapshot on our expense-automation product — decision: which roadmap bet wins Q1. Competitors: [Competitor A], [Competitor B]; find a third if one matters.

Key Concepts

• Governing protocol: honors the autonomous-investigation contract in full — question budget of 3, search-plan gate, Fact/Inference/Assumption labels, Just Enough Mode, stable schema, 4-option Final Step.
• Discipline mix: OSINT (press, reviews, analyst coverage) + FININT (filings, earnings language)
  • SIGINT (pricing pages, site changes) — see intelligence-collection-disciplines.
• Decision-support snapshot, not market report. Every section earns its place by serving the decision named in Scope. Research value is decision support, not page count.
• Snapshot as baseline. The schema is a contract with future runs: competitive-intel-watch diffs the world against this document. Section order never changes.
• Three or four competitors, not eight. Depth on the players who matter beats coverage of players who don't. Use provided competitors; if none, identify the top 3 (4 only if clearly needed), each with name, why relevant, source URL, and confidence.
• Do-not-invent list (this domain's fabrication risks): competitors, features, pricing, market share, customer wins, roadmap items, product claims.
• When NOT to use: you need market sizing → tam-sam-som-calculator; you need deep intel on one company's strategy and executives → company-research / company-intel; the facts are already gathered → go straight to the battle card.

Application

1. Credit inline context, then ask only the unanswered questions (max 3):
   1. What company/product/segment?
   2. What decision should this support?
   3. Known competitors, or should I identify them? If unanswered, proceed with labeled assumptions.
2. Show the 3-bullet search plan — what you'll search, source types, how facts will be separated from inference. Continue unless revised.
3. Select competitors — provided ones, or top 3 identified (4 only if clearly needed). For each: name; why relevant; source URL; confidence.
4. Research in Just Enough Mode with mixed sources: company sites, product/pricing pages, customer stories, press releases, investor materials, credible news, analyst/review sites.
5. Emit the schema below exactly — it is a stable schema for diffing runs over time.

Output schema (do not reorder)

markdownCopy code
# Competitive Research Snapshot

## 1. Scope
**Company/product:** | **Category:** | **Decision supported:** | **Competitors analyzed:**

## 2. Competitor Snapshots
For each competitor, max 5 bullets:
### Competitor: [Name]
- **Positioning:**
- **Relevant capability:**
- **Likely strength:**
- **Likely weakness:**
- **Key source URL:**

## 3. Quick Comparison
| Dimension | Company | Comp 1 | Comp 2 | Comp 3 |
|---|---|---|---|---|
| Target customer | | | | |
| Core use case | | | | |
| Main strength | | | | |
| Main weakness | | | | |
| Evidence quality | | | | |

## 4. So What?
- **3** product strategy implications
- **2** competitive risks
- **2** product opportunities
- **3** assumptions to validate
Each bullet: label, confidence, source URL where relevant.

A copy/paste fill-in version of this schema, with quality checks, lives in template.md.

Final Step (offer exactly 4 options)

1. Competitive battle card (battle-card-builder)
2. Executive comparison matrix
3. Product risks/opportunities for the next 2 quarters
4. Discovery questions to validate the assumptions

Accept 1, 2, 3, 4, 1 and 2, Verbose Mode, or a custom path.

Examples

A competitor snapshot with honest labels (fictional):

Competitor: Ledgerline

• Positioning: "finance automation for mid-market CFOs" — Fact (homepage, Jul 2026)
• Relevant capability: approval-chain builder shipped in May — Fact (release notes)
• Likely strength: ERP integrations; 40+ listed, reviewers confirm the top 5 work well — Fact (G2 reviews)
• Likely weakness: implementation time; complaint cluster across 11 reviews since March — Inference (review mining; no benchmark data)
• Key source URL: pricing page

The "Evidence quality" row doing its job: the comparison matrix rates Comp 3's column low — every claim traces to their own marketing. The So What section then refuses to list Comp 3 as a primary risk: "insufficient independent evidence — Assumption to validate via customer references." That row exists so weak columns can't masquerade as strong ones.

See examples/sample.md for a complete worked snapshot (fictional FSM-software market) that consumes the market-landscape-scan example and becomes the baseline the competitive-intel-watch example diffs against. examples/sample-industrial.md shows the same schema on an industrial evidence diet — filings, registries, and honest absence-of-evidence.

Common Pitfalls

• The market-report trap. Twenty pages on industry trends nobody asked for. If a section doesn't serve the decision in Scope, it's padding — Just Enough Mode is the contract.
• Marketing-page credulity. A competitor's claimed capabilities recorded as facts. Their site is a Fact about what they claim; whether it works is review-site territory or an Inference, labeled.
• Coverage over depth. Eight competitors with two facts each. Select three that matter and go deep — the comparison matrix should be full, not wide.
• Unlabeled So What. Implications stated with borrowed confidence. The label and confidence on each So What bullet is what makes it usable in a roadmap argument.
• Regenerating instead of diffing. Re-running this skill weekly and re-reading the whole output is theater — that's what competitive-intel-watch is for.

References

• autonomous-investigation (Workflow) — the governing protocol
• intelligence-collection-disciplines (Component) — discipline sources and signal chains
• market-landscape-scan (Workflow) — upstream: surfaces which players deserve this snapshot
• competitive-intel-watch (Workflow) — downstream: diffs future runs against this baseline
• battle-card-builder (Workflow) — downstream: turns the snapshot into a field-action card
• company-research, company-intel — single-company deep dives
• Adapted from market-intelligence/competitive-research-snapshot-prompt.md in the https://github.com/deanpeters/product-manager-prompts repo.