All workflows·Workflow — Marketing

Competitor & Market Intelligence Workflow

Extract strategic signals from competitor websites, job listings, and public content — without a research team.

Setup time

20 min

One-time

Time saved

~3 hrs

/mo

Tools

Claude + Perplexity

Both free tiers work

Difficulty

Intermediate

No code

Cost · AIM Pro

R299

approx. €16

Once-off to unlock

What this workflow does

This workflow uses AI to systematically analyse publicly available competitor information — websites, pricing pages, job listings, reviews, and social content — and extract the strategic signals buried in them. What are they prioritising? Where are they vulnerable? How are they positioning against you? The output is a clean intelligence brief ready to share with your team or use directly to brief messaging, sales, or product decisions.

Who it's for

  • Founders and operators who know they should track competitors but never find the time
  • Marketing leads who need to brief positioning and messaging decisions
  • Consultants helping clients understand their competitive position
  • Anyone who has ever lost a deal and wondered what the competitor said differently

Input

Competitor websites, job listings, reviews

Gathered via Perplexity — no manual copy-paste

45 min

Output

Strategic intelligence brief

Signals · gaps · positioning moves · this-week actions

What you'll need

Claude AI (preferred)Perplexity AI (preferred)Competitor websites and job boardsG2, Capterra, or Google Reviews

What good looks like

Competitor brief — May 2026

3 competitors · 8 strategic signals

Key vulnerabilities

Positioning gaps found

2 actionable

Example output

  • One structured section per competitor with specific observations — not generalities
  • At least two vulnerability signals per competitor from real customer reviews
  • A clear positioning comparison showing crowded ground and open gaps
  • One or two specific positioning gaps you can own that no competitor is claiming
  • Three concrete actions the team can take this week based on what was found