Sales & Outreach Free template

Competitor Research Agent

Research competitor positioning.

Use this template About 3 minutes to set up

Your instructions. Your apps. Ready to customize.

Example output

A competitor brief you can use

  • Positioning · Who they sell to and why
  • Pricing · Plans, limits and packaging
  • Sources · Links behind each finding

From your request to a useful first draft

  1. 01

    Give it a starting point

    Compare this competitor’s pricing and positioning with ours. Include sources.

  2. 02

    Work with your context

    Your agent uses its starter instructions and the sources you make available.

  3. 03

    Review and make it yours

    A competitor brief you can use. Check the result, ask for changes and choose the next step.

About this template

A research agent that digs into any competitor. Give it a company name or website and it comes back with their pricing, features, recent news, and how they stack up.

This is a starting point for an agent. Connect the sources it needs, review its instructions, then send your first message. Recurring runs can be configured separately.

Apps it works with

Choose which accounts your agent can use. You can connect missing apps during setup or later in your workspace.

No external apps required. Start with built-in web search and page reading.

Try a first message

Compare this competitor’s pricing and positioning with ours. Include sources.

Add your own links, files or context. The example above is a suggestion; it is not sent automatically.

A few things to know

More ways to get started

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