Research & strategy

Find your client’s competitive angle.

When a competitor changes its offer, the useful question is what that means for your client. Use Purselio's competitor analysis workflow to compare the market, examine the messaging, and prepare a recommendation grounded in what you can verify.

Open Purselio signs you in and returns you to your project list. It does not start this workflow on its own.


Use a market change to sharpen the brief

Bring this workflow into a positioning review, a new-business pitch, or a campaign brief. It helps you separate a meaningful competitive difference from a claim several brands already make.

What you can prepare

A comparable market view

Assess the same buying questions across competitors: audience, use case, offer, positioning, commercial model, and proof.

A messaging opportunity map

See where promises overlap, where the client's strengths matter, and which gaps need more customer evidence.

A recommendation with a rationale

Prepare a positioning hypothesis, supporting sources, and practical questions to test before committing the campaign.

What to bring

  • The client's website, market, and goals
  • Competitors you want to compare, or a brief for identifying them
  • The decision this research should support
  • Relevant brand guidance and previous research

How the workflow comes together

  1. Frame the buying decision Define the buyer's problem and which direct competitors or substitutes belong in the comparison.
  2. Research and compare Review comparable evidence and make unknowns visible, including undisclosed pricing or unclear product scope.
  3. Choose an angle to test Turn the strongest findings into a focused client recommendation and a short validation plan.

Example brief

Our client sells project software to small agencies. A competitor has changed its entry plan. Compare the offers and help us decide whether to update the client's comparison page.

What to work toward: A comparison matrix, a summary of meaningful differences, and a proposed page angle with the claims that need checking.

Illustrative example

Example output

Fictional sample for layout. Not a customer result, testimonial, or product screenshot.

Buying questionNorthwindHarbor
Who it is forSmall agenciesGeneral teams
Entry offerClient workspaceSeat-based starter
Proof shownDelivery examplesFeature list

Proposed angle: Northwind is the workspace for how a small agency runs client work, not a general tool with a lower sticker price.


Questions about this workflow

Do I need a complete competitor list?

No. Start with the alternatives you know and the buyer problem you want to investigate. Define the comparison set before drawing conclusions.

Does a gap in competitor messaging prove customer demand?

No. A messaging gap is a possible angle. Customer research is needed to establish whether the need is important and whether your client can serve it.

Can this support a pitch or a positioning refresh?

Yes. State the purpose in the brief so the research focuses on the decision you need to support.

Related workflows

Give your next recommendation a competitive foundation.

Bring the client, the market, and the decision you need to make. Start the competitor analysis workflow in Purselio.

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