Operating ProcedureExecution layer

Competitive Claim Verification (QA)

A checklist with 7 steps: Freeze the claim list before verification starts.

By InnovaAI ResearchPublished

What are the steps?

checklist

Competitive Claim Verification (QA)

  1. 01

    Freeze the claim list before verification starts

    Pull every competitor claim, benchmark, and market statistic currently live in client-facing decks, pitch documents, and retainer reports into a single dated sheet. Nothing gets edited during the verification pass, so the audit reflects what clients actually saw.

  2. 02

    Trace each claim to a primary source with a retrieval date

    A traffic estimate from Similarweb, an ad-spend figure from Adbeat, or a tender award from Sell to State is only defensible when the pull date and query parameters are recorded. Secondary blog summaries do not count as primary.

  3. 03

    Flag any claim older than 90 days for re-pull

    Traffic, spend, and ranking data decay quickly. A Q1 benchmark presented in a Q3 pitch invites the client to question the whole deck, so re-run the query or drop the number.

  4. 04

    Separate observed data from interpretation in the written record

    State the metric, then state what the agency concludes from it, in two distinct sentences. Blending them is how a defensible number becomes an indefensible assertion under client scrutiny.

  5. 05

    Check every named competitor against the client's actual consideration set

    Agencies routinely benchmark against the loudest advertiser in the category rather than the accounts the client loses deals to. Confirm the list with the client's sales lead before the deck ships.

  6. 06

    Score each claim for confidence and mark the low-confidence ones

    Use a three-tier scale (verified, directional, unverified) and require a named owner for anything below verified. Unverified claims either get cut or get framed explicitly as a hypothesis in the deliverable.

  7. 07

    Log the verification pass in the account file with a next-review date

    A dated record protects the agency when a client asks how a number was derived six months later, and it sets the cadence for the next pass rather than leaving it to memory.