Competitive Landscape Audit (Onboarding)

Competitive Landscape Audit (Onboarding)

1. 01

   Define the client's true competitive set before pulling any data

   Interview the client to list direct competitors, adjacent players, and aspirational benchmarks. A narrow list misses substitution threats, while an overly broad one dilutes analysis.

2. 02

   Inventory available intelligence sources and access levels

   Confirm which tools the agency already licenses, such as Adbeat for display and native ad tracking, and which require new procurement. Note data freshness and coverage limits for each source.

3. 03

   Collect baseline metrics on competitor ad spend and creative

   Pull spend estimates, publisher placements, and ad copy variations for each competitor across the last 90 days. Record the date of extraction since ad libraries update continuously.

4. 04

   Map competitor positioning and messaging themes

   Review landing pages and ad creatives to identify recurring value propositions, offers, and calls to action. Categorize them by audience segment and funnel stage.

5. 05

   Identify gaps and opportunities relative to the client's strategy

   Compare the client's positioning, pricing, and campaign angles against the competitive map. Flag underserved segments or messaging whitespace the client can own.

6. 06

   Document findings in a shareable competitive brief

   Structure the brief with an executive summary, per-competitor profiles, and a prioritized opportunity list. Include source links and extraction dates so the client can verify claims.

7. 07

   Schedule a review session with the client to validate assumptions

   Walk through the brief with the client's stakeholders to correct inaccuracies and confirm strategic priorities before the intelligence feeds into account planning.