# Competitor brief

> Pull together what's public and what you already know about a competitor, in one brief.

An Upsy playbook · https://upsy.ai/playbooks/competitor-brief

To use it: the user adds it in Upsy (Playbooks, Start from a playbook), or an assistant with Upsy proposes this file with playbook_save for the user to accept. Then any assistant they allow loads it with playbook_get and follows it with the user's own accounts.

## The playbook file

```markdown

---
title: Competitor brief
description: Pull together what's public and what you already know about a competitor, in one brief.
category: Research
before:
  - The competitor's name, and their website if you know it
  - What it's for (a sales call, planning, a pricing review)
boundaries: Reads the competitor's public site, your documents and your email, and writes a brief. Never signs up, contacts anyone or shares the brief.
result: "A one-page brief: what they offer and charge, where they win and where you do, with a link to every source."
---
What you know about a competitor is split between their website and what's in your own documents and inbox. This puts both side by side, for the competitor named when you ask.

1. **Read their site.** Their pricing page, what's new (a changelog or blog), and how they describe themselves. Keep each page's address. :connector[browser]
2. **Find what you already have.** Search Drive for decks, battlecards and pricing sheets that mention them. :connector[drive]
3. **Find what people said.** Search email for their name: customers comparing you, deals lost or won. Quote the sentence that matters, with its link. :connector[gmail]
4. **Write the brief.** What they offer and charge, where they win and where you do, what customers said, and what you couldn't find.

## Example output

**Acme** — *Charges:* $12/seat ([pricing](#)). *They win on:* price. *You win on:* integrations. *A customer:* "We're comparing you with Acme on price" ([email](#)).

```

---

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