Report it to the business · 13 min read · Updated 25 Sep 2026
Competitive Intelligence Report Prompts
A report is two documents printed as one. Some lines describe a change that happened on a date. The rest describe how things stand, which has no date at all unless somebody attaches the day it was last checked. A reader cannot tell a six-week-old fact from a seven-month-old one, because both are set in the same type on the same page.
A competitive intelligence report is two documents in one
Read any competitive report closely and the lines split into two kinds. Some describe something that happened: a price moved, a page changed, a deprecation was announced. The rest describe how things stand: this is how they position themselves, this is who they sell to, this is what their pricing looks like.
The first kind has a date built into it. The second kind has no date at all. There is no day on which a competitor’s positioning is true. What exists is a day somebody checked, and that day is usually missing from the report.
So a reader gets one page carrying a fact confirmed six weeks ago and a fact last confirmed seven months ago, in the same type, under adjacent headings. Both read as the current picture, because a report is presented as the current picture. Nothing on the page distinguishes them.
A standing claim needs the date it was last true
The fix is one field and it is unusual enough to be worth stating plainly. Every standing claim carries the date it was last verified, which is the date you captured the source it came from. Not the date of the report.
That single addition changes how the document gets read. “They position themselves as an agentic platform, last verified February” invites somebody to go and look again. The same sentence without the stamp invites nothing, because there is no visible reason to doubt it. A filing is the one source that dates itself, which is why SEC filings are the easiest standing claims to keep honest.
| The line | What it needs beside it | What goes wrong without it |
|---|---|---|
| A change that happened | The source, and the date the change happened. | A change from two quarters ago reads as this month's news. |
| A description of how things stand | The source, and the date it was last verified. | Nothing marks the claim as ageing, so it is never re-checked. |
| A judgement drawn from the two above | Whose judgement it is, and which lines it rests on. | The judgement is read as a finding, and it outlives the evidence under it. |
A report cannot know which period it covers
Every one of these documents has a section headed something like “what changed this period”. It is the section people read. And a model has no way to know what the period is unless the prompt says so.
Left unstated, “this period” resolves to everything you pasted. That sounds harmless until you look at a real pile of sources. Filings are annual. Earnings calls are quarterly. Changelogs are weekly. A folder of material collected for one monthly report routinely spans seven months, and every item in it is legitimate evidence.
The result is a September report in which a February statement appears under what changed, correctly sourced and correctly dated, next to something from three weeks ago. Nobody lied. The reader draws a conclusion about momentum that the material does not support.
Two dates in the prompt fix it, and they buy a second thing as well. Once the period is explicit, anything outside it can go into a block of its own: still true, still worth having, not news. That block is where standing claims belong, and it is the part of a report most teams have never separated out. Product is the dimension where the two blocks diverge fastest, because a competitor's roadmap produces dated events and a feature list produces a state.
What goes in before a competitive report is assembled
Four inputs, and only the first is the pile of sources. The other three are decisions you make before the assembly starts, and each one takes a line.
Every source, labelled with its origin and its capture date
- Where it comes from
- Wherever you collected them. What each competitor source can and cannot support is set out one source at a time under competitor intelligence sources, and the capture date matters more here than on any single-source job.
- What good looks like
- One item per line: what it says, which source it came from, and the date you captured it. Nine of ten dated is normal; label the tenth as undated.
The reporting period, as two dates
- Where it comes from
- Your own reporting rhythm. Whatever cadence you hold to, the period has to arrive in the prompt as two dates rather than as the word "quarterly".
- What good looks like
- A start and an end, stated above the sources, so anything outside them can be sorted out rather than silently included.
The standing claims you are carrying forward
- Where it comes from
- Last period's report. Not for the news in it, which is finished, but for the sentences describing how things stand, each of which is now some number of days older.
- What good looks like
- The claims themselves with the date each was last verified, so the new material can confirm, contradict or be silent on each one.
The sections the reader expects, named up front
- Where it comes from
- Whatever shape your readers already know. The list matters because a section you do not name is a section whose absence nobody notices.
- What good looks like
- The full list, including the ones you suspect are empty, because an empty named section is a finding and an unnamed one is a silence.
- Then run it
- Paste the period, then the section list, then the sources, and read the finished report by looking only at the dates before you read a word of the prose.
- Before the output leaves the building
- Sort every claim by its date, oldest first. The claims at the top of that list, and the ones with no date at all, are what a reader will treat as this month's picture.
The fourth is the least obvious and it does the most for the reader. Naming the sections you expect, including the ones you suspect are empty, is what makes an absence visible. A section nobody named does not come back empty. It does not come back at all.
Prompts for assembling a competitive intelligence report
Four prompts, and the order is not the order you would guess. The coverage check runs first, before anything is assembled, because what it finds usually sends you back to collect rather than on to write.
The assembly pass, once every source carries an origin and a capture date.
Assemble a competitive intelligence report on [COMPETITORS] for [AUDIENCE], covering [START] to [END], from the sources below. Sections: what changed in the period, positioning, product, pricing, go-to-market, what customers say. Two rules about dates, and they are different rules. A claim about a change carries its source and the date the change happened. A claim about how something stands carries the date it was last verified, which is the date I captured that source. Anything dated outside the period goes under a separate heading, CARRIED FORWARD, never in what changed. Anything with no date on the source says so and stays out of the period. Where I have given you nothing for a section, write what is missing. Do not pad it and do not fill it from general knowledge. Do not write recommendations. Instead, list the decisions this period appears to force, as questions, and for each one what somebody would need to know to answer it. SOURCES: [PASTE]
Run this before the assembly, not after. It takes one message and it changes what you go and collect.
Here are the sources I hold on [COMPETITORS], each with its origin and the date I captured it: [PASTE]. I intend to report on these sections: [SECTIONS]. Do not write the report. Answer three things. First, which of those sections have no evidence at all in this material. List them. Second, for each section that does have evidence, give the date of the most recent item in it, and nothing else. Third, which items are undated at source. Name them. Where the most recent item in a section is older than [N] days, say so beside the date.
Use this when you have a previous report and want to know which of its claims are now simply old.
Here is last period's report: [PASTE]. Here is the material I have collected since: [PASTE]. Work through the standing claims in the old report, meaning the ones that describe how something is rather than something that happened. For each one, say whether the new material confirms it, contradicts it, or is silent. Silence is the common answer and it does not mean the claim is wrong. It means the claim is now older. Where you say silent, give the date that claim was last verified and how many days ago that is. Do not re-report changes that already appeared in the old report.
On the finished report, as its own message, before it goes to anybody.
Here is a competitive intelligence report: [PASTE]. List every factual claim in it. For each one print the claim, then the date attached to it, or NO DATE. Sort the list by date, oldest first. Put the NO DATE claims at the top. Do not comment on whether any claim is reasonable. I am only asking which claims are old and which are undated.
The third prompt uses last period’s report, and for a different purpose than you might expect. Not to avoid repeating the news, which is what a recurring competitor digest needs it for. Here it supplies the standing claims, so this period’s material can confirm them, contradict them, or say nothing about them.
Silence is the usual answer and it is the useful one. A claim nothing has contradicted for six months is not wrong. It is unverified for six months, which is a different thing and is the thing nobody writes down.
Standing claims are also easier to keep somewhere other than the report. Hold them in competitor profiles and the report can link to them rather than restate them, which is what stops a reader learning to skim the middle four sections.
Where a competitor report dates some claims and not others
We assembled a report from ten labelled items on one public competitor. Nine carried a date. One was undated on the source page, and was labelled as undated in the material. The items spanned February to September 2026, and the first run deliberately named no period.
Claude Opus 5given ten labelled items on one public competitor spanning February to September 2026, nine dated and one undated at source, and asked for a sectioned report with no reporting period stated
2026-09-24
WHAT CHANGED THIS PERIOD. HubSpot rewrote its own one-line description of itself to an agentic customer platform helping marketing, sales and customer service teams (10-K FY2025, filed February 2026). It added CPQ and billing solution providers and AI-native CRM and workflow automation startups to its competitor categories (same filing). It announced end of support for v1-v3 APIs and legacy apps, enforced September 2027 (developer changelog, 15 September 2026), removed legacy private app creation from the account UI (27 August 2026), and set a 4 December 2026 sunset for Pipelines API V1 (14 August 2026). Six further product updates shipped under Fall Spotlight 2026 (what's-new page, 15 September 2026). POSITIONING. HubSpot positions itself as an agentic customer platform aimed at marketing, sales and customer service teams, where it previously addressed businesses generally. PRODUCT. Six updates under Fall Spotlight 2026. The developer-side changes read as consolidation rather than launch: three deprecations in six weeks. PRICING. No pricing evidence in this material. WHAT CUSTOMERS SAY. No customer evidence in this material.
Checked against HubSpot's developer changelog, and the undated what's-new entries beside it
The empty sections behaved perfectly, and that is worth saying first: asked for pricing and customer evidence it had none, it said so twice rather than padding. Two things went wrong instead. The undated item acquired a date. Item ten was labelled undated at source and captured on 24 September; the report stamps it 15 September, borrowed from the changelog announcement beside it. And four February claims sit under "what changed this period" next to three from September, because no period was given and "this period" quietly resolved to everything supplied.
Conflation
Claude Opus 5handed the identical ten items with the period stated as 1 August to 24 September 2026, and every standing claim required to carry the date it was last verified
2026-09-24
WHAT CHANGED IN PERIOD, 1 AUGUST TO 24 SEPTEMBER 2026. Three developer platform deprecations: end of support for v1-v3 APIs and legacy apps, announced 15 September 2026 for September 2027 enforcement; legacy private app creation removed 27 August 2026; Pipelines API V1 sunset set on 14 August 2026 for 4 December 2026. One earnings call, 12 August 2026: net new ARR below constant-currency revenue growth, net upgrade rates described as pressured in the second half, net revenue retention roughly flat. Six product entries under Fall Spotlight 2026 are undated on the source page and cannot be placed in this period from this material. CARRIED FORWARD. Self-description rewritten to an agentic customer platform, last verified February 2026. Two competitor categories and three competitive factors added, last verified February 2026. The filing names no competitor at all, last verified February 2026. PRICING. No evidence, in period or carried forward. WHAT CUSTOMERS SAY. No evidence.
Checked against HubSpot's 2025 annual report on Form 10-K
Stating the period moved four items out of the delta section into a carried-forward block, which is where they belong: still true, and not news. The undated entries stopped acquiring a date and got an honest line instead. And the last-verified stamp does the one thing the first report could not. A reader can now see that the positioning claim is seven months old while the deprecation dates are six weeks old. Both sat on the same page in the same voice before, and nothing in the first report said which was which.
The undated entry borrowed a date from its neighbour
Item ten was six product entries grouped under a season name, with no date on any of them. The report printed them with a date: 15 September, taken from the changelog announcement sitting next to them in the material.
The date is not absurd. It is the day that release was announced elsewhere, so somebody checking casually would find it plausible. That is the expensive part. A wrong date that looks wrong gets queried; a wrong date that looks right becomes the date, and it is the date a battlecard inherits three weeks later.
The honest positive from the same run is worth recording. Asked for pricing and for customer evidence, having been given neither, the report said so twice and padded nothing. The instruction to name what is missing worked exactly as written. The failures were both about dates, which is the one thing the format cannot police on its own.
Two kinds of empty section, and only one is honest
“Nothing to report this period” is one of the most useful sentences a competitive report can carry, and one of the most dangerous, because it is written identically in four quite different situations.
| What actually happened | What the reader should do |
|---|---|
| It was checked on a named date and nothing changed | Nothing. This is the good case, and writing the date is what makes it visible. |
| Nobody checked this period | Assign it, or drop the section. An unchecked dimension reported as quiet is worse than an admitted gap. |
| It was checked somewhere that would not show the change | Change the source. Pricing pages miss negotiated terms; changelogs miss what was quietly withdrawn. |
| The competitor stopped publishing it | Treat the silence as the finding. A company that removes a page had a reason, and the removal has a date. |
A gap named is a gap somebody can close
The coverage check exists for the second row. Run before assembly, it lists the sections with no evidence behind them, which is the one moment in the process where that list is still actionable. After assembly the same gap has become a sentence in a document and stops looking like work anybody has to do.
The fourth row is the one people miss, and it is also the most interesting. A page that disappears, a metric a company stopped reporting, a comparison it took down: each is a decision somebody made, on a date. A report that only records what appeared will never carry any of them, which is why the useful competitive signals include absences.
The second row is the one to act on, and it usually names one dimension rather than several. Hiring is the common case: a month where nobody read a competitor’s open roles reports as a quiet month for hiring, and the two are indistinguishable on the page.
How to automate competitive intelligence reporting
The expensive half of this job is not the writing. It is arriving at the start of the period with sources you actually captured, each with a date, across every dimension you promised to cover. Most reports are late and thin for the same reason: the collecting happened in the last three days.
That is also why standing claims go stale invisibly. Re-checking a competitor’s positioning when nothing prompted you to is the least satisfying work in the discipline. So it does not happen. The claim carries forward for another period with no visible age on it.
Some of this no tool touches. What a period means for your plan, which decisions it forces, and how much any of it matters are judgements somebody has to make. But intelligence freshness is worth measuring precisely because it degrades without anybody noticing.
Flares watches competitor pricing, product, documentation and messaging and stamps a date on every change it finds. A report then starts from a dated record rather than from a folder, and a claim carried forward from last period can be re-verified rather than retyped. Where the request came from another team in the first place, a request brief is what says which sections they actually needed.
A competitor report whose standing claims stay verified
Flares re-checks competitor pricing, product and messaging continuously, so a carried-forward claim has a recent date on it.
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The full competitive report FAQ
What is a competitive intelligence report?
A periodic document covering one competitor set across several dimensions, written for people who will not read the sources. Most of it describes how things stand rather than what happened, which is why the dates matter more than they look like they do.
Can AI write a competitive intelligence report?
Assembling and sectioning material is what an AI assistant handles reliably, and it is most of the labour. What it cannot do is know which period you mean, which of your claims have been re-checked, or that a dimension is missing because nobody looked rather than because nothing happened.
What sections should a competitive intelligence report have?
Whatever shape your readers already recognise, named in the prompt so an empty one is visible. Nine sections is a common working number, and a report template fixes the fields each of them needs, so the shape stops being re-decided every period.
Why does a report treat old news as this period's news?
Because "this period" has no meaning to a model unless two dates are given. Left unstated, it resolves to whatever is in the material, and a real pile of sources often spans months. Four items from February will sit under the same heading as three from September, correctly sourced and completely misleading.
How do you date a claim that describes how things stand?
With the date you last checked, not the date of the report. A competitor's positioning has no event date; what it has is a day somebody read the page. Writing that date beside the claim is what lets a reader see a seven-month-old statement for what it is.
What should an empty section in a competitor report say?
Which of the four possible reasons applies. Nothing changed and it was checked, nobody checked, the wrong place was checked, or the competitor stopped publishing it. The four look identical on the page and they call for completely different responses.
How often should a competitive intelligence report be produced?
On a rhythm the evidence can actually fill, which for most teams is monthly or quarterly. The period matters more than the frequency. A report produced on a cadence nobody can feed starts padding its thin sections, and padding is indistinguishable from findings once it is in the document.
Should a competitive report include a recommendation?
Better as a list of decisions the period forces, written as questions. A recommendation needs cost, capacity and appetite, none of which live in competitor material, and the same limit applies to the one-page executive summary taken from the report afterwards.
What happens to an undated item in a report?
Usually it borrows a date from whatever is next to it. A model given nine dated items and one undated one will attach a plausible date to the tenth, taken from a neighbour, and the report then reads as though every line were sourced the same way. Label undated items as undated in the material you paste.
How do you stop a report repeating last period's findings?
Paste the previous edition and forbid re-reporting anything already in it. Keeping one period's news out of the next period's document is what makes a recurring report worth opening at all. A long report is the harder case, because more sections mean more temptation to refill them.
Is a competitive intelligence report the same as a competitive analysis?
An analysis answers a question once. A report covers a period on a rhythm, which means most of its content is unchanged from last time and has to be marked as such. Treating the second as a repeated version of the first is how standing claims quietly age out of being true.
How long should a competitive intelligence report be?
Short enough that the dates are visible, which in practice means the evidence sets the length. A section with two sourced items should run two lines rather than two paragraphs. The temptation is to write to a house length, and writing to a length is what fills thin sections with prose nobody sourced.
Competitive intelligence reporting on current evidence
Flares dates every competitor change it finds, so the period in your report matches the period it describes.
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