| Research brief | Decision question, scope, definitions, competitor rules, sources, exclusions, and review plan. | Document or shared workspace | Discovery | Decision context, markets, stakeholders, constraints |
| Competitor universe | Direct, indirect, substitute, emerging, and regional alternatives with inclusion evidence. | Matrix and landscape map | Baseline | Known competitors and category assumptions |
| Evidence register | Source, date, observation, confidence note, analyst interpretation, and link or capture reference. | Spreadsheet or database | Research | Approved source and handling rules |
| Positioning and messaging map | Target audience, problem framing, value proposition, proof, calls to action, and differentiation themes. | Comparison matrix and narrative | Analysis | Current brand and customer context |
| Offer and pricing comparison | Packages, features, policies, discounts, contracts, service levels, and observable pricing cues. | Table and annotated examples | Analysis | Priority offers, geographies, customer types |
| Channel benchmark | Search visibility, content themes, advertising examples, social activity, and estimated traffic signals. | Dashboard or slide appendix | Analysis | Priority channels and campaigns |
| Customer-experience observations | Visible journey stages, onboarding, conversion paths, support access, review themes, and policy signals. | Journey map and screenshots | Analysis | Target journey and evaluation criteria |
| Executive report | Key findings, implications, opportunities, risks, assumptions, and unanswered questions. | Presentation and summary document | Synthesis | Stakeholder priorities and review feedback |
| Monitoring framework | Signals, sources, owners, cadence, alert thresholds, and update format. | Tracker and operating guide | Ongoing support | Priority competitors, recipients, escalation rules |