Perplexity Mastery Pro+ ~9 min read New · July 2026

Competitive intelligence: know their moves.

Big companies staff this function; you can run it in an hour a month. Public sources, systematically swept and filed, tell you most of what matters about competitors — Perplexity does the sweeping, you do the judging.

01 The dossier, per competitor

One thread (or Space) per competitor that matters, seeded with the standing questions: "Everything public and current on [competitor]: services and positioning, pricing signals, hiring activity, reviews and complaints, recent news. Cited, dated." Save the output as this month's baseline. The dossier isn't for admiring — every section maps to a decision: their pricing informs your quotes, their complaints inform your pitch, their hiring telegraphs their next move.

02 The monthly sweep (one hour, calendared)

Delta question per competitor: "What's changed for [X] since [last sweep date]? New services, pricing moves, reviews trend, personnel. Only report actual changes." The only-changes constraint keeps sweeps readable.
The market question: "Any new entrants or substitutes in [your niche + geography] in the last month?" — the competitor you don't know about is the dangerous one.
The customer's-eye check: "If I were choosing between [you] and [top competitor] from public information alone, what would decide it?" Uncomfortable, clarifying, quarterly.
File the delta, dated, in the dossier. Six months of deltas reads like a story — trajectory is the intelligence, not the snapshot.
The ethics line, bright and simple

Public sources only, no pretexting, no pretending. Websites, reviews, filings, job posts, news — all fair. Fake-customer calls, scraped private groups, misrepresented identity — off the table, and unnecessary: public information, actually read, beats espionage for every small business decision you'll face.

03 From intelligence to action

Each sweep ends with one line: "Given this, what's one thing we should do differently this month?" Sometimes the answer is nothing — fine. But pricing beneath a competitor's public raise, pitching against their review complaints, or moving before their telegraph — those are sweeps that pay for the year. Intelligence without a decision attached is trivia with a filing system.

Try it now

Build the first dossier for your most direct competitor — the standing questions, baseline saved, sweep date on the calendar. Forty minutes to a function most rivals don't have.

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This week's challenge

Dossiers for your top three competitors this week, first monthly sweep calendared, and one action item from the baselines. When a competitor's move stops surprising you for the first time, this lesson earned its tier.

Up next in Perplexity Mastery

Source verification mastery

The advanced skill under every research skill — judging sources like an editor. Read the lesson →