Before you hire
Research works on the open web with no setup. Connect these under Settings > Tools when you want reports and data in your own tools:Skills it starts with
Your first week
1
Day 1: give it your context
“We’re [COMPANY], selling [PRODUCT] to [CUSTOMER]. Our main competitors are [NAMES]. I mostly need research on [TOPICS].”
2
Day 2: one competitor
“Build a competitor profile of [COMPETITOR]. Cite every claim.”Check a few sources yourself. Tell your analyst which ones you trust and which to skip.
3
Day 3: a research question
“What changed in [MARKET] in the last 90 days? One page, with sources and a confidence level for each point.”
4
Day 4: data into a sheet
“Collect [DATA, e.g. pricing pages of these 10 companies] into a Google Sheet and note any gaps.”
5
Day 5: put it on a schedule
“Every Monday at 8am, send me a brief on news about [COMPETITORS AND TOPICS]. Only include what’s new.”
Common pitfalls
- Pages that block automated access. Some sites can’t be read. Your analyst says so instead of guessing. Share an export or a different source.
- Too many topics in one schedule. Split monitoring into separate scheduled tasks so each brief stays short.
Next steps
Training & Feedback
Teach your analyst which sources to trust
Scheduling Tasks
Recurring briefs and monitoring