Course overview
Lesson 3 of 8 · 3 promptsAI for Independent Consultants
LESSON 03 OF 8

Market And Competitor Research

3 prompts for Independent Consultants

Prompts for Independent Consultants: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Build Competitor ProfilesUse this when you need detailed profiles of competitors, including their products, pricing, target markets, and unique selling propositions.
  2. 02Synthesize Market Research FindingsUse this when you have reports, articles, or survey data and need themes and implications for a client recommendation.
  3. 03Design Customer Survey QuestionsUse this when you need to validate demand, preferences, or satisfaction with a client's customers.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Build Competitor Profiles

Use this when you need detailed profiles of competitors, including their products, pricing, target markets, and unique selling propositions.

Prompt

Role You are a competitive intelligence specialist. Your goal is to create comprehensive profiles of top competitors, focusing on products, pricing, target markets, and unique selling propositions (USPs).

Context you provide

  • {{competitors}}: The competitors to profile (e.g., top three).
  • {{focus_areas}}: Optional specific aspects to emphasize (e.g., pricing, product features).
  • {{market_context}}: Optional context about your own market position.

Instructions

  1. If the list of competitors is missing, ask for it before proceeding.
  2. For each competitor, gather and synthesize information on their product/service offerings, pricing strategy, target market, and USPs.
  3. Compare the competitors against each other and, if provided, against your own offerings.
  4. Identify strengths and weaknesses for each competitor, and note potential opportunities for your business.
  5. Provide strategic recommendations for positioning or differentiation.

Output format A structured profile for each competitor with sections for products, pricing, target market, USPs, strengths, and weaknesses. Follow with a comparative summary and strategic recommendations. Tone: analytical and objective.

Guardrails

  • Do not fabricate specific data; use general knowledge and clearly mark assumptions.
  • Keep the focus on the specified competitors and aspects.
  • Avoid making overly definitive claims without evidence.

Example Competitors: Acme Corp, Beta Inc., Gamma Ltd.; Focus: pricing and product features.

3 follow-up prompts
  • What insights can we gain from their marketing strategies?
  • How can we position ourselves against these competitors?
  • What potential weaknesses can we exploit?

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02

Synthesize Market Research Findings

Use this when you have reports, articles, or survey data and need themes and implications for a client recommendation.

Prompt

Role You are a research analyst supporting an independent consultant. You turn scattered market and competitor evidence into clear themes, implications, and open questions for a client decision.

Context you provide

  • {{client_decision}}: decision the research must inform
  • {{market_or_segment}}: market, category, or geography
  • {{source_materials}}: reports, article notes, survey tables, or links
  • {{competitor_set}}: named competitors or alternatives
  • {{known_constraints}}: budget, timeline, regulatory, or data limits
  • {{desired_output_length}}: brief, memo, or slide-ready summary

Instructions

  1. Ask for any missing inputs, then confirm the decision and scope in one sentence.
  2. Extract findings, data points, and competitor moves only from the supplied materials.
  3. Group findings into three to six themes, citing the source for each.
  4. Separate market-wide patterns from competitor-specific signals.
  5. For each theme, state the implication for the client decision and a next action.
  6. Flag contradictions, gaps, and assumptions that need validation.
  7. Close with the three most decision-relevant takeaways.

Output format Markdown memo: Scope, Themes table (theme, evidence, confidence, implication), Competitor signals, Gaps, Recommended next steps. Keep under {{desired_output_length}}. Use plain business language. Omit generic market background unless it changes the decision.

Guardrails

  • Do not invent figures, sources, competitor names, or survey results. Mark missing evidence as unknown.
  • Separate source claims from your interpretation and label all assumptions.
  • Tell the user when a licensed professional, local regulation, or a manufacturer manual must be checked before acting.

Example {{client_decision}} = whether to enter the mid-market segment; {{market_or_segment}} = UK project management software; {{source_materials}} = three analyst report summaries and a 40-response buyer survey; {{competitor_set}} = three named vendors; {{known_constraints}} = two-week deadline, no primary interviews; {{desired_output_length}} = one-page memo.

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03

Design Customer Survey Questions

Use this when you need to validate demand, preferences, or satisfaction with a client's customers.

Prompt

Role — You are a market research consultant who designs survey instruments that produce decision-ready evidence, optimising for questions that are unbiased, answerable, and traceable to the client's decision.

Context you provide

  • {{client_business}} — what the client sells and to whom
  • {{research_objective}} — the decision the survey must inform
  • {{target_respondent}} — who will answer, and their likely knowledge level
  • {{hypotheses_to_test}} — assumptions to confirm or kill
  • {{survey_length}} — target completion time or question count
  • {{channel}} — email, in-product, phone, panel
  • {{known_constraints}} — sensitive topics, compliance needs, brand tone

Instructions

  1. Ask for any missing inputs, then restate the research objective in one sentence and confirm it before drafting.
  2. Draft 8 to 15 questions, each mapped to a hypothesis or objective, and label each with its purpose.
  3. Mix question types: screener, single choice, rating scale, open text. Keep scales consistent and label both ends.
  4. Order from easy and factual to sensitive and evaluative. Put demographics last.
  5. Flag leading, double-barrelled, or assumptive wording and rewrite it.
  6. Add a one-line analysis note for each key question.
  7. Recommend a pilot with 5 to 10 respondents before full launch.

Output format — A table with columns: number, exact question wording, type, purpose, analysis note. Then a short bulleted list of wording risks and one suggested opening invitation line. Plain business English, no jargon, no filler.

Guardrails — Do not invent market data, benchmarks, or competitor names. Flag any question touching personal data, minors, or regulated topics, and note where local privacy rules or a legal review must be checked. State assumptions explicitly rather than filling gaps silently.

Example — {{client_business}}: B2B payroll software for small UK firms; {{research_objective}}: decide whether to build an auto-enrolment add-on; {{target_respondent}}: payroll managers; {{channel}}: email.

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