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Market intelligence

B2B market intelligence: research buyers and competitors

Research a market question, a company or a competitor using public evidence. Keep the sources with the finding, then turn the selected question into a comparison, meeting brief or weekly task.

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Research the question your campaign needs answered

Start with the decision. You may need to understand a buyer's workflow, compare competitors for a specific task, or prepare for a meeting with one company. Afield researches the public material relevant to that question and keeps the sources with its findings.

For a competitor brief, specify the products and buying task. Compare documented inputs, workflow, outputs, setup and pricing basis; record the source and check date, and leave missing details open. A vendor's pricing page and a customer's public review answer different questions. Neither establishes your own results from using the product.

For company research, name the organization and the meeting or commercial decision. Retain its business background, relevant activity and unanswered questions in a meeting brief. If the output you need is a set of original buyer posts, follow the public-discussion procedure.

From a discussion to a decision

This demonstration shows the shape of a research handoff. The entries are teaching examples, not retrieved posts.

Discussion contentInterpretationUseful next task
An MSP describes a callback procedure for password-reset requests.There is an established verification workflow to understand.Interview a technician about the failed-check path; do not assume the team needs a new tool.
A buyer asks how two tools handle data export.The comparison needs a concrete export example.Prepare a side-by-side export workflow with product documentation.
A vendor announces a voice-security feature.A competitor has made a public product claim.Inspect its documentation and compare the supported deployment model.

In your live result, each observation should have its original URL and available date. Ask a follow-up from the same conversation to develop the selected finding.

Change the vocabulary without losing the buyer

A search for “voice clone detection” can return mostly vendor articles. The buyer may describe “verifying a caller” or “a phone request to reset access.” Ask Afield to search those workflows while keeping the MSP audience. This changes what you can learn, rather than filling the report with a broader set of unrelated mentions.

Research how MSP help desks verify sensitive requests received by phone. Find public discussions that describe the actual workflow. Return the source, available date, described verification step and the next question for an interview. Separate firsthand accounts from vendor advice.

Keep the research connected to the work

Select one finding and ask for a complete article brief, interview guide or outreach draft. The source material stays in the conversation so revisions can refer to the observation that started the task.

Public search coverage depends on accessible pages; it does not include private groups or private messages. For a competitor decision, use the worked competitive-intelligence brief. For post discovery, follow the research instructions.

Use a company event to investigate timing

A job opening, launch or expansion announcement can give you a better research question. It does not establish purchasing intent on its own. Follow the company growth-signal example to separate the dated event, its relevance and the claim your outreach can support.

A comparison can also change what you do this week. The competitive-intelligence example shows how to choose one research question, produce the missing sales material and review whether that material is usable. Carry that selected assignment into your weekly GTM plan.

Open an editable starting task. Add your details before running it.

Start market research