By Collivo team · 10 min read
How to Build a Competitor Landscape with AI
To build a competitor landscape with AI, define the buyer and decision, ask AI to research relevant alternatives, and turn the evidence into a comparison matrix. Then use that matrix to draft a visual map and challenge what it suggests. Keep the sources connected so your team can check the comparison before acting on it.
A competitive landscape shows which alternatives matter to a particular customer and how they differ. AI can help you assemble it, from discovering candidates to comparing offers and preparing the discussion. The useful result is a clearer decision about positioning, product priorities, or what to investigate next.
This guide follows five steps:
- Define the buyer and ask AI to find relevant alternatives.
- Build a comparison matrix from current sources.
- Correct the comparison before asking AI for conclusions.
- Turn the matrix into a visual landscape.
- Challenge the interpretation and choose the next action.
We'll use a fictional example: a product-marketing team preparing to position an expense product for US businesses with 20 employees. Its target buyer needs expense capture and configurable manager approval routing, with access for all 20 employees. The team maps the buyer's alternatives to understand which comparisons its positioning needs to address. The example shows why you should correct a pricing comparison before plotting a map, and how to turn that map into a question worth testing.
1. Give AI the buyer context before asking for competitors
Start with a short brief: who the customer is, what they need to accomplish, their geography, and the decision this landscape should support. Add relevant customer conversations, sales notes, and known alternatives.
This changes the research request from “Who are the biggest expense software companies?” to “Which alternatives could this buyer use to collect claims and configure manager approvals?”
Ask AI to propose a candidate list:
Build a candidate competitor landscape for a product-marketing team
positioning an expense product for US businesses with 20 employees.
The target buyer needs expense capture and configurable manager approval
routing. We need to identify the alternatives our positioning must address.
Use current web sources and the attached buyer notes. Include dedicated
expense tools, broader products that solve the same job, and the
customer's current process. For each candidate, explain why it fits
this buyer, give supporting sources, and flag missing information.
Distinguish alternatives mentioned by buyers from research candidates.
In Collivo, keep the brief and buyer notes in a project folder. Use Expert mode for the research and enable Web search for public sources. Add the relevant files to context so the agent can connect its candidate list to the buyer evidence. When several people contribute, separate reviewed shared knowledge from work in progress so draft comparisons and superseded source captures do not become the team's accepted baseline.
Review the shortlist with people who know the customer. Include direct competitors, other ways to solve the same job, and the current approach. The US Small Business Administration recommends examining competition by product or service and market segment, including indirect alternatives. SBA competitive-analysis guidance
For positioning work, distinguish a product that could theoretically compete from one buyers actually consider. April Dunford's guidance emphasizes both the customer's existing approach and the alternatives on their shortlist. Positioning and Competition
For our compact example, we'll compare a dedicated expense tool, a broader finance suite, and the existing email-and-spreadsheet process. A real search might uncover card or payroll products too; we'll keep the example to three.
Your output: a relevant shortlist, with a reason for including each alternative and questions still to resolve.
2. Ask AI to build a source-backed competitor matrix
Give the agent the selected alternatives and a consistent set of criteria. For this buyer, expense capture, configurable routing, required subscriptions, and cost basis matter more than a long feature checklist.
Ask a web-enabled agent to inspect current product pages, pricing pages, and documentation. Add actual customer or sales notes to understand which alternatives buyers use and why. A supplier's page can establish what it offers; it does not establish how well the product performs for every customer.
Use this extraction prompt:
Compare the shortlisted alternatives for the buyer described in our brief.
Build a table covering the job supported, relevant plan, approval routing,
required products or add-ons, and published subscription terms.
For each factual entry, provide the source URL or file, supporting passage
or section, and date checked. Preserve currency, billing period, seat
rules, minimums, and exclusions. Mark information you cannot establish
as unknown. Missing information is not evidence that a feature is absent.
Keep facts separate from interpretations. List sources you could not
access and flag conflicting claims for review.
Open the sources behind important cells and check that the passages support the wording. A homepage saying “approvals” may not establish configurable routing on the plan whose price appears in the next column.
Keep the working matrix in a shared document. In Collivo, teammates can edit the same native document in real time and attach comments to claims that need checking.
Your output: one matrix with comparable fields, source references, and visible unknowns.
3. Correct the comparison before asking AI for conclusions
The following records are invented teaching inputs, not actual competitor information. S1–S3 represent pages checked on 28 October 2026; S4 represents a buyer interview on 26 October 2026. All fictional subscription prices exclude tax. A was mentioned in the buyer interview; B is a research candidate whose relevance still needs checking with buyers.
- S1 — Option A pricing, plan table: Basic costs USD12 per employee per month, billed annually. Team costs USD20 on the same basis. All 20 employees require paid seats.
- S2 — Option A help page, “Approval routing”: configurable routing requires Team. The expense workflow does not require an accounting-suite subscription.
- S3 — Option B finance-suite page, “Expenses and subscriptions”: the expense subscription includes 20 users and configurable routing at USD240 per organization per month, billed annually. It requires a subscription to the suite’s separately priced accounting module; that price is not supplied.
- S4 — Current-process interview, “Claim handling”: employees email receipts and an administrator updates a spreadsheet, then emails the manager for approval. This process requires no accounting-suite subscription. The buyer also mentions considering A.
A first AI pass could pair Option A's USD12 Basic price with Team's approval capability. That would make A's annual subscription appear to match B's known expense subscription at USD2,880.
The source check changes the row: Team is the relevant plan for the stated requirement. Ask AI to update the cost and record why:
Recheck the matrix against the buyer's required approval routing.
Use the lowest plan explicitly documented to meet it. For 20 employees,
calculate annual subscriptions and show the calculation.
Keep required but unpriced components separate. Record each corrected
row, what changed, and the source supporting the correction.
The corrected comparison is:
| Alternative | Approval workflow | Annual subscription basis | Evidence |
|---|---|---|---|
| A — Team | Configurable routing; no accounting-suite subscription required | USD20 × 20 employees × 12 = USD4,800 | S1 plan table; S2 approval help |
| B — finance suite | Configurable routing; accounting module required | USD240 × 12 = USD2,880, plus required accounting module at unknown cost | S3 expenses/subscriptions section |
| Current email/spreadsheet process | Manual handoff to manager | Not estimated: account for existing subscriptions and staff time | S4 claim-handling notes |
The correction log can be one line: “A: replaced Basic/USD2,880 with Team/USD4,800 because configurable routing requires Team (S1/S2).”
B's known component is lower than A's subscription, but that does not establish a lower total cost. Check whether the buyer already pays for the required accounting module and what additional charges would apply. Include setup or migration costs when they matter, using evidence rather than estimates invented by AI.
Apply the same standard to your own product if you include it. Distinguish available features from plans and unknowns consistently across every row.
Your output: a corrected comparison that preserves qualifications instead of hiding them inside a ranking.
4. Ask AI to turn the evidence into a visual landscape
Choose two attributes that help the team explain the alternatives. Avoid vague axes such as “innovation” and “quality” unless you have a defined way to assess them.
For our example, use:
- Horizontal: whether the expense workflow requires an accounting-suite subscription.
- Vertical: whether manager approval uses configurable in-software routing or a manual handoff.
These are categorical attributes from the source records. They describe workflow differences; neither axis is an overall score.
Using the corrected matrix, draft a two-axis landscape with:
X: no accounting-suite subscription required / accounting-suite required.
Y: manual manager handoff / configurable in-software approval routing.
Label the specific plan where capabilities differ. Give the source
supporting each placement. Leave alternatives unplaced if the evidence
is insufficient. Do not invent numeric scores or treat blank areas
as proof of unmet customer demand.
The resulting map:
| Approval workflow ↓ / Accounting dependency → | No accounting-suite subscription required | Accounting-suite subscription required |
|---|---|---|
| Configurable in-software routing | A — Team (S1/S2) | B — finance suite (S3) |
| Manual manager handoff | Current email/spreadsheet process (S4) | No example assessed here |
This simple map helps the team discuss the matrix. The empty cell means only that none of these examples was placed there; it does not establish an unmet need. The map shows that A and B address routing through different product setups, while the buyer's current process relies on manual handoff. Keep prices and other important qualifications in the accompanying matrix.
Use a shared Collivo whiteboard to lay out the map and add supporting notes. With the board in context, ask AI to review its labels and placements, comment on inconsistencies, or make supported changes. Teammates can edit and discuss the same canvas.
A map built from product attributes is different from a map of customer perceptions. If you want axes such as perceived ease of use or value, gather customer evidence for those judgments. Perceptual-mapping guidance
Your output: a map whose placements can be explained from the evidence, with the detailed comparison close at hand.
5. Use AI to challenge the landscape and draft the next action
Ask AI to examine the landscape from the buyer's perspective before recommending a strategy:
Review this landscape from buyer, finance, and operations viewpoints.
What buyer evidence would show the current process is sufficient?
Which requirements or costs could change the comparison? What relevant alternatives might
we have missed? Identify claims that go beyond the evidence.
Draft a short decision brief: what the landscape establishes,
what remains uncertain, and the next action needed to resolve it.
Reference the matrix and distinguish facts from recommendations.
For our example, a useful positioning brief would say:
Standalone approval routing is not a unique position in this comparison: A Team already offers it. Check our own product evidence before claiming a difference. Compare the buyer's full setup costs, including B's required accounting module, before making a price claim. Test what would make buyers leave the manual process and what they would value over A Team.
That gives the team specific next actions: interview buyers about approval bottlenecks, examine how A Team handles the scenarios they describe, and check which differences its own product can demonstrate. For a buyer already using B's accounting module, the suite dependency may be acceptable rather than a drawback. These questions help the team develop positioning around a meaningful difference instead of a convenient axis.
In Collivo, use Expert Panel with Perspectives to examine the analysis from viewpoints you choose, or Roundtable discussion to challenge the recommendation. Give the panel the matrix, sources, and buyer brief so its critique addresses the actual decision.
Finish with a short recommendation, open questions, and named follow-ups. When a source or requirement changes, ask AI to identify the affected rows and map placements, then review the revisions with the team.
Build your competitor landscape together in Collivo
Bring the buyer brief and research into one project, develop the comparison in a shared document, and map the alternatives on a whiteboard. Use Expert Panel to challenge the reasoning and comments to resolve questions about the evidence.
Start with one buyer and one decision. Let AI help assemble and compare the alternatives, then develop a landscape your team can explain and use.