Competitive Analysis skill
The market-mapping method Okara’s AI CMO uses to find who you’re really losing to, where the defensible gap is, and what to change this quarter.
Download the methodology, see how the agent maps a competitive set, or run it live inside the Okara AI CMO.
- Category
- Growth
- Agent
- AI CMO
- Format
- competitive-analysis.md
- Price
- Free to download
The skill file
--- name: competitive-analysis description: Map the real competitive set — including the spreadsheet and the status quo — find the position you can defend, and turn the findings into decisions rather than a slide deck. owner: Okara AI CMO --- # Competitive Analysis Most competitive analysis is a feature grid nobody reads. A useful one answers three questions: who are we actually losing to, why, and what should we change this quarter as a result.
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About this skill
What is the Competitive Analysis?
The Competitive Analysis skill is the exact approach Okara’s AI CMO follows to produce competitive work that changes decisions. It starts by finding the real competitive set — which usually includes a spreadsheet and doing nothing — segments threats by type, reads positioning and pricing as strategy rather than tallying features, and insists on naming where competitors genuinely beat you.
It’s written as a SKILL.md, a plain-language instruction format that people and AI agents can both follow. Use it when you are losing deals without a clear pattern, or when positioning and pricing decisions are stalled by internal disagreement.
Downloading the instructions is free with an Okara account. Running the skill continuously — competitors monitored, changelogs and job posts tracked, battlecards kept current — is part of the Okara AI CMO.
The timing problem here is structural: B2B buyers now complete a large majority of their own research (commonly cited B2B buying-journey estimates put it at roughly 60–70% or more) before a salesperson ever hears from them. By the time a deal reaches your pipeline, prospects have usually already compared you against the spreadsheet, the incumbent, and competitors you haven’t profiled yet — which is exactly why finding the real competitive set has to happen continuously, not once a quarter.
Example
See it in action
You ask: “We keep losing deals and everyone blames a different competitor. Sort it out.”
Agent does: It starts from what buyers actually evaluated rather than who you consider peers — and finds your top competitor is a spreadsheet, followed by an internal build, with the named vendor everyone argues about in third. Those three need completely different responses, so it segments them. Then it reads positioning from homepages and pricing pages rather than feature grids: the free-tier boundary and what sits behind "contact sales" tell you exactly which customers each vendor wants and which they will happily lose. Job postings surface the roadmap they have not announced. It names the two areas where the competitor is genuinely better, because an analysis where you win on every axis gets ignored by the sales team that knows otherwise, then identifies the gap they are structurally unwilling to close — and ends in four decisions for this quarter, not a deck.
Comparison
The skill vs. the alternatives
| Do it yourself | Hire a freelancer or agency | Competitive Analysis skill (free) | AI CMO | |
|---|---|---|---|---|
| Cost | Your own time | $500–$5,000+ per project | Free with an Okara account | Included in the AI CMO plan |
| Time to first result | Hours to days, per attempt | Days to weeks, plus revision rounds | Minutes — download and follow it | Same day, runs automatically |
| Consistency over time | Depends on remembering to do it | Only as long as the retainer lasts | One-time; you re-run it yourself | Continuous, on a schedule |
| Who does the work | You, from scratch each time | Someone who has to learn your business first | You (or your agent), following the exact steps | Okara's AI CMO, end to end |
How it works
From input to output
- 1
You name the market
Share your product, the competitors you know about, and any win/loss notes you have.
- 2
Okara finds the real set
The AI CMO works out what buyers actually evaluated — including spreadsheets, internal builds, and doing nothing.
- 3
It reads strategy, not features
Positioning, packaging, pricing boundaries, changelogs, and job postings become the evidence.
- 4
You get decisions, not a deck
A defensible gap plus specific changes to positioning, pricing, roadmap, and sales enablement.
What's included
Everything it covers
Real competitive set
Includes status quo and internal builds, which quietly win more deals than named vendors.
Threat segmentation
Direct, adjacent, and inertia — each with the response it actually requires.
Positioning map
How each competitor positions and who they exclude, which reveals the space that is open.
Pricing as strategy
Reads packaging and tier boundaries to show who each vendor wants and who they will lose.
Public roadmap signals
Job postings, changelogs, and support forums — the most reliable unannounced-roadmap evidence.
Defensible gap
The position you can hold because they are structurally unwilling to follow you into it.
Use cases
When to reach for it
- Explain a pattern of lost deals that nobody can currently articulate.
- Find where the open space is before entering a market.
- Unstick a positioning or pricing decision the team disagrees on.
- Build battlecards sales will actually trust and use.
- Respond to a new entrant with a decision instead of a reaction.
Frequently Asked Questions
Related skills
Pair it with these skills
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