ADVANTAGE

Advantage Tier — Data Collector

CI Report Kickoff — Takes about 10 minutes. Answer what you can — "I don't know" is perfectly fine and actually helps me know where to dig deeper.

Section 1: Your Business

Your company website URL

Describe your core product or service in plain English

Who is your ideal customer?

💡 Industry, company size, geography, job title of the buyer — whatever you know. *

What are your current prices or pricing model?

💡 Ranges are fine. Example: "$2K–$5K per project" or "$200/mo subscription." Type "will discuss" if you prefer a call. *

Section 2: Your Competitors

List up to 3 competitors you want analyzed

💡 Company name + website for each. If you only know 1-2, that's fine — I'll identify the rest. *

Why do you consider these your competitors?

💡 Do you compete on deals? See them in search results? Hear about them from customers? *

Have you lost any deals to a specific competitor in the last 6 months?

💡 Even a guess helps. "We lost 3 deals to Acme — they were cheaper" is valuable. *

What do you think your competitors do better than you?

💡 Be honest — this is confidential and helps me find your real advantages. *

Section 3: Your Goals

If this report could answer ONE question for you, what would it be?

💡 Example: "Why are we losing to Thrive?" or "Is there a market gap we're missing? *

Who on your team will use this report? *

Losing deals to competitors

Entering a new market or launching a new product

Preparing for fundraising, board presentation, or M&A

Competitors are growing faster than us

Need to understand pricing/positioning gaps

Just want to know what's out there

If this report could answer ONE question for you, what would it be?

💡 If yes, email them separately to [email protected]. If none, skip this.

Is there anything you do NOT want included in this report?

💡 Example: "Don't include pricing — we already know" or "Focus only on digital presence." *

CONFIDENTIAL — KEG Executive Management | [email protected] | kegexecutivemanagement.com