PlaysbyMoat8
Back to the library
The workflow guideResearch

Compare local markets using public business signals

Assemble public information about a geographic area to compare competition, customer experience, and potential business opportunities.

6 implementation stepsAdvanced

How this works

Assemble public information about a geographic area to compare competition, customer experience, and potential business opportunities. Local market research should compare real service areas and customer experiences rather than count every nearby business as an equivalent competitor. Public reviews, opening hours, and prices can be stale, so the brief should identify what needs local verification.

Define a geographic catchment and business category, collect permitted public signals, and normalize comparable offerings. Group customer-experience themes without claiming a representative survey. Use the findings to prepare site visits, interviews, or offer tests.

Before you start

Location question

State the business decision and practical travel or service radius.

Comparable offer

Define which services and customer situations belong in the comparison.

Source plan

Choose public listings, websites, and review material with dates.

Prepare the inputs

geographic_scope
Required

Area or travel boundary

Use a meaningful catchment rather than an arbitrary map box.

business_records
Required

Locations and services

Deduplicate branches and aliases.

public_signals
Required

Prices, hours, reviews

Record source and observation date.

comparison_criteria
Required

Service and experience fields

Keep unlike offerings separate.

decision_question
Required

Planned action

State what local evidence could change.

Implementation, step by step

  1. Define the catchment

    • Map the service area and relevant customer journey.
    • Explain boundary choices and possible neighboring alternatives.

    Checkpoint: A scoped local-market plan.

  2. Collect comparable businesses

    • Gather accessible listings and official service descriptions.
    • Resolve duplicate branches and record closed or uncertain status separately.

    Checkpoint: A location registry.

  3. Normalize offers and conditions

    • Compare service scope, price units, hours, and booking requirements.
    • Keep unavailable prices unknown and avoid treating a basic service as a premium equivalent.

    Checkpoint: A comparable offer matrix.

  4. Analyze experience themes

    • Group review statements about access, waiting, service quality, or unmet needs.
    • Preserve sample size and time period; do not infer overall market satisfaction.

    Checkpoint: A qualified experience summary.

  5. Identify hypotheses

    • Connect observed gaps to possible business opportunities or operational changes.
    • Separate a plausible idea from demonstrated demand.

    Checkpoint: A local-validation shortlist.

  6. Prepare field checks

    • List which prices, access conditions, and customer needs should be verified directly.
    • Deliver a concise brief with evidence and uncertainty.

    Checkpoint: A practical local-research packet.

Decisions along the way

A business has several branches

Compare branch-specific conditions where available.

Reviews are old or sparse

Reduce confidence and prioritize direct verification.

A price lacks service details

Keep it incomparable until scope is clarified.

What you will produce

local-market-matrix.csv

CSV

Supports fair local comparison.

Include: location_id · service · price_unit · hours · source_ref · date · unknowns

local-opportunity-brief.md

Markdown

Guides the next validation step.

Include: catchment · patterns · gaps · hypotheses · field_checks

Check the result

  • Verify location and branch identity.
  • Check service and price units are comparable.
  • Separate review themes from population-level conclusions.
  • Record dates and uncertain operating status.

When something goes wrong

Listings conflict on opening hours

Prefer current official evidence and mark unresolved conflicts.

Map search misses relevant alternatives

Use additional category terms and local knowledge supplied by the user.

The assistant calls a gap proven demand

Rewrite it as a hypothesis requiring field evidence.

A worked example

SYNTHETIC EXAMPLE · NOT A REPORTED BUSINESS RESULT

Request

Compare local repair services within a practical travel radius.

Inputs

Synthetic example. Synthetic A lists a basic repair for 30; B lists a premium package for 60; C has no current price.

Expected result

Synthetic expected result. Do not rank A cheapest for the same service without comparing scope. C remains price unknown and enters the field-check list.

Run a small pilot

Start small

One catchment and a small set of comparable services.

Record the baseline

Record manual research time and facts corrected through local checks.

Agree success criteria

Agree accuracy and decision usefulness before broader coverage.

Stop or revise

Stop commercial conclusions when core service or location facts cannot be verified.

Keep the scope clear

  • Public reviews do not authorize profiling individual reviewers.
  • Research does not authorize contacting businesses or making location commitments.

Check before using

Check data coverage and model assumptions; validate important conclusions with local evidence.

Business activities

  • Research customers and markets
  • Plan products and business changes

Editorially adapted workflow; not independently tested.

FROM A RECIPE TO YOUR WORKFLOW

Bring the company context together.

This workflow needs reliable inputs before it needs a better prompt. Moat8 Vault brings working information into a readable archive for the AI tools you use.

For this recipe: Geographic boundaries · Public business data · Customer-experience signals · Comparison areas

Start with one recurring task, agree which sources to use, and review the first result with your team.

Discuss this workflow

What does your team do?

Choose the recurring work you would like to improve.

A field guide, made for work.

Plays is a curated library of anonymized business workflows. Each recipe explains the inputs, steps, tools, and checks you can adapt to your team. These are editorial guides, not independently tested implementations.

When you share a company website, the guide may read a limited number of public pages on that website. Messages and retrieved page text are sent to our AI provider, NVIDIA, to recommend relevant workflows. Share a general description rather than confidential information.

Saved workflows and selected activities stay in this browser. Your chat history and selected company website are kept in this tab and cleared when you reload or start a new chat. The server does not store conversations. Live source monitoring is not enabled.

If you allow analytics, PostHog receives page views and actions such as workflow saves, skill downloads and link clicks. Random browser and session identifiers connect these actions without identifying you by name. Your choice and browser identifier expire after 90 days; sessions restart after 30 minutes of inactivity or 24 hours. We use local storage, not analytics cookies. Messages, company URLs, search text, full referrers and IP addresses are not sent. There are no person profiles or session recordings. You can decline or withdraw in Analytics settings; Do Not Track and Global Privacy Control keep analytics off.

Read the Plays Privacy Notice ↗