Competitive Dossier · Internal

Audit Analytics / Ideagen

A two-sheet read on one of our largest search clients — built from 126,587 of their own queries. What they do, how to grow the account, and whether we could build their product ourselves.

Source users.q8_logs Window 2020 → 2026-07 Status Active · 40+ seats
Sheet 1 / 2 · Growth

Upsell Playbook

Who they are, the evidence that their query terms are their product catalog, how they use the platform, and five ranked plays to expand the account.

Open sheet →
Sheet 2 / 2 · Offense

Compete: Build It Ourselves

We sit upstream of their datasets. The value chain, a dataset-by-dataset build matrix, our edge vs. their moat, the arms-dealer-vs-compete fork, and a contained pilot.

Open sheet →
The tension between the sheets: both aim at the same live account. The low-regret read is arms-dealer first — build the extraction capability on upsell revenue, and hold direct competition for a net-new dataset that doesn't cannibalize a paying customer.