Rally

03/06/2026

Knowing the Room: Competitor Research That Sharpens Your Pitch

Generic decks lose to specific thinking. This is how to gather real insight on a client's market and weave it through your proposal so they feel genuinely understood.

By Francesco

Most studio pitches lose for the same reason: they're a beautifully designed pitch about the studio. The work, the process, the philosophy. What they're not is a pitch about the client.

The fastest way to flip that is real competitor research. Not the lazy version where you screenshot three websites and call it a landscape. The version where you actually understand the market the client is operating in, where they sit inside it, and what's quietly working or failing around them.

Done well, this turns a generic pitch into a conversation the client can't have with anyone else.

What clients actually want to see

When a client receives a proposal, they're scanning for one thing: do these people understand me?

A studio that opens with "here's what we noticed about your category" is already in a different league than one that opens with "we are passionate about brand." The first is about them. The second is about you.

You don't need to know everything. You need to know enough to demonstrate that you looked.

A workable research process

You don't need a research department. You need about two focused hours and a clear structure.

One: identify the three to five real competitors. Not just the obvious ones. Ask the client during your intake call: "who are you actually losing to, and who's quietly doing something interesting in your space?" Those two lists are often more revealing than the obvious top three.

Two: look at how they show up. Brand, tone, hero messaging, visual system, packaging if relevant, social presence. Don't critique. Catalogue. What is each one claiming the brand stands for? What does it actually look and feel like in practice?

Three: find the white space. Where are they all doing the same thing? Where is everyone using the same tired tone, the same colour palette, the same hero shot? That sameness is the opportunity. Studios that can name the sameness in a category sound like strategists, not decorators.

Four: find the outlier. Almost every category has one player doing something genuinely different. They might be small. They might be polarising. They're often the most interesting reference point. Naming them tells the client you've actually looked, and you have a point of view.

How to weave it into the pitch

Don't dump the research into a "competitor analysis" appendix. Nobody reads appendices. Instead, let the research shape the proposal itself.

Use it in the opening: "Here's what we noticed about your category and where we think there's room to move."

Use it in the strategy section: "Where most of your competitors are leaning into X, we see an opportunity in Y."

Use it in the rationale for your creative direction: "This visual language deliberately moves away from the conventions we saw across the category, in service of standing out, not blending in."

When research is woven through the document, the whole proposal feels considered. When it's appended at the back, it feels like homework.

The tone matters

A note on this: don't trash the competitors. It reads badly, and clients usually have relationships with people at those companies. The goal isn't to make competitors look stupid. It's to show that you've understood the landscape well enough to plot a meaningful path through it.

Generous, observant, specific. That's the tone of competitor work that wins pitches.