AI case study · Example project
The owner kept losing bids to two newer companies and had no time to figure out why.
The question: Who are my closest competitors, and what are they doing better?
Why this question matters
Competitive research is the kind of job that never gets done because it’s never urgent. An AI agent can do it on a schedule, compare the facts side by side and point out the few changes worth making.
The project, step by step
A research agent that watches the competition for you
Example: a roofing contractor serving the Jackson metroThe owner kept losing bids to two newer companies and had no time to figure out why.
- 01 · ASK
The question
We gave an AI research agent the competitor list, the service area and the questions the owner cared about.
- 02 · AI + TOOLS
Connect the right tools
We use AI on top of the apps already in the business:
Claude (web research)Google Business ProfileMeta Ad LibraryGoogle Ads TransparencySEMrushGoogle Sheets - 03 · TASKS + AGENTS
Turn it into tasks and agents
- Research agent collects offers, pricing pages, ads and service areas
- Review analyst compares ratings, review volume and what customers praise
- Report writer turns findings into a plain-English monthly brief
- 04 · CONTROL PANEL
Manage it from one screen
We build a control panel that ties the texts, emails, tasks and logistics together, with a person approving anything important.
Today’s activity
This example is based on systems Travis Finseth has built and used in his own businesses. The company, names and figures are illustrative; your free assessment gives real estimates for your business.