Home Field Notes Competitive research

Reverse-engineering a competitor's GTM from what you can see in public.

Public buyer signal isn't just useful for your own pipeline. It's the cleanest way to read what your competitors are doing, where they're winning, and where their motion is breaking.

The original version of this idea was about SEO. You'd watch competitors' backlinks, scrape their rankings, and clone their content strategy. That game still exists, but it stopped mattering as much around the moment buyers stopped buying through search.

The new version is more useful. Watch competitors' public buyer signal — the posts their reps make, the comments buyers leave, the cadence of their public engagement, the visible hiring moves — and you can read most of their GTM in real time without ever touching their CRM.

What to watch.

  • Which accounts their reps are publicly engaging with — that's their target list, exposed in plain sight.
  • What topics their reps post about — that's their messaging strategy, played out in front of you.
  • Who replies, who doesn't, and how the replies read — that's their actual conversion against the segment.
  • Hiring posts on their side — tells you where they're putting headcount, which tells you what part of the motion is working.
  • Customer posts and comments — the public ones reveal use cases, objections, and which features actually moved buyers.

What you can infer from each signal.

If a competitor's reps are engaging hard with one segment and quiet on another, they've made a bet. If their public posts changed tone in the last quarter, they've repositioned. If a customer is publicly posting about the win, the deal closed and the case study is being built right now. If their job listings spiked for AEs and SDRs in a specific region, they're entering it.

All of this used to require expensive intelligence services. Now most of it is sitting on LinkedIn, Reddit, Bluesky, and X, free to read. The barrier is no longer access. It's discipline — knowing what to watch and being willing to do it.

How to apply it.

Run a weekly competitive review built on public signal: which accounts are competitors targeting, where are they winning, where are they getting ignored. Most of what you learn will sharpen your own ICP, your own messaging, and the angles your reps lead with.

The companies still treating competitive research as a SEO problem are losing it twice over. They're paying for tools that solve the wrong problem, and they're missing the signal that's already out in the open.