Research template

Weekly monitoring workflow template

A recurring competitor monitoring template for weekly notes, changes, risks, and next actions.

Teams that want a light competitor review every week without making it a huge research project.

Capture evidence

Capture these fields for each competitor

Field Use Example
Channel Monitoring area Ads
Change What happened New pricing CTA
Evidence Source Screenshot and URL
Action Decision Verify next week

Template checklist

  • The same channels are checked each week.

  • Old findings are not reported as new.

  • The report includes what to ignore.

  • Actions are assigned only when evidence is strong.

First useful action

What you should do next

  • Pick the weekly source checklist.

  • Keep the report under one page.

  • Review it in the same meeting every week.