Field notes

How to build a social media competitor analysis brief.

Begin with the decision you need to make. Then collect the smallest useful set of evidence.

Field notes · Updated October 18, 2026
Illustrative planning record

Keep the record and the reason together.

Starting point

Question: which openings deserve a closer look this week?

Keep the source and scope attached to the work.

Useful handoff

A shortlist with examples, observation windows and an experiment

The next owner needs enough context to understand the deliverable.

Review decision

Exclude examples whose source or comparison cannot be explained.

A named owner should be able to accept, revise or reject the direction.

Define the question and reference set

Name the audience and the creative decision. Select accounts for a stated reason, such as a shared category or content format. Record the observation window. A broad request to find everything that went viral is difficult to review and easy to overinterpret.

Separate three kinds of statement

Use observation for what the source actually shows, interpretation for what you think it suggests, and hypothesis for what your team might test. For example, several reference videos open with a product demonstration; that observation alone does not prove the opening caused their performance.

Stock photography illustrating the planning exampleIllustrative photography / not customer work

Give the next step an owner

Choose one format or opening to explore, identify the assets you can use and agree when to review the result. Keep the source links and caveats with the brief so a new teammate can understand the reasoning.

Start with an inclusion rule

Write the client question and describe which accounts, formats and observation dates belong in the research. Include a reason for each reference account. This keeps a brief from becoming a collection of attractive but unrelated content. Exclude an example when its source or comparison cannot be explained, even if the headline metric looks impressive.

Write the finding in three parts

First state the observation. Then explain the interpretation as a hypothesis. Finally propose the next test and list the uncertainties. Attach the source examples and the baseline definition. A colleague should be able to reconstruct the reasoning without asking the author which screenshot or account they meant.

Try it on one small piece of work.

Choose a small reference set and write one research question. Record the source, date and comparison beside each observation. Describe the strongest finding as a hypothesis, then write an alternative explanation. Ask a colleague to identify which part of the note is measured, which part is interpretation and which part still needs checking.

A useful exercise can end without a recommendation. If the baseline or source context cannot be explained, document the gap and decide what information would change the interpretation. That is a stronger handoff than an impressive-looking chart whose comparison nobody can reconstruct.

Questions for the person reviewing the handoff.

  • Why does this account or example belong in the reference set?
  • What metric, window and baseline support the observation?
  • Which explanations remain uncertain or unavailable?
  • Does the proposed test follow from the finding?

The reviewer should be able to answer these questions from the handoff itself. Add a missing source reference or a clear unknown rather than relying on a verbal explanation that disappears after the meeting.

Use the planning templates for this workflow ↗

Use the structure. Verify the substance.

This guidance helps organize creative research. It does not establish platform coverage, explain causation or promise a repeatable result. ReelsData is in development and all sample metrics on this site are fictional.

A focused first version

Give the next brief a better starting point.

Bring a category, a reference set and the creative question your team needs to answer.

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