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Initial skills documentation — 25 categories, all SKILL.md + references + scripts

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skills/research/competitive-research/SKILL.md
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---
name: competitive-research
description: Scrape target + competitors for features, pricing, and market positioning. Produce structured comparison reports with pricing tables, feature matrices, and strategic recommendations.
---
# Competitive Research & Analysis
Systematic scraping and comparison of a target company against its competitors — features, pricing, positioning — producing a structured markdown report.
## Triggers
- "Scrape X and competitors for features/pricing/market positioning"
- "Build a competitive comparison report for Y"
- "Analyze competitors in the Z space"
- "Produce a market landscape / competitive analysis"
- Any request to research a company + N named competitors and output a report
## Workflow
### Phase 1: Parallel Scrape (web_extract)
1. Build the URL list: target homepage + ~8 competitor homepages.
2. Scrape all homepages in a single `web_extract` call (up to 5 URLs per call).
3. In parallel, scrape pricing/product pages for target + competitors.
4. Look for: `/pricing/`, `/features/`, `/plans/`, `/business/`, `/plansandpricing.html`.
**Key pitfall:** Many enterprise VoIP/SaaS sites render pricing tables via JavaScript. `web_extract` will return page chrome but not the actual dollar figures. When you see truncated pricing pages with no numbers, move to Phase 2.
### Phase 2: Fill JS-Rendered Gaps (web_search)
For each competitor where pricing didn't come through:
1. `web_search` for `"[Company] pricing plans per user 2025 2026"`
2. Use third-party aggregator pages (Nextiva blog pricing comparisons, Forbes Advisor, G2, Quo, Cloudtalk, etc.) — they extract and publish competitors' prices.
3. Cross-reference 2-3 sources per competitor for accuracy.
### Phase 3: Check Target Site Quality
Before investing in a full report, verify the target site is real:
- Browse the target with `web_extract` on multiple subpages (`/features/`, `/pricing/`, `/about/`).
- If pages return 404s or placeholder/Lorem Ipsum content, flag this prominently in the report. Don't fabricate data — report the actual state.
### Phase 4: Compile the Report
Write the report to a markdown file. Use this structure:
1. **Target Current State Assessment** — honest assessment of what the target actually has (or doesn't have)
2. **Side-by-Side Pricing Table** — all providers, entry/mid/top/enterprise plans, target audience
3. **Pricing Visualization** — ASCII chart showing where each competitor sits on price spectrum
4. **Feature Comparison Matrix** — 15-20 features across all providers, with indicators for included/tiered/add-on/missing
5. **Market Positioning Map** — ASCII chart + positioning summary table (Primary Positioning + Differentiator)
6. **Competitor Deep Dives** — per competitor: tagline, pricing tiers, key features, notable clients, target market, compliance, strengths, weaknesses
7. **Key Findings & Strategic Recommendations** — where the target could position, recommended pricing, MVP feature set, competitive threats, urgent actions
### Phase 5: Flag Report as Subagent Output
The report is a synthesis of scraped + searched data. Label it clearly:
```
*Report generated by Hermes Agent subagent. All data current as of [DATE].*
```
No fabricated pricing, no invented testimonials. When data is unavailable, say so.
## Pitfalls
- **JS-rendered pricing:** RingCentral, Dialpad, 8x8, and similar use React/Next.js with pricing behind JS. Don't waste time with the browser tool for these — go straight to `web_search` for third-party pricing writeups.
- **Stub/placeholder sites:** If the target has 404s, Lorem Ipsum, or stock WordPress themes, report it honestly. Don't pretend it's a real service.
- **Browser tool failures:** Chrome may fail to start in headless environments (missing dbus, missing display). Fall back to `web_extract` + `web_search`. Don't retry the browser.
- **Parallel scraping limits:** `web_extract` takes max 5 URLs per call. Batch independent URLs together. When pricing pages depend on homepage context, scrape homepages first, then pricing pages.
- **Source attribution:** When using third-party pricing data (e.g., Nextiva's blog about RingCentral pricing), cite it as "per third-party analysis" rather than presenting it as primary source data.
## Template
See `templates/competitor-report.md` for the full report skeleton.
skills/research/competitive-research/references/voip-market-data.md
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# VoIP Market Competitive Landscape — Raw Data
Captured July 10, 2026. Useful as a baseline for future VoIP/UCaaS competitive research.
## Pricing Reference (Annual, per user/month unless noted)
| Provider | Plan 1 | Plan 2 | Plan 3 | Enterprise |
|---|---|---|---|---|
| RingCentral (RingEX) | Core: $20 | Advanced: $25 | Ultra: $35 | Custom |
| Nextiva | Core: $15 | Engage: $25 | Scale: $75 | CC: $75+/agent |
| 8x8 Work | X2: ~$24 | X4: ~$57 | X6-X8: $100-150 | Custom |
| Vonage Business | Mobile: $13.99* | Premium: $20.99* | Advanced: $27.99* | Custom |
| Dialpad Connect | Standard: $15 | Pro: $25 | - | Enterprise: Custom |
| Grasshopper | True Solo: $14** | Solo Plus: $25** | Small Biz: $55** | N/A |
| Phone.com | Basic: $15 | Plus: $22.50 | Pro: $33.33 | Custom |
| Ooma Office | Essentials: $19.95 | Pro: $24.95 | Pro Plus: $29.95 | N/A |
*\* Vonage: 30% promo discount on annual. Regular: Mobile $19.99, Premium $29.99, Advanced $39.99*
*\*\* Grasshopper: per-account pricing, not per-user*
## Key Third-Party Pricing Sources
When direct scraping fails (JS-rendered pricing pages), these third-party sites reliably publish competitor pricing:
- **Nextiva blog** (nextiva.com/blog/[competitor]-pricing.html) — publishes RingCentral, Dialpad, Ooma, etc. pricing
- **Quo** (quo.com/blog/[competitor]-pricing/) — detailed pricing breakdowns with hidden fees
- **Forbes Advisor** (forbes.com/advisor/business/software/[competitor]-pricing/) — broad coverage
- **Cloudtalk** (cloudtalk.io/blog/[competitor]-pricing/) — pricing guides
- **Business.com** (business.com/reviews/[competitor]/) — review + pricing
- **GetVoIP** (getvoip.com/blog/[competitor]-pricing/) — pricing guides
## Competitor Positioning (July 2026)
| Provider | Tagline / Positioning |
|---|---|
| RingCentral | "The Agentic Voice AI platform to drive customer outcomes" |
| Nextiva | "A New Dawn in Customer Experience" — AI CX management platform |
| 8x8 | "All Your Conversations in One Place" — reliable UC + CC |
| Vonage | Business Phone, VoIP, APIs, Contact Center — developer-friendly |
| Dialpad | AI-native communications — AI Agent with conversation-based pricing |
| Grasshopper | Virtual phone for solopreneurs — simple, no per-user costs |
| Phone.com | "Win more business from the phone you already own" — affordable SMB |
| Ooma | Budget SMB phone — no contracts, transparent pricing |
## JS-Rendered Pricing Pages (known offenders)
These providers' pricing pages returned no dollar figures via web_extract, requiring web_search fallback:
- RingCentral (/office/plansandpricing.html) — React, pricing behind interactive JS
- Dialpad (/pricing/) — Tabbed React UI, pricing in component state
- 8x8 — No /pricing/ page; pricing buried in plans-and-pricing with quote-only CTAs
skills/research/competitive-research/templates/competitor-report.md
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# Competitive Analysis Report — Template
**Date:** [TODAY]
**Analyst:** Hermes Agent (subagent research)
**Sources:** Direct website scraping of [target] + [N] competitors
---
## Table of Contents
1. [Target] — Current State
2. Side-by-Side Pricing Table
3. Feature Comparison Matrix
4. Market Positioning Map
5. Competitor Deep Dives
6. Key Findings & Strategic Recommendations
---
## 1. [TARGET] — Current State
### Site Assessment
| Aspect | Finding |
|---|---|
| **Site Status** | [functional / stub / placeholder] |
| **Homepage** | [tagline + key messaging] |
| **Pricing Page** | [url + findings or 404] |
| **/features/** | [url + findings or 404] |
| **Plans Mentioned** | [list] |
| **Features Mentioned** | [list] |
| **Pricing** | [real or "not published"] |
**Verdict:** [1-2 sentence honest assessment]
---
## 2. Side-by-Side Pricing Table
All prices in USD per user/month unless noted. Annual billing shown where available.
| Provider | Entry Plan | Mid Plan | Top Plan | Enterprise | Target Audience |
|---|---|---|---|---|---|
| **[Target]** | $X | $Y | $Z | Custom | [segment] |
| **Competitor 1** | $X | $Y | $Z | Custom | [segment] |
| **Competitor 2** | $X | $Y | $Z | Custom | [segment] |
| ... | | | | | |
*\* [footnotes for promos, per-account vs per-user, etc.]*
### Pricing Tiers Visualized (Entry-Level, Annual)
```
$10 $15 $20 $25 $30
|------------|------------|------------|------------|
[Provider]($X)
[Provider]($Y)
```
---
## 3. Feature Comparison Matrix
| Feature | [Target] | Comp 1 | Comp 2 | ... |
|---|---|---|---|---|
| **Unlimited Domestic Calling** | ?/✓/✗ | ✓ | ✓ | |
| **Business SMS/MMS** | | | | |
| **Video Conferencing** | | | | |
| **Team Messaging** | | | | |
| **Auto Attendant / IVR** | | | | |
| **Call Recording** | | | | |
| **Voicemail Transcription** | | | | |
| **AI Features** | | | | |
| **CRM Integrations** | | | | |
| **Mobile App** | | | | |
| **Desktop App** | | | | |
| **Toll-Free Numbers** | | | | |
| **Number Porting** | | | | |
| **HIPAA Compliance** | | | | |
| **99.999% Uptime SLA** | | | | |
| **Contact Center** | | | | |
| **Fax** | | | | |
| **24/7 Support** | | | | |
| **Free Trial** | | | | |
**Legend:** ✓ = Included in base/mid plan | (tiered) = Limited or requires higher plan | (add-on) = Extra cost | ? = Unknown | ✗ = Not available
---
## 4. Market Positioning Map
### Positioning by Price & Target Market
```
LOW PRICE ←→ HIGH PRICE
|
ENTERPRISE | [Provider] ──────
↑ | [Provider] ──────
| |
MID-MARKET | [Provider] ──────
↑ |
SMALL BUSINESS | [Provider] ──────
↑ |
SOLOPRENEUR | [Provider] ──────
| | [Target] ??
└──────────────┴───────────────────
```
### Competitive Positioning Summary
| Provider | Primary Positioning | Differentiator |
|---|---|---|
| **[Target]** | [positioning] | [differentiator] |
| **Competitor 1** | | |
| ... | | |
---
## 5. Competitor Deep Dives
### 5.X [COMPETITOR NAME]
- **Tagline:** "..."
- **Pricing:** Entry $X → Mid $Y → Top $Z (annual, per user)
- **Key Features:** [3-5 bullets]
- **Clients:** [notable logos or count]
- **Target:** [segment + scale]
- **Compliance:** [certifications]
- **Strengths:** [2-3 bullets]
- **Weaknesses:** [2-3 bullets]
*(Repeat for each competitor)*
---
## 6. Key Findings & Strategic Recommendations
### 6.1 Market Landscape Summary
| Segment | Leaders | Price Range |
|---|---|---|
| **Enterprise** | [names] | $X–$Y/user |
| **Mid-Market** | [names] | $X–$Y/user |
| **SMB** | [names] | $X–$Y/user |
| **Micro/Solo** | [names] | $X–$Y/account |
### 6.2 [Target]'s Current Position
**Critical Assessment:** [1 paragraph]
### 6.3 Recommended Positioning Strategy
**Primary Recommendation:** "[tagline]"
#### Recommended Target
- **Primary:** [customer segment]
- **Secondary:** [customer segment]
- **Geography:** [region]
#### Recommended Pricing (per user/month)
| Plan | Price | Positioning |
|---|---|---|
| **Plan 1** | $X | [description] |
| **Plan 2** | $Y | [description] |
| **Plan 3** | $Z | [description] |
#### Key Differentiators to Build
1. **[Differentiator 1]** — [detail]
2. **[Differentiator 2]** — [detail]
3. ...
#### Features to Prioritize (MVP)
1. [Feature]
2. ...
#### Features to Defer (v2+)
- [Feature]
- ...
### 6.4 Competitive Threats
| Threat | Risk Level | Mitigation |
|---|---|---|
| [threat] | High/Med/Low | [mitigation] |
| ... | | |
### 6.5 Urgent Actions
1. [Action item]
2. ...
---
## Appendix: Source URLs
| Provider | Pages Scraped |
|---|---|
| [Target] | [url list] |
| [Competitor 1] | [url list] |
| ... | |
---
*Report generated by Hermes Agent subagent. All data current as of [DATE].*