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G2 automation templates

The agent reads product reviews and category grids on G2 to compare tools and to learn what buyers complain about.

  • 9 templates
  • 1 run as routines
  • Sign-in from your vault

Templates that use G2

  • ResearchOdyssey

    Map the competitors in a market

    Each competitor with its product, target customer, price, funding and size, and the gaps no one covers.

    You start it: When you start it
    • Crunchbase
    • G2
    • Google Sheets

  • Research

    Compare competitor prices before you set yours

    Each competitor's plans, limits and cost for a typical customer in one sheet, with a suggested price range.

    You start it: When you start it
    • G2
    • Capterra
    • Google Sheets

  • Research

    Find what customers complain about in a market

    The most common complaints about current products, ranked by count, with short quotes and links.

    You start it: When you start it
    • Reddit
    • G2
    • App Store
    • +1 more: Amazon

  • Research

    Shortlist software for your team

    Five tools that meet your must-haves, with team price, ratings, top complaints and demo questions.

    You start it: When you start it
    • G2
    • Capterra
    • Reddit
    • +1 more: Google Sheets

  • ResearchOdyssey

    Do due diligence on a startup before you invest

    Team, product, traction, competitors and red flags, and each claim in the pitch deck checked.

    You start it: When you start it
    • Crunchbase
    • LinkedIn
    • G2
    • +1 more: Google Docs

  • Sales

    Build a battlecard against a competitor

    Where you win and lose, their prices, and answers to the objections your reps hear most.

    You start it: When you start it
    • G2
    • Reddit
    • Google Docs

  • SalesAsks first

    Find a customer reference for a deal

    The happy customers that best match a prospect, with proof, and a request to each account owner.

    You start it: When you start it
    • Salesforce
    • G2
    • Slack

  • Marketing

    Compare how competitors position their product

    Each competitor's audience, main promise, proof and price level side by side, with the positions still open.

    You start it: When you start it
    • Any website
    • G2
    • Google Docs

  • Monitoring

    Track new G2 reviews of my competitors

    What customers praise and dislike in your competitors' new reviews, grouped by theme each week.

    On a schedule: Every Monday at 10:00
    • G2
    • Capterra
    • Google Sheets

Used with G2

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