The difference between Intelligence that drives decisions and Intelligence that becomes background noise comes down to how you set up and use it. These strategies help you get maximum value with minimum effort.Documentation Index
Fetch the complete documentation index at: https://docs.rocket.new/llms.txt
Use this file to discover all available pages before exploring further.
Getting started right
Complete your profile
Provide your business URL and role during first login. Intelligence uses this to rank signals. Without it, personalization cannot work properly.
Follow 3-5 companies that matter
Start with the competitors your sales team loses deals to, the ones your customers compare you to, and the one you are most worried about. You can always add more later.
Pin your top competitor
The company that most directly affects your business should be pinned so its Intel always surfaces first.
Set a purpose on each company
Click Subscribe on the company dashboard to tell Intelligence why you follow each company. You see the prompt “Why are you following [company]? Please select one more categories to get personalized Intel.” Choose a category:
- Sales: Enterprise hires, pricing tiers, deal patterns, customer wins
- Marketing: Brand voice, content cadence, narrative shifts, ad spend visibility
- Product: Releases, feature direction, velocity changes, roadmap signals
- Hiring: Department surges, executive moves, role types, attrition patterns
- Funding: Rounds raised, investor moves, valuation shifts, financial disclosures
- Traffic: Visit volume, channel mix, engagement quality, geography shifts
- Competitive: Posture vs. peers, share-of-voice moves, positioning overlaps
Choosing what to follow
Start focused, expand later
Start focused, expand later
More companies means more signals and more time reviewing. Start with 3-5 companies you can act on, then expand once you have a rhythm.Tier your universe:
- Tier 1 (2-3 companies): Direct competitors you encounter in sales and product decisions every week. Pin these.
- Tier 2 (2-3 companies): Adjacent competitors who overlap with part of your market.
- Tier 3 (optional): Aspirational or tangential companies. Check via For You before committing to Follow.
Only follow companies you can act on
Only follow companies you can act on
If a company’s signals would not change any decision you make, do not follow them. Every company in your universe should connect to a real question: “If this company changes something, would we respond?”
Use purposes to differentiate
Use purposes to differentiate
Two companies you follow for different reasons should have different purposes set. After selecting a category, you write a custom purpose title (e.g., “Tracking Competitive Performance”) and description (e.g., “Track Product Strategies, Social Media, Content updates and etc.”). You can add multiple purposes per company by clicking + Add another. Click Save purposes to confirm. This tells Intelligence exactly how to frame Intel for that company.
Reading signals effectively
Start on Overview, then go deep
The Overview tab on any company gives you a cross-pillar scan. Only open individual pillar tabs when something on Overview warrants investigation. This prevents getting lost in detail on quiet days.Recognize cross-pillar patterns
The highest-value Intel comes from connecting signals across pillars. Three pattern types to watch for:- Escalation
- Convergence
- Divergence
A series of small signals building toward a bigger move.
Each signal alone is moderate. Together they form a high-confidence prediction.
| Week | What you see |
|---|---|
| 1 | Blog post about “the future of AI in our product” (Website) |
| 2 | Five new ML engineering roles posted (People) |
| 3 | Pricing page adds “AI” badge to enterprise tier (Website) |
| Read | This competitor is about to make a major AI feature push |
Absence matters
Watch for what stops happening:- A competitor that posted daily goes quiet
- A regularly updated changelog stops getting entries
- Hiring in a department suddenly freezes
Using Intelligence by role
Sales: pre-deal preparation
Sales: pre-deal preparation
Before a competitive deal, open the competitor’s company canvas. Check:
- Website: current pricing and positioning
- Product: what they shipped recently that might come up
- Reviews: what their customers complain about (your ammunition)
- Daily brief: what moved this week that affects your pitch
Marketing: campaign strategy
Marketing: campaign strategy
Before planning campaigns, check:
- Social: what content themes competitors emphasize
- GTM: what channels and creative they are running
- Website: how they position against you
- Traffic: which channels drive their growth (and which you can compete on)
Product: roadmap planning
Product: roadmap planning
Before locking priorities, check:
- Product & Technology: what competitors shipped and release velocity
- People: where they are hiring (signals what they build next)
- Reviews: what pain points their customers report (your opportunity)
- Website: what they promote and deprioritize
Strategy: board and executive decisions
Strategy: board and executive decisions
For strategic reviews, check:
- Overview: cross-pillar summary of each competitor
- Business & Finance: funding, partnerships, pricing model evolution
- News & Media: press narrative and sentiment direction
- Daily brief: the “What this means for your business” section
When to act vs. when to wait
| Signal type | Recommended response |
|---|---|
| Competitor changes pricing directly affecting your deals | Act immediately. Update battlecards and brief the sales team. |
| Escalation pattern forming across pillars | Investigate soon. Create a Solve task to analyze implications. |
| Single moderate signal, no supporting evidence | Wait. Note it and watch for corroboration. |
| Routine activity (blog posts, regular social content) | Acknowledge and move on |
Common mistakes
| Mistake | What to do instead |
|---|---|
| Following too many companies at once | Start with 3-5 and expand once you have a rhythm |
| Treating every signal as urgent | Use the daily brief’s “What this means” section to gauge significance |
| Never checking For You | Review weekly. It surfaces companies entering your market before you hear about them elsewhere. |
| Reading pillar tabs without checking Overview first | Overview gives context; pillars give depth. Start broad. |
| Monitoring without acting | When Intel reveals something significant, create a Solve task or brief your team |
| Following companies without setting purposes | Purposes enable personalization. Without them you get generic ranking. |
What’s next
Quick start
Set up your universe and start receiving Intel.
Key concepts
Understand signals, Intel, and personalization.
Company pillars
How to read the company canvas effectively.