Competitive Intelligence: Secret Shopper Project

I'm looking for a freelance B2B marketing consultant to conduct vendor evaluation calls on my behalf.

You'll reach out to a shortlist of marketing agencies and conduct vendor evaluation calls in your capacity as an independent marketing consultant doing research on behalf of a client. You'll book and attend a sales call with each vendor, ask a structured set of questions I'll provide, and deliver a written debrief after each call.

What I'm looking for:

• You currently operate as an independent marketing consultant, fractional marketer, or marketing advisor (with a LinkedIn that reflects this)

• You have experience advising B2B SaaS or tech companies on content, creative, or marketing operations

• You're articulate and comfortable in vendor sales calls, asking smart questions without tipping your hand

• You can deliver a clear, structured written debrief within 24 hours of each call

• Prior mystery shopping, win/loss research, or competitive intelligence experience is a bonus, not required

What this project involves:

• An initial set of 5 vendor evaluation calls (each 30–60 min), with the opportunity to expand beyond that based on results

• I'll provide you with a full brief: vendor list, your consultant context and framing, and a structured question guide

• After each call: a written debrief with all of your findings based on the information we’re looking to learn

• Initial budget covers 5 vendors. Additional vendors can be added at the same per-vendor rate after the initial set is complete.

To apply, please include:

• A brief description of your consulting background and the types of companies you advise

• Your LinkedIn profile URL

• A few sentences on why this feels like a natural fit for you, and why we should select you over everyone else

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