Products & Services Deep Dive
Get underneath the jargon to really understand what a company sells and how it makes its money
Last updated: 17 September 2025
Objective:
Get behind the jargon to understand a company’s products and services. This prompt produces a comprehensive report breaking down a company’s products and services, its top revenue makers and explains what they really do. It examines strengths and weaknesses relative to competition, customers, pricing trends where available, key recurring positive and negative themes in product reviews, intellectual property and any litigation or recalls.
Explanation:
When investors buy stocks, they implicitly buy a business’s portfolio of products and services, often without really understanding exactly what they do. To address this gap, investors need to know in plain terms, what a company truly sells, how customers discover, purchase, and use it, why buyers choose it over rivals, and how pricing, recalls, litigation, and intellectual property (IP) shape durability and margin.
The prompt below operationalizes this need: it forces a clean product/service taxonomy; maps the end-to-end customer journey; captures current pricing and 12-month price trends; benchmarks against top competitors on practical dimensions (ease, performance, integrations, support, total cost); synthesizes reputable review data; and surfaces safety events, product-related cases, and defensible IP. The result is a product lens that can form the foundations of better understanding or even real world modeling of revenues, mix, growth, cost of goods (COGS), and risk, that has a sound basis in what matters for the company.
As always, be aware that models can make mistakes. At each step, examine the response and challenge information or conclusions that appear erroneous before proceeding to any subsequent steps. If in doubt use a second model with the same prompt to verify the information and generate challenge questions and answers (CoVe process) to correct interpretations of data.
Link to blog post explanation:
N/A
Preferred Model(s):
· ChatGPT-5+ or Gemini 2.5+ on Deep Research mode
Important Execution Notes:
Prompt has three inputs - one necessary and two optional.
Insert COMPANY_NAME where indicated and add the Sector/Category if known or leave for model to decide.
Geographic focus is by default set to GLOBAL but can be changed to country specific.
Look-back Periods are pre-specified for PRICE TRENDS, RECALLS and LITIGATION but can be adjusted by the user.
Sample Output:
Copy/Paste Prompt Set:
Important note: Subscribers can use this prompt set for their own analysis. However, the prompt is copyrighted by The Inferential Investor, paywalled, and must not be shared without permission.