Conducting Competitive Analysis: What’s the Best Approach?

I’m part of a small agency that has been around for several decades. Right now, we’re engaged in numerous significant projects to evaluate and improve our business processes while tackling a backlog of tasks.

One key topic that has emerged is the need to review our current pricing structure. We’ve come to realize that we might be significantly undercharging in our market. Many of our long-term contracts involve discounted or reduced rates that don’t provide us with adequate returns. Therefore, we are considering implementing a new pricing strategy for the upcoming year.

However, despite talk of our competitive pricing being lower than average, we’d like more concrete evidence to support this observation. The challenge we face is that contract terms are typically confidential, making it difficult to gather reliable data.

One of the managers suggested that some agencies resort to cold calling others, posing as clients to inquire about their rates—something we’ve experienced ourselves in the past. However, this approach doesn’t sit well with me. I’m curious to know if this is considered a common practice within the industry. What are your thoughts?