Muffin Intel · What we have already read

We do not start from an opinion.

Muffin Intel is the engine under every Muffin campaign. It collects and reads competitor advertising, models what you should spend, and measures what actually banked after the click. Every plan begins with the market measured: this is the archive behind it.

Figures dated 25 August 2026

138,726
ads tracked and analyzed
37,025
read one by one for hook, angle and offer
752
advertisers tracked across 48 client projects
22.2M
monthly searches priced

38,726 collected from live ad libraries, back to March 20201,764 days, longest rival ad still running14 industries4 countries


Act I · See

See what the market is doing.

Competitor creatives

Every ad your rivals are running. Read, not guessed.

Pulled from the live ad libraries and stored the day they were collected, so they stay readable after the originals rotate out. The run length is the signal: an ad only stays up while it keeps paying for itself.

A wall of competitor ad creatives collected by Muffin Intel, each with its platform and run length.
The creative wallFig. 01

Where the effort goes

Who is on which channel, and how hard.

Share of each advertiser's tracked ads, by platform. Counts are not comparable across libraries that cap and date differently, so we compare share of effort instead.

Chart comparing each advertiser's share of tracked ads by platform across rival coworking brands.
Share of effort by platformFig. 02

The national players live on LinkedIn: Mindspace puts 89% of its effort there, WeWork 64%. Five local rivals run it too. This client is at 5%.

Where the clicks land

The ad is half the spend. The page is the other half.

We capture the page behind every campaign, because two rivals bidding the same keyword can convert at completely different rates depending on what happens after the click.

Landing pages captured behind rival campaigns, shown beside the ads that drive to them.
The pages behind the adsFig. 03

Two of the three treat the landing page as the conversion step, not the ad. That is a decision you can only copy if somebody shows it to you.


Between the acts · Method

How it is read, and how it is labelled.

One run, start to finish

What happens before we write a single word.

A real run on a Noida coworking client, 25 advertisers: identity resolved, ads collected across three platforms, 2,664 of them read, patterns built, keywords and outlook planned. 2h 34m from a domain to a finished plan, fully automated. Finished with 9 gaps, each one named.

Pipeline of one Muffin Intel run: identity, collect, read, synthesise, plan, completed in 2 hours 34 minutes with 9 named gaps.
One run, start to finishFig. 04

How every figure is labelled

Four labels. No number wears the wrong one.

Verified is a counted fact. Inferred is an ordinal read of real signals, never dollars. Estimate pending means a model has not run yet, so the field says so. Not available means the platform does not disclose it, so we leave it empty.

The four confidence labels applied to every figure: verified, inferred, estimate pending, not available.
The honesty spineFig. 05

We never claim a channel is empty, and we never call an ad count a budget. Competitor sets are floors, not censuses. On one project ours went from 5 rivals to 55 across three sweeps, and every claim that rested on an absence died.


Act II · Plan

Plan what you should spend.

The spend model

What should you actually be spending?

Nobody can look up a competitor's budget, because no platform publishes it. So we model it, from 38,726 ads collected across 752 advertisers and 14 industries, and we show the working: precision ceiling of 25 to 35%, validated within about 4% of a client's real spend when the keyword set was complete.

Four-step spend model built from 38,726 tracked ads across 752 advertisers, reported as a band with its precision stated.
The spend modelFig. 06

Reading one market tells you very little. Reading tens of thousands of ads across fourteen industries tells you what normal looks like before your first rupee is spent.

The plan engine

A forecast you can check with a calculator.

Three bands, never one number. Every input is printed beside the output, so multiplying the rate by the clicks reproduces the row exactly: 3,190 clicks from a ₹80,000 budget at a ₹25.07 blended click price, with your own close rate and customer value quoted back from your intake.

Three-band forecast with every input printed beside the output so each row can be recomputed by hand.
The forecastFig. 07

When the cautious month does not pay for itself, the document says so in that sentence. A forecast that can only flatter you is not a forecast.


Act III · Prove

Prove what actually banked.

Prove

Plug your own ad accounts in. Now both halves are measured.

Competitor intelligence tells you what the market is doing. Your connected accounts tell us what actually reached your account, and the plan is built from both. Google Ads, Meta and LinkedIn all connect, read only, revocable at any time. From connected client accounts, May to August 2026: 3 platforms, 1.45M impressions, 21,003 clicks, 981 conversions.

Connected ad accounts: 3 platforms, 1.45M impressions, 21,003 clicks, 981 conversions, May to August 2026.
Connected accountsFig. 08

Reported conversions and banked revenue are different numbers, and most agencies only show you the first. We show the gap between them.

Why it compounds

Every month makes the next forecast sharper.

Most agency reporting is a loop that ends at the slide deck. Ours closes: what actually happened goes back into the model that made the plan, so the forecast starts on industry priors and ends on your own measured performance. The band narrows as real data replaces assumption.

The Muffin Intel flywheel: see the market, plan the spend, prove the outcome, recalibrate, and feed results into the next forecast.
The flywheelFig. 09

This is the part a competitor cannot copy by adding a feature. It only works if the same system both plans the spend and measures the outcome, which is why we built one product instead of buying two tools.

The difference, stated plainly

What a typical agency sells. What we do instead.

Six rows: the plan, competitor knowledge, what gets optimised, the number you are shown, the forecast, and what you can see.

Comparison table across six rows: what a typical agency sells versus what Muffin does instead.
The comparisonFig. 10

Every client gets a login to Muffin Intel, the same live competitor set, keywords and results we work from. Nobody else in this market offers that.

See your competitors' live ads. Free, before you talk to us.

Get your market read

One pipeline run on our side. No meeting first.