Scope: Manually test G2, TrustRadius, and LinkedIn Ads Library for the target category and several known competitors before selecting a collection method.
Capture: Record whether the required data is publicly visible, consistently searchable, available without authentication, and stable enough for repeatable collection. Document source URL patterns, visible fields, pagination behavior, JavaScript requirements, rate or access limitations, and any terms or organizational policies that constrain automated access.
Scope: Define a manual or semi-manual fallback that can produce the minimum report when collection is blocked, such as exporting approved URLs and records into Google Sheets. Decide which fields may be stored, how long raw snapshots are retained, and whether creative assets are referenced by URL or downloaded. Create a Source Feasibility table with Source, Access Method, Fields Available, Reliability, Allowed Use, Risk, Fallback, and Owner.
Approval: Obtain the technical and business owner's approval before building a collector around the observed source behavior.