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Competitive landscape analysis template

Here’s a complete, actionable competitive landscape analysis framework you can implement immediately. I’ve organized this into phases so you can start generating insights today.


Phase 1: Intelligence Gathering (Week 1)

Before analyzing, collect raw data using these specific sources:

Direct Sources

  • Competitor websites (pricing pages, feature lists, case studies)
  • Product demos/trial accounts (screenshot everything)
  • SEC filings (10-K, 10-Q) for public companies
  • Job postings (reveals strategic priorities and tech stack)
  • Press releases and earnings call transcripts

Indirect Sources

  • G2/Capterra/TrustRadius reviews (filter by "cons" to find weaknesses)
  • Reddit, LinkedIn, and industry Slack communities
  • Patent filings (Google Patents)
  • Google Alerts for "[Competitor] + partnership" or "[Competitor] + pricing"

Pro Tip: Create a shared Notion/Airtable database with fields: Competitor Name, Data Point, Source URL, Date Collected, Confidence Level (High/Med/Low).


Phase 2: Analysis Templates

Template 1: The Tactical Comparison Matrix

Best for: Product teams, sales enablement

CriteriaYour CompanyCompetitor ACompetitor BCompetitor CSource/Notes
Pricing$X/user/mo$Y/user/moFreemiumEnterprise-onlyScreenshots
Key FeaturesFeature 1, 2Feature 1, 3Feature 2, 4Feature 1, 5Product pages
Target SegmentMid-marketEnterpriseSMBAllCase studies
Geographic FocusNorth AmericaGlobalEU onlyAPACOffice locations
GTM MotionPLG + SalesSales-ledChannel partnersPLG onlyLinkedIn/job posts
Tech StackPython/ReactJava/VueUnknownNode/AngularJob postings
Recent MovesSeries CAcquired X CoNew CEOPrice hikePress releases

Action Step: Highlight cells where you have clear advantages in green, parity in yellow, and gaps in red. Red areas become your roadmap or positioning challenges.


Template 2: Strategic Positioning Map (Perceptual Map)

Best for: Marketing strategy, differentiation

X-Axis: Price (Low → High)
Y-Axis: [Your Key Dimension—complexity, speed, customization, support quality, etc.]

How to build it:

  1. Survey 10-15 customers/prospects: "When you think of [Category], which companies come to mind?"
  2. Ask them to rate each on your chosen dimensions (1-10 scale)
  3. Plot the averages

White Space Opportunity: Look for empty quadrants. If everyone clusters in "High Price/High Complexity," there may be room for "High Value/Low Complexity."


Template 3: The SWOT Battle Card (One-Pager per Competitor)

Best for: Sales teams who need quick intel

COMPETITOR: [Name] LAST UPDATED: [Date] STRENGTHS (Why they win) • Strong brand recognition in X vertical • Recently raised \$10M (war chest for R&D) • Integration with [Major Platform] WEAKNESSES (Why they lose) • Users complain about mobile experience (G2 reviews) • Requires 6-month implementation (vs. our 2 weeks) • No API access on lower tiers OPPORTUNITIES (Market shifts favoring us) • New privacy regulations hitting their EU business • Their best-selling product showing technical debt THREATS (Why we should worry) • Hiring aggressively in our core market • Recently dropped prices 30% • New AI feature launching Q3 COUNTER-STRATEGIES: • When they mention [Feature X], emphasize our [Advantage Y] • Reference customer [Z] switched from them to us because [Reason] SWEET SPOT: Target [Specific persona] at [Company size] who need [Specific outcome fast]

Template 4: Capabilities Analysis (Porter’s Five Forces Adaptation)

Best for: Market entry decisions, investment thesis

For each force, rate intensity (1-5) and list key players:

  1. Threat of New Entrants

    • Barriers: High capital requirements? Regulatory hurdles? Network effects?
    • Recent entrants to monitor: [List]
  2. Supplier Power

    • Critical dependencies (AWS, specific APIs, talent pool)
    • Concentration risk: [High/Med/Low]
  3. Buyer Power

    • Switching costs for customers
    • Price sensitivity trends
  4. Threat of Substitutes

    • Direct competitors vs. "build in-house" vs. "do nothing"
    • Emerging alternatives: [AI automation, no-code tools, etc.]
  5. Competitive Rivalry

    • Market growth rate (growing pie vs. zero-sum)
    • Number of viable competitors
    • Differentiation level (commodity vs. unique)

Template 5: The "Jobs-to-be-Done" Competitive Set

Best for: Identifying non-obvious competitors

List the "job" your customer hires you to do, then map all solutions:

Job-to-be-DoneDirect CompetitorsIndirect/Alternatives"Good Enough" Substitutes
"Schedule social media posts"Hootsuite, BufferNative platform schedulersVA/Freelancer on Fiverr
"Track project progress"Asana, Monday.comExcel, WhiteboardsDaily standup meetings

Insight: Your biggest threat might not be the company that looks like you, but the spreadsheet they're already using.


Phase 3: Synthesis & Action Planning

The SOAR Framework (Strategic Output)

Turn your analysis into strategy:

S - Status Quo: 3 bullets on current market dynamics
O - Opportunities: 2-3 whitespace areas or competitor weaknesses to exploit
A - Avoid: 1-2 battlegrounds where competitors have insurmountable advantages
R - Recommendations:

  • Immediate (next 30 days): Pricing adjustment, messaging pivot
  • Medium (next quarter): Feature development, partnership
  • Long-term (next year): Market expansion, M&A targets

Tools to Operationalize This

Data Collection: Crunchbase (funding), BuiltWith (tech stack), SEMrush (SEO/ads), Owler (private company estimates)
Visualization: Miro/Mural (for positioning maps), Airtable (for comparison matrices), Canva (for battle cards)
Distribution: Notion (living wiki), Google Slides (executive summary), Salesforce (competitive alerts for sales)


Common Pitfalls to Avoid

  1. Analysis Paralysis: Limit yourself to 3-5 direct competitors max. Ignore everyone below 10% market share initially.
  2. Static Snapshots: Set a quarterly reminder to update. Markets shift fast.
  3. Feature Fixation: Don’t just copy features. Analyze business models and distribution advantages.
  4. Confirmation Bias: Actively search for evidence that contradicts your assumptions about your own strengths.

Quick Start Checklist for Today:

  • Pick your top 3 competitors
  • Fill out the Tactical Comparison Matrix for just the "Pricing" and "Key Features" rows
  • Write one SWOT battle card for your #1 competitor
  • Schedule 2 customer interviews to validate your positioning map

To customize this for your specific situation, I’d love to know:

  1. What industry/category are you in? (B2B SaaS, consumer goods, services, etc.)—I can suggest industry-specific metrics to track.
  2. What’s your primary goal? (Pricing strategy, feature roadmap, investor deck, or sales enablement?)
  3. Do you have any "mystery competitors"—companies you keep losing deals to but don’t fully understand?

Once you share these, I can help you prioritize which templates to use first and what specific data points to hunt for.