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Competitor analysis template free

Here are three ready-to-use competitor analysis templates you can implement immediately, ranging from quick tactical checks to deep strategic analysis.


Template 1: The One-Page Battle Card (Quick Tactical)

Best for: Sales teams, quick positioning, immediate messaging fixes

ElementYOUCompetitor ACompetitor BSource
Target AudienceWebsite/about page
Price PointPricing page
Key Message/TaglineHomepage hero
Top 3 Features1. <br>2. <br>3.1. <br>2. <br>3.1. <br>2. <br>3.Product pages
Weakness/GapReviews (G2/Capterra)
Their Win StoryN/ACase studies
Your Counter-PositionDifferentiation

How to use: Fill this in 30 minutes. Use the "Your Counter-Position" row to create sales enablement talking points immediately.


Template 2: The 4-Box Strategic Matrix (Comprehensive)

Best for: Strategic planning, market positioning, product roadmap

Box 1: Market Position & Pricing

  • Market Share Estimation: (Use SimilarWeb traffic vs. yours as proxy)
  • Pricing Strategy: Freemium, Enterprise-only, Usage-based?
  • Discount Patterns: (Check their "Pricing" page monthly for changes)
  • Positioning Map: Plot on X-axis: Price (Low→High), Y-axis: Features (Basic→Complex)

Box 2: Digital Presence & Acquisition

ChannelTheir VolumeTheir TacticsYour Opportunity
SEODomain Auth: ___<br>Top 3 Keywords:Content type rankingKeyword gaps
Paid Ads(See Facebook Ad Library)Messaging anglesUntaught angles
SocialFollowers: ___<br>Engagement rate:Platform focusPlatform gaps
ContentBlog frequency:Gated vs. ungatedContent clusters

Box 3: Product & Experience

  • Feature Comparison Matrix: (Use checkmarks for table format)
  • UX Friction Points: (Sign up for their free trial and document every step)
  • Customer Journey: Map their onboarding email sequence (screenshot each)
  • Tech Stack: (BuiltWith.com - free version)

Box 4: Sentiment & Voice

  • Review Mining: (Copy/paste 10 recent G2/TrustPilot reviews into a doc, highlight repeated phrases)
  • Support Quality: (Send a pre-sale question, time their response)
  • Employee Sentiment: (Glassdoor - "Cons" section reveals operational weaknesses)

Template 3: The SWOT-Action Hybrid (Decision-Focused)

Best for: Leadership presentations, resource allocation

Competitor: [Name]

Analyzed by: [Your name] | Date: [Today] | Next Review: [90 days]

1. Their Strengths (Don't fight here)

  • Sustainable advantage: ___
  • Resource moat: ___ (funding, team size, partnerships)
  • Network effects: ___

2. Their Vulnerabilities (Attack here)

  • Churn Risk: (Look for "alternative to X" search volume)
  • Feature Gap: (What do customers complain about in reviews?)
  • Operational: (Slow support, bad mobile experience, etc.)

3. Market Shifts (Opportunity window)

  • Regulatory changes affecting them
  • Platform changes (Google algorithm, iOS privacy)
  • Economic sensitivity (are they luxury positioned in a downturn?)

4. Your Immediate Actions (80/20 Rule)

  1. This Week: ___ (Example: Rewrite homepage headline to counter their positioning)
  2. This Month: ___ (Example: Create comparison landing page "You vs. Them")
  3. This Quarter: ___ (Example: Build the feature they lack that's mentioned in reviews)

Free Tools to Populate These Templates

For Template 1 (Quick Data):

  • SimilarWeb Extension: Traffic estimates (free tier)
  • Wayback Machine: See how their messaging evolved
  • Facebook Ad Library: See their active ads (facebook.com/ads/library)

For Template 2 (Deep Data):

  • Google Alerts: Monitor their brand mentions
  • AnswerThePublic: Find questions they rank for
  • BuiltWith: Their technology stack
  • SEMrush Free Version: 10 searches/day for keyword gaps

For Template 3 (Strategic Intel):

  • G2/TrustPilot: Review mining (export to CSV if possible)
  • LinkedIn Premium (1 month free): See their hiring patterns (indicates new directions)
  • Owler: Funding and revenue estimates

Pro Tip: The "Secret Shopper" Protocol

Don't just research from the outside. Every quarter:

  1. Sign up for their free trial with a personal email
  2. Go through sales process (mention you're "evaluating options")
  3. Try to cancel (document their retention offers)
  4. Screenshot everything into a "Competitor Swipe File" folder

This gives you intel no database can provide.


Which template fits your current needs?

  • If you need quick sales battle cards, I can help you script the "counter-positioning" messaging.
  • If you're doing strategic product planning, I can walk you through the "Feature Gap Analysis" using specific criteria.
  • If you need to track 5+ competitors systematically, I can show you how to set up a free Notion or Airtable dashboard.

What's your primary goal—positioning against one main rival, or mapping the entire competitive landscape?