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How do you present a competitive analysis?

To present a competitive analysis that drives decisions (rather than just filling slides), structure it as a strategic narrative, not a data dump. Here’s a battle-tested framework:

1. The Executive Threat Assessment (The "So What" First)

Don’t bury the lede. Open with 3-4 bullets on what the competition means for your strategy:

  • Immediate Threat: Who’s eating your lunch right now?
  • Emerging Disruptor: Who’s coming for you in 6-12 months?
  • Strategic Opportunity: Where are they weak that you can exploit?

Visual: Use a "threat heat map" – competitors plotted on Impact (High/Low) vs. Timeline (Now/Future).

2. The Competitive Landscape Overview

Give everyone the playing field before diving deep:

  • Market Map: 2x2 matrix (Price vs. Features, or Speed vs. Customization) with you and top 3-5 competitors plotted
  • Market Share Barriers: Simple stacked bar showing revenue/users/volume captures
  • Category Evolution: Timeline showing who entered when and what shifted (e.g., "2023: Competitor X pivoted to enterprise; 2024: Competitor Y acquired Z")

3. The Deep Dives (Per Competitor)

Dedicate one section/slide per major competitor using the "Head, Heart, Wallet" framework:

DimensionWhat to ShowData Points
Head (Strategy)Their moves & positioningRecent funding, hires, product launches, pricing changes
Heart (Messaging)How they win mindsTaglines, value props, content strategy, brand voice
Wallet (Economics)How they win dealsPricing tiers, discounting rumors, sales cycle length, churn rates

Visual: Use "battlecards" – single-slide summaries with a competitor photo/logo, 3 strengths, 3 weaknesses, and 1 killer insight.

4. The Feature/Function Grid (The Tactical View)

Only include if your audience needs tactical product decisions:

  • Matrix format: Rows = key features/capabilities, Columns = You vs. Competitors
  • Color coding: Green (parity/lead), Yellow (gap), Red (major gap)
  • The asterisk: Add callouts for "vaporware" (announced but not shipped) vs. "validated" features

Tip: Group by outcome (e.g., "Ease of Setup") rather than raw features (e.g., "API Calls").

5. The Sentiment/VoC Layer (The Secret Weapon)

Differentiate your analysis with qualitative intelligence:

  • Review Mining: Aggregated themes from G2, TrustRadius, Reddit (e.g., "3/5 complaints cite poor customer support")
  • Win/Loss Data: Why you lost last quarter (price? features? brand?)
  • Employment Signals: Glassdoor trends (are they hemorrhaging talent?) and LinkedIn job posting velocity

6. Strategic Recommendations (The Action Plan)

End with "If I were CEO" moves:

  1. Defend: Where to plug gaps immediately
  2. Attack: Where to double down while they’re weak
  3. Ignore: Where they’re fighting a battle irrelevant to your market

Format Guidelines by Audience

For the Board/C-Suite (10-12 slides):

  • Focus on market shifts and M&A implications
  • Use the 2x2 matrices and threat heat maps
  • Spend 40% of time on recommendations

For Product/Marketing Teams (20-30 slides):

  • Deep-dive battlecards with spec sheets
  • Messaging/positioning comparisons
  • Feature gap analysis with roadmap implications

For Sales Teams (1-pager battlecards):

  • Laminated/digital cards: "How to beat Competitor X" with objection handlers
  • Pricing comparisons
  • "Landmine" questions to disqualify competitors

Pro Tips to Avoid Death by PowerPoint

  • The "Why Now" Hook: Always contextualize with a triggering event (their new funding, a product launch, a pricing change)
  • Primary Sources: Include screenshots of their actual pricing pages, job postings, or tweets—not just secondary reports
  • Confidence Intervals: If data is fuzzy (e.g., their revenue), label it "Estimated" or use ranges—credibility beats precision
  • The Blindspot: Explicitly state what you don’t know yet and how you’ll find out

Quick Win: If you need to present tomorrow, build a "Competitor Dashboard" in Notion or Confluence with expandable sections rather than a linear deck—it’s more usable for ongoing reference.


What’s your specific context? Are you presenting to investors, preparing for a product roadmap meeting, or training a sales team? And do you have intel on specific competitors already, or do you need help gathering that first? I can help you tailor the depth and angle accordingly.