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How to do a competitive analysis for digital marketing?

Here’s a step-by-step framework to conduct a competitive analysis that actually drives decisions (not just fills a slide deck).


Phase 1: Map the Battlefield

1. Build Your Competitor Matrix

Don’t just list direct competitors. Categorize them:

  • Direct: Same audience, same solution (e.g., Slack vs. Microsoft Teams)
  • Indirect: Same audience, different solution (e.g., Slack vs. email providers)
  • Aspirational: Brands you want to emulate (often bigger/industry leaders)
  • SEO Competitors: Who ranks for your target keywords? (Often surprises you—can be blogs, not product companies)

Action: Create a spreadsheet with columns: Competitor Name | Category | Website | Primary Traffic Source | Key Differentiator


Phase 2: Digital Presence Audit

2. Website & UX Analysis

  • Speed/Performance: Run their URLs through PageSpeed Insights or GTmetrix
  • Mobile Experience: Test their mobile checkout/sign-up flow. Screenshot friction points.
  • Messaging Hierarchy: What’s the H1 on their homepage? What pain point do they lead with?
  • Conversion Paths: Map their funnel (博客 → Lead magnet → Email sequence → Offer).

3. SEO Deep Dive

Tools: Ahrefs, SEMrush, or Ubersuggest (free tier works for basics)

Check these specific metrics:

  • Domain Authority/Rating: Who has the strongest backlink profile?
  • Top Organic Keywords: What’s driving their traffic? (Look for high-volume, low-competition gaps you can steal)
  • Backlink Sources: Where are they getting links? (Guest posts? Directories? Data studies?)
  • Content Gaps: What topics do they rank for that you don’t?

Action Item: Export their top 20 organic keywords. Highlight any with Keyword Difficulty (KD) under 40 and search volume over 500—these are quick wins.


Phase 3: Channel Strategy Breakdown

4. Content Strategy

  • Format Mix: Are they betting on video, long-form blogs, podcasts, or short-form?
  • Publishing Velocity: How often do they post? (Use Feedly to track)
  • Top Performers: Which posts have the most shares/comments? (BuzzSumo free search)
  • CTA Strategy: What do they ask for at the end of content? (Newsletter vs. Demo vs. Free tool)

5. Social Media Intelligence

Don’t just count followers—analyze engagement rate.

  • Platform Focus: Where are they actually active vs. just present? (Check last 30 days of posts)
  • Content Themes: Do they use employee advocacy? UGC? Educational carousels?
  • Ad Creative: Use the Facebook Ad Library (free) and search their brand name. Screenshot their active ads—this reveals their current messaging angles and offers.
  • Sentiment: Check their Twitter/X mentions or Instagram comments. What are customers complaining about?

6. Paid Advertising (The “Money” Tab)

  • Paid Keywords: In SEMrush/Ahrefs, see which keywords they pay for (vs. rank for organically). High CPC keywords = high buyer intent.
  • Landing Pages: Click their ads (yes, cost them $10). What’s the headline? Form fields? Social proof used?
  • Retargeting: Visit their site, then check if you see their display ads on news sites/YouTube later.

7. Email Marketing

  • Sign up for their newsletters with a “clean” email (not your work one).
  • Trigger Analysis: Abandon their cart. What happens at 1 hour, 24 hours, 72 hours?
  • Subject Line Patterns: Do they use emojis? Questions? Urgency?
  • Automation Logic: Do they segment by behavior (clicked link X → get sequence Y)?

Phase 4: Synthesis & Strategy

8. The “4-Box” Analysis

For your top 3 competitors, fill this out:

What they do wellWhere they’re vulnerable
(e.g., Insane YouTube SEO)(e.g., No chat support, weak mobile app)
Opportunities for usThreats to watch
(e.g., They ignore LinkedIn—we can own it)(e.g., They’re doubling budget on TikTok)

9. The “Gap Opportunity” List

Prioritize 3 actions based on:

  1. Low Effort/High Impact: E.g., they rank #1 for “best CRM” but their page loads slow—create a faster, better version.
  2. Underserved Channels: They’re all-in on Instagram but ignore YouTube Shorts.
  3. Messaging White Space: They focus on “speed”—you focus on “security” or “ease of use.”

Quick-Start Toolkit (Free/Cheap)

TaskToolCost
SEO/KeywordsUbersuggest or MozBarFree tier
Traffic EstimatesSimilarWeb ExtensionFree
Social EngagementPhlanx or manual math (engagement ÷ followers)Free
Email TrackingMailchartsFree tier
Ad SpyingFacebook Ad LibraryFree
Visual Changes Over TimeWayback MachineFree

Your Next Steps (Start This Week)

Day 1: Pick your top 3 competitors. Run them through SimilarWeb and Ad Library. Day 2: Export their top keywords (SEMrush/Ubersuggest). Find 5 “gap” keywords. Day 3: Mystery shop their funnel—sign up, abandon cart, see what happens. Day 4: Write your “We vs. Them” positioning doc based on their weaknesses.


To tailor this further: Are you focusing on B2B SaaS, e-commerce, or local services? And which channel is your priority right now—SEO, paid social, or email? I can give you industry-specific benchmarks and a template to populate.