Members onlyMarketing Templates

Competitor Research Worksheet

A factual look at who else your customers consider, and what it means for your positioning.

Best for

Any business setting prices or writing positioning copy.

Use this when

Once or twice a year, or before a pricing or messaging change.

Preview

Per-competitor record

COMPETITOR: [describe by type, e.g. "regional full-service provider"]

WHAT THEY OFFER
Services: [list]
Public pricing: [what's published, or "not published"]
Who they appear to target: [audience]
Their stated positioning: [their own words from their site]

HOW THEY SHOW UP
Website quality: [observation]
Active channels: [list]
Posting frequency: [observation]
Advertising: [visible or not]

WHAT CUSTOMERS SAY PUBLICLY
Common praise themes: [themes from public reviews]
Common complaint themes: [themes from public reviews]

WHERE WE'RE DIFFERENT
They do better: [honest assessment]
We do better: [honest assessment]
They don't serve: [gap we can fill]

WHAT I'D BORROW
[A practice worth adopting — never copy their copy or materials.]

The rest of this resource is for members

Members get the complete Competitor Research Worksheet, one-click copy, saved favorites, and every other resource in the library for $149 per month.

One-click copy unlocks with membership

Use only publicly available information and never copy a competitor's text, images, or materials — that is a copyright issue. Comparative advertising claims are regulated in many places and must be accurate and substantiated.

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