Competitive Analysis Templates
1. SWOT Analysis Template
Company/Product: [Competitor Name]
Date: [Analysis Date] | Analyst: [Name] | Version: [1.0]
Strengths (Internal Advantages)
| # |
Strength |
Evidence |
Impact |
| 1 |
[e.g., Strong brand recognition] |
[Source/data point] |
High/Med/Low |
| 2 |
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| 3 |
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Weaknesses (Internal Limitations)
| # |
Weakness |
Evidence |
Exploitability |
| 1 |
[e.g., Limited API capabilities] |
[Source/data point] |
High/Med/Low |
| 2 |
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| 3 |
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Opportunities (External Favorable)
| # |
Opportunity |
Timeframe |
Our Advantage |
| 1 |
[e.g., Competitor slow to adopt AI] |
Short/Med/Long |
[How we capitalize] |
| 2 |
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| 3 |
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Threats (External Unfavorable)
| # |
Threat |
Likelihood |
Mitigation |
| 1 |
[e.g., Competitor acquired by larger company] |
High/Med/Low |
[Our response plan] |
| 2 |
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| 3 |
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2. Porter's Five Forces (Product Application)
Market: [Your Product Category]
Force 1: Competitive Rivalry (Intensity: High/Med/Low)
- Number of direct competitors: ___
- Market growth rate: ___% annually
- Product differentiation level: High/Med/Low
- Switching costs for customers: High/Med/Low
- Exit barriers: High/Med/Low
- Assessment: [Summary of competitive rivalry intensity]
Force 2: Threat of New Entrants (Intensity: High/Med/Low)
- Capital requirements: High/Med/Low
- Technology barriers: High/Med/Low
- Network effects strength: Strong/Moderate/Weak
- Regulatory barriers: High/Med/Low
- Brand loyalty in market: Strong/Moderate/Weak
- Assessment: [Summary of new entrant threat]
Force 3: Threat of Substitutes (Intensity: High/Med/Low)
- Alternative solutions: [List substitutes]
- Price-performance of substitutes: Better/Same/Worse
- Switching costs to substitutes: High/Med/Low
- Customer propensity to switch: High/Med/Low
- Assessment: [Summary of substitute threat]
Force 4: Bargaining Power of Buyers (Power: High/Med/Low)
- Buyer concentration: Concentrated/Fragmented
- Price sensitivity: High/Med/Low
- Information availability: Full/Partial/Limited
- Switching costs: High/Med/Low
- Volume of purchases: High/Med/Low
- Assessment: [Summary of buyer power]
Force 5: Bargaining Power of Suppliers (Power: High/Med/Low)
- Key technology dependencies: [List]
- Cloud provider lock-in: High/Med/Low
- Talent market tightness: Tight/Balanced/Loose
- Data source dependencies: Critical/Important/Optional
- Assessment: [Summary of supplier power]
Overall Industry Attractiveness: [Score 1-10]
3. Competitive Positioning Map
Axis Definitions
- X-Axis: [e.g., Ease of Use] (Low to High)
- Y-Axis: [e.g., Feature Completeness] (Low to High)
Competitor Positions
| Competitor |
X Score (1-10) |
Y Score (1-10) |
Quadrant |
| Your Product |
___ |
___ |
___ |
| Competitor A |
___ |
___ |
___ |
| Competitor B |
___ |
___ |
___ |
| Competitor C |
___ |
___ |
___ |
| Competitor D |
___ |
___ |
___ |
Quadrant Definitions
- Top-Right (Leaders): High on both axes - market leaders
- Top-Left (Feature-Rich): High features, lower ease of use - complex tools
- Bottom-Right (Simple): Easy to use, fewer features - niche players
- Bottom-Left (Laggards): Low on both axes - disruption candidates
Positioning Insights
- White space opportunities: [Areas with no competitor presence]
- Crowded areas: [Where competition is fiercest]
- Our trajectory: [Direction we're moving on the map]
4. Win/Loss Analysis Template
Deal: [Opportunity Name]
Date: [Close Date] | Result: Won / Lost | Competitor: [Name]
Deal Context
- Deal Size: $___
- Sales Cycle: ___ days
- Segment: SMB / Mid-Market / Enterprise
- Industry: ___
- Decision Makers: [Roles involved]
- Evaluation Criteria: [What mattered most to buyer]
Competitive Comparison (Buyer Perspective)
| Factor |
Us (Score 1-5) |
Competitor (Score 1-5) |
Decisive? |
| Product Fit |
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Yes/No |
| Pricing |
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Yes/No |
| Ease of Use |
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Yes/No |
| Support Quality |
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Yes/No |
| Integration |
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Yes/No |
| Brand/Trust |
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Yes/No |
| Implementation |
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Yes/No |
Win/Loss Factors
- Primary reason for outcome: [Single most important factor]
- Secondary factors: [Supporting reasons]
- Buyer quotes: ["Direct quotes from debrief"]
Action Items
| # |
Action |
Owner |
Due Date |
| 1 |
[e.g., Improve onboarding flow] |
[Name] |
[Date] |
| 2 |
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5. Battle Card Template
Competitor: [Name]
Last Updated: [Date] | Confidence: High/Med/Low
Quick Facts
- Founded: ___
- Funding: $___
- Employees: ___
- Customers: ___
- HQ: ___
Elevator Pitch (Their Positioning)
[How the competitor describes themselves in one sentence]
Our Positioning Against Them
[How we differentiate - our one-liner against this competitor]
Where They Win
| Strength |
Our Counter |
| [e.g., Lower price point] |
[e.g., Emphasize TCO including implementation costs] |
| [e.g., Larger integration marketplace] |
[e.g., Highlight quality over quantity, key integrations] |
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Where We Win
| Our Strength |
Evidence |
| [e.g., Superior onboarding experience] |
[Metric or customer quote] |
| [e.g., Better enterprise security] |
[Certification or feature] |
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Landmines to Set
Questions to ask prospects that expose competitor weaknesses:
- "Have you evaluated how [specific capability] scales beyond [threshold]?"
- "What's their approach to [area where competitor is weak]?"
- "Can you share their uptime SLA and historical performance?"
Objection Handling
| Objection |
Response |
| "[Competitor] is cheaper" |
[Value-based response] |
| "[Competitor] has more features" |
[Quality/relevance response] |
| "We already use [Competitor]" |
[Migration/coexistence story] |
Trap Questions They Set
Questions competitors ask about us, and how to respond:
- Q: "[Our known weakness]?" A: [Honest, redirect response]
- Q: "[Feature gap]?" A: [Roadmap or alternative approach]
Recent Intel
- [Date]: [Notable change - pricing, feature, hire, funding]
- [Date]: [Notable change]