Competitor Analysis Template
Exploit your competitors' weaknesses while capitalizing on your strengths.
Why use this template?
As a first principle, you're better off focusing on how your company can best serve customers versus spending too much time on what your competitors are doing.
I've seen leaders constantly chasing the competition. Copying what they are doing. But always a few steps behind.
This is a trap.
Do competitive analysis to understand the competition and analyze them, but blaze your own trail.
This is how we analyzed the competitive landscape for our B2B SaaS vertical. And despite the fact that there were better products that were more capitalized than us, we were able to clearly articulate our unique position against them to win customers year after year.
What's inside the template
Click "Add to Cart" on the right. Then checkout to use this free Competitor Analysis template. You will immediately receive a link to the Google Sheet, which you can also convert into an excel file.
The template includes the following tabs:
- Instructions: a tab with instructions on how to use this template effectively.
- Competitor Analysis Template: a blank template for conducting your own competitive analysis.
- Competitor Analysis Template Example: an example of a how a B2B SaaS company conducts competitive analysis.
- BONUS Go-to-Market Checklist: a step by step list of activities to complete when going to market with a new product.
How to use this template
Here's my step by step process to conducting a competitor analysis:
- Write down the 3-5 names of companies that sell similar software to you.
- Look at each company and see what they are good at and what they are not so good at.
- Understand how they are different from you, like who they sell to and what they charge.
- See how they market their software and how customers feel about it.
- Think about what they might do in the future.
Now, go use this template to gather and organize your analysis.
Click “Add to Cart” on the right and then checkout. You will immediately receive a link to the Google Sheet.
If you run a go-to-market team at a B2B SaaS company, check out these templates as well:
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Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
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“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
