Competitor analysis

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Sales and marketing templates

• Your company

  For example: Brightwater Analytics

• Market or product compared

  For example: Stock forecasting software for shops

• Prepared by

  For example: Lena Ortiz

• Date

  For example: 8 September 2030

• Competitors compared

  One per line. Choose 3 to 6 that your customers really consider.

  For example: StockWise ShelfSense RetailPredict

• What each one offers

  One row for each competitor.

  For example: StockWise | forecasting, ordering, mobile app ShelfSense | forecasting only, free plan RetailPredict | forecasting, ordering, store reports

• Prices (with the date seen)

  Use the competitor's own page and say when you looked. One row for each competitor.

  For example: StockWise | from 99 a month | seen 2 September 2030 ShelfSense | free, then 49 a month | seen 2 September 2030 RetailPredict | quote only

• Who they sell to

  One row for each competitor.

  For example: StockWise | mid-size chains ShelfSense | single shops RetailPredict | large chains

• Strengths

  One row for each competitor.

  For example: StockWise | well known, good app ShelfSense | easy start, free plan RetailPredict | strong reporting

• Weaknesses

  One row for each competitor.

  For example: StockWise | weak support, slow import ShelfSense | no ordering RetailPredict | long sales process

• How we compare

  Be honest.

  For example: We are faster to set up than StockWise and include ordering, which ShelfSense does not. We have fewer integrations than RetailPredict.

• Where we can stand out

  One per line.

  For example: Fast set-up for small chains. Clear, public prices.

• What to watch (optional)optional

  For example: A free plan from StockWise. New features from RetailPredict.

• What we will do

  One row for each action.

  For example: Publish prices | Marketing | October Build an import helper | Product | November Review this analysis again | Lena | March

• Sources

  Where the facts came from.

  For example: Competitor websites, public price pages, review sites, 6 customer interviews

1. 11. Competitors compared
2. 22. What each one offers
3. 33. Prices
4. 44. Who they sell to
5. 55. Strengths
6. 66. Weaknesses
7. 77. How we compare
8. 88. Where we can stand out
9. 99. What to watch
10. 1010. Actions
11. 1111. Sources

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 15 details, starting with Your company, Market or product compared, Prepared by, Date, Competitors compared. 1 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Use public information only, such as websites, price lists, reviews and filings. Note the date of each source, because prices and products change.

Are these marketing templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do I need a customer's permission for a case study?

Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it.

Can nerix improve the wording?

Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish.

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