Free Template

Competitor Research Template

A complete starter kit — tracking grid, pricing log, and scoring rubric — so you stop watching competitors ad-hoc and start running a real intelligence program.

What's inside
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Competitor Tracking Grid

One row per competitor. Track the metrics that actually move deals.

  • Product & feature matrix
  • Messaging & positioning
  • Target customer profile
  • Key differentiators
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Pricing Change Log

Spot price moves before your sales team gets blindsided.

  • Tier structure snapshot
  • Date-stamped changes
  • Discount signals
  • Free trial / freemium terms
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CI Scoring Rubric

Rate each competitor on 5 dimensions. Prioritize your monitoring effort.

  • Market threat level
  • Product velocity
  • Marketing activity
  • Funding & growth signals

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1 — Competitor Tracking Grid

Fill in one row per competitor. Review quarterly or after any major product release from a competitor.

Competitor Primary Product Target Segment Key Differentiator Weaknesses Positioning Headline Last Updated
Competitor A e.g. Analytics dashboard e.g. Enterprise, 500+ seats e.g. Real-time data sync e.g. Complex onboarding e.g. "Data without the wait" YYYY-MM-DD
Competitor B
Competitor C
Competitor D

2 — Feature Comparison Matrix

Use ✅ / ❌ / ⚠️ (partial). Add your product in the first column to identify gaps instantly.

Feature You Competitor A Competitor B Competitor C Notes
Free trial / freemium
API access
SSO / SAML
Mobile app
Integrations count
Reporting / exports
Dedicated CSM
[Your feature]

3 — Pricing Change Log

Log every pricing change as you observe it. Even small moves reveal strategy — new tiers usually signal a new market segment.

Competitor Date Observed Previous Pricing New Pricing Change Type Signal / Interpretation
Competitor A YYYY-MM-DD e.g. $49/mo flat e.g. $49 / $99 / $199 New tier added Moving upmarket — added enterprise tier

4 — CI Scoring Rubric

Score each competitor 1–5 on five dimensions. Total score (5–25) tells you how much monitoring attention to invest.

5–9
Watch

Low threat. Review once per quarter. Don't over-invest attention here.

10–14
Monitor

Mid-tier threat. Monthly review. Set alerts on pricing and job postings.

15–19
Track

Serious competitor. Weekly scrapes. Brief your sales team monthly.

20–25
Obsess

Primary threat. Daily monitoring. Any change needs a same-day response plan.

Competitor Market Threat (1–5) Product Velocity (1–5) Marketing Activity (1–5) Funding / Growth (1–5) Win / Loss Rate (1–5) Total Score Tier
Competitor A
Competitor B
Competitor C

5 — Weekly Research Process

Run this 15-minute routine weekly to keep your intelligence current without drowning in noise.

Check competitor websites (5 min)

Scan homepage, pricing, and blog for changes. Note anything new — new features, revised pricing, new case studies, or messaging shifts. Log pricing changes immediately.

Scan job postings (3 min)

New engineering roles = product investment. New sales roles in a new region = expansion. A hiring freeze = potential vulnerability. Check their careers page or LinkedIn.

Review G2 / Capterra reviews (3 min)

Filter to new reviews this week. Recurring complaints = feature gaps you can exploit. Praise for a specific feature = table stakes you may need to match.

Check social & news (2 min)

Quick scan of their LinkedIn and Twitter/X. Look for product announcements, funding news, or exec hires. Google Alerts on their brand name saves this step entirely.

Update the grid & share (2 min)

Log anything significant in the tracking grid. If something materially changed (new pricing, new feature, new market), send a one-line Slack to your sales and product team.

Automate steps 1–4 with DayScope

DayScope scrapes your competitors' websites daily, detects changes, and emails you a briefing every morning. You keep the process — we handle the surveillance.

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