# Competitive Intelligence Report Template


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    <p style="font-size: 1.1em; margin-bottom: 1em; text-align: left;">This template includes <strong>two versions</strong> to match your workflow:</p>
    <ol style="margin-bottom: 1.5em; padding-left: 1.5em; max-width: 600px;">
      <li style="margin-bottom: 0.5em;"><strong>Guided Version</strong> (starts next page) - With placeholder text and examples to learn the framework</li>
      <li><strong>Clean Version</strong> (starts later) - Ready-to-use template without placeholders</li>
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    <p style="color: #6b7280; font-style: italic; text-align: left;">Choose the version that fits your experience level and jump to that section.</p>
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# VERSION 1: Guided Template

> 📋 **HOW TO USE THIS GUIDED VERSION**
>
> This section includes placeholder text and examples to help you learn the framework.
>
> ✦ Placeholders show what information goes in each field

> ✦ Examples demonstrate proper content style

> ✦ Simply replace bracketed text with your own data
>
> **Want the clean version?** Scroll down to "VERSION 2: Clean Template" below.

---

## Competitive Intelligence Report

**Company:** [Your Company Name]

<br/>

**Report Period:** Q[X] [Year]

<br/>

**Prepared by:** [Name]

<br/>

**Last Updated:** [Date]

---

## Executive Summary

### Key Competitive Developments This Quarter

1. **[Competitor A]** — [Brief description of significant change/launch]
2. **[Competitor B]** — [Brief description of significant change/launch]
3. **[Competitor C]** — [Brief description of significant change/launch]

### Competitive Position Assessment

| Assessment | Status |
|------------|--------|
| **Our Position** | [ ] Strengthening  [ ] Stable  [ ] Weakening |
| **Primary Threat** | [Competitor name]: [One-line reason] |
| **Primary Opportunity** | [Gap or trend to exploit] |

### Recommended Actions

| Priority | Action | Owner | Timeline |
|----------|--------|-------|----------|
| 1 | [Immediate action] | [Name/Team] | [This week/month] |
| 2 | [Short-term initiative] | [Name/Team] | [This quarter] |
| 3 | [Monitoring priority] | [Name/Team] | [Ongoing] |

---

## Competitor Profiles

### Competitor 1: [Company Name]

#### Company Overview

| Attribute | Details |
|-----------|---------|
| **Founded** | [Year] |
| **Headquarters** | [City, Country] |
| **Employees** | [Range: e.g., 50-100] |
| **Funding/Status** | [Total raised or "Public/Bootstrapped"] |
| **Est. Revenue** | [Range: e.g., $5-10M ARR] |

#### Target Market

- **Primary Segment:** [ ] Enterprise  [ ] Mid-market  [ ] SMB
- **Key Verticals:** [Industry 1], [Industry 2], [Industry 3]
- **Buyer Persona:** [Primary decision maker title]

#### Product Summary

- **Core Product:** [One sentence description]
- **Key Differentiator:** [What they're known for]
- **Recent Launches:** [Products/features from last 6 months]
- **Roadmap Signals:** [Any public roadmap items or hints]

#### Go-to-Market Strategy

- **Sales Model:** [ ] Self-serve  [ ] Sales-led  [ ] Hybrid
- **Primary Channels:** [Channel 1], [Channel 2], [Channel 3]
- **Core Messaging:** "[Their main value proposition]"

#### Strengths

1. [Strength with supporting evidence]
2. [Strength with supporting evidence]
3. [Strength with supporting evidence]

#### Weaknesses

1. [Weakness with supporting evidence]
2. [Weakness with supporting evidence]
3. [Weakness with supporting evidence]

---

### Competitor 2: [Company Name]

*[Same as Competitor 1 above]*

---

### Competitor 3: [Company Name]

*[Same as Competitor 1 above]*

---

## Feature Comparison Matrix

> **Key:** All = All tiers | Pro+ = Professional and above | Ent = Enterprise only | Add-on = Paid extra | — = Not available

| Feature | Your Product | Competitor 1 | Competitor 2 | Competitor 3 |
|---------|--------------|--------------|--------------|--------------|
| **Core Features** |
| [Feature 1] | [Tier] | [Tier] | [Tier] | [Tier] |
| [Feature 2] | [Tier] | [Tier] | [Tier] | [Tier] |
| [Feature 3] | [Tier] | [Tier] | [Tier] | [Tier] |
| **Advanced Features** |
| [Feature 4] | [Tier] | [Tier] | [Tier] | [Tier] |
| [Feature 5] | [Tier] | [Tier] | [Tier] | [Tier] |
| [Feature 6] | [Tier] | [Tier] | [Tier] | [Tier] |
| **Enterprise Features** |
| [Feature 7] | [Tier] | [Tier] | [Tier] | [Tier] |
| [Feature 8] | [Tier] | [Tier] | [Tier] | [Tier] |

### Feature Gap Analysis

**Our Unique Capabilities:**
- [Feature we have that competitors lack]
- [Feature we have that competitors lack]

**Competitor-Only Features to Monitor:**
- [Competitor]: [Feature we should consider]
- [Competitor]: [Feature we should consider]

---

## Pricing Analysis

### Pricing Model Comparison

| Competitor | Model | Billing | Annual Discount |
|------------|-------|---------|-----------------|
| **Your Product** | [Per-seat/Usage/Flat] | [Monthly/Annual/Both] | [X%] |
| Competitor 1 | [Model] | [Billing] | [X%] |
| Competitor 2 | [Model] | [Billing] | [X%] |
| Competitor 3 | [Model] | [Billing] | [X%] |

---

### Competitor 1 Pricing: [Company Name]

#### Tier Structure

| Tier | Price | Target User | Key Features | Limitations |
|------|-------|-------------|--------------|-------------|
| [Tier 1] | $XX/mo | [Who it's for] | [Top 3 features] | [Key limits] |
| [Tier 2] | $XX/mo | [Who it's for] | [Top 3 features] | [Key limits] |
| [Tier 3] | Custom | [Who it's for] | [Top 3 features] | [Key limits] |

#### Pricing Observations

- **Price Anchoring:** [How they use pricing psychology]
- **Value Gaps:** [Where pricing doesn't match value delivered]
- **Recent Changes:** [Any price changes in last 12 months]
- **Vs. Our Pricing:** [X% higher/lower at comparable tiers]

---

### Competitor 2 Pricing: [Company Name]

*[Same as Competitor 1 Pricing above]*

---

### Competitor 3 Pricing: [Company Name]

*[Same as Competitor 1 Pricing above]*

---

## SWOT Analysis

### Your Company SWOT

#### Strengths (Internal Positives)

| Strength | Evidence | Impact |
|----------|----------|--------|
| [Strength 1] | [How we know this] | High / Medium / Low |
| [Strength 2] | [How we know this] | High / Medium / Low |
| [Strength 3] | [How we know this] | High / Medium / Low |

#### Weaknesses (Internal Negatives)

| Weakness | Evidence | Impact |
|----------|----------|--------|
| [Weakness 1] | [How we know this] | High / Medium / Low |
| [Weakness 2] | [How we know this] | High / Medium / Low |
| [Weakness 3] | [How we know this] | High / Medium / Low |

#### Opportunities (External Positives)

| Opportunity | Timing | Our Ability to Capture |
|-------------|--------|------------------------|
| [Opportunity 1] | Now / Soon / Future | High / Medium / Low |
| [Opportunity 2] | Now / Soon / Future | High / Medium / Low |
| [Opportunity 3] | Now / Soon / Future | High / Medium / Low |

#### Threats (External Negatives)

| Threat | Likelihood | Potential Impact |
|--------|------------|------------------|
| [Threat 1] | High / Medium / Low | High / Medium / Low |
| [Threat 2] | High / Medium / Low | High / Medium / Low |
| [Threat 3] | High / Medium / Low | High / Medium / Low |

---

### Competitor 1 SWOT: [Company Name]

| Category | Findings |
|----------|----------|
| **Strengths** | 1. [Strength] 2. [Strength] 3. [Strength] |
| **Weaknesses** | 1. [Weakness] 2. [Weakness] 3. [Weakness] |
| **Opportunities** | 1. [Opportunity] 2. [Opportunity] |
| **Threats** | 1. [Threat] 2. [Threat] |

---

### Competitor 2 SWOT: [Company Name]

*[Same as Competitor 1 SWOT above]*

---

## Market Positioning Map

### Positioning Dimensions

Plot competitors on a 2x2 matrix using these dimensions:

**Recommended Axes:**
- **X-Axis:** Price (Low → High)
- **Y-Axis:** Feature Sophistication (Basic → Advanced)

**Alternative Axes to Consider:**
- SMB Focus ↔ Enterprise Focus
- Ease of Use ↔ Power/Flexibility
- Vertical/Niche ↔ Horizontal/General
- Self-Serve ↔ Sales-Led

### Positioning Assessment

| Competitor | X Position | Y Position | Size/Relevance |
|------------|------------|------------|----------------|
| Your Product | [1-10] | [1-10] | [Small/Medium/Large] |
| Competitor 1 | [1-10] | [1-10] | [Small/Medium/Large] |
| Competitor 2 | [1-10] | [1-10] | [Small/Medium/Large] |
| Competitor 3 | [1-10] | [1-10] | [Small/Medium/Large] |

### Positioning Insights

- **Crowded Zone (Red Ocean):** [Where multiple competitors cluster]
- **Open Zone (Blue Ocean):** [Underserved positioning opportunity]
- **Our Current Position:** [Where we sit and why]
- **Target Position:** [Where we want to move and timeline]

---

## Strategic Recommendations

### Immediate Actions (This Month)

| Action | Rationale | Owner | Deadline | Success Metric |
|--------|-----------|-------|----------|----------------|
| [Action 1] | [Why now, based on CI] | [Person/Team] | [Date] | [How to measure] |
| [Action 2] | [Why now, based on CI] | [Person/Team] | [Date] | [How to measure] |

### Short-Term Initiatives (This Quarter)

| Initiative | Rationale | Resources Needed | Expected Impact |
|------------|-----------|------------------|-----------------|
| [Initiative 1] | [Why, based on CI] | [What's required] | [Projected outcome] |
| [Initiative 2] | [Why, based on CI] | [What's required] | [Projected outcome] |

### Monitoring Priorities

| What to Monitor | Trigger for Action | Response Plan |
|-----------------|-------------------|---------------|
| [Competitor pricing changes] | [>10% change] | [Pricing review] |
| [New feature launches] | [Core capability added] | [Roadmap review] |
| [Messaging shifts] | [New positioning] | [Marketing review] |
| [Funding announcements] | [Series B+] | [Competitive assessment] |

### Strategic Considerations (6-12 Months)

Based on competitive trends, consider:

1. **[Strategic consideration]**
   - *Rationale:* [Why this matters based on CI findings]
   - *Trade-offs:* [What we'd be giving up]

2. **[Strategic consideration]**
   - *Rationale:* [Why this matters based on CI findings]
   - *Trade-offs:* [What we'd be giving up]

---

## Appendix

### Data Sources

| Source Type | Sources Used | Update Frequency |
|-------------|--------------|------------------|
| **Competitor Websites** | [List URLs] | Monthly |
| **Review Sites** | G2, Capterra, TrustRadius | Monthly |
| **Social Media** | LinkedIn, Twitter/X | Weekly |
| **News/PR** | [Monitoring tools used] | Daily |
| **Sales Intelligence** | [Win/loss, call recordings] | Ongoing |

### Change Log

| Date | Section Updated | Change Description |
|------|-----------------|-------------------|
| [Date] | [Section] | [What changed] |
| [Date] | [Section] | [What changed] |

---
---

<div class="page-break"></div>

# VERSION 2: Clean Template

> 📋 **HOW TO USE THIS CLEAN VERSION**
>
> This section provides a minimal template without any placeholder text.
>
> ✦ All fields are empty and ready for your data

> ✦ Section headers and table structures are preserved

> ✦ Simply fill in with your competitive intelligence

> **Need guidance?** Scroll up to "VERSION 1: Guided Template" for examples.

---

## Competitive Intelligence Report

**Company:**

<br/>

**Report Period:**

<br/>

**Prepared by:**

<br/>

**Last Updated:**

---

## Executive Summary

### Key Competitive Developments This Quarter

1. **Competitor** —
2. **Competitor** —
3. **Competitor** —

### Competitive Position Assessment

| Assessment | Status |
|------------|--------|
| **Our Position** | [ ] Strengthening  [ ] Stable  [ ] Weakening |
| **Primary Threat** | |
| **Primary Opportunity** | |

### Recommended Actions

| Priority | Action | Owner | Timeline |
|----------|--------|-------|----------|
| 1 | | | |
| 2 | | | |
| 3 | | | |

---

## Competitor Profiles

### Competitor 1:

#### Company Overview

| Attribute | Details |
|-----------|---------|
| **Founded** | |
| **Headquarters** | |
| **Employees** | |
| **Funding/Status** | |
| **Est. Revenue** | |

#### Target Market

- **Primary Segment:** [ ] Enterprise  [ ] Mid-market  [ ] SMB
- **Key Verticals:**
- **Buyer Persona:**

#### Product Summary

- **Core Product:**
- **Key Differentiator:**
- **Recent Launches:**
- **Roadmap Signals:**

#### Go-to-Market Strategy

- **Sales Model:** [ ] Self-serve  [ ] Sales-led  [ ] Hybrid
- **Primary Channels:**
- **Core Messaging:**

#### Strengths

1.
2.
3.

#### Weaknesses

1.
2.
3.

---

### Competitor 2:

#### Company Overview

| Attribute | Details |
|-----------|---------|
| **Founded** | |
| **Headquarters** | |
| **Employees** | |
| **Funding/Status** | |
| **Est. Revenue** | |

#### Target Market

- **Primary Segment:** [ ] Enterprise  [ ] Mid-market  [ ] SMB
- **Key Verticals:**
- **Buyer Persona:**

#### Product Summary

- **Core Product:**
- **Key Differentiator:**
- **Recent Launches:**
- **Roadmap Signals:**

#### Go-to-Market Strategy

- **Sales Model:** [ ] Self-serve  [ ] Sales-led  [ ] Hybrid
- **Primary Channels:**
- **Core Messaging:**

#### Strengths

1.
2.
3.

#### Weaknesses

1.
2.
3.

---

### Competitor 3:

#### Company Overview

| Attribute | Details |
|-----------|---------|
| **Founded** | |
| **Headquarters** | |
| **Employees** | |
| **Funding/Status** | |
| **Est. Revenue** | |

#### Target Market

- **Primary Segment:** [ ] Enterprise  [ ] Mid-market  [ ] SMB
- **Key Verticals:**
- **Buyer Persona:**

#### Product Summary

- **Core Product:**
- **Key Differentiator:**
- **Recent Launches:**
- **Roadmap Signals:**

#### Go-to-Market Strategy

- **Sales Model:** [ ] Self-serve  [ ] Sales-led  [ ] Hybrid
- **Primary Channels:**
- **Core Messaging:**

#### Strengths

1.
2.
3.

#### Weaknesses

1.
2.
3.

---

## Feature Comparison Matrix

> **Key:** All = All tiers | Pro+ = Professional and above | Ent = Enterprise only | Add-on = Paid extra | — = Not available

| Feature | Your Product | Competitor 1 | Competitor 2 | Competitor 3 |
|---------|--------------|--------------|--------------|--------------|
| **Core Features** |
| | | | | |
| | | | | |
| | | | | |
| **Advanced Features** |
| | | | | |
| | | | | |
| | | | | |
| **Enterprise Features** |
| | | | | |
| | | | | |

### Feature Gap Analysis

**Our Unique Capabilities:**
-
-
-

**Competitor-Only Features to Monitor:**
-
-
-

---

## Pricing Analysis

### Pricing Model Comparison

| Competitor | Model | Billing | Annual Discount |
|------------|-------|---------|-----------------|
| **Your Product** | | | |
| Competitor 1 | | | |
| Competitor 2 | | | |
| Competitor 3 | | | |

---

### Competitor 1 Pricing:

#### Tier Structure

| Tier | Price | Target User | Key Features | Limitations |
|------|-------|-------------|--------------|-------------|
| | | | | |
| | | | | |
| | | | | |

#### Pricing Observations

- **Price Anchoring:**
- **Value Gaps:**
- **Recent Changes:**
- **Vs. Our Pricing:**

---

### Competitor 2 Pricing:

#### Tier Structure

| Tier | Price | Target User | Key Features | Limitations |
|------|-------|-------------|--------------|-------------|
| | | | | |
| | | | | |
| | | | | |

#### Pricing Observations

- **Price Anchoring:**
- **Value Gaps:**
- **Recent Changes:**
- **Vs. Our Pricing:**

---

### Competitor 3 Pricing:

#### Tier Structure

| Tier | Price | Target User | Key Features | Limitations |
|------|-------|-------------|--------------|-------------|
| | | | | |
| | | | | |
| | | | | |

#### Pricing Observations

- **Price Anchoring:**
- **Value Gaps:**
- **Recent Changes:**
- **Vs. Our Pricing:**

---

## SWOT Analysis

### Your Company SWOT

#### Strengths (Internal Positives)

| Strength | Evidence | Impact |
|----------|----------|--------|
| | | |
| | | |
| | | |

#### Weaknesses (Internal Negatives)

| Weakness | Evidence | Impact |
|----------|----------|--------|
| | | |
| | | |
| | | |

#### Opportunities (External Positives)

| Opportunity | Timing | Our Ability to Capture |
|-------------|--------|------------------------|
| | | |
| | | |
| | | |

#### Threats (External Negatives)

| Threat | Likelihood | Potential Impact |
|--------|------------|------------------|
| | | |
| | | |
| | | |

---

### Competitor 1 SWOT:

| Category | Findings |
|----------|----------|
| **Strengths** | |
| **Weaknesses** | |
| **Opportunities** | |
| **Threats** | |

---

### Competitor 2 SWOT:

| Category | Findings |
|----------|----------|
| **Strengths** | |
| **Weaknesses** | |
| **Opportunities** | |
| **Threats** | |

---

### Competitor 3 SWOT:

| Category | Findings |
|----------|----------|
| **Strengths** | |
| **Weaknesses** | |
| **Opportunities** | |
| **Threats** | |

---

## Market Positioning Map

### Positioning Dimensions

Plot competitors on a 2x2 matrix using these dimensions:

**Recommended Axes:**
- **X-Axis:** Price (Low → High)
- **Y-Axis:** Feature Sophistication (Basic → Advanced)

**Alternative Axes to Consider:**
- SMB Focus ↔ Enterprise Focus
- Ease of Use ↔ Power/Flexibility
- Vertical/Niche ↔ Horizontal/General
- Self-Serve ↔ Sales-Led

### Positioning Assessment

| Competitor | X Position | Y Position | Size/Relevance |
|------------|------------|------------|----------------|
| Your Product | | | |
| Competitor 1 | | | |
| Competitor 2 | | | |
| Competitor 3 | | | |

### Positioning Insights

- **Crowded Zone (Red Ocean):**
- **Open Zone (Blue Ocean):**
- **Our Current Position:**
- **Target Position:**

---

## Strategic Recommendations

### Immediate Actions (This Month)

| Action | Rationale | Owner | Deadline | Success Metric |
|--------|-----------|-------|----------|----------------|
| | | | | |
| | | | | |

### Short-Term Initiatives (This Quarter)

| Initiative | Rationale | Resources Needed | Expected Impact |
|------------|-----------|------------------|-----------------|
| | | | |
| | | | |

### Monitoring Priorities

| What to Monitor | Trigger for Action | Response Plan |
|-----------------|-------------------|---------------|
| | | |
| | | |
| | | |
| | | |

### Strategic Considerations (6-12 Months)

Based on competitive trends, consider:

1. **Strategic consideration**
   - *Rationale:*
   - *Trade-offs:*

2. **Strategic consideration**
   - *Rationale:*
   - *Trade-offs:*

---

## Appendix

### Data Sources

| Source Type | Sources Used | Update Frequency |
|-------------|--------------|------------------|
| **Competitor Websites** | | |
| **Review Sites** | | |
| **Social Media** | | |
| **News/PR** | | |
| **Sales Intelligence** | | |

### Change Log

| Date | Section Updated | Change Description |
|------|-----------------|-------------------|
| | | |
| | | |

---

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    <div>
      <strong style="color: #0d7377; font-weight: 600;">Tierly</strong> — AI-powered competitive pricing intelligence for SaaS companies
    </div>
    <div>
      This document includes both <strong>guided</strong> (with examples) and <strong>clean</strong> (ready-to-use) versions.
    </div>
    <div>
      For automated pricing analysis, try Tierly free at <a href="https://tierly.app" style="color: #0d7377; font-weight: 500; text-decoration: none; border-bottom: 1px solid rgba(13, 115, 119, 0.3);">tierly.app</a>
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