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The competitor analysis template in Teamwork gives your go to market team one place to capture, compare, and act on everything you know about rival products. Instead of spreading research across slides, docs, whiteboards, and spreadsheets, you keep competitor profiles, comparisons, and follow up work in a single, shared project that everyone trusts.
Product and solutions marketing teams use it to prepare pitches, refine positioning, and brief sales with clear narratives about how you stack up in each segment. Enablement managers rely on it as a living hub for battlecards, talk tracks, and objections, so front line teams stay aligned on the latest story.
With structured tasks, fields, and views you record SWOT analysis for each competitor, assign owners for follow up work, then track progress in simple workflows. The result is faster decisions, cleaner handoffs, and a repeatable way to uncover and protect your advantage in a crowded market.
What does the competitor analysis template include in Teamwork?
The competitor analysis template includes a ready made project where each competitor becomes a task with all of your research, context, and next steps in one place. You do not have to design a framework from scratch, so you can focus on the quality of your insight instead of the structure.
You create competitor profiles as tasks and use fields to track details like segment, region, use case, or tier that matter to your strategy. Views help you line up tasks side by side so you can see where you win, where you are behind, and which moves deserve attention first. Inside each task you keep links, files, and comments together, so the story behind every datapoint is easy to review.
Who should use this competitor analysis template?
This template is built for product and solutions marketing teams plus enablement managers who own competitive insight and sales narratives. It works well for B2B SaaS companies, agencies pitching retainers, or any team that competes for the same customers as a small set of known players.
If you run win loss reviews, build battlecards, or support field teams with talk tracks, the template gives you a central place for that work. Stakeholders in product, sales, and leadership can then use focused views to see the parts that matter to them, without digging through raw research.
How do I use this template to structure a SWOT analysis for each competitor?
You use this template to run SWOT analysis by giving each competitor a task and recording their strengths, weaknesses, opportunities, and threats in a consistent layout. That makes it easy to compare patterns across the market instead of reviewing isolated notes.
A simple flow looks like this:
Add a task list for competitor research and create one task for every company you want to track.
Use custom fields and task descriptions to capture key facts, positioning notes, and links that support your view.
Add a dedicated section in each task for SWOT so strengths sit beside weaknesses, opportunities, and threats in a clear grid.
Create follow up tasks for moves you want to make, such as messaging updates or product ideas, and assign owners with dates.
Over time this gives you a repeatable way to run SWOT analysis for new segments or products without reinventing the process.
How does the template help me turn research into decisions and actions?
The template turns research into decisions by tying every insight to a task, an owner, and a clear next step. Instead of a static slide that is reviewed once, your competitor findings feed a live backlog of actions for marketing, sales, and product teams.
You tag tasks by theme so you can group ideas around pricing, positioning shifts, enablement gaps, or product opportunities. Then you build views that show, for example, only actions for the next launch or only items that unblock a key account. As work moves from planned to in progress and complete, everyone can see how competitive insight is shaping real change.
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