Free resource

The Competitor Analysis Worksheet

An eight-tab spreadsheet that takes you from a list of competitors to an action plan, in Excel or Google Sheets.

Get the Competitor Analysis Worksheet

Eight tabs: competitors, website and SEO, offers, reviews, ads, SWOT and an action plan. Excel or Google Sheets.



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Three tabs of the competitor analysis worksheet: Action Plan, Offers and Pricing, and Website and SEO

The worksheet

See what your competitors do before you decide what to change

Most competitor research ends as a list of names. This worksheet asks what each competitor ranks for, charges, promises and advertises, then turns what you find into tasks.

It runs in Excel or Google Sheets, with example rows from an illustrative local roofer to show the format, and dropdowns where answers repeat.

What is inside

Eight tabs that take you from a list of names to a plan

Each tab answers one question about the businesses you compete with, so the comparison sits side by side instead of in your head.

Competitors

Three to five businesses your customers compare you with, direct or indirect, and why customers pick them.

Website & SEO

Which searches they show up for, whether each service has its own page, and the gaps you could fill.

Offers & Pricing

What they sell, whether they show prices, what they promise, and the offer you could beat.

Reviews

Their rating, what customers praise and complain about, and whether they reply. It tells you what to promise.

Ads & Social

The ads they are running now, from the Meta Ad Library and Google Ads Transparency Center, and how often they post.

SWOT and Action Plan

Your position against the field, then each finding turned into a task with an owner, a date and a measure.

The SWOT tab of the competitor analysis worksheet

How it works

Four steps, about an hour per competitor

The worksheet follows the same five-step process as our competitor analysis guide, built for a business owner doing it in an afternoon.

  • Search like a customer

    Look up your main services as a customer would. The businesses in the map pack and on page one are your real competitors, whoever you think they are.

  • Fill one tab at a time

    Competitors first, then their websites, offers, reviews and ads. An hour per competitor is enough for a first pass.

  • Write the SWOT last

    Strengths and weaknesses are yours; opportunities and threats come from what the other tabs showed.

  • Turn findings into tasks

    Every row in the action plan gets an owner, a due date and the number that will show it worked.

By the numbers

What you are getting

tabs, from competitor list to action plan
8
free tools that show what rivals are doing
6
formats: Excel and Google Sheets
2
steps from search to action
5

Before you ask

Questions people send us about this one

Does it work in Google Sheets?

Yes. Upload the file to Google Drive and open it with Google Sheets. The tabs, dropdowns and example rows carry over.

How many competitors should I include?

Three to five. Fewer misses the field; more turns into research that never becomes action.

Do I need paid SEO tools?

No. Google Search, Maps reviews, the Meta Ad Library and the Google Ads Transparency Center cover most of what a local business needs.

How often should I redo it?

Twice a year, and whenever a new competitor shows up in your map pack.

That was the argument. The document is the part you work from.

Printable, sourced line by line, and built to be filled in rather than read. Nobody on our list gets sold to for reading something free.



One confirmation email first, then the document. Unsubscribe whenever you like.