🔍Competitor & Market Audit
A structured framework for analyzing competitors across SEO, social, paid media, and content — with strategic recommendations.
Pages in this template
- 🔍Overview & Key Findings
- 📊Channel-by-Channel Analysis
Preview: Overview & Key Findings
Competitor & Market Audit
This audit provides a structured snapshot of the competitive landscape. Update it quarterly or whenever a significant market shift occurs. Use the findings to inform strategy, positioning, and tactical decisions.
Audit Details
Field | Details |
|---|---|
Client / Brand | [Company Name] |
Audit Date | [YYYY-MM-DD] |
Conducted By | [Analyst Name] |
Reporting Period | [e.g., Last 12 months] |
Tools Used | [e.g., SEMrush, Ahrefs, SimilarWeb, SpyFu, BuzzSumo, Social Blade] |
Competitors Analyzed
Competitor | Type | Est. Size (Employees) | Market Position | Threat Level |
|---|---|---|---|---|
[Competitor A] | Direct | [e.g., 500+] | Market leader — dominant organic and paid presence | High |
[Competitor B] | Direct | [e.g., 200-500] | Strong challenger — aggressive growth in content and social | High |
[Competitor C] | Direct | [e.g., 50-200] | Niche player — strong in specific vertical | Medium |
[Competitor D] | Indirect | [e.g., 100-300] | Adjacent market — expanding into our space | Medium |
[Competitor E] | Aspirational | [e.g., 1,000+] | Industry benchmark — best-in-class digital presence | Low (benchmark) |
Key Findings
The most important insights from the competitive analysis — these should directly inform strategic decisions.
[e.g., Competitor A dominates branded search but has weak content in the mid-funnel. Their blog hasn't been updated in 4 months, creating an opportunity for us to own thought leadership in [topic area].]
[e.g., Competitor B is outspending us 3:1 on Google Ads but their landing pages convert poorly (generic pages, no social proof). We can win on efficiency even with lower budgets.]
[e.g., No competitor is actively producing video content. First-mover advantage is available on YouTube and short-form platforms for our key topics.]
[e.g., Competitor C has built a strong community on LinkedIn with employee advocacy — their engagement rate is 4x ours despite a smaller follower count.]
[e.g., The market is shifting toward educational content and free tools. Competitors offering free assessments and calculators are generating significantly more organic backlinks.]
Opportunities
Gaps in the competitive landscape that we can exploit.
[e.g., Content gap: No competitor is covering [specific topic cluster]. We can build authority here with a dedicated content hub and earn first-page rankings within 6 months.]
[e.g., Video opportunity: YouTube and TikTok are underutilized by all competitors. Early investment in educational video content could establish market leadership.]
[e.g., Local SEO: Competitor A and B have poor local search presence. Optimizing for local intent keywords could capture significant bottom-funnel traffic.]
[e.g., Email marketing: Competitor email programs are basic (monthly newsletter only). A sophisticated nurture and segmentation strategy would be a major differentiator.]
[e.g., Partnerships: None of the competitors have active co-marketing partnerships. Strategic alliances with complementary businesses could open new channels.]
Threats
Competitive movements and market dynamics that could negatively impact our position.
[e.g., Competitor B just hired a VP of Content from [notable company] — expect a significant content push in the next 6 months.]
[e.g., Competitor D (indirect) launched a new product that directly competes with our core offering. They have a strong existing customer base to cross-sell to.]
[e.g., Market consolidation: Two smaller competitors merged last quarter, combining their audiences and budgets. The merged entity is now a credible threat.]
[e.g., AI disruption: Several competitors are integrating AI-generated content at scale, dramatically increasing their publishing volume.]
[e.g., Competitor A is offering aggressive discounts and extended free trials — potentially buying market share at the expense of margins.]
Strategic Recommendations
Based on the findings above, here are the recommended actions in priority order.
[e.g., Priority 1: Launch a content hub around [topic area] to fill the competitive gap — target 20 articles in Q1 to establish topical authority.]
[e.g., Priority 2: Invest in video content production (2-3 videos/month) to gain first-mover advantage on YouTube in our category.]
[e.g., Priority 3: Redesign key landing pages with competitive positioning — address Competitor A's weaknesses directly in our messaging.]
[e.g., Priority 4: Implement employee advocacy program on LinkedIn to match Competitor C's engagement approach.]
[e.g., Priority 5: Build a free tool or assessment to generate backlinks and leads — no competitor currently offers this.]
[e.g., Priority 6: Establish a quarterly competitive monitoring cadence to catch market shifts early and adapt quickly.]
Share the overview with leadership and clients. Keep the detailed channel analysis as an internal reference for the strategy and execution teams.
About this template
Know your competition better than they know themselves. This two-page audit framework helps you systematically analyze competitors across every digital channel — from organic search and social media to paid advertising and content strategy. Start with the overview to capture key findings and strategic recommendations, then dive into the channel-by-channel analysis for detailed competitive intelligence that informs your strategy.
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Weekly Planner
Weekly Focus: What is the ONE thing that would make this week a success? Write it here and keep it visible.
Week of: [Date] — [Date]
Monday
Most important task for the day
Second priority task
Third priority task
Tuesday
Most important task for the day
Second priority task
Third priority task
Wednesday
Most important task for the day
Second priority task
Third priority task
Thursday
Most important task for the day
Second priority task
Third priority task
Friday
Most important task for the day
Second priority task
Wrap up loose ends and prep for next week
Weekly Review
Take 15 minutes on Friday afternoon to reflect on your week. This small habit compounds into massive clarity over time.
What did I accomplish this week?
What didn’t get done and why?
What should I carry forward to next week?
What’s one thing I could improve next week?
Plan your week with daily task lists, a weekly focus area, and an end-of-week review.
Change Order Request
Complete this form for every proposed change to the original contract scope. Attach supporting documents (sketches, specs, photos) before routing for approval.
CO Details
Field | Value |
|---|---|
CO Number | [CO-001] |
Project Name | [Project Name] |
Contract Number | [Contract #] |
Date Initiated | [YYYY-MM-DD] |
Requested By | [Name / Company] |
Priority | [Standard / Urgent / Critical Path] |
Parties
Role | Name | Company | Contact |
|---|---|---|---|
Owner / Client | [Name] | [Company] | [Email / Phone] |
General Contractor | [Name] | [Company] | [Email / Phone] |
Architect of Record | [Name] | [Company] | [Email / Phone] |
Subcontractor (if applicable) | [Name] | [Company] | [Email / Phone] |
Description of Change
Reason for Change:
[Owner-directed change]
[Design error or omission]
[Unforeseen site condition]
[Code or regulatory requirement]
[Value engineering]
[Other: describe]
Detailed Description:
[Provide a detailed narrative of what is changing, why, and what areas of work are affected. Reference drawing numbers, spec sections, and RFI numbers as applicable.]
Reference Documents
[RFI #___]
[Drawing Sheet ___]
[Specification Section ___]
[Photo / Sketch attached]
Cost Impact
All cost estimates must include labor, material, equipment, subcontractor markup, and overhead & profit per contract terms.
Item | Description | Qty | Unit | Unit Cost | Total |
|---|---|---|---|---|---|
1 | [Labor — trade description] | [X] | [hrs] | [$XX.XX] | [$X,XXX] |
2 | [Material — description] | [X] | [ea/lf/sf] | [$XX.XX] | [$X,XXX] |
3 | [Equipment rental] | [X] | [days] | [$XXX] | [$X,XXX] |
4 | [Subcontractor — name/trade] | [1] | [LS] | [$X,XXX] | [$X,XXX] |
Subtotal | [$X,XXX] | ||||
Overhead & Profit (__ %) | [$XXX] | ||||
Total CO Value | [$X,XXX] |
Net impact to contract value: [+ / - $X,XXX]
Schedule Impact
Field | Value |
|---|---|
Days Added / Removed | [+/- X calendar days] |
Affected Activities | [List critical path activities impacted] |
Revised Substantial Completion | [YYYY-MM-DD] |
Concurrent Work Possible? | [Yes / No — explain] |
Approval Chain
Step | Role | Name | Date | Status |
|---|---|---|---|---|
1 | Submitted by (Requestor) | [Name] | [Date] | [Submitted] |
2 | Reviewed by (PM / Superintendent) | [Name] | [Date] | [Pending] |
3 | Approved by (GC Principal) | [Name] | [Date] | [Pending] |
4 | Approved by (Architect) | [Name] | [Date] | [Pending] |
5 | Approved by (Owner) | [Name] | [Date] | [Pending] |
Verification Checklist
Scope clearly defined and not duplicated in other COs
Cost breakdown includes all labor, material, equipment, and markup
Schedule impact reviewed with superintendent
Downstream trade impacts identified (see Cascading Impact page)
Supporting documents attached (drawings, specs, photos)
Insurance and bonding implications reviewed if CO exceeds threshold
Manage change orders from request through approval with cascading impact analysis and a running CO log.
Client Onboarding Hub
Use this hub as your single source of truth for every new client engagement. Complete the overview below, then work through each sub-page to ensure a smooth, professional onboarding experience.
Client Overview
Field | Details |
|---|---|
Client Name | [Company Name] |
Main Contact | [Name, Title, Email, Phone] |
Account Manager | [Your team member] |
Start Date | [YYYY-MM-DD] |
Retainer Value | [$X,XXX / month] |
Services | [SEO, Content, Paid Media, Social, etc.] |
Communication Cadence | [Weekly calls, bi-weekly reports, monthly reviews] |
Contract Length | [6 months / 12 months / ongoing] |
Billing Cycle | [Monthly / Quarterly] |
Primary Goal | [e.g., Increase qualified leads by 40% in 6 months] |
Master Onboarding Checklist
Work through each item below. Check them off as you go — aim to complete all items within the first two weeks of engagement.
Send welcome email with onboarding packet and team introductions
Schedule kickoff call (all stakeholders from both sides)
Set up shared Slack channel or communication workspace
Collect brand assets (logos, fonts, color codes, style guide)
Configure tools access (analytics, ad platforms, CMS, social accounts)
Create client reporting dashboard with agreed-upon KPIs
Establish content/creative approval workflow and turnaround times
Document escalation paths and emergency contacts
Set up project management board with initial deliverables
Schedule recurring check-in meetings for the first 90 days
Conduct internal team briefing on client goals and sensitivities
Send first check-in summary within 48 hours of kickoff
Key Dates & Milestones
Milestone | Target Date | Owner | Status |
|---|---|---|---|
Welcome email sent | [Date] | [Name] | Pending |
Kickoff call completed | [Date] | [Name] | Pending |
All access credentials received | [Date] | [Name] | Pending |
Brand guidelines documented | [Date] | [Name] | Pending |
Reporting dashboard live | [Date] | [Name] | Pending |
First deliverable shipped | [Date] | [Name] | Pending |
30-day check-in | [Date] | [Name] | Pending |
90-day review | [Date] | [Name] | Pending |
Pro tip: Share this hub (or a client-facing version) with your new client so they can see progress and know exactly what to expect during onboarding.
A structured multi-page hub for onboarding new agency clients — from kickoff to 90-day success.