Competitor Research Survey Template

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"With the help of this practical Competitor Research Survey Template, you can get a headstart on your next project with ClickUp!"

The template you're accessing is a Survey Template, but can be adapted for this use case with some slight adjustments.

Are you tired of playing catch-up with your competitors? With ClickUp's Competitor Research Survey Template, you can stay ahead of the game by gathering key insights into their strategies, products, and customer experiences. This template empowers your market research team to make informed decisions, spot trends, and develop killer competitive advantages.

Use this template to:

  • Gather valuable data on competitor strategies and products
  • Analyze customer experiences to inform your own strategies
  • Develop competitive advantages that set your business apart

Ready to outsmart your rivals? Start using ClickUp's Competitor Research Survey Template today!

Competitor Research Survey Template Benefits

Competitor Research Survey Template provides valuable insights that can give your business a competitive edge. This template allows you to:

  • Gather comprehensive data on competitor strategies, products, and customer experiences
  • Make informed decisions based on detailed insights and analysis
  • Develop competitive advantages by understanding market trends and competitor positioning
  • Identify opportunities for growth and innovation through thorough competitor research

Main Elements of Survey Template For Competitor Research

To conduct comprehensive competitor research, ClickUp's Competitor Research Survey Template offers:

  • Custom Statuses: Easily manage tasks with statuses like Complete and To Do to track progress in survey completion
  • Custom Fields: Utilize 7 custom fields such as Service Provider, Overall Rating, and Reason for Score to gather detailed insights on competitor offerings and customer experiences
  • Custom Views: Access 6 different views like Provider Rating, Feedback, and Overall Recommendation Board to analyze survey data from various perspectives
  • Project Management: Enhance survey analysis with features like recurring tasks, Automations, and integrations for seamless collaboration and data syncing.

How To Use This Competitor Research Survey Template

Crafting a Competitor Research Survey can be a game-changer in understanding your market and gaining a competitive edge. Follow these steps using ClickUp's powerful features to create a comprehensive survey that yields valuable insights:

1. Define your research objectives

Begin by clearly outlining the goals and objectives of your competitor research survey. Identify the key areas you want to explore, such as competitor strengths and weaknesses, market positioning, product offerings, or customer perceptions.

Utilize Goals in ClickUp to set specific, measurable objectives for your survey research.

2. Customize the survey questions

Craft targeted questions that will provide you with the data you need to analyze your competitors effectively. Ensure your questions are clear, concise, and align with your research objectives to gather actionable insights.

Use the Form template in ClickUp to create a structured survey with a variety of question types, including multiple-choice, rating scales, and open-ended questions.

3. Distribute the survey

Once your survey is ready, it's time to send it out to your target audience. Determine the best distribution channels based on your research goals, whether it's through email campaigns, social media, or direct outreach to industry contacts.

Utilize Automations in ClickUp to schedule and automate the distribution of your survey to ensure timely delivery and maximize response rates.

4. Analyze survey responses

As responses start rolling in, it's crucial to analyze the data effectively to extract meaningful insights. Look for patterns, trends, and correlations in the survey results that can help you identify competitive opportunities and threats.

Use Dashboards in ClickUp to visualize survey response data, track key metrics, and generate reports that summarize your competitor research findings concisely.

By following these steps and leveraging ClickUp's robust features, you can create a well-structured Competitor Research Survey that empowers you to make informed strategic decisions and stay ahead of the competition in your industry.

Get Started with ClickUp’s Competitor Research Survey Template

Market research teams can leverage the Competitor Research Survey Template in ClickUp to gather valuable insights on competitors' strategies and customer experiences for informed decision-making.

To get started:

  • Add the template to your Workspace and specify the location for application.

  • Invite team members or guests to collaborate on the survey.

  • Utilize the template's features to conduct comprehensive competitor research:

  • Customize the seven fields: Service Provider, Date of Purchase, Customer Tier, Overall Rating, Suggestions for Improvement, Type of Service Purchased, Reason for Score.

  • Create tasks with statuses Complete and To Do to track progress effectively.

  • Explore six different views: Overall Recommendation, Start Here, Feedback, Provider Rating, Overall Recommendation Board, Service Rating.

  • Fill in data for each field to gather detailed insights.

  • Analyze feedback and ratings to identify strengths and areas for improvement.

  • Share overall recommendations and ratings with stakeholders for strategic decision-making.

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