How to Run Competitor Analysis in ClickUp
ClickUp can organize your entire competitor analysis workflow in one place, from collecting research to sharing final reports with your team.
This how-to guide adapts proven competitor analysis steps and shows you how to structure them in a workspace, even if you are just getting started with systematic market research.
Why Use ClickUp for Competitor Analysis
A good competitor analysis pulls information from many sources and teams. Without structure, details get lost and insights never reach decision makers. Using a single work hub keeps every document, task, and metric connected.
By organizing research in one system, you can:
- Standardize how you evaluate rival products and brands
- Track qualitative and quantitative data over time
- Share live dashboards and reports with stakeholders
- Document decisions and follow-up actions clearly
Plan Your Analysis Scope in ClickUp
Before creating tasks, define the goals and boundaries of your research. A clear scope keeps your workspace structured and easy to maintain.
Step 1: Define Your Objectives
Start with a simple list or doc outlining what you want to learn. Example objectives include:
- Understanding how competitors position their product or service
- Evaluating pricing, packaging, and monetization models
- Studying content, SEO, and advertising strategies
- Mapping feature gaps and innovation opportunities
Attach this objective document to a high-level task like “Competitor Analysis 2025” so everyone can reference the same goals.
Step 2: Choose Competitors to Track
Organize competitors into tiers to focus your time where it matters most:
- Primary competitors: Similar audience and offerings
- Secondary competitors: Alternative solutions to the same problem
- Aspirational competitors: Category leaders or benchmark brands
Create one task per competitor and add custom fields for tier, region, and strategic importance. This makes it easy to filter and sort later.
Set Up a ClickUp Space for Competitor Analysis
Next, design a structure that mirrors the entire research process, from raw inputs to final insights.
Step 3: Create Lists for Each Analysis Area
Within your project or space, create separate lists for the main components of competitor analysis, such as:
- Market overview and segmentation
- Product and feature comparison
- Pricing and packaging
- Marketing and SEO strategy
- Messaging, positioning, and branding
- Customer feedback and reviews
Each list can contain tasks for individual competitors or specific research questions you want to answer.
Step 4: Use Custom Fields for Consistent Data
Custom fields help you capture information in a structured way that you can later sort and filter. Useful examples include:
- Plan name (per competitor)
- Monthly price and annual price
- Key features included in each plan
- Channel focus (SEO, paid ads, social, partnerships)
- Target segment (SMB, mid-market, enterprise)
- NPS or rating extracted from review sites
Standardizing this information lets you compare rivals side by side across your entire workspace.
Collect Competitor Data Using ClickUp Views
Once the structure is in place, you can start adding data with different views tailored to each research style.
Step 5: Use Docs for Deep-Dive Competitor Profiles
For each major rival, create a dedicated document linked to its task. Include sections such as:
- Company overview and background
- Current product line and feature set
- Pricing tables and discount practices
- Unique selling points and differentiators
- Strengths, weaknesses, opportunities, threats
Embed tables, screenshots, and references so the profile becomes a living resource your team can update over time.
Step 6: Turn Lists Into Comparison Tables
Use a table-style view to transform tasks and custom fields into a comparison grid. Each row can represent a competitor, and each column a key attribute, such as:
- Core feature availability
- Support level (email, chat, phone, priority)
- Contract terms and billing options
- Number of integrations
- Free plan or trial availability
This structure makes it easy to spot gaps and patterns that may not be obvious when looking at each competitor in isolation.
Evaluate Strategies Inspired by ClickUp Competitor Examples
The source material on competitor analysis showcases real-world scenarios where detailed research drives growth and product improvements. You can adapt those ideas to your own workspace.
Step 7: Analyze Product and Feature Gaps
Compare feature lists across all key products and mark each feature with a simple status field such as “We lead,” “At parity,” or “Behind.” For each “Behind” item, add a short note explaining:
- Why the feature matters to users
- How competitors implement it
- Potential impact on churn, conversion, or retention
Link these insights to your product roadmap so that development teams can prioritize the most strategic gaps.
Step 8: Review Pricing and Monetization Models
Use a dedicated list or table view to compare how each rival prices its offers. Track details like:
- Number of plan tiers
- Entry-level price and top-tier price
- Usage limits and overage rules
- Add-on fees or seat-based pricing
Evaluating monetization this way helps you see where you can simplify or differentiate your own plans.
Step 9: Study Marketing and SEO Tactics
The original competitor analysis examples emphasize visibility and messaging. Create tasks for each major rival channel and log observations such as:
- Primary keywords and topics targeted on the blog
- Lead magnets or gated content used to capture emails
- Advertising messaging and offers
- Brand voice and positioning statements
Attach screenshots, URLs, and notes to each task so your marketing team can quickly reference best practices and gaps.
Summarize Insights and Share ClickUp Reports
Raw data only becomes valuable when turned into clear insights. The final stage of your process is to summarize findings and connect them to concrete actions.
Step 10: Build an Executive Summary
Create a summary document highlighting the most important takeaways, such as:
- Top three strengths you must protect
- Critical weaknesses compared to competitors
- Opportunities for new features, segments, or channels
- Risks from emerging or fast-growing rivals
Link each point to supporting tasks or tables so stakeholders can drill down when needed.
Step 11: Link Insights to Roadmaps and Campaigns
Turn major findings into actionable tasks and assign owners, due dates, and priority levels. Examples include:
- “Design new onboarding experiment to counter competitor advantage”
- “Test revised pricing structure based on market benchmarks”
- “Create content series targeting underserved topics”
This closes the loop between research and execution, ensuring that your analysis directly influences product and marketing results.
Further Learning and Helpful Resources
To see practical competitor analysis scenarios, review the detailed examples in the original reference material here: competitor analysis examples. You can adapt the workflows described there into your own working environment, replacing any sample templates with the structures outlined in this guide.
If you want expert help designing a scalable analysis system, you can also explore consulting resources such as Consultevo, which focuses on building efficient operational and analytics workflows.
Start Your Next Competitor Analysis in ClickUp
By defining objectives, organizing competitors into structured lists, and using consistent fields to capture data, you can transform scattered notes into a repeatable competitor analysis process.
Use this guide as a starting blueprint, then customize views, fields, and documents until they match your market, team size, and decision-making style. With disciplined habits and clear workflows, your next analysis will deliver faster, better insights that directly influence your roadmap and strategy.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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