How to Do Competitor Analysis with ClickUp

ClickUp helps you organize, track, and act on competitor insights so you can make smarter strategic decisions and stay ahead in your market.

This step-by-step how‑to guide translates the trusted competitor analysis process from the original ClickUp resource into a practical workflow you can execute inside your workspace.

Why Competitor Analysis Matters in ClickUp

Before you start building a system in ClickUp, it helps to understand why structured competitor research is so important.

Effective competitor analysis allows you to:

• Spot market gaps and opportunities
• Benchmark pricing, positioning, and messaging
• Understand strengths and weaknesses across your industry
• Improve your own product, marketing, and sales strategies

Using ClickUp as your single source of truth keeps all this information organized, searchable, and easy to update over time.

Step 1: Identify Your Main Competitors in ClickUp

Start by deciding who you will track. You can manage this list directly in ClickUp so your team always knows which competitors matter most.

Create a Competitor List in ClickUp

1. Create a new Space or Folder named “Competitor Analysis” in ClickUp.

2. Add a List called “Competitors”.

3. Within that List, create one task for each competitor.

For each competitor task, add Custom Fields such as:

• Company type (direct, indirect, aspirational)
• Main product or service
• Primary audience or segment
• Website and key URLs
• Notes or quick description

Having this structured view inside ClickUp gives you a quick snapshot of the competitive landscape at any time.

Step 2: Gather Basic Company Information

Next, collect high‑level details that describe each competitor. The original process recommends capturing foundational data before diving deeper.

Use ClickUp Fields for Company Profiles

Open each competitor task in ClickUp and fill in baseline information such as:

• Founding year and size (if available)
• Headquarters or regions served
• Core products or plans
• Public pricing or pricing model
• Target industries or customer types

Store documents, screenshots, or PDFs as attachments in each task so everything about that company lives in one place.

Step 3: Analyze Competitor Products and Features

Now compare what each competitor offers. The source framework emphasizes evaluating features, benefits, and differentiation.

Build a Product Comparison View in ClickUp

1. Create a List named “Product & Features” in your competitor Space in ClickUp.

2. Make one task per competitor product or plan you want to analyze.

3. Add Custom Fields (or columns in Table view) such as:

   • Key features
   • Unique selling points
   • Limitations or gaps
   • Integrations or add‑ons

Switch to Table view in ClickUp to see all products side by side. This makes it easy to identify overlapping features and areas where you can stand out.

Step 4: Evaluate Pricing and Positioning

Pricing, packaging, and brand positioning all shape how customers compare you to rivals. The competitor analysis framework suggests documenting these factors clearly.

Track Pricing Insights in ClickUp

Within your competitor tasks or a dedicated “Pricing” List in ClickUp, capture details like:

• Pricing tiers and names
• Monthly vs. annual discounts
• Free trials or freemium offers
• Notable terms (contracts, limits, overages)

Use comments in ClickUp to note price changes over time, linking to announcements or screenshots so your team can see how the market is shifting.

Capture Positioning and Messaging

Create subtasks under each competitor for key messaging areas, such as:

• Homepage headline and value proposition
• Taglines and slogans
• Industry or role‑specific messaging
• Core promises and claims

These subtasks in ClickUp help you regularly review how each company presents itself and how that evolves.

Step 5: Research Marketing and SEO Strategies

The original article recommends going deeper into content and SEO to understand how competitors attract and convert traffic.

Log Marketing Channels in ClickUp

In a List called “Marketing & SEO” within ClickUp, create tasks for:

• Website and blog
• Email marketing
• Social media channels
• Paid ads and campaigns
• Partnerships and affiliates

For each task, add notes and links that summarize what you find: posting frequency, content themes, campaign angles, and engagement levels.

Track SEO Data in ClickUp

Use a Table view in ClickUp to log SEO insights such as:

• Primary keywords targeted
• Top‑performing pages
• Backlink highlights
• On‑page tactics (titles, meta descriptions, CTAs)

This structured layout makes it easier to compare your own SEO strategy to what’s working for others.

Step 6: Analyze Customer Experience and Reputation

A complete competitor analysis includes how customers feel about rival products and services.

Capture Reviews and Feedback in ClickUp

1. Create a List named “Customer Feedback” in ClickUp.

2. Add tasks for major review platforms (G2, Capterra, Trustpilot, app stores, etc.).

3. Within each platform task, create subtasks for each competitor.

In the description or comments, summarize:

• Common complaints or issues
• Features customers love
• Support or onboarding feedback
• Patterns in ratings over time

Tag product, marketing, and support teammates so they can act on these insights directly from ClickUp.

Step 7: Turn Insights into Strategy in ClickUp

Competitor research is only valuable if it drives action. The original method emphasizes translating findings into concrete moves.

Build an Action Plan in ClickUp

Create a List labeled “Strategic Actions” inside your competitor Space in ClickUp and add tasks for initiatives such as:

• New features to explore
• Pricing or packaging experiments
• New positioning tests or campaigns
• Content and SEO opportunities

For each task, include:

• Owner
• Due date
• Priority
• Linked competitor research tasks

This ensures every insight from your analysis can be traced to an actionable next step.

Step 8: Keep Your ClickUp Competitor Hub Updated

Competitor landscapes change constantly, so your ClickUp system should be maintained regularly.

Set Recurring Reviews in ClickUp

Use recurring tasks in ClickUp to:

• Review pricing and packaging quarterly
• Scan websites and blogs monthly
• Check reviews and ratings every few weeks
• Update SEO and content data on a set schedule

Assign these review tasks to specific team members and use Dashboards in ClickUp to see status at a glance.

Enhance Your Strategy Beyond ClickUp

While ClickUp is your operational hub for competitor research, you may want expert help turning insights into growth strategies.

For additional support with SEO, positioning, and execution, consider partnering with specialists like Consultevo, who can help you build on the systems you manage in ClickUp.

Start Your Competitor Analysis in ClickUp Today

By following this structured process and setting up dedicated Spaces, Lists, views, and tasks, you can transform raw competitive data into a living, actionable system in ClickUp.

Identify your competitors, centralize information, analyze products and pricing, track marketing and SEO, learn from customer feedback, and convert everything into strategic initiatives—then manage it all efficiently inside ClickUp.

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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