Competitor analysis template for RFPs

Many of the companies that come to us for competitive intelligence work ask us to provide a skeleton request for proposal (RFP), that they can edit and send out.

There are a number of reasons why they ask us to get this first draft done:

  • It saves them the work of having to type out the requirements
  • They may not have used agencies for intelligence work before, so are not sure what should go into such a proposal request
  • They may not know how much information it is possible to obtain about a competitor

The basic structure of a competitive intelligence project tends to be the same. Longer or shorter according to budget, but usually you want to know:

  • Executive summary
  • Strategy
  • Structure
  • Financials
  • Customers
  • Investment
  • Sales
  • Go-to-market
  • Pricing
  • Product details
  • Distributors
  • International
  • Perception

So, we thought it would be helpful to share the basic structure we use for competitor profiles, in the hope that this will be of use to prospective clients.

competitive intelligence RFP template1.png

You can download the competitor analysis template for RFPs here.

And if you are a competitor of ours, feel free to download this groundbreaking, amazing piece of work. 94% of our proposals are won on our choice of font, a secret that we will never share.