fnd.r-analyzing-competition
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ChineseCompetitive Analyzing
竞品分析
Map competitive landscape and identify positioning opportunities.
绘制竞争格局并识别定位机会。
Canvas Files
Canvas 文件
- Reads: 01.context.md (industry dynamics), 04.segments.md (target segment), 05.problem.md (problems being solved)
- Writes: 06.competitive.md
- 读取: 01.context.md(行业动态)、04.segments.md(目标细分市场)、05.problem.md(待解决问题)
- 写入: 06.competitive.md
Prerequisites
前置条件
Before competitive analysis:
- must exist (problems define competitive frame)
strategy/canvas/05.problem.md - should exist (segment defines competitive context)
strategy/canvas/04.segments.md
If missing:
"Competitive analysis requires problem definition from 05.problem.md.
Competition is framed by what problems you solve for whom.
Run fnd.r-scoring-problems skill or fnd-researcher agent first."进行竞品分析前:
- 必须存在(问题定义竞争框架)
strategy/canvas/05.problem.md - 建议存在(细分市场定义竞争背景)
strategy/canvas/04.segments.md
若缺失文件:
"竞品分析需要来自05.problem.md的问题定义。
竞争由你为谁解决什么问题来界定。
请先运行fnd.r-scoring-problems skill或fnd-researcher agent。"Process
流程
Step 1: Load Context
步骤1:加载上下文
Read from canvas:
- Problems from 05.problem.md — What problems are we solving?
- Segment from 04.segments.md — Who are we solving for?
- Industry from 01.context.md (if exists) — Industry dynamics
从Canvas读取:
- 问题来自05.problem.md — 我们要解决什么问题?
- 细分市场来自04.segments.md — 我们为谁解决问题?
- 行业来自01.context.md(若存在)— 行业动态
Step 2: Identify Direct Competitors
步骤2:识别直接竞争对手
Direct competitors solve the same problem for the same segment with a similar solution.
For each problem in 05.problem.md:
- Search for existing solutions
- Identify companies explicitly targeting this problem
- Note their positioning, pricing, and target segment
Search queries:
- "[Problem] software"
- "[Problem] solution for [segment]"
- "[Segment] [problem] tools"
- "Alternative to [known competitor]"
Data sources:
- G2, Capterra, Product Hunt
- Crunchbase (funding, positioning)
- Company websites (messaging, pricing)
- LinkedIn (company size, hiring)
直接竞争对手为同一细分市场解决相同问题,且采用相似解决方案。
针对05.problem.md中的每个问题:
- 搜索现有解决方案
- 识别明确针对该问题的企业
- 记录它们的定位、定价和目标细分市场
搜索查询示例:
- "[问题] software"
- "[问题] solution for [细分市场]"
- "[细分市场] [问题] tools"
- "Alternative to [已知竞争对手]"
数据来源:
- G2、Capterra、Product Hunt
- Crunchbase(融资、定位)
- 企业官网(宣传语、定价)
- LinkedIn(企业规模、招聘情况)
Step 3: Identify Indirect Competitors
步骤3:识别间接竞争对手
Indirect competitors solve the same problem with a different approach OR serve adjacent needs.
Categories:
| Type | Example |
|---|---|
| Manual process | Spreadsheets, email, paper |
| Adjacent product | Feature in larger platform |
| Service provider | Consultants, agencies |
| DIY solution | Internal tools, scripts |
| Status quo | Do nothing |
间接竞争对手通过不同方法解决相同问题,或满足相邻需求。
分类:
| 类型 | 示例 |
|---|---|
| 手动流程 | 电子表格、邮件、纸质文档 |
| 相邻产品 | 大型平台中的功能模块 |
| 服务提供商 | 咨询公司、代理机构 |
| 自助解决方案 | 内部工具、脚本 |
| 现状维持 | 不采取任何行动 |
Step 4: Profile Each Competitor
步骤4:分析每个竞争对手概况
For direct competitors, capture:
| Attribute | Source |
|---|---|
| Positioning | Website headline, tagline |
| Target segment | Website copy, case studies |
| Pricing model | Pricing page |
| Price points | Pricing page, G2 |
| Key differentiators | Features page, comparisons |
| Weaknesses | G2 reviews, Reddit, complaints |
| Funding/size | Crunchbase, LinkedIn |
| Growth signals | Hiring, news, product launches |
针对直接竞争对手,收集以下信息:
| 属性 | 来源 |
|---|---|
| 定位 | 官网标题、标语 |
| 目标细分市场 | 官网文案、案例研究 |
| 定价模式 | 定价页面 |
| 价格区间 | 定价页面、G2 |
| 核心差异化优势 | 功能页面、对比分析 |
| 劣势 | G2评论、Reddit、用户投诉 |
| 融资/规模 | Crunchbase、LinkedIn |
| 增长信号 | 招聘信息、新闻、产品发布 |
Step 5: Build Positioning Matrix
步骤5:构建定位矩阵
Create 2x2 positioning map:
Choose axes that matter to buyers:
| Axis Option | When to Use |
|---|---|
| Price (low/high) | Price-sensitive market |
| Complexity (simple/complex) | Workflow-heavy products |
| Target (SMB/Enterprise) | Clear segment splits |
| Approach (AI/Manual) | Technology differentiation |
| Breadth (Point/Platform) | Build vs. buy decisions |
Map competitors:
- Place each competitor on the matrix
- Identify clusters (crowded positions)
- Find white space (unoccupied positions)
创建2x2定位图:
选择对买家重要的坐标轴:
| 坐标轴选项 | 使用场景 |
|---|---|
| 价格(低/高) | 价格敏感型市场 |
| 复杂度(简单/复杂) | 重流程类产品 |
| 目标客户(中小企业/企业级) | 细分市场界限清晰 |
| 实现方式(AI/手动) | 技术差异化明显 |
| 覆盖范围(单点工具/平台型) | 自建vs采购决策场景 |
映射竞争对手:
- 将每个竞争对手放置在矩阵上
- 识别集群(拥挤的定位区域)
- 寻找空白市场(未被占据的定位)
Step 6: Identify Positioning Gaps
步骤6:识别定位差距
Gaps are unoccupied or underserved positions:
| Gap Type | Signal | Opportunity |
|---|---|---|
| Price gap | No option between $X and $Y | Mid-market play |
| Feature gap | Problem partially solved | Complete solution |
| Segment gap | Underserved buyer type | Focused positioning |
| Approach gap | Old technology dominant | Modern alternative |
| Experience gap | All options complex | Simplicity play |
Validate gaps:
- Is the gap intentional (unviable) or overlooked?
- Is there demand for this position?
- Can we credibly occupy this position?
差距指未被占据或服务不足的定位:
| 差距类型 | 信号 | 机会 |
|---|---|---|
| 价格差距 | $X到$Y之间无合适选项 | 中端市场切入 |
| 功能差距 | 问题仅被部分解决 | 提供完整解决方案 |
| 细分市场差距 | 某类买家未被充分服务 | 聚焦型定位 |
| 实现方式差距 | 旧技术占据主导 | 提供现代替代方案 |
| 体验差距 | 所有选项都复杂 | 主打简洁性 |
验证差距:
- 该差距是有意放弃(不可行)还是被忽视?
- 该定位是否有需求?
- 我们能否可信地占据该定位?
Step 7: Assess Competitive Threats
步骤7:评估竞争威胁
For top 3-5 competitors:
| Threat | Assessment |
|---|---|
| Response speed | How fast can they copy us? |
| Resource advantage | Funding, team, distribution |
| Switching costs | How locked-in are their users? |
| Brand strength | Trust, recognition |
| Expansion likelihood | Are they moving toward us? |
Threat level:
- High: Well-funded, fast, overlapping roadmap
- Medium: Capable but distracted or slow
- Low: Resource-constrained, different focus
针对排名前3-5的竞争对手:
| 威胁维度 | 评估内容 |
|---|---|
| 响应速度 | 他们复制我们的速度有多快? |
| 资源优势 | 融资、团队、分销渠道 |
| 转换成本 | 他们的用户粘性有多高? |
| 品牌影响力 | 信任度、知名度 |
| 扩张可能性 | 他们是否在向我们的领域扩张? |
威胁等级:
- 高: 资金充足、行动迅速、路线图重叠
- 中: 有能力但分心或行动缓慢
- 低: 资源受限、关注点不同
Step 8: Write Output
步骤8:撰写输出内容
Write to using output format below.
strategy/canvas/06.competitive.md按照以下输出格式写入。
strategy/canvas/06.competitive.mdOutput Format
输出格式
markdown
undefinedmarkdown
undefined06. Competitive Landscape
06. 竞争格局
Competitive Frame
竞争框架
Problem being solved: [From 05.problem — primary problem]
Segment served: [From 04.segments — primary segment]
Category: [Market category name]
待解决问题: [来自05.problem — 核心问题]
服务细分市场: [来自04.segments — 核心细分市场]
市场类别: [市场类别名称]
Direct Competitors
直接竞争对手
[Competitor 1]
[竞争对手1]
| Attribute | Value |
|---|---|
| Positioning | [Their headline/tagline] |
| Target | [Who they serve] |
| Pricing | [Model and price points] |
| Strengths | [What they do well] |
| Weaknesses | [Gaps, complaints] |
| Threat Level | High/Medium/Low |
Source: [G2, website, etc.]
| 属性 | 内容 |
|---|---|
| 定位 | [他们的标题/标语] |
| 目标客户 | [服务对象] |
| 定价 | 模式及价格区间 |
| 优势 | 他们擅长的方面 |
| 劣势 | 差距、用户投诉 |
| 威胁等级 | 高/中/低 |
来源: [G2、官网等]
[Competitor 2]
[竞争对手2]
[Same structure]
[相同结构]
[Competitor 3]
[竞争对手3]
[Same structure]
[相同结构]
Indirect Competitors
间接竞争对手
| Alternative | Type | How Used | Limitation |
|---|---|---|---|
| [Spreadsheets] | Manual | [How] | [Why inadequate] |
| [Platform X] | Adjacent | [How] | [Why inadequate] |
| [Agency Y] | Service | [How] | [Why inadequate] |
| 替代方案 | 类型 | 使用方式 | 局限性 |
|---|---|---|---|
| [电子表格] | 手动 | [使用方式] | [为何不足] |
| [平台X] | 相邻 | [使用方式] | [为何不足] |
| [代理机构Y] | 服务 | [使用方式] | [为何不足] |
Positioning Matrix
定位矩阵
Axes:
- X-axis: [Dimension 1] (low → high)
- Y-axis: [Dimension 2] (low → high)
Map:
HIGH [Dimension 2]
│
[Competitor A] │ [Competitor B]
│
LOW ────────────────┼──────────────── HIGH
[Dimension 1] │ [Dimension 1]
│
[Gap: ?] │ [Competitor C]
│
LOW [Dimension 2]坐标轴:
- X轴:[维度1](低 → 高)
- Y轴:[维度2](低 → 高)
映射图:
HIGH [Dimension 2]
│
[Competitor A] │ [Competitor B]
│
LOW ────────────────┼──────────────── HIGH
[Dimension 1] │ [Dimension 1]
│
[Gap: ?] │ [Competitor C]
│
LOW [Dimension 2]Positioning Gaps
定位差距
| Gap | Position | Why Valuable | Our Fit |
|---|---|---|---|
| [Gap 1] | [Description] | [Demand signal] | High/Med/Low |
| [Gap 2] | [Description] | [Demand signal] | High/Med/Low |
| 差距 | 定位描述 | 价值原因 | 适配性 |
|---|---|---|---|
| [差距1] | [描述] | [需求信号] | 高/中/低 |
| [差距2] | [描述] | [需求信号] | 高/中/低 |
Recommended Position
推荐定位
Position: [Specific position statement]
Rationale: [Why this gap + why we can own it]
定位: [具体定位声明]
理由: [为何选择该差距 + 我们为何能占据该定位]
Competitive Response Prediction
竞争对手响应预测
| If We... | They Likely... | Our Counter |
|---|---|---|
| Enter market | [Response] | [Strategy] |
| Win customers | [Response] | [Strategy] |
| [Specific move] | [Response] | [Strategy] |
| 若我们... | 他们可能会... | 我们的应对策略 |
|---|---|---|
| 进入市场 | [响应行动] | [策略] |
| 获取客户 | [响应行动] | [策略] |
| [具体行动] | [响应行动] | [策略] |
Competitive Intelligence Gaps
竞争情报差距
| Unknown | Why It Matters | How to Learn |
|---|---|---|
| [Gap 1] | [Impact] | [Method] |
| [Gap 2] | [Impact] | [Method] |
undefined| 未知信息 | 重要性 | 获取方式 |
|---|---|---|
| [差距1] | [影响] | [方法] |
| [差距2] | [影响] | [方法] |
undefinedQuality Criteria
质量标准
Before finalizing, verify:
- At least 3 direct competitors profiled
- Indirect competitors documented
- Positioning matrix has clear axes
- At least 1 actionable gap identified
- Threat assessment for top competitors
- Recommended position stated
最终确定前,验证以下内容:
- 至少分析3家直接竞争对手
- 记录间接竞争对手
- 定位矩阵有清晰的坐标轴
- 识别至少1个可落地的差距
- 对头部竞争对手进行威胁评估
- 明确推荐定位
Competitor Profile Template
竞争对手概况模板
Quick capture format for research:
markdown
undefined用于调研的快速记录格式:
markdown
undefined[Competitor Name]
[竞争对手名称]
Website: [URL]
Founded: [Year]
Funding: $[X] ([Stage])
Size: [Employees]
Positioning: "[Their tagline]"
Target: [Segment]
Pricing: [Model] — $[X]-$[Y]
Strengths:
- [Strength 1]
- [Strength 2]
Weaknesses (from reviews):
- [Weakness 1]
- [Weakness 2]
Recent moves:
- [News, launches, hires]
undefined官网: [URL]
成立时间: [年份]
融资: $[X]([轮次])
规模: [员工数量]
定位: "[他们的标语]"
目标客户: [细分市场]
定价: [模式] — $[X]-$[Y]
优势:
- [优势1]
- [优势2]
劣势(来自评论):
- [劣势1]
- [劣势2]
近期动态:
- [新闻、产品发布、招聘]
undefinedBoundaries
边界说明
- Does NOT predict competitor strategy with certainty
- Does NOT guarantee positioning gap is viable
- Does NOT validate market demand for gap
- Competitor data is point-in-time — markets shift
- Review complaints are selection-biased
- Does NOT handle patent/IP competitive analysis
- Requires problem definition before meaningful analysis
- Positioning recommendation is hypothesis until validated
- 无法确定地预测竞争对手策略
- 不保证定位差距具备可行性
- 不验证差距对应的市场需求
- 竞争对手数据为时点数据——市场会变化
- 用户投诉存在选择偏差
- 不处理专利/知识产权类竞品分析
- 有意义的分析需要先明确问题定义
- 定位推荐为假设,需验证