fnd.r-analyzing-competition

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Competitive 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:
  • strategy/canvas/05.problem.md
    must exist (problems define competitive frame)
  • strategy/canvas/04.segments.md
    should exist (segment defines competitive context)
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:
  • strategy/canvas/05.problem.md
    必须存在(问题定义竞争框架)
  • strategy/canvas/04.segments.md
    建议存在(细分市场定义竞争背景)
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:
  1. Search for existing solutions
  2. Identify companies explicitly targeting this problem
  3. 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:
  1. 搜索现有解决方案
  2. 识别明确针对该问题的企业
  3. 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:
TypeExample
Manual processSpreadsheets, email, paper
Adjacent productFeature in larger platform
Service providerConsultants, agencies
DIY solutionInternal tools, scripts
Status quoDo 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:
AttributeSource
PositioningWebsite headline, tagline
Target segmentWebsite copy, case studies
Pricing modelPricing page
Price pointsPricing page, G2
Key differentiatorsFeatures page, comparisons
WeaknessesG2 reviews, Reddit, complaints
Funding/sizeCrunchbase, LinkedIn
Growth signalsHiring, 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 OptionWhen 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:
  1. Place each competitor on the matrix
  2. Identify clusters (crowded positions)
  3. 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:
  1. 将每个竞争对手放置在矩阵上
  2. 识别集群(拥挤的定位区域)
  3. 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 TypeSignalOpportunity
Price gapNo option between $X and $YMid-market play
Feature gapProblem partially solvedComplete solution
Segment gapUnderserved buyer typeFocused positioning
Approach gapOld technology dominantModern alternative
Experience gapAll options complexSimplicity play
Validate gaps:
  • Is the gap intentional (unviable) or overlooked?
  • Is there demand for this position?
  • Can we credibly occupy this position?
差距指未被占据或服务不足的定位:
差距类型信号机会
价格差距$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:
ThreatAssessment
Response speedHow fast can they copy us?
Resource advantageFunding, team, distribution
Switching costsHow locked-in are their users?
Brand strengthTrust, recognition
Expansion likelihoodAre 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
strategy/canvas/06.competitive.md
using output format below.
按照以下输出格式写入
strategy/canvas/06.competitive.md

Output Format

输出格式

markdown
undefined
markdown
undefined

06. 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]

AttributeValue
Positioning[Their headline/tagline]
Target[Who they serve]
Pricing[Model and price points]
Strengths[What they do well]
Weaknesses[Gaps, complaints]
Threat LevelHigh/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

AlternativeTypeHow UsedLimitation
[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

GapPositionWhy ValuableOur 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

UnknownWhy It MattersHow 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]
undefined

Quality 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]
undefined

Boundaries

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