Stage 3 · Offer and value proposition

    Competitive Assessment

    A Competitive Assessment scores your offer and competitors' offers on the purchase criteria that matter to a segment, weighted by importance. It shows where you are better, where you are worse, and which competitor you can take share from.

    Questions it answers

    1How do customers see us against competitors?
    2Which criteria give us an advantage?
    3Which competitor is most vulnerable?

    How it works

    The steps teams follow in our programs and projects.

    Step 1

    Use the criteria

    Weighted purchase criteria for the segment.

    Step 2

    Score each offer

    Ideally from customer research, checked with sales and technical teams.

    Step 3

    Compare

    Weighted scores and gaps.

    Step 4

    Act

    Strengthen weak criteria and lead with strong ones.

    What you get

    The output

    A weighted score chart showing your position against each competitor.

    Where AI helps
    Where judgment decides
    Compiles competitor information and public claims.
    Scores honestly, using customer evidence rather than internal pride.

    From our client work

    How clients apply it

    Paraphrased and anonymized from recent programs and engagements.

    Application 1

    A business with high market share used a competitive review in a "right to win" workshop to plan how to defend its position.

    Application 2

    Clients ask for current competitive data each year, because customer perceptions shift.

    Questions about Competitive Assessment

    Where do the scores come from?

    Best from customer research; at minimum, agreed by sales, marketing and technical teams together.

    Is the tool free?

    Yes. The Competitive Assessment Tool is available as a free download.

    Want to use Competitive Assessment on a live plan?

    Book a 20–30 minute sounding board conversation with a senior consultant who has sat in your seat. No cost, no commitment.

    Book a conversation