Competitive Assessment
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
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.
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.
Point of view
Seen in the market
All points of view →Recent Market Edge points of view that apply this tool.
Volatile markets · April 2026
Why do purchase criteria shift in volatile markets?
In volatile, uncertain markets, supply assurance and lead time can quickly become the criteria that decide a purchase, and share and price move with them.
Read →Value and differentiation · April 2026
Which purchase criteria actually drive B2B buying decisions?
Most technical performance criteria in B2B applications are table stakes: every credible supplier meets them.
Read →Linked tools
The output of one tool becomes the input to the next.
Builds on
Where it's used
Academy program
Strategic Marketing
See dates →Academy program
Pricing
See dates →Expertise
Strategic Marketing & Growth
Explore →Expertise
Pricing & Value
Explore →Problem it solves
No common process
Read more →Problem it solves
Products copied, margins squeezed
Read more →Problem it solves
Sales can't defend the price
Read more →Problem it solves
Tools without a plan
Read more →Situation
Moving from commodity to specialty
How we help →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.
Other tools in stage 3: Competitive Assessment · Value Creation · Value Proposition builder · Right to Win · Product lifecycle and portfolio
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.
