Competitor Audit Worksheet
Score every operator on your block in under 90 minutes and find the gaps where you actually win.
Competitor Audit Worksheet
WorksheetWhat is inside
What you will get
The six-category scoring system (reviews, GBP, website, brand presence, premium signal, speed to lead) with 1 to 5 scales for every category
The filter criteria for picking which 5 to 8 competitors to score, including market leaders, direct peers, emerging threats, and PE-backed units
The gap-prioritization grid that sorts every fix into high-impact-low-cost (do this quarter) versus low-impact-high-cost (skip)
The "seasonitis" diagnostic and the offseason weakness audit that finds competitors going dark on ads, laying off, and selling trucks
The four-signal seller-motivation framework for spotting acquisition targets worth approaching, plus the valuation reframe to use in the first conversation
The speed-to-lead test that 9 out of 10 service companies fail on the first call
Implementation checklist sequenced by week, month, offseason, and ongoing
Is this for you?
This is for you if...
Home service operators between $500K and $10M who suspect they are losing share to a specific competitor and want to score the situation on paper instead of in their head. Plumbers, HVAC, roofers, lawn care, garage door, restoration, and the trades next to them.
After reading
What you will be able to do
01
Score every competitor in your service area on the same six categories
02
Identify the cheapest and highest-impact gaps to close this quarter
03
Spot which competitors are weakest in the offseason and take share when they go dark
04
Approach a distressed operator about acquisition without leading with money
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