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🏢 Business & Strategy

Free Competitive Positioning Assessment Template

Score differentiation, value-to-price, switching barriers, awareness and perception to test whether your position is actually defensible.

~10 min
5 weighted dimensions
AI PDF Report
AI Consultant
Live Preview

Quick answer

Score differentiation, value-to-price, switching barriers, awareness and perception to test whether your position is actually defensible.

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About this template

Positioning statements describe intent; markets record reality. This assessment scores five things customers could in principle confirm: how distinct you are, whether price matches perceived value, what stops switching, whether you are considered at all, and how you are perceived when compared. The AI report shows which axis your claimed position is weakest on and what would move it.

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Template at a Glance

TemplateCompetitive Positioning Assessment
CategoryBusiness & Strategy
FormatWeighted 1–5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus the raw answers
Best forFounders · Marketing leads · Strategy leads
CostFree to copy and customize on FormLM
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What This Assessment Measures

Five dimensions, scored 1–5 and weighted into one result.

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Live Preview

Sample form and AI report preview — fill it in to see live scoring and the report.

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Five weighted dimensions

Differentiation, Value-to-price, Switching barriers, Market awareness, Comparative perception — each scored 1–5.

2

Weighted composite score

A defensible overall view that keeps dimensions separate.

3

Personalized AI PDF report

The weakest dimension, what it caps, and a prioritized fix list.

4

QR into an AI consultant chat

Every report links a chat trained on this topic for follow-ups.

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the positioning dimensions, competitor list prompts and report into your FormLM workspace — free.

2

Map your position

Score differentiation, switching cost, market awareness and defensibility against named competitors.

3

Share and collect

Send the link; each response is scored automatically.

4

Read the gap report

AI identifies which competitor is eroding you fastest, where a repositioning window exists, and what to test first.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Founders

Verify the moat, don't assume it.

2

Marketing leads

Sharpen claims buyers confirm.

3

Strategy leads

An input to annual positioning.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Customers can name our difference without prompting (1–5)
  2. Our price matches what buyers say they value (1–5)
  3. Switching away from us would cost customers real effort or risk (1–5)
  4. We are shortlisted in the category's normal buying conversation (1–5)
  5. In direct comparisons we are perceived ahead (1–5)
  6. Why did your last won deal choose you? (open)
  7. Why did your last lost deal choose someone else? (open)
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Frequently Asked Questions

What are the five positioning axes?
Differentiation, value-to-price fit, switching barriers, market awareness and comparative perception — each scored 1–5 and weighted.
Should customers answer, not just the team?
Team answers give the hypothesis; running the same axes with a few key accounts turns it into evidence — the gap is the finding.
Is this Porter-style positioning theory?
It borrows the defensible-position thinking but is an original scored self-assessment, not a licensed framework.
How often should positioning be re-scored?
Per half-year, or when a competitor reprices, a new entrant appears, or win reasons start shifting.
What does the AI report include?
The weakest axis for your claimed position, what typically moves it, and the message or product change to test first.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.

Run the Competitive Positioning Assessment this quarter

A 5-dimension scored check with a personalized AI report — free to copy and customize.