Market Analysis Template Form Template
Streamline Your Market Evaluation with This Template
Conducting a thorough market analysis can be overwhelming, especially when trying to capture essential insights efficiently. This template is designed for marketers and business analysts aiming to evaluate products or services within their competitive landscape. It offers a clear pathway to identify market gaps, assess customer needs, and understand pricing strategies, all while ensuring a visually appealing, WCAG-aligned format. With this template, you can simplify data collection, enhance collaboration with your team, and make informed decisions, all with ease. Explore the live template to get started today.
When to use this form
Use this template when you need a fast, structured way to size an opportunity, compare segments, and choose a go-to-market path. It suits founders, product managers, and marketers planning a launch, entering a new region, or updating a business plan. It helps you capture target segments, problems, substitutes, competitors, pricing, and channels, then roll that into a clear recommendation. To ground your assumptions, pull recent customer quotes from the Testimonial request form and trend sentiment with the Rate your experience form. Use it before executive reviews, investor pitches, or quarterly planning, so you can share one page that aligns your team on where to play, how to win, and what to test first.
Must Ask Market Analysis Questions
- Which customer segment has the highest pain and budget for this problem?
This focuses your research and shows where revenue is most likely. Clear segment criteria make sampling and messaging far more precise.
- What job are they trying to get done, and how do they solve it today?
Knowing current workarounds reveals switching triggers and must-have features. It also shows which benefits matter most in your copy and demos.
- How large is the serviceable obtainable market in the next 12 months, and what conversion rate are you assuming?
Framing size and time makes forecasts testable. Listing the assumed conversion rate exposes risk and guides your first experiments.
- Who are the top three competitors, and what is your measurable edge?
Naming a small set keeps comparison sharp. Tie your edge to data; for example, use insights from the Performance review - customer evaluation form to quantify gaps you can exploit.
- Which channel and price point deliver positive unit economics at small scale?
Early CAC and payback signals prevent costly bets. Map the first 100 customers to prove a repeatable path before you scale.
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