Competitor Audit Worksheet
Score every shop on your block in an afternoon and find the gaps where you actually win.
Free worksheet · 17 min read
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- Written for home service owners, zero fluff
- The 10 checks, and how to fix each one
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What is inside
What you will get
The six-category scoring system (reviews, Google Business Profile, website, brand presence, premium signal, speed to lead) with a 1 to 5 scale for every category
The filter for picking which five to eight competitors to score, from market leaders to emerging threats to franchise units
The gap-prioritization grid that sorts every fix into high-impact-low-cost (do it this quarter) versus low-impact-high-cost (skip it)
The offseason weakness audit that finds competitors going dark on ads, laying off, and selling trucks, using two free tools with no login
The four-signal seller-motivation framework for spotting acquisition targets worth approaching, plus the valuation reframe and the real multiple math
The speed-to-lead test that most home service shops quietly fail, and why the first shop to call back usually gets the job
An implementation checklist sequenced by week, month, offseason, and ongoing
Is this for you?
This is for you if...
Home service owners who suspect they are losing work to a specific competitor and want to score the situation on paper instead of in their head. HVAC, plumbing, electrical, roofing, chimney, garage door, landscaping, pressure washing. One truck or a whole fleet.
After reading
What you will be able to do
01
Score every competitor in your service area on the same six categories
02
Spot the cheapest, highest-impact gaps to close this quarter
03
See which competitors go weak in the offseason and take share when they run cold
04
Approach a distressed operator about a sale without leading with money
Second set of eyes
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