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Free Social Media Competitor Analysis Worksheet

A 7-step methodology to audit a competitor's posting cadence, hook patterns, and engagement velocity in under 90 minutes. Plus the exact questions to copy-paste into your own strategy doc.

By Tayyab, Founder

Honest scope: this is a worksheet, not a scraper, see the FAQ at the bottom for why.

1

Pick the right 5 competitors, not the obvious ones

The 5 brands you instinctively name first are the WRONG list. Their audience is too similar to yours; you'll just imitate. Instead pick 2 direct competitors (same product, same audience), 2 adjacent brands (same audience, different product: they've already won the attention you want), and 1 wildcard from a totally different category whose tone or format you envy. The adjacent brands are where the real ideas come from.

Worksheet questions
  • Who are 2 direct competitors selling roughly your product to roughly your audience?
  • Who are 2 brands selling something different to your exact audience?
  • Who is 1 brand in a totally different category whose social you actually look forward to?
2

Audit cadence, not just content

Open each competitor's feed and count posts in the last 14 days, by platform. Volume tells you how seriously they take social, but the more useful number is the gap distribution. A brand posting 3x a week consistently beats one that posts 12x then goes silent for 10 days. Note both numbers; the consistent ones are the ones with a real workflow you should reverse-engineer.

Worksheet questions
  • Posts per platform per week (X / IG / LinkedIn / Threads / FB)?
  • Longest gap between posts in the last 30 days?
  • Which platform are they clearly prioritising?
3

Identify the top 5 posts, not the top 1

A single viral post tells you nothing: viral is mostly luck. The top 5 posts in a 90-day window tell you the structural pattern. Sort each platform's feed by engagement and write down the first line (the hook), the format (carousel / video / single image / text-only), and the topic of each top-5 post. The pattern jumps out fast, usually 3 of 5 share a single hook structure and 4 of 5 share a single format.

Worksheet questions
  • For each platform: what hook structure shows up in 3+ of the top 5?
  • What format (carousel / video / image / text) shows up in 4+ of the top 5?
  • What topic cluster do 3+ of the top 5 share?
4

Audit the bottom 5: the negative case

The bottom-5 audit is more important than the top-5 because it's where you learn what your competitor (and the platform algorithm) actively dislikes. Sort by lowest engagement; write down the same fields. Often the bottom-5 share an obvious failure mode: corporate-speak, no hook, link-in-bio without reason, off-topic posts, or low-effort imagery. That failure mode is a list of things you can stop doing immediately.

Worksheet questions
  • What hook patterns appear in the bottom 5?
  • What format underperforms (often: link-in-bio posts, generic quotes, no-image text)?
  • Are the failures topic-failure or format-failure?
5

Map the engagement velocity curve

Look at the timestamps of the top posts. Most platforms show the time the post went up; if you check engagement at hour 1, hour 6, and 24 hours later, you can see whether the post built slowly (long-tail content, usually carousels and explainers) or peaked early and died (entertainment / trending content). This tells you which engagement curve your competitor is optimised for, and whether you should imitate or differentiate.

Worksheet questions
  • Top posts: at what hour after publish did engagement peak?
  • Long-tail posts (still getting likes 3+ days later): what % of total are they?
  • Are they optimising for slow-burn or fast-burn?
6

Audit the CTA, not the call

Read the last sentence of every top-5 post. Most "study competitor copy" advice tells you to imitate the hook; the bigger leverage is the CTA. Note the CTA type (save / comment / DM / click / book) and the framework (PAS, AIDA, BAB, FAB, PASTOR: see the CTA Generator tool). If 4 of 5 top posts ask for a save, the audience is treating that account as a reference. If 4 of 5 ask for a comment, it's being treated as a conversation. Match your account's positioning to the CTA pattern that's working.

Worksheet questions
  • What CTA type appears in 3+ of the top 5? (save / comment / DM / click / book)
  • What framework structure does the closing CTA use?
  • Is your CTA pattern aligned with the positioning you actually want?
7

Write the one-pager: the only deliverable that matters

After all of the above, the temptation is to keep gathering more data. Don't. Open a Google Doc, write a one-pager: 3 things to start doing this week, 2 things to stop doing this week, and 1 experiment to run for 30 days. That's the whole audit. Anything longer goes in the drawer; anything shorter doesn't get acted on. Re-run the entire audit every 90 days; the cadence is what makes it valuable.

Worksheet questions
  • What are the 3 things you start doing this week?
  • What are the 2 things you stop doing this week?
  • What is the 1 30-day experiment?

Want this automated?

The worksheet above gives you 80% of the value of a paid competitor monitoring tool at 0% of the cost, but the trade-off is the 90 minutes per quarter you spend running it manually. If you have 5+ brands you actively need to monitor (agency client list, growth team, multi-product company), the manual cadence breaks down.

Inside Content Drifter, the Competitors tab on the Pro and Agency plans automates Steps 2 to 6 (cadence, top/bottom posts, engagement velocity, CTA patterns), pulled in via the official platform APIs. Step 1 (picking competitors) and Step 7 (writing the one-pager) stay manual because they're the steps where judgment matters more than data.

For the analytical layer, the Analytics dashboard ties the competitor-pattern data back to YOUR account so you can see exactly which experiments are working in your feed.

Run the worksheet once, then automate it.

Most teams find the worksheet more valuable than they expected on the first run, then realise running it manually every quarter doesn't scale. Free forever plan to try the dashboard; no credit card.

Try it free
FAQ

Frequently asked questions

Why is this a worksheet and not an automated competitor scraper?

Real-time competitor scraping is brittle (Instagram and TikTok actively rate-limit and rotate selectors), expensive at any useful cadence, and legally murky at the free tier. A worksheet you can run in 90 minutes once a quarter gets you most of the value at none of the cost. Inside Content Drifter, the Competitors tab automates the audit on the Pro and Agency plans, where those API costs are absorbed in the subscription.

How often should I run this audit?

Once a quarter is the right cadence for most accounts. Faster than that and you are reacting to noise, because a single underperforming post can pull a top-5 average around. Slower and you miss real platform shifts. Set a 90-day calendar reminder.

What is the most common mistake doing competitor analysis?

Picking the wrong competitors. Founders default to five brands selling roughly what they sell, but those brands share your audience too closely, so you end up imitating. Step 1 of the worksheet forces you to include 2 adjacent brands (same audience, different product) and 1 wildcard. Those are where genuinely new ideas come from. The direct competitors are useful only as the baseline.

Can I use this for B2B or LinkedIn-only social?

Yes, the methodology is platform-agnostic. For LinkedIn-only audits the engagement-velocity step (Step 5) matters most, because LinkedIn rewards long-tail engagement: a post still collecting reactions five days later is a signal. For B2B, focus the bottom-5 audit (Step 4) on corporate-speak posts, which are usually the worst performers and the easiest gap to differentiate against.

This reads nothing. You do the reading.

We do not fetch a competitor’s feed and we do not scrape anything. It is a worksheet: 7 steps and the questions under them, which you answer by opening the accounts yourself. That is a deliberate choice rather than a missing feature. A scraper reading a competitor’s feed breaks the week a platform changes its markup, and between breaking and being noticed it is quietly wrong, which is worse than not running.

The part worth having is the method, and the method is the part these tools usually hide. Step two is the one that changes minds: count posts over 14 days and the gap distribution, not the total, because a brand posting three times a week without missing beats one that posts twelve times and then goes quiet for ten days.