Marketing templates · 15-minute exercise

Positioning worksheet template for branding studios

Use this positioning worksheet worksheet to explain who the offer is for, what problem it solves and what evidence supports choosing it. It is written for branding studios and starts with an illustrative offer: a positioning and identity project. Replace the assumptions with evidence from your own business before using the result.

NEXT MBA EditorialPublished Example + editable working sheet
What you will work towards

Leave with a testable positioning statement and a list of evidence needed to support it.

Start with a real buying situation

For the worked example, the audience is a founder entering a new customer segment. Their problem is that different team members explain the company in conflicting ways. The desired practical outcome is a consistent message with a documented audience and reason to choose.

The example is deliberately bounded: the company must preserve recognition with existing customers. That condition should influence the promise, scope and next step rather than disappear from the marketing copy.

Illustrative offera positioning and identity project
Buyer questionWhich customer should recognise themselves in the first sentence?
Possible evidencea messaging comparison using actual customer language supplied by the client
Useful asseta message hierarchy and brand brief

How to complete your positioning worksheet

  1. Name the customer and the situation in which they need help.
  2. Describe the alternative they use today.
  3. Choose the most relevant difference your offer can demonstrate.
  4. Connect that difference to a useful customer outcome.
  5. Test the statement in conversation and ask people to repeat what they understood.

Worked example

These entries are illustrative planning material, not research findings or customer results. Keep the structure and replace the content with verified details.

For this customer and situationBranding studios buyers, especially a founder entering a new customer segment, dealing with this issue: different team members explain the company in conflicting ways.
The current alternativeAn existing provider, an internal process or no change. Ask which alternative the buyer actually uses.
Our relevant differenceA clearly scoped offer and visible evidence: a messaging comparison using actual customer language supplied by the client.
Evidence we can showUse a messaging comparison using actual customer language supplied by the client; check whether it answers the buyer’s uncertainty.
The short positioning statementFor a founder entering a new customer segment, our a positioning and identity project helps work towards a consistent message with a documented audience and reason to choose. Evaluate it through test two positioning statements with a small set of relevant customer conversations.

Review before using it

A useful operational measure in this example is whether target customers can accurately repeat the offer. That does not automatically make it a marketing attribution metric. Define the source, period and owner before drawing conclusions.

  • Does the statement distinguish the offer without inventing a claim about competitors?
  • Check the delivery assumptions: Separate strategy, identity, applications, trademark checks and production.
  • Use evidence rather than promises. Customer interviews are evidence to interpret, not a statistically representative market survey.
  • Discuss the draft with someone who understands the buying situation. Start with: “Which customer should recognise themselves in the first sentence?”
  • If the next step is a trial, define its purpose. One possible starting point is to test two positioning statements with a small set of relevant customer conversations.

Common mistakes and a better review

Do not fill a missing fact with an impressive-sounding number. Mark it as an assumption, explain how you will check it and give that check an owner. A short, honest document is easier to use than an elaborate plan built on unknowns.

Watch forWords such as innovative or premium add little when they have no observable meaning.
A real buyer concernWe only need a new logo.
Useful response directionA logo may be the right deliverable. First, let us check whether the difficulty is visual recognition or explaining the offer.
Evidence to collectThe buyer’s own account, a messaging comparison using actual customer language supplied by the client, and records relevant to whether target customers can accurately repeat the offer.

Your working sheet

Write your own version below. Notes are saved on this browser when local storage is available. Use Download to keep a separate copy; avoid adding confidential information on a shared device.

Example: Branding studios buyers, especially a founder entering a new customer segment, dealing with this issue: different team members explain the company in conflicting ways.

Example: An existing provider, an internal process or no change. Ask which alternative the buyer actually uses.

Example: A clearly scoped offer and visible evidence: a messaging comparison using actual customer language supplied by the client.

Example: Use a messaging comparison using actual customer language supplied by the client; check whether it answers the buyer’s uncertainty.

Example: For a founder entering a new customer segment, our a positioning and identity project helps work towards a consistent message with a documented audience and reason to choose. Evaluate it through test two positioning statements with a small set of relevant customer conversations.

Review your work

Tick only what you can support with your answer or practice. This is a reflection checklist, not an automated assessment.

Questions about this resource

How do I adapt this for my branding studios business?

Replace the audience, offer and evidence with your actual information. Begin with a recent buyer conversation about why different team members explain the company in conflicting ways, then check which assumptions match your business.

Is the filled example ready to publish?

No. It is a working example. Verify claims, permissions, prices, current capabilities and any customer information before using it externally. Customer interviews are evidence to interpret, not a statistically representative market survey.

What should I do after completing the worksheet?

Use it to make one decision or have one focused conversation. The intended output is a testable positioning statement and a list of evidence needed to support it. Set a review date and update it when the evidence changes.

Illustrative business worksheet. No customer results, market rates, traffic volumes or performance benchmarks are implied. About these resources.