Marketing templates · 15-minute exercise

Value proposition worksheet template for executive coaching

Use this value proposition worksheet worksheet to connect a specific problem to a credible, bounded customer benefit. It is written for executive coaching and starts with an illustrative offer: a structured leadership coaching programme. 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 benefit statement with supporting evidence and clear limits.

Start with a real buying situation

For the worked example, the audience is a founder preparing to manage a growing leadership team. Their problem is that important decisions return to the founder even after delegation. The desired practical outcome is clearer decision ownership and a repeatable reflection routine.

The example is deliberately bounded: personal discussions must have explicit confidentiality boundaries. That condition should influence the promise, scope and next step rather than disappear from the marketing copy.

Illustrative offera structured leadership coaching programme
Buyer questionWhich recurring decision would you like your team to own without you?
Possible evidencea sample session agenda and a client-owned progress journal
Useful asseta delegation reflection worksheet

How to complete your value proposition worksheet

  1. Describe the problem in the buyer’s own language.
  2. Identify the work your offer performs.
  3. Explain the practical benefit without jumping to unsupported financial results.
  4. State what evidence demonstrates the benefit.
  5. Write the conditions and limitations that a buyer should understand.

Worked example

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

Customer problemimportant decisions return to the founder even after delegation
What the offer doesa structured leadership coaching programme. Intended practical result: clearer decision ownership and a repeatable reflection routine.
Practical benefitclearer decision ownership and a repeatable reflection routine
Supporting evidencea sample session agenda and a client-owned progress journal
Conditions and limitationspersonal discussions must have explicit confidentiality boundaries. Keep coaching separate from clinical care and avoid psychological diagnoses.

Review before using it

A useful operational measure in this example is completion and reflection on agreed behavioural experiments. That does not automatically make it a marketing attribution metric. Define the source, period and owner before drawing conclusions.

  • Can every promise be demonstrated or clearly identified as a hypothesis?
  • Check the delivery assumptions: Agree session cadence, confidentiality, cancellation and sponsor reporting.
  • Use evidence rather than promises. Keep coaching separate from clinical care and avoid psychological diagnoses.
  • Discuss the draft with someone who understands the buying situation. Start with: “Which recurring decision would you like your team to own without you?”
  • If the next step is a trial, define its purpose. One possible starting point is to run a clearly scoped introductory session and agree one behaviour to practise.

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 forA benefit is not credible simply because it sounds financially attractive.
A real buyer concernHow can I prove coaching will pay for itself?
Useful response directionWe can agree observable behaviours and review them. We should not present a coaching conversation as a guaranteed financial return.
Evidence to collectThe buyer’s own account, a sample session agenda and a client-owned progress journal, and records relevant to completion and reflection on agreed behavioural experiments.

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: important decisions return to the founder even after delegation

Example: a structured leadership coaching programme. Intended practical result: clearer decision ownership and a repeatable reflection routine.

Example: clearer decision ownership and a repeatable reflection routine

Example: a sample session agenda and a client-owned progress journal

Example: personal discussions must have explicit confidentiality boundaries. Keep coaching separate from clinical care and avoid psychological diagnoses.

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 executive coaching business?

Replace the audience, offer and evidence with your actual information. Begin with a recent buyer conversation about why important decisions return to the founder even after delegation, 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. Keep coaching separate from clinical care and avoid psychological diagnoses.

What should I do after completing the worksheet?

Use it to make one decision or have one focused conversation. The intended output is a benefit statement with supporting evidence and clear limits. 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.