Marketing templates · 15-minute exercise

Positioning worksheet template for logistics providers

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 logistics providers and starts with an illustrative offer: a defined shipping and exception-management service. 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 an operations manager shipping business orders. Their problem is that customers hear about delivery problems before the operations team. The desired practical outcome is a visible process for shipment updates and exceptions.

The example is deliberately bounded: service depends on shipment dimensions, routes and agreed cut-off times. That condition should influence the promise, scope and next step rather than disappear from the marketing copy.

Illustrative offera defined shipping and exception-management service
Buyer questionWhich delivery exception creates the most work for your team?
Possible evidencea sample shipment timeline including a missed collection and escalation
Useful asseta carrier comparison and shipping exception checklist

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 situationLogistics providers buyers, especially an operations manager shipping business orders, dealing with this issue: customers hear about delivery problems before the operations team.
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 sample shipment timeline including a missed collection and escalation.
Evidence we can showUse a sample shipment timeline including a missed collection and escalation; check whether it answers the buyer’s uncertainty.
The short positioning statementFor an operations manager shipping business orders, our a defined shipping and exception-management service helps work towards a visible process for shipment updates and exceptions. Evaluate it through test a clearly specified shipment lane and review the exception process.

Review before using it

A useful operational measure in this example is delivery performance against the agreed service definition. 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: List shipment assumptions, exclusions, surcharges and claims procedures.
  • Use evidence rather than promises. Do not guarantee customs clearance or transit times outside an agreed service.
  • Discuss the draft with someone who understands the buying situation. Start with: “Which delivery exception creates the most work for your team?”
  • If the next step is a trial, define its purpose. One possible starting point is to test a clearly specified shipment lane and review the exception process.

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 concernA competitor quoted a lower shipping rate.
Useful response directionLet us compare the same shipment profile, surcharges, collection terms and exception support.
Evidence to collectThe buyer’s own account, a sample shipment timeline including a missed collection and escalation, and records relevant to delivery performance against the agreed service definition.

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: Logistics providers buyers, especially an operations manager shipping business orders, dealing with this issue: customers hear about delivery problems before the operations team.

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 sample shipment timeline including a missed collection and escalation.

Example: Use a sample shipment timeline including a missed collection and escalation; check whether it answers the buyer’s uncertainty.

Example: For an operations manager shipping business orders, our a defined shipping and exception-management service helps work towards a visible process for shipment updates and exceptions. Evaluate it through test a clearly specified shipment lane and review the exception process.

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 logistics providers business?

Replace the audience, offer and evidence with your actual information. Begin with a recent buyer conversation about why customers hear about delivery problems before the operations team, 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. Do not guarantee customs clearance or transit times outside an agreed service.

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.