Positioning Inventory template
Document your core value propositions, differentiators, and proof assets.
Download Positioning Inventory as Excel or CSV, free.
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Worked example
3 filled rows showing the level of detail that makes this inventory useful — from one fictional mid-market B2B SaaS company, so the examples across the library describe a single coherent operation. The download keeps these on a separate sheet, so the one you fill in starts empty.
| Value Proposition | Problem Statement | Unique Differentiator | Alternatives | Common Objections | Proof Assets |
|---|---|---|---|---|---|
| Make the forecast trustworthy without adding headcount | Pipeline data is entered inconsistently, so the forecast is argued rather than read | We fix the operating model first and configure the CRM second | Big-four consultancy, in-house hire, HubSpot partner agency | We already have a HubSpot partner | RIA case study: forecast variance from 34% to 9% in two quarters |
| One revenue system instead of four disagreeing ones | Marketing, sales, CS and finance each report a different number | Single source of truth defined per field, not per system | BI layer on top of the mess, status quo | A dashboard would be cheaper | Fintech case study: closed a $2.1M reporting gap |
| Onboarding that reflects what was actually sold | Scope is retyped between the proposal and the project, and drifts | Line items flow through; nothing is re-entered | Manual handoff checklist | Our CSMs already do this manually | Construction case study: kickoff time cut from 9 days to 2 |
What's in it — 6 columns
The full schema is below, so you can see exactly what you're getting before you download it — or rebuild it by hand if you'd rather.
| Column | Input | Allowed values / hint |
|---|---|---|
| Value Proposition | Text | One sentence |
| Problem Statement | Text | What pain? |
| Unique Differentiator | Text | Why you? |
| Alternatives | Text | Competitors |
| Common Objections | Text | Top objection |
| Proof Assets | Text | Case studies, data |
LEARN HOW TO FILL IT IN
This schema comes from Positioning & Narrative in RevOps Audit, where the same table is an interactive tool that saves your work and exports into the full audit workbook.
See the course