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Instructions:

  • Make a copy of this doc - then you can do whatever you want to the file
  • This are example workshop exercises - you may want to add more or go deeper into other areas
  • If you find this useful, let me know. If you changed or found other things helpful in your experience, let me know too (feedback is a gift, right?)
  • Make sure you have the right folks involved in brand workshops, nothing worse than doing this work and forgetting a founder who has opinions

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Brand Positioning Workshop

A handy toolkit for distilling down your company’s brand positioning

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Objective

  1. Write a brand positioning that articulates a company’s focus and Point of Difference
  2. Articulate the brand voice

After this, but not included in here, you need to…

  • Visual interpretation
  • Build the internal GTM plan to inform employees, advocates and partners
  • Full customer facing GTM plan

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How to do it

  1. The Company

Identify what we are doing differently in the category with the reasons to believe

  • The Audience

Who is our audience and what are the functional and emotional drivers of their purchase making

  • The Personality

What are the traits that we have and what do we want to project in market

Then, bring it all together…

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Exercise 1:

Who are we and what make us different?

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Who are we

What is the big relevant changes in the world affecting our customer and/or category?

These are:

  • The big challenges or changes happening in the world that is affecting our customers or seismic shifts in our category.
  • Big lofty statements that should scare people a bit.
  • Statements that are forward looking.

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Who are we

What are 3 things that we do that address this differently than everyone else?

These are:

  • How are we doing things differently than our competitors - in the product, in our service approach, in our go-to-market strategy?
  • Think about if we are creating a unique moat by disrupting the category or are we evolving it quietly?

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Who are we

Where do we see ourselves against our competitors?

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Leader

Disruptor

Challenger

Niche

This is the established, dominant brand in the market, often recognized for its high market share and strong brand recognition.

A disruptor is a brand that introduces a new product, service, or business model that fundamentally changes the industry landscape, often challenging the status quo.

A challenger brand is one that aims to gain market share from the leader, often by offering a unique value proposition or targeting a specific segment.

A niche brand focuses on a specific segment or customer group, often with a specialized product or service.

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Who are we

Lets ask an LLM.

Prompt your favourite LLM (or all of them) to ask what their perspective on the market situation is.

The prompt: Act as a competitive intelligence analyst for [Your Company], looking to create a unique competitive differentiation versus our key competitors. For [Your Company, Competitor 1, Competitor 2, Competitor 3, etc], generate a competitive positioning analysis that includes the following sections. For each section, provide specific, actionable insights. Evaluate [Your Company, Competitor 1, Competitor 2…] brand messaging across their website, social media, and marketing materials. Extract their core value propositions, target audience segments, and emotional appeals. Review customer review sites like G2 and Capterra, and look for recurring themes in both positive and negative feedback on features, service quality, and price.

  • Target Audience: Who do they serve?
  • Key Strengths: What are their core competencies and advantages from a brand, product, service and price standpoint?
  • Weaknesses: What are their vulnerabilities and common customer pain points from a brand, product, service and price standpoint?
  • Pricing Strategy: What is their pricing model, and how does it compare to our own? Include premium features, subscription tiers, and value-driven pricing elements."
  • Messaging and Differentiators: What is their unique value proposition and how do they communicate it?
  • Strategic Moves: Analyze recent investments, acquisitions, or product announcements.
  • Recommendations: Provide specific recommendations on how [Your Company] can effectively differentiate from the competitive set.

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Exercise 2:

Who is our customer?

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The Customer

What are all they key customer insights and pain points our customers have and how do we address them:

Insights Benefits

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Write down a short list of key customer insights that are universal to your industry or Target Audience

Example:

New technology is making is harder for owners to set up their small business.

Write down some corresponding benefits that you can provide to help them with their pain.

Example:

Make is simple

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The Customer

Let’s describe them in a few words:

Try to use as few words as possible to create focus.

Example:

Enterprising entrepreneurs

Time-starved urbanites

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Exercise 3:

What is our personality?

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Personality

Write down traits our customers would use to describe us as a company.

(Better yet, get a customer panel to get them to describe you, look into product review sites and use data to feed this).

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Personality

What do we want to be known for? Do the traits we have already listed match up or do we have some we have that are aspirational?

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Personality

Put all these traits down and pick the ones that are consistent and the ones you want to lean into more. Refine that list to a final 3 - 5.

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Personality

Lets define those 3 - 5 traits in to fully understand what these traits are, and aren’t:

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Trait 1

Trait 2

Trait 3

Straight-forward

Which means

Simple, clear

Doesn’t mean

Basic, naive

Should sound like

We tell it like it is, without being convoluted or sales-y. We don’t sugar coat things or use analogies. We say what we mean.

Example…

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Exercise 4:

Let’s bring it all together…

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Brand Positioning

Let’s pull all this together and write a positioning statement (or two, or three).

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Brand Positioning

The company

What is the big relevant change in the world affecting our audience and category (the truths)?

There is the promised land - what are we doing differently to address this change (how we answer the truths)

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Brand Positioning

The company

What is the role that we are playing in the category? Leader, challenger, disruptor, niche?

What are the brand or product features that overcome the obstacles to the promised land?

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Brand Positioning

The audience

Who are we targeting? In one word description (or as short as possible)

What is the one thing that motivates them?

How do we want them to feel about us as a company?

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Let’s write a Positioning

We are:

Who targets:

So they can:

By providing:

Unlike others who:

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Let’s write a Positioning (an example)

We are: The CRM industry black sheep

Who targets: the entrepreneur who is building and growing their business

So they can: best the best in their game

By providing: tools that anticipate their customers needs and service them automatically

Unlike others who: makes people do it manually

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Let’s write it another way

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What

...is our category?

How

...are we different?

Who

...are our customers?

Where

...are they located?

Why

...are we important?

When

...do they need us?

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Finalize it…

Take these inputs and write your positioning statement.

There is no right or wrong, it is about what you want for your company.

Make sure you address who you are, who you customers are, and what makes you different from everyone else.

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What’s next?

Positioning is a marathon.

You need to do the branding things:

  • Visual interpretation
  • Build the internal GTM plan to inform employees, advocates and partners
  • Full customer facing GTM plan

You also need to make sure positioning is in everything you do:

  • Strategic plans
  • Internal decisioning criteria

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Thanks!

If you need a hand you can also reach out to me.

paul@cinc.co | cinc.co