Business OS
Sales & MarketingSurveys & Feedback

Value Proposition Worksheet

This Value Proposition Worksheet helps businesses define and articulate their unique value to customers. Use it to clarify your offerings, target audience, and competitive differentiators.

Updated 15d ago
value propositionmarketingstrategybusiness developmentcustomer analysisSME

Company Information

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Date & Prepared By

Date: {{date}}

Prepared By: {{preparer_name}}

Role: {{preparer_role}}

Target Customer Segment

Describe your ideal customer and their key characteristics (demographics, psychographics, behaviors): {{customer_segment_description}}

What are their primary jobs-to-be-done (functional, social, emotional)?: {{customer_jobs_to_be_done}}

What are their pains (frustrations, risks, obstacles)?: {{customer_pains}}

What are their gains (benefits they seek, positive outcomes)?: {{customer_gains}}

Products and Services

List your core products and services: {{products_services_list}}

How do these products/services help the customer perform their jobs-to-be-done?: {{products_services_help_jobs}}

What pain relievers do your products/services offer? (How do they alleviate customer pains?): {{pain_relievers}}

What gain creators do your products/services offer? (How do they produce customer gains or benefits?): {{gain_creators}}

Value Proposition Statement

Formulate a concise value proposition statement using the following structure:

"Our {{products_services}} help {{customer_segment}} who want to {{customer_jobs_to_be_done}} by {{pain_relievers}} and {{gain_creators}}."

Your Value Proposition: {{value_proposition_statement}}

Competitive Advantage

Who are your main competitors?: {{competitors_list}}

What differentiates your offerings from competitors?: {{differentiation_factors}}

What unique resources or capabilities do you possess?: {{unique_resources_capabilities}}

Evidence and Proof Points

What evidence supports your claims (e.g., testimonials, case studies, data, awards)?: {{evidence_proof_points}}

Quantifiable benefits for the customer: {{quantifiable_benefits}}

Call to Action

What is the desired customer action after engaging with your value proposition? (e.g., visit website, request demo, purchase): {{call_to_action}}

Revision History

Version: {{version_number}}

Date of Revision: {{revision_date}}

Revised By: {{reviser_name}}

Signature

_____________________________

{{signature_name}}

{{signature_title}}

{{signature_date}}

Related templates