Positioning statement template for B2B SaaS (April Dunford's method)
What's in the template
How to fill it in
- Start from your best-fit customers. List the ones who bought fastest, stayed longest and got the most value. With fewer than 10 customers there's no pattern yet — use your strongest prospects and mark everything as a hypothesis.
- Do it with your co-founders. April Dunford's process starts by forming a positioning team, and for a startup that team is the founders. Positioning decides who you sell to and what you build; it isn't a marketing task.
- Let go of the category you started in. The label you picked on day one isn't necessarily the one that makes your value obvious today.
- Fill in the five components in order: competitive alternatives → unique attributes → value → who cares most → market category. Founders who start at "what's our category?" are doing it backwards.
- Write the statement, then the homepage lines. One internal sentence, then a headline, a subheadline and the two or three sentences you'll say when a prospect asks what it is.
- Run the stress test. Every fail points back to a component to redo — not to a better adjective.
- Test it on real prospects this week. Say it once to five people you can reach — customers, trials, your pipeline. Can they repeat it back? What do they compare you to?
A filled-in example
Here's the template completed for a made-up company, from alternatives all the way to the homepage headline.
Paperkite is a fictional B2B SaaS company: software that collects year-end documents from clients for accounting firms, at €500 a month per firm, with 12 paying firms. The company, customers and results are invented and deliberately round.
Before you start: best-fit customers
Firms of 10–30 staff with a dedicated admin who chases clients for documents. The fastest to sign had just come through a busy season with late filings.
1. Competitive alternatives
| Alternative | What it costs them today | Where it falls short |
|---|---|---|
| Email plus a shared spreadsheet of who sent what | Admin hours every week of busy season | Nothing chases automatically; someone has to remember, client by client |
| The client portal in the practice software they already pay for | Already paid for — so "cheaper" won't win | Stores documents but doesn't chase; clients forget their logins |
| A temporary hire phoning clients in busy season | A salary for the season | Stops when the contract ends |
| Doing nothing: partners chase at the deadline | Late filings and weekend work | The cost lands on the most expensive people in the firm |
2. Unique attributes
| Attribute | Which alternative lacks it | Proof it's real |
|---|---|---|
| Reminders by email and text message that stop the moment a document arrives | Spreadsheet, portal, temporary hire | Visible in a five-minute demo |
| Clients upload from a link, with no account or login | Portal | Visible in a five-minute demo |
| A live checklist per client showing exactly what's still missing | Spreadsheet, doing nothing | Visible in a five-minute demo |
3. Value and proof
| Value theme | Attributes behind it | Proof |
|---|---|---|
| Client documents in before the deadline, without anyone chasing | Self-stopping reminders; login-free upload | 9 of 12 customers finished year-end collection earlier than the season before |
| Partners see who's late at a glance | Live checklist per client | Claim still to prove — ask 3 customers for a before-and-after |
4. Best-fit customers: who cares most
| Who they are | Accounting firms with 10–30 staff and a dedicated admin |
|---|---|
| The situation that makes the value urgent | A busy season that ran late, or the admin who did the chasing leaving |
| What they share that others don't | Hundreds of individual clients to collect from every year-end, and no one whose whole job is chasing |
| Who it's not for | One-person practices (too few clients to feel the pain) and firms over 100 staff (they want chasing inside their existing suite) |
5. Market category
| Candidate category | What buyers expect from it | Do the strengths look obvious? |
|---|---|---|
| Practice management software | Billing, time tracking, workflow, a client portal | No — Paperkite looks like a worse version of the big suites |
| Client portal | Secure storage and sharing | Partly — chasing looks like an odd extra |
| Document collection software for accounting firms (chosen) | Requests, reminders, checklists | Yes — chasing is exactly what buyers expect, done better |
Trend: none. "AI" doesn't make chasing clients more valuable to these buyers, so it's left out.
6. The positioning statement
7. From statement to homepage
Stress test: 13 of 14 pass. Check 4 fails until the second value theme has proof.
Positioning statement template
Blank template with stress test · based on April Dunford's process
Before you start: your best-fit customers
| Our best-fit customers | bought fastest, stayed longest, got the most value |
|---|---|
| What they have in common | beyond industry and size |
| The category we started in (and are willing to drop) |
1. Competitive alternatives
Ask yourself:
- If we didn't exist, what would our best-fit customers do?
- What were they using the day before they bought?
- Which of these is free or already paid for? (Then "cheaper" isn't a reason to switch.)
| Alternativeinclude a spreadsheet, a hire, doing nothing, a feature they already pay for | What it costs them todaytime, money, risk | Where it falls short for them |
|---|---|---|
2. Unique attributes
Ask yourself:
- What can we do that those alternatives structurally can't — not just "better"?
- Could a competitor copy it next month?
- What proves it's real: a demo, a customer result, data?
"Easier", "faster", "cheaper" and "AI" count only when they're tied to something an alternative structurally can't do.
| Attribute | Which alternative lacks it | Proof it's real |
|---|---|---|
3. Value and proof
Ask yourself:
- What does each attribute let the customer achieve, in an outcome they measure?
- Which attributes cluster into the same outcome? (Aim for 2–3 themes.)
- Can we prove each one? If not, mark it as a claim still to prove.
| Value themea customer outcome, not a capability | Attributes behind it | Proofor "claim still to prove" |
|---|---|---|
4. Best-fit customers: who cares most
Ask yourself:
- For whom is this value urgent, not just nice to have?
- What was true about their situation when they bought fast?
- Who looks similar on paper but doesn't care?
| Who they are | company type, size, the role that feels the pain |
|---|---|
| The situation that makes the value urgent | the trigger |
| What they share that others don't | |
| Who it's not for |
5. Market category
Ask yourself:
- Which frame makes our value obvious to these buyers?
- What will buyers expect from us in this category — features, price, competitors?
- In this category, are our strengths obvious, or oddities? Do we look like a worse version of the leader?
| Candidate category | What buyers expect from it | Do our strengths look obvious? Why? |
|---|---|---|
| The category we claim | |
|---|---|
| Optional: a trend that genuinely amplifies the value | or "none" — a trend without a clear category confuses |
6. The positioning statement
This is internal: the source your homepage, sales deck and pitch are written from. Fill in the blanks, then rewrite it until it reads like a sentence a person would say.
7. From statement to homepage
| Headline (under 10 words) | the outcome or job in your buyer's words, implying what it replaces: get from X to Y without Z |
|---|---|
| Subheadline (under 25 words) | who it's for + what's structurally different + your proof |
| Alternative headline | to test against the first |
| Say it on sales calls (2–3 sentences) | the alternative they use today, what's different, the outcome with proof |
| Words to delete from the page | e.g. platform, all-in-one, modern, powerful, seamless |
8. Stress test
Tick each check that passes. Borderline is a fail. A fail in checks 1–8 means redoing a component; fails only in 9–14 are a copy problem.
- Buyers compare you to what they'd actually do, not only to your competitor list.
- You can't undercut something that costs nothing extra.
- "Better", "easier" or "AI" on their own are claims every competitor makes.
- Value without proof is a promise buyers discount to zero.
- Buyers buy outcomes they can measure; features are how you deliver them.
- The trigger is what makes the value urgent — and tells you who to call first.
- Derive it from evidence, not from who you'd like to sell to.
- The category sets every expectation: competitors, features and price.
- No competitors usually means no budget line to buy from.
- Products that list six jobs get hired for none (Des Traynor).
- A first-time visitor should know what you are in seconds.
- It does the job the headline can't: qualify the reader and give the reason to believe.
- One invented claim makes buyers doubt every true one.
- If they can't repeat it, they can't sell it to their boss.
Positioning template based on April Dunford's Obviously Awesome process, adapted by Mazo.
Positioning statement template · Free template by Mazo · getmazo.com/templates/positioning-statement-template
Common positioning mistakes
- Starting with the category. The category is the last decision, not the first — it should frame value you've already identified.
- Listing competitors instead of alternatives. Your real competition is often a spreadsheet, a hire or doing nothing.
- Attributes nobody can check. "Easy to use" and "AI-powered" aren't unique; something the alternative structurally can't do is.
- Defining the customer by demographics alone. "B2B SaaS, 10–200 people" says who could buy, not who cares most right now.
- Inventing a category too early. Creating a category means naming a problem the market hasn't named and educating buyers for years before they look for you.
- Shipping the statement as the headline. The statement is internal. The homepage needs the outcome in the buyer's words.
- Writing it once and never testing it. If prospects can't repeat it back, it isn't finished.
Or let Mazo stress-test it for you
The free positioning stress test takes your alternatives, differentiator and target customer — plus your homepage copy if you paste it — and returns a Clear, Muddy or Broken verdict with a rewritten headline. No account needed.
FAQ
What is a positioning statement?
What's the difference between positioning and messaging?
Who should write a startup's positioning?
Should an early-stage startup create a new market category?
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Start 14-day free trial Not ready? Run the free positioning stress test, no account needed →Sources and further reading. April Dunford (Obviously Awesome) for the positioning process and components; Des Traynor (jobs-to-be-done messaging); Christopher Lochhead (Play Bigger, category design). These are published methodologies credited to their authors; Mazo is not affiliated with or endorsed by them. Paperkite is a fictional company and its results are invented for illustration.