Value Proposition Worksheet: A Systematic Approach

Quickly identify compelling differentiators using our value proposition worksheet

Apr 5, 2025
Quickly identify compelling differentiators using our value proposition worksheet
💡
Quickly identify compelling differentiators using our value proposition worksheet
 
This is part 2.2 in the series below.
 

 
View our related series on Positioning and Messaging (Toggle For More)

Messaging & Positioning Template

• Intro: (i) The Positioning Pyramid; (ii) 5 Expert Tips
• Needs: (i) Customer Unmet Needs; (ii) Persona Worksheet; (iii) Discover Needs
• Niche: (i) Ideal Client & (ii) Ideal Client Worksheet
• Differentiator: (i) Differentiators & (ii) Value Proposition Worksheet
• Category: Market Category

Overcoming Objections
• Proof
• Workflow Redesign
• Offers

Strategic Learning
•
Clarify: Copy Testing
• Discover: Discover Needs; Use channel partners
• Validate: Customer Validation;
• Questions: 4 key questions (quick start)
• Scale: Smart Feedback

 

Value Proposition Worksheet: Identifying Differentiators in Record Time

Last time, we discussed the importance of identifying real differentiators that resonate with your target market. Without this, you risk blending into all existing solutions and alternatives.
Now, it's your turn to apply the steps we identified to flesh out differentiators.
(For further explanation of any of the steps below, see the related article on Differentiators)
 

🪴 Joyful Ventures helps you win funding & contracts for lasting community impact through program discovery, positioning, and optimization, fusing Harvard PhD insight with Silicon Valley agility


Step 1: Copy the Value Proposition Worksheet

Fill this out. Provide comments on the article on on Differentiators
Request access. I give access to those who fill the form out above.
 

Step 2: Fill out the Value Proposition Worksheet

This is the key information that will generate a “rough draft” of your differentiator, which is the second part of a positioning and messaging statement.
Go to the tab “Value Proposition Worksheet.” Scroll past the below. This comes later.
 
notion image
 
Open up your “Persona” worksheet for immediate reference. For instance, refresh yourself on the top limitations you’ve prioritized to solve with your differentiator.
Add in all items with the blue header under “Your Answer”
 
notion image
 
List Convincing Differentiators. Do so by going through Step 3 below. This clarifies which of your differentiators is most worth highlighting.
 

Step 3: Identify Differentiators

List differentiators that will convincingly and uniquely address their top unmet needs and limitations of existing solutions.
Commit to checking your optimism bias. To counter this, actually go through existing competitors and substitutes to see what they offer and where your strengths and weaknesses are. You might find your differentiator isn’t that unique after all. If that’s true, adjust your differentiator or reframe to think about how you can achieve better results for your shared target market.
 
Audit differentiators. Open tab “Differentiators” and brainstorm options. (For more specific guidance on brainstorming questions, see Messaging & Positioning Template: Differentiators).
 
notion image
 
If you need tie-breakers, fill out the columns to the right of the “tie breaker” column.
 
notion image
 
Add to the reasoning column. This helps others understand the “why” behind your scoring.
 

Step 4: Generate your Customer Unmet Needs Statement

Back in the “Persona Worksheet” tab:
Fill out the rest of the section “Convincing Differentiator.” Draw from your work in the tabs above.
 
notion image
 
View the draft generated, once all rows with a ⭐ are filled in.
 
notion image
 
Refine and clarify. (As also mentioned in the first post in the messaging and positioning template series, consider using AI to help generate options, but don’t overly wordsmith).
 

Step 5: Send Me Your Completed Worksheet

Check off and confirm completion of every key step in tab “Checklist”
 
notion image
 
Share this sheet with me providing “edit” access
 

Next: Marketplace Category

Now review the post about choosing a solid marketplace category that positions you well to succeed.

See the next article in the series below
 

 
View our related series on Positioning and Messaging (Toggle For More)

Messaging & Positioning Template

• Intro: (i) The Positioning Pyramid; (ii) 5 Expert Tips
• Needs: (i) Customer Unmet Needs; (ii) Persona Worksheet; (iii) Discover Needs
• Niche: (i) Ideal Client & (ii) Ideal Client Worksheet
• Differentiator: (i) Differentiators & (ii) Value Proposition Worksheet
• Category: Market Category

Overcoming Objections
• Proof
• Workflow Redesign
• Offers

Strategic Learning
•
Clarify: Copy Testing
• Discover: Discover Needs; Use channel partners
• Validate: Customer Validation;
• Questions: 4 key questions (quick start)
• Scale: Smart Feedback

 

 

page icon

Get Your Free Toolkit

Put the framework into practice now with:
  • A step-by-step Worksheet to guide your analysis
  • Powerful AI Prompts to enhance your thinking
  • A Worked Example showing the framework in action
• • •
Get the Free ToolkitGet the Free Toolkit
 
▶️ Or Fill Out This Form Directly
 
 
 
notion image

📫 Join the Joyful Ventures Newsletter


Get regular insights on creating impactful and scalable ventures that put people first.

 
notion image