• What is this template, and how to use it

Step 1: Fill Out the Strategy Survey

Lay the foundation for your value prop

What defines our ideal customers?

What outcomes are they trying to achieve?

What obstacles or frustrations are stopping them?

What do we do better than anyone else?

What drives us to do what we do?

Section Instructions:

1. Start by answering the strategy survey—these are questions about your ideal customer, your mission, and your unique strengths.

Note: When used within the Clarity Playbook, the answers to these questions will be automatically synced from your Strategic Clarity Canvas.

Step 2: Analyze Your Competitors

Use their strengths and weaknesses to sharpen your edge

• Instructions

[Competitor name #1]

[Competitor name #3]

[Competitor name #2]

[Competitor name #4]

Step 3: Find Your Differentiation

Turn their weakness into your edge

Instructions

1. Look at what your competitors are doing well—and where they fall short (from your customer’s perspective).

2. Now ask:

   – What could we do differently?

   – What could we emphasize that they don’t?

   – How can we fill the gap they leave behind?

3. Use this space to jot down any positioning ideas that would help you stand out. Don’t worry about writing a perfect sentence—just focus on identifying the opportunities.

Step 4: Draft Your Value Proposition

Bring your strategy together in one line.