Marketing templates · 15-minute exercise

Positioning worksheet template for managed it services

Use this positioning worksheet worksheet to explain who the offer is for, what problem it solves and what evidence supports choosing it. It is written for managed it services and starts with an illustrative offer: a support and device-management service. Replace the assumptions with evidence from your own business before using the result.

LONED EditorialPublished Example + editable working sheet
What you will work towards

Leave with a testable positioning statement and a list of evidence needed to support it.

Start with a real buying situation

For the worked example, the audience is the owner of a 60-person business. Their problem is that support requests arrive through personal messages and urgent issues lack a clear owner. The desired practical outcome is a documented escalation path and visible ticket ownership.

The example is deliberately bounded: business-critical systems cannot be changed during working hours. That condition should influence the promise, scope and next step rather than disappear from the marketing copy.

Illustrative offera support and device-management service
Buyer questionWhich incident last interrupted work, and how was responsibility assigned?
Possible evidencean example ticket lifecycle with triage, handover and closure evidence
Useful assetan incident escalation checklist

How to complete your positioning worksheet

  1. Name the customer and the situation in which they need help.
  2. Describe the alternative they use today.
  3. Choose the most relevant difference your offer can demonstrate.
  4. Connect that difference to a useful customer outcome.
  5. Test the statement in conversation and ask people to repeat what they understood.

Worked example

These entries are illustrative planning material, not research findings or customer results. Keep the structure and replace the content with verified details.

For this customer and situationManaged IT services buyers, especially the owner of a 60-person business, dealing with this issue: support requests arrive through personal messages and urgent issues lack a clear owner.
The current alternativeAn existing provider, an internal process or no change. Ask which alternative the buyer actually uses.
Our relevant differenceA clearly scoped offer and visible evidence: an example ticket lifecycle with triage, handover and closure evidence.
Evidence we can showUse an example ticket lifecycle with triage, handover and closure evidence; check whether it answers the buyer’s uncertainty.
The short positioning statementFor the owner of a 60-person business, our a support and device-management service helps work towards a documented escalation path and visible ticket ownership. Evaluate it through review a limited device group and agree escalation responsibilities.

Review before using it

A useful operational measure in this example is ticket age by priority, with priority definitions agreed first. That does not automatically make it a marketing attribution metric. Define the source, period and owner before drawing conclusions.

  • Does the statement distinguish the offer without inventing a claim about competitors?
  • Check the delivery assumptions: Define supported devices, service hours, exclusions and escalation contacts.
  • Use evidence rather than promises. Response time is not resolution time; do not imply they are interchangeable.
  • Discuss the draft with someone who understands the buying situation. Start with: “Which incident last interrupted work, and how was responsibility assigned?”
  • If the next step is a trial, define its purpose. One possible starting point is to review a limited device group and agree escalation responsibilities.

Common mistakes and a better review

Do not fill a missing fact with an impressive-sounding number. Mark it as an assumption, explain how you will check it and give that check an owner. A short, honest document is easier to use than an elaborate plan built on unknowns.

Watch forWords such as innovative or premium add little when they have no observable meaning.
A real buyer concernOur existing IT person already handles everything.
Useful response directionWe can map the workload with them and identify gaps in cover; the conversation need not start with replacing anyone.
Evidence to collectThe buyer’s own account, an example ticket lifecycle with triage, handover and closure evidence, and records relevant to ticket age by priority, with priority definitions agreed first.

Your working sheet

Write your own version below. Notes are saved on this browser when local storage is available. Use Download to keep a separate copy; avoid adding confidential information on a shared device.

Example: Managed IT services buyers, especially the owner of a 60-person business, dealing with this issue: support requests arrive through personal messages and urgent issues lack a clear owner.

Example: An existing provider, an internal process or no change. Ask which alternative the buyer actually uses.

Example: A clearly scoped offer and visible evidence: an example ticket lifecycle with triage, handover and closure evidence.

Example: Use an example ticket lifecycle with triage, handover and closure evidence; check whether it answers the buyer’s uncertainty.

Example: For the owner of a 60-person business, our a support and device-management service helps work towards a documented escalation path and visible ticket ownership. Evaluate it through review a limited device group and agree escalation responsibilities.

Review your work

Tick only what you can support with your answer or practice. This is a reflection checklist, not an automated assessment.

Questions about this resource

How do I adapt this for my managed it services business?

Replace the audience, offer and evidence with your actual information. Begin with a recent buyer conversation about why support requests arrive through personal messages and urgent issues lack a clear owner, then check which assumptions match your business.

Is the filled example ready to publish?

No. It is a working example. Verify claims, permissions, prices, current capabilities and any customer information before using it externally. Response time is not resolution time; do not imply they are interchangeable.

What should I do after completing the worksheet?

Use it to make one decision or have one focused conversation. The intended output is a testable positioning statement and a list of evidence needed to support it. Set a review date and update it when the evidence changes.

Illustrative business worksheet. No customer results, market rates, traffic volumes or performance benchmarks are implied. About these resources.