SaaS Positioning Workshop

A 6-hour workshop plan (split across 2 sessions) to develop a clear, defensible positioning statement and convert it into messaging your team can ship.

Download the Workshop Plan (PDF)

What this is

If your team debates positioning every few weeks, you do not have a shared decision framework. This workshop is a structured way to align founders, product, marketing, sales, and customer success on a single positioning story that holds up in the market.

It is designed to move you from opinions to outputs, using customer language, competitive alternatives, and proof.

Download the Workshop Plan (PDF)

What you will walk away with

A clear positioning statement your team agrees on
A messaging hierarchy for homepage and sales deck
A competitive differentiation map that beats the real default
A validation plan to pressure-test the story quickly
An implementation roadmap so this does not stay as a document

Workshop Overview

Objective: Develop a clear, defensible positioning statement for your SaaS product
Duration: 6 hours total, split across 2 sessions
Participants: 5 to 8 people max, with founders included
Format: Whiteboard session using Miro or FigJam

Download the Workshop Plan (PDF)

Who should attend

Founders
Product Lead
Marketing Lead
Sales Lead
1 to 2 Customer Success Reps

Materials needed

Whiteboard or Miro or FigJam board
Customer interview notes (10 or more is ideal)
Competitor screenshots and positioning claims
Current messaging (website and sales deck)
Timer and a decision owner