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B2B Positioning Statement Template

A positioning statement and the evidence behind each clause, with sheets that test it against your own won and lost deals.

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What you get

Pack of 9 files: 5 documents, 4 spreadsheets

B2B Positioning Statement Template
  • Positioning MethodDocument
  • Substantiation StandardDocument
  • Positioning StatementDocument
  • Alternatives AnalysisDocument
  • Rationale NoteDocument
  • Competitive Alternatives RegisterSpreadsheet
  • Segment FitSpreadsheet
  • Differentiator EvidenceSpreadsheet
  • Claim SubstantiationSpreadsheet
RiverB2B Positioning Statement Template

Competitive Alternatives Register

What the picklist said, and what the notes said

Marlowe Field, dispatch software for refrigeration contractors  ·  512 closed opportunities, 118 won, 394 lost

Loss reason as recordedDealsWhat actually happenedDeals
Price171Status quo, nothing bought174
Missing feature88Direct alternative, a named competitor86
No decision61Adjacent alternative, a tool they owned81
Timing44Genuine price loss31
Competitor30Build22
Total394Total394

Where the 171 price rows went

Ninety-six bought nothing from anyone. Thirty-one were real price losses with the buyer saying so in the record. Twenty-six went to a tool they already paid for, and eighteen to a named competitor.

Two findings a picklist cannot produce

The unlike clause was aimed at 86 losses. It read “unlike legacy field service tools.” The 174 deals that bought nothing had no clause anywhere: not in the statement, not on the homepage, not on any of the three comparison pages.

The second largest competitor was an accounting package. Eighty-one losses went to the job module of something the buyer already licensed, and nobody in the building classed it as a competitor.

Buckets come from the call notes and the final thread with the buyer, never from the recorded reason.

Page 1 of 1211 words

How to write a B2B positioning statement

A positioning statement is a short internal summary of who your product is for, its category, what buyers would do instead and why they should pick you. To write a strong B2B one, start from your won and lost deals. Name the alternative you lose to most, a segment you can build a list from and a difference you can prove that few rivals claim.

Treat each blank as a claim you can check against records you already have, not a phrase to agree on in a workshop.

Two colleagues at an office desk look at a laptop screen together, one holding a pen over the keyboard
Check each clause against your deal records before anyone signs off on the wording. Photo: LinkedIn Sales Solutions on Unsplash

The parts of a positioning statement

Most templates use the same shape: for [segment], [product] is a [category] that [benefit]. Unlike [main alternative], it [differentiator].

What each clause claims, and where to check it

ClauseWhat it claimsCheck it against
SegmentThis group buys more often, bigger and fasterWin rate, deal size and sales cycle, inside the group and outside it
CategoryBuyers know where to file youWhat won deals searched for and what buyers called you
BenefitWhat changes for the buyerA measured result, such as median days to go live
Main alternativeWhat buyers do instead of buying from youThe notes on every lost deal
DifferentiatorOnly you offer it, and buyers careCompetitors' own product pages and documentation

Start with what you lose to

The alternative comes first, since your differentiator has to beat it, and often it is no purchase at all. April Dunford, a positioning consultant and author of Obviously Awesome, writes that enterprise software companies typically lose 20% to 30% of deals to "no decision"1. The buyer sticks with a spreadsheet or a manual process.

Your CRM's loss reason field won't show this reliably. Reps fill it in from a short list as the deal closes, and Price is the easy answer when nobody knows the real one. Instead, read the notes, last emails and handover for every loss, and sort each by what the buyer actually did:

  • Status quo: bought nothing and kept the current way of working
  • Direct alternative: bought a named product in your category
  • Adjacent alternative: used a tool they already owned, such as accounting software
  • Build: made it themselves
  • Price: chose a comparable product for less, and said so
ExampleThe same 394 lost deals, counted two waysAn illustrative example from the template on this page. The company is made up.

As recorded in the CRM: Price 171, Missing feature 88, No decision 61, Timing 44, Competitor 30.

After re-reading the notes: Bought nothing 174, Named competitor 86, A tool they already owned 81, Price 31, Built their own 22.

Of the 171 deals marked Price, 96 bought nothing from anyone.

  • Aim the unlike clause. The draft statement targeted named rivals, who won 86 of these deals. Doing nothing took 174.

Define a segment you can build a list from

Write the segment as traits an outsider could check: an industry code, a headcount band, a certification on staff, a system already installed. "Growing companies that value efficiency" fails, since nobody can build a list from it. A trait you can only learn by asking the buyer is a qualifying question, not part of the segment. If you have no segment yet, an ideal customer profile ranks candidates by retention as well as win rate.

Then test each trait on your closed deals, alone and combined, comparing win rate, deal size and sales cycle inside and outside. The traits easiest to see can carry the least. In the template's example, sales qualified on industry code and technician count. Deals with both won 28.2% of the time, against 23.0% overall. Remove the deals that also had the other two traits, and the rest won just 10.2%.

The segment that held needed all four traits: those two, plus a certified technician on staff and at least 40% of revenue from maintenance. It won 61.9% of the time, producing 44.1% of all wins from just 16.4% of closed deals.

Put the count beside every rate, and distrust small groups. For comparison, the US National Center for Health Statistics won't publish a percentage based on fewer than 30 cases2, and it applies further precision checks even then.

Test each differentiator before you keep it

List every difference your team believes in. Then check each alternative's product pages and documentation, and count how many make the same claim. Trust documentation over marketing copy, which can promise features still on the roadmap. The template's rule: if three or more make the claim, it is table stakes, not a reason to switch.

Table stakes still earn a place. In Harvard Business Review in 2002, marketing professors Kevin Lane Keller, Brian Sternthal and Alice Tybout argued that positioning must weigh points of parity as well as points of difference3. Buyers comparing a shortlist look for the features you share with rivals, so list them on your product pages, not in your reason to switch.

Cut anything nobody can measure or demonstrate. "Better support" fails, while "first reply within two business hours, measured monthly" passes. In the template's example, one of nine claimed differentiators survived: dispatch that checks each technician's certification before assigning a job. To see which rivals sit closest, plot them on a competitive positioning map.

Write it in your buyers' words

Only now write the statement. Take the category from your buyers, not your pitch deck: what won deals searched for, and what buyers called you in their first message. Aim the unlike clause at the biggest group from your re-read, even when that group bought nothing.

Under the statement, list each clause with the number behind it. Then note what you rejected and why: the category you passed on, segment traits you dropped and differentiators that failed. Someone will propose each again, and the note settles it in minutes.

ExampleA finished statement, with its evidenceAn illustrative example adapted from the template on this page. The company is made up.

For HVAC and refrigeration contractors with 8 to 60 technicians, at least 40% of revenue from maintenance and low-pressure certified staff, Marlowe Field is field service dispatch software that won't send anyone to a job their certification doesn't cover.

Unlike carrying on with the whiteboard, switching takes one week and runs alongside the old system.

  • Unlike the biggest alternative. Doing nothing took the most losses, so the clause tackles the cost of switching, not a rival.
  • A promise with a number. One week is the median time from contract to first live dispatch across the last 30 implementations.

Check claims before they go public

The statement stays internal, but its claims reach your homepage, ads and sales deck. In the US, the Federal Trade Commission requires advertisers to have a reasonable basis for objective claims before they run4. Lines like "the only," "the first" and "live in one week" all count.

The FTC's 1979 policy statement on comparative advertising encourages naming competitors5 but requires clarity, and it judges a comparison the same way as any other ad. For every comparison, keep dated copies of the competitor pages you checked, and list everywhere the claim appears.

Recheck each comparison on a schedule, since a claim turns false the day a rival ships the feature. The template sets quarterly reviews for software claims, and yearly ones for those resting on a standard or certification.

Get a lawyer's read first

Before a claim names a rival or says you are the only one, have an advertising lawyer review it. The template organizes your evidence, but it isn't legal advice.

Before you share the statement

  • The unlike clause names the alternative that took the most losses
  • Every segment trait can be checked from outside the company
  • Each win rate shows its count, with at least 30 deals behind it
  • No differentiator is also claimed by three or more alternatives
  • Every comparison has dated evidence and a review date

The template on this page works through every test for a made-up company, and Edit with AI starts on your own lost deals in River. Once the statement holds, turn it into a homepage value proposition, or brief sales on each rival with a battlecard.

How to use this template

Use the files as they are, or open them in River. River asks for your last 12 months of won and lost deals with their notes, your competitors' websites and your current statement. It re-reads every loss to show what you actually lost to, beside the reasons your team recorded, and rewrites your segment as filters you could build a list from.

Saved prompts in the workspace take you through the rest: testing the segment, checking each differentiator against competitors' pages, writing the statement and gathering evidence for each claim before it goes public.

  1. Download it or open it in River

    Get the five Word documents and four CSV sheets free, or open the template in River and bring your deal data.

  2. Re-read your lost deals

    Sort each loss by what the buyer actually did, using the deal notes rather than the recorded reason.

  3. Test the segment and claims

    Check win rates for each segment trait, then count how many competitors make each claim you want to use.

  4. Write it and date the evidence

    Write the statement, note what you rejected, and give every claim about a competitor a review date.

What's in the template

Every clause tested, every exclusivity claim counted, and every comparison datedSegment Fit with win rates per attribute, Differentiator Evidence with exclusivity counts, and Claim Substantiation with review dates.
B2B Positioning Statement Template
RiverSegment

Segment Fit

Every attribute alone, then in combination, against 512 closed opportunities and a 23.0% baseline.

Definition testedFilterableClosedWonWin rateMedian ACVVerdict
All closed opportunities51211823.0%$16,900baseline
Growing businesses who value efficiencyno––––failed
A1  Industry classification 238220yes3077424.1%$15,200weak
A2  Eight to sixty techniciansyes2897526.0%$18,400weak
A3  Type III or Universal certification on staffyes1807038.9%$29,700held
A4  Maintenance contracts 40%+ of revenueyes1707041.2%$31,100held
A1 and A2, what sales qualified onyes2416828.2%$17,800weak
A1 and A2, excluding deals that meet A3 and A4yes1571610.2%$9,400failed
All four attributesyes845261.9%$41,400the segment
Outside all four attributes4286615.4%$12,800

The two attributes the sales team already qualified on carry almost nothing. Together they win at 28.2%. Remove the deals that also meet the certification and maintenance-revenue tests and the remaining 157 win at 10.2%, below the 23.0% baseline.

Neither surviving attribute works alone. Certification without recurring maintenance revenue wins at 9.0%. Maintenance revenue without low-pressure equipment wins at 10.5%. The pair together reaches 56.6%, which is why every attribute gets tested individually before being tested as a set.

Median cycle is 34 days inside the segment and 71 outside it. The segment is 16.4% of closed opportunities and 44.1% of the wins.

RiverDifferentiators

Differentiator Evidence

Nine claimed differentiators, checked against the public documentation of five alternatives on one dated pass.

Claimed differentiatorAlternatives claiming itMeasurementVerdictDisposition
Modern and easy to use interface5 of 5none existstable stakesProduct pages
Mobile app for technicians5 of 5none neededtable stakesProduct pages
Real time scheduling and dispatch5 of 5none existstable stakesProduct pages
Accounting integration4 of 5packages supportedtable stakesProduct pages
Customer portal for quote approval3 of 5none existstable stakesProduct pages
Better supportnot assessablenone publishedunmeasurableDropped
Built by people from the tradenot assessablenot applicableunmeasurableAbout page
Faster setupno basis statednow measuredunmeasurable as writtenRewritten as a measured promise
Dispatch validated against the certification each technician holds0 of 5jobs assigned to an uncertified technicianholdsThe differentiator

One of nine survived, and it is the one connected to the segment. The EPA defines four Section 608 certification types and they govern what a technician may touch: Type I small appliances, Type II high pressure, Type III low pressure, Universal everything. A contractor living on low-pressure chiller contracts has few Type III technicians and a dispatch constraint no general scheduler models.

Table stakes were not deleted, they were routed. All five moved to the product pages, where a buyer comparing a shortlist still needs to see them. None of them can appear in the sentence that explains why to switch.

Faster setup was the useful failure. The capability underneath it was real, so it became a median measured per implementation and reviewed monthly.

RiverSubstantiation

Claim Substantiation

One row per claim per surface. Three rows are live right now with no basis of comparison stated.

Claim as writtenTypeSurfaceBasis statedStatusNext review
Will not send a technician to a job their certification does not covercapabilityHomepage heronot applicablesubstantiatedannual
Will not send a technician to a job their certification does not covercapabilityCategory pagenot applicablesubstantiatedannual
The only dispatch software that enforces refrigerant certificationsuperiorityComparison pages, threeyessubstantiatedquarterly
The only dispatch software that enforces refrigerant certificationsuperioritySales deckon the next slidesubstantiatedquarterly
The only dispatch software that enforces refrigerant certificationsuperiorityPaid search ad copyno room in the adnot substantiatedpull or shorten
The only dispatch software that enforces refrigerant certificationsuperiorityReview site profilenonot substantiatedrewrite
The only dispatch software that enforces refrigerant certificationsuperiorityOutbound email templatenonot substantiatedrewrite
Live in one weekobjective performanceHomepage hero; pricing pagemedian, stated on the pagesubstantiatedmonthly
Faster setup than legacy field service platformssuperiorityRetirednowithdrawnnot applicable

A superiority claim is never in one place. This one is on seven surfaces, three of them carrying no basis of comparison at all. The review date closes only when every surface agrees with the current evidence file, which is why the sheet tracks surfaces rather than claims.

The expiry is the point. A capability comparison is true on the date it was checked and false the day a competitor ships the feature, quietly, on a page nobody is watching. Quarterly for software claims, annual for anything resting on a standard or a certification.

The evidence file holds a stored copy of every page checked, not a link. The link changes and the archive is the whole point.

  • Positioning StatementThe finished statement, each clause shown with its evidence, plus the draft it replaced and why.
  • Positioning MethodHow to test the category, segment, alternatives and differentiators, and the verdicts each test gives.
  • Alternatives AnalysisThe re-read of every lost deal beside the recorded loss reasons, and where the price losses went.
  • Rationale NoteWhat was rejected and why: the category passed over, segment traits dropped and differentiators that failed.
  • Substantiation StandardWhich claims need evidence before they go public, what counts as evidence and when to recheck it.
  • Competitive Alternatives Register sheetEach alternative buyers chose instead, with its share of losses, the recorded reasons and the buyer's own words.
  • Segment Fit sheetWin rate, median deal size and sales cycle for each segment trait, alone and combined.
  • Differentiator Evidence sheetEach claimed differentiator, how many competitors make the same claim, where that was checked and the verdict.
  • Claim Substantiation sheetEach claim and everywhere it appears, with its evidence, status and next review date.

Common questions

What is a positioning statement?

A positioning statement is the internal reference for how your product should be understood: who it serves, which category it belongs in, what it replaces and why it wins. Marketing, sales and product teams work from it when they write the homepage, the pitch and the roadmap. Customers rarely see it word for word.

What is the difference between a positioning statement and a tagline?

A positioning statement is written for your own team and spells out the segment, category, alternative and differentiator. A tagline is a short public line written for customers. The statement comes first and shapes the tagline, the homepage headline and the sales pitch, which is why it can be plain and specific rather than catchy.

How many deals do you need to test a positioning statement?

For the segment test, enough that every group you compare holds at least 30 closed deals, which usually means a few hundred in total. The alternatives test needs far fewer: even 20 lost deals, read closely, show what buyers chose instead. If your data is thin, say so and treat the numbers as a first look.

Should a positioning statement name competitors?

A positioning statement should name the main alternative, which may be doing nothing rather than a rival product. Inside the company, naming rivals simply makes the statement clearer. On public pages in the US, comparisons are allowed if they are clear and truthful, with evidence in hand before they run. Recheck each one on a set date, since rivals change.

How often should you update your positioning?

Revisit your positioning when the evidence moves: a new rival shows up in your deals, a different kind of buyer starts winning, or a competitor ships your differentiator. The template also sets a rhythm: competitor claims every quarter, the segment test after each two new quarters of deals, and the category and alternatives once a year.

Is this positioning statement template free?

Yes. Download the five Word documents and four CSV sheets with no signup. They come filled in for a made-up dispatch software company, so you can see every test worked through before you clear them for your own data. Edit with AI opens the same template in a free River workspace.

What does Edit with AI do?

Edit with AI opens the template in a free River workspace and asks for your last year of won and lost deals with their notes, plus competitors' websites. River first re-reads your losses to show what you really lost to, and rewrites your segment as list filters. It drafts the statement only once each clause has evidence behind it.

Sources

  1. April Dunford. “Positioning and Competition.” aprildunford.com (opens in a new tab)

  2. National Center for Health Statistics. “National Center for Health Statistics Data Presentation Standards for Proportions.” cdc.gov (opens in a new tab)

  3. Harvard Business Review. “Three Questions You Need to Ask About Your Brand.” hbr.org (opens in a new tab)

  4. FTC. “FTC Policy Statement Regarding Advertising Substantiation.” ftc.gov (opens in a new tab)

  5. eCFR. “16 CFR 14.15: In regard to comparative advertising.” ecfr.gov (opens in a new tab)

Written by

Chandler Supple

Co-founder & CEO, River

Chandler has spent the last six years working in AI, building tools for millions of users and Fortune 100 companies. In 2025, he co-founded River to build a new kind of operating system for AI agents.

Reviewed by

Brian Joseff, Co-founder, River