Positioning workshop

Get your business aligned on who you are, who you’re for, and why you win

If you’re doing good work but prospects still don’t “get it” quickly, you don’t have a marketing problem. You have a positioning problem.

This workshop is designed to align your leadership team on clear positioning decisions and turn them into messaging your team can actually use in market.

Do you have a positioning problem?

People read your website but don’t understand what you do

People get what you do, but not why they should pick you over alternatives

Sales and marketing tell different stories

You’re chasing multiple segments and can’t prioritise

You keep saying you “need to educate the market”

You’ve got multiple products and can’t explain the suite simply

You’re losing deals to “we’ll stick with what we’re doing”

If any of those are true, a workshop is the fastest way to get to clarity.

POSITIONING CONSULTANT for b2b saas

What I do

I help founders and small marketing teams get clear on their market position, so they can resonate with laser-focused messaging, and can get clear on their product strategy.

01

Discovery

I gather the raw material we’ll need to make good positioning decisions, fast.
I look at:


  • Access to Gong (or sales/customer call recordings): how you’re currently pitched, what buyers react to, where confusion shows up
  • CRM data: patterns across won vs lost, deal reasons, segments that convert best, average sales cycle by segment
  • Your website pages: what you’re claiming, what’s unclear, what’s missing, what’s contradictory
  • Customer interviews and notes (or I’ll help you run a handful): what customers say they bought, not what you think you sold
  • Competitors: how they position, what they “own”, what they force you to be compared to
  • Any existing docs: decks, one-pagers, strategy notes, ICP/personas, pricing, product roadmap themes


This gives us a shared fact base so the workshop isn’t just opinions and internal politics.

02

Online or in-person workshop with stakeholders

We get the right people in the room and make the hard calls together.
I’ll ask you to bring:


  • All the people you need in one room to make positioning decisions


In the workshop, I facilitate a structured conversation to decide:


  • What category you’re in (and how you want to be framed)
  • Who you’re for (who is your deal champion?)
  • The problem you solve (in buyer language)
  • The alternatives you really compete against (including “do nothing”)
  • Your winning differences and the value they add up to


Optional: if you’re in/around London, we can do this in person (it’s usually faster for alignment).

03

I make recommendations

I turn the discussion into a clear, usable positioning document your whole team can work from.
You’ll get a written doc that captures:


  • The decisions we made (and what we’re explicitly not doing)
  • Your positioning statement (clear enough to repeat from memory)
  • Your messaging pillars (headline, subhead, proof points, “why now”, “why us”)
  • Competitor context and how to defend your position
  • Who you’re targeting first (and who you’re deprioritising)
  • Guidance for marketing and sales so execution stays consistent


This becomes the foundation for your website, sales motion, and future campaigns.

04

I go and do the work

If you want, I’ll help you ship the new positioning into market so it actually changes outcomes.
Optional deliverables include:


  • Rewrite website messaging (homepage & key pages) to reflect the new position
  • Revamp your sales deck (story, structure, talk track, and copy)
  • Create an in-depth core messaging deck your team can use across content, ads, outbound, partnerships, and sales enablement


This is where positioning stops being a document and starts showing up in pipeline.

Who This Is For

This is best for B2B Saas/AI companies where...


  • Customers stay, but you struggle to win new clients
  • You have a smart team that can’t agree on the story
  • Sales & marketing are saying different things
  • You feel like potential customers just don’t ‘get it’
  • Growth is stalling because of it

Why people work with me

  • I’ve helped multiple B2B companies nail their positioning, as a consultant as a head of marketing
  • You’ll get an experienced, neutral facilitator who keeps discussions focused and productive
  • Regularly work with CEOs, CMOs, and senior leadership teams
  • Grounded in real deals, win-loss patterns, sales calls and customer interviews
WHY NOW

Positioning software companies is hard

Unlike physical products, software can be used in a variety of ways, by a variety of people. The challenge of finding the most valuable usecase, for the persona that loves it most isn’t easy. But the rewards are huge, with most B2B companies blending into a sea of sameness. Highlighting your unique value is key for companies to grow faster.

Let’s chat positioning

FAQs

What does a B2B positioning project actually involve?

A B2B positioning project is a structured process designed to align your product, market, and messaging around a clear, defensible point of view, so buyers quickly understand why you’re different and why it matters.In practice, the project typically involves four stages:

1. Discovery and research
- This includes reviewing your existing website, messaging, sales materials, CRM data, customer interviews or call recordings, and competitor positioning. The goal is to understand how you’re currently perceived and where confusion or overlap exists.

2. Stakeholder alignment
- Key stakeholders are brought together to surface assumptions, disagreements, and priorities. This ensures positioning decisions aren’t made in isolation and reduces the risk of misalignment later.

3. Positioning definition
- This is where the core work happens. We define:

  • The category you’re competing in (or shaping)
  • Your ideal customer profile and key use cases
  • The primary problem you solve better than alternatives
  • Your differentiated value and proof points

The output is a clear positioning narrative that can be used consistently across marketing, sales, and product.

4. Activation and guidance
- Finally, the positioning is translated into practical guidance for real-world use, such as homepage messaging direction, ICP focus, sales talking points, and prioritisation for future campaigns.

A good B2B positioning project doesn’t just create a document. It creates clarity, alignment, and decision-making leverage, so every channel, message, and experiment is pulling in the same direction.

How do you know if your positioning isn’t working?

Your positioning isn’t working if buyers struggle to quickly understand what you do, who it’s for, or why you’re different, even if your product is strong.


Common signals include:

  1. Inconsistent or vague buyer reactions
 - Prospects say things like “interesting” or “we’ll take a look,” but struggle to articulate why you’re relevant or how you’re different from alternatives.
  2. Sales conversations take too long to get traction
- Sales teams spend significant time explaining basics, reframing the problem, or correcting misunderstandings instead of progressing deals.
  3. Marketing performance feels random
- Channels are active, but results are inconsistent. Campaigns work sporadically and are hard to repeat or scale because the core message isn’t clear.
  4. You’re compared to the wrong competitors
- If buyers frequently compare you to tools you don’t actually compete with, your positioning is likely unclear or misaligned.
  5. Internal disagreement on what matters most
- When founders, marketing, sales, and product teams describe the company differently, it’s a strong sign positioning hasn’t been properly defined or aligned.

If any of these are true, improving channels or tactics alone won’t fix the problem. Positioning issues tend to show up everywhere, in ads, sales calls, content, and conversion rates.

Is positioning just messaging and copywriting?

No. Positioning is not just messaging or copywriting, it’s the strategic foundation that messaging and copy are built on.

In B2B, positioning defines:

  • Who your product is for (and who it’s not)
  • The problem you solve better than alternatives
  • The category you compete in
  • Why a buyer should choose you over other options

Messaging and copywriting come after these decisions are made. Without clear positioning, copy may sound polished but lacks focus, which leads to:

  • Generic value propositions
  • Inconsistent messaging across channels
  • Lower conversion rates
  • Longer sales cycles

Good positioning makes copywriting easier and more effective. It gives every page, ad, and sales conversation a clear point of view, so buyers quickly understand why you’re relevant and different.In short, positioning sets the strategy. Messaging and copy execute it.

How is this different from a brand workshop or messaging exercise?

A brand workshop or messaging exercise typically focuses on how you communicate. A positioning project focuses on what you should communicate and why.

The key differences are:

  • Positioning is decision-led, not brainstorm-led - Brand and messaging workshops often generate ideas, themes, or copy options. A positioning project forces clear choices about category, ICP, problem focus, and differentiation — even when those choices are uncomfortable.
  • Positioning is anchored in buyers, not opinions
 - This work is grounded in customer evidence, sales conversations, competitor analysis, and real market behaviour — not internal preferences or creative direction.
  • Positioning is anchored in buyers, not opinions
- This work is grounded in customer evidence, sales conversations, competitor analysis, and real market behaviour — not internal preferences or creative direction.

Positioning guides every channel, not just words. The output isn’t just messaging. It informs:

  • Marketing strategy and channel prioritisation
  • Sales qualification and deal conversations
  • Product focus and roadmap decisions
  • AI visibility and search recommendations


Positioning creates alignment, not just assets. Brand and messaging exercises often end with slides or copy. Positioning work creates shared understanding and decision-making clarity across leadership, marketing, sales, and product.

In short, this isn’t a workshop to make your messaging sound better. It’s a structured process to make your growth clearer, more focused, and easier to scale.

How long does a positioning project take?

A B2B positioning project typically takes between two and four weeks, depending on urgency and stakeholder availability.

Around two weeks if positioning is a clear priority and key stakeholders can engage quickly.

Closer to four weeks if schedules need coordinating or input is gathered asynchronously.

The timeline is designed to be:

  • Fast enough to maintain momentum
  • Structured enough to create real alignment
  • Flexible around leadership availability


Positioning work doesn’t benefit from being rushed or dragged out. The goal is focused time, clear decisions, and practical outputs, not prolonged workshops.

If timing is critical, the project can be prioritised and compressed without compromising quality, as long as the right people are involved.

What do we actually get at the end of this service?

At the end of the positioning project, you don’t just get recommendations — you get clear decisions and practical guidance your team can actually use.

Specifically, you’ll leave with:

Clear positioning decisions

What you’re leaning into, what you’re deliberately not doing, and the trade-offs you’ve chosen. This removes ambiguity and stops future debates from reopening the same questions.A concise positioning statement
 A single, memorable statement that clearly explains what you do, who it’s for, and why it’s different — clear enough to be repeated from memory by your team.

Messaging pillars

Defined pillars that include:

  • A core headline and subhead
  • Supporting proof points
  • “Why now” context
  • “Why us” differentiation

These form the foundation for your website, ads, sales decks, and content.

Competitor context and defensive framing

Clear guidance on how you sit relative to competitors, what comparisons matter, and how to defend your position in sales conversations and evaluations.

ICP focus and prioritisation

Clarity on who you’re targeting first, which use cases matter most, and which segments you’re intentionally deprioritising.

Execution guidance for marketing and sales

Practical direction so positioning shows up consistently across channels — not just in a document, but in real campaigns, conversations, and decisions.

The outcome is a shared point of view your entire team can align around, making growth decisions faster, clearer, and more consistent.

How do you handle internal alignment and decision-making?

Internal alignment is a core part of the positioning process, not an afterthought.

Positioning only works when leadership teams make clear, shared decisions, so the process is designed to surface disagreements early and resolve them with evidence — not opinion.

In practice, that means:

  • Involving the right stakeholders at the right moments
  • Using customer data, sales insights, and market context to ground discussions
  • Forcing explicit trade-offs rather than vague consensus
  • Capturing decisions and documenting what’s been agreed


Workshops and sessions are facilitated to keep conversations focused on buyers and outcomes, not internal politics or preferences.


When trade-offs are required, decisions are made based on:

  • Who you’re best positioned to serve
  • Where you can win consistently
  • What supports long-term growth


The result is alignment you can actually execute on — not surface agreement that falls apart once the work is over.

What if we’ve tried positioning work before and it didn’t work?

That’s common, and it’s usually not because positioning “doesn’t work.”

Positioning efforts often fail to stick when they:

  • Stay high-level or abstract
  • Avoid making hard trade-offs
  • Aren’t grounded in real buyer evidence
  • Aren’t translated into day-to-day execution

In those cases, teams leave with slides or messaging options, but no clear decisions to anchor future work.

This process is designed to be different. It focuses on:

  • Making explicit choices about who you’re for and who you’re not
  • Grounding decisions in customer, sales, and market data
  • Producing outputs that guide real actions, not just words
  • Ensuring alignment across leadership, marketing, and sales

Positioning sticks when it becomes a reference point for decisions, not a one-off exercise. The goal here is to create clarity that shows up in campaigns, sales conversations, and prioritisation — long after the project ends.

If previous work didn’t stick, it’s usually a signal that clarity was never fully resolved. That’s exactly what this engagement is designed to fix.

Is positioning important for B2B software companies?

Yes — positioning is especially important for B2B software companies because software is inherently ambiguous.

Unlike physical products, software can often be used in many different ways, by different roles, industries, and company types. Without clear positioning, buyers are left to guess:

  • What the product is really for
  • Which use cases matter most
  • Whether it’s relevant to their specific situation

That ambiguity creates friction. Buyers struggle to map the product to their needs, sales conversations take longer, and marketing messages feel generic or inconsistent.

Strong positioning reduces that ambiguity by clearly defining:

  • The primary use cases you’re solving
  • The specific type of buyer you’re focused on
  • The value the product delivers in that context
  • How it compares to alternatives

For B2B software companies, positioning acts as a lens through which everything else becomes clearer — from website messaging and ads, to sales qualification, to AI search and recommendations.

Without it, the product can sound like it does “a bit of everything.” With it, buyers quickly understand why it exists, who it’s for, and why it matters.

Who needs to be involved from our side?

Positioning works best when the people who own direction and decisions are involved.

At a minimum, this usually includes:

  • A founder or executive with decision-making authority
  • The person responsible for marketing or growth
  • A sales leader or someone close to customer conversations

These roles ensure positioning decisions are grounded in strategy, market reality, and revenue impact.

Product leaders or customer-facing team members are often involved at specific points, especially where:

  • Use cases need clarifying
  • Buyer objections surface regularly
  • Product differentiation needs sharpening

The goal isn’t to involve everyone. It’s to involve the right people so decisions can be made quickly, aligned properly, and carried through into execution.

When the correct stakeholders are involved early, positioning sticks — and doesn’t need to be revisited every few months.

How much does a B2B positioning project cost?

A B2B positioning project typically starts from £2,500, with final pricing depending on scope, company stage, and the level of stakeholder involvement required.

Cost is influenced by factors such as:

  • Number of stakeholders involved
  • Depth of research and competitive context needed
  • Whether positioning needs to cover multiple use cases or segments
  • Speed and urgency of the project

For most B2B software and services companies, the investment is designed to be significantly lower than the cost of misaligned marketing, inefficient spend, or a wrong first hire, while still delivering senior-level strategic clarity.

Before starting, pricing is always agreed upfront, with clear expectations around:

  • What’s included
  • What decisions will be made
  • What outcomes you’ll walk away with

If positioning isn’t the highest-impact use of your budget at this stage, I’ll say that openly.

Are you available to join the workshop in person as well as remotely?

Yes. Workshops can be run remotely or in person, depending on what works best for your team.

I’m based in London and can travel across the UK to run in-person sessions where that’s valuable, particularly for leadership alignment or higher-stakes positioning decisions.

Remote workshops work well for distributed teams, while in-person sessions can be useful when:

  • Multiple stakeholders need to align quickly
  • Decisions are complex or sensitive
  • You want deeper, uninterrupted collaboration

The format is agreed upfront based on your goals, team structure, and availability.