Purpose: Gain absolute clarity on your business’s core offerings, unique value delivery, and brand identity. Fill this out thoroughly before proceeding with Market or Customer analysis.
| 1. WHAT We Offer (Tangibles & Proposition) | 2. HOW We Deliver (Mechanism & Operations) | 3. WHO We Are (Identity & Purpose) | |
|---|---|---|---|
| A. CORE ESSENTIALS (The Basics) | A1: Core Products/Services: (List specific items/services) ________________________________________________________________ | A2: Unique Mechanism (Core Function): (Describe fundamental process/tech) ________________________________________________________________ | A3: Mission/Vision: (Why do you exist beyond profit?) ________________________________________________________________ |
| B. DIFFERENTIATION & VALUES (What Makes Us Special) | B1: Primary Value Proposition: (Single most compelling customer RESULT) ________________________________________________ | B2: Operational Values / Process Difference: (How is your process superior? What values guide it?) ________________________________________________ | B3: Brand Pillars / Archetype: (Top 2-3 defining traits/themes) ________________________________________________ |
| C. EXTERNAL EXPRESSION (How We Present Ourselves) | C1: Offer Presentation & Positioning: (Bundling? Premium/Mid/Value? Price Point?) ________________________________________________ | C2: Brand Voice & Tone: (List 3-5 specific communication style ADJECTIVES) ________________________________________________ | C3: Brand Story & Personality: (Core narrative? Desired feeling/vibe?) ________________________________________________ |
Worksheet Instructions:
- Start with Row A: Define the basic facts about your offerings, core operational mechanism, and overarching purpose.
- Move to Row B: Build upon the basics. Articulate the main customer benefit derived from your mechanism, the operational values or process differences that make it superior, and the key personality themes of your brand.
- Define Row C: Specify how you package/position/price your offer, the exact adjectives defining your communication style, and the overall story/vibe you want to project.
- Review for Consistency: Ensure the elements within each row and column logically support each other.
- Use This Output: This completed worksheet provides essential context for refining your Market & Customer analyses, and for fuelling AI prompts throughout the Elevate Framework.