Systems Lab

Agent skill

gtm-positioning

Turns Discovery's graded evidence into one positioning statement and value proposition that survive a four-point test, attaches proof and its grade to every value claim, sets a price only after the position passes, and checks that price against the economics.

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Filed under Positioning and messaging.

From rvanshur/vertical-gtm-skills · 29 skill entries · 2 · pushed 2026-10-27

What it does when it runs

Turns Discovery's graded evidence into one positioning statement and value proposition that survive a four-point test, attaches proof and its grade to every value claim, sets a price only after the position passes, and checks that price against the economics. Writes the result to the knowledge base for Launch to build on.

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Reproduced in full from rvanshur/vertical-gtm-skills/blob/a9ee9d3547e1df59fe5b170b7fefc4ecff57350b/operating/O14-gtm-positioning/SKILL.md, which is licensed MIT (skill frontmatter). 8,718 words, 30 headings.

Positioning

Overview

Positioning answers one question after Discovery has named the customer: what is the one statement this product can prove to that customer, what does it cost, and does that price hold up?

The skill runs in eight stages. It reads Discovery's graded claims and refuses to build on any claim still marked assumed. It answers six questions in order, drafts a statement, and tests that statement on four points. It attaches proof and a grade to every value claim. Only then does it set a price, and the price has to clear three economics thresholds. If the price fails, the position goes back to be rebuilt. The spreadsheet does not get adjusted.

Core Principle: Position first, test it, then price it. A price set on an untested position is a guess with a number attached.


Why This Skill Exists

Teams usually set the price first, because a price is the easiest number to write down. The position then gets written around the price, and the proof gets found afterward. Pricing is positioning. If you get it wrong, no amount of marketing fixes it. Most positioning statements written in meetings fail the fourth test, Unique, because any vendor could say the same sentence.

The second failure is quieter. A statement gets built on a claim nobody has checked, and it reads as settled to whoever writes the launch plan next. This skill keeps the grade of every claim visible, so a pilot-only proof point is labelled as one, and a belief is labelled as a belief.

The third failure is a spreadsheet that gets tuned until it passes. The economics gate in this skill never adjusts an input to clear a threshold. A failed threshold sends the work back to the position, because a position that cannot carry its price was not defensible enough.


Role

You are a positioning partner who builds one statement at a time from evidence. You:

  • Start from Discovery's graded claims, not from a fresh opinion
  • Run the six questions in order every time, including on a re-run
  • Show which parts of the statement rest on a hypothesis
  • Refuse to set a price before the position passes its test
  • Refuse to tune cost or price inputs so that the economics pass

You do not decide the strategy for the team. You show the team what the evidence can carry and what it cannot, so the team decides with its eyes open.


Input Contract

If a required input is missing, ask. Do not guess.

InputRequiredNotes
Discovery's five fields: Customer archetype, Competitive alternatives, Beachhead segment, Buyer persona, Open betsRequiredRead by these exact names. Open bets has three parts, Load-bearing:, Do not build on: and Other open bets:, each item written ID: claim text (grade, n). Alternatives carry count, n and source. If Discovery has not run, stop and say so, and point the team to the Discovery skill first
profiles/client-profile.mdRequiredCompany, ICP Definitions, Buyer Personas, Core Pain Points, Value Propositions, Competitive Landscape, Proof Points, Qualification Zones
Deal and pricing historyStrongly recommendedWhat customers paid, what the alternatives cost them, and who approved the spend and at what amount
Cost dataRequired for the economics gateAcquisition cost per customer, gross margin and expected retention. If any one is missing, the gate reports "not run" and names the missing input. It never fills the gap with a guess

Output Contract

Launch reads these fields by name. Keep the names exactly as written.

FieldWhere It LivesNotes
Positioning statementPosition node, and the Company section of the profileThe draft that survived the four-point test
Value propositionPosition node, and the Value Propositions section of the profileWith the four test results shown
Proof ledgerValue-claim nodes, and the Proof Points section of the profileEach claim with its grade and its status. Pilot-only proof is flagged
Message setPillar nodes and the message set nodePillars (at most three, each tied to one value claim and its proof), why-not-keep-doing-that answers, one-sentence and thirty-second versions
Price and value metricPrice nodeWith the reasons from Stage 5
EconomicsPrice nodeThe three thresholds, each with its inputs, marked pass, fail or not run
Open betsOpen-bets nodeDiscovery's open bets plus any new ones from this run

The Positioning brief links to these nodes. It does not copy them.


Context

Positioning reads, in this order:

  1. Discovery's five fields, from the Discovery nodes or from the Discovery hand-off block
  2. The client profile sections named in the Input Contract
  3. The deal and pricing history and the cost data, if the team provides them
  4. The ## Positioning section of the profile, if the team has run the customization interview. It holds the knowledge base path, the value metric default, the approval line, the economics thresholds and the re-grade windows

If there is no knowledge base, say so once at the start and write the outputs to the profile and the brief. If the ## Positioning section is missing, say once that the skill is running on the defaults in CUSTOMIZE.md.


Core Workflow

Run the eight stages in order. The order is fixed because each stage uses the one before it. Price sits after position for a reason: a price chosen first quietly decides what the position is allowed to claim.

Stage 1. Read Discovery and Mark the Bets

Read Discovery's open bets by their three names: Load-bearing:, Do not build on: and Other open bets:. Read the alternatives with their count, n and source, and the persona's traits with their grades. Every item arrives as ID: claim text (grade, n), and the grade is one of the four rungs.

Discovery's Load-bearing: claims are load-bearing for Discovery's own decisions, such as the close plan or the beachhead choice. They are not Positioning's load-bearing claim by default.

The position's load-bearing claim is ONE claim, the one the statement cannot survive without. Name exactly one, and give the reason in one sentence: what the statement says that breaks if the claim is false. It must not be assumed. If the one you name is assumed, stop and send it back to Discovery's evidence plan. A position built on a guess cannot be repaired by writing better sentences.

Positioning may design around a claim in Do not build on:. For example, it may keep the price under the approval line so that the board bet is not needed. It may never depend on one. Any claim still assumed can appear in the statement only as a labelled hypothesis, and the final statement says which parts rest on it.

Do not add a claim to Do not build on: that Discovery did not put there. If Positioning needs to add one, mark it as a Positioning addition with a reason.

Why first: the six questions use Discovery's alternatives and buyer language. If those inputs are unclear, every later answer inherits the unclear inputs.

Produces: the claims-in-use list with IDs and grades, the one load-bearing claim with its reason, and the "do not build on" list as Discovery wrote it.

Stage 2. Answer Six Questions, in Order

These six questions are a common sequence for positioning work, and they are written here in plain language. Answer them in this order. Do not answer a question before the one above it is answered.

  1. What would the customer do if we didn't exist? Start from Discovery's alternatives, including doing nothing. If "do nothing" was never counted, say so.
  2. What do we have that those alternatives don't? Name capabilities, not adjectives. "AI-powered" is an adjective. "Digitizes paper plot maps and matches them to records" is a capability.
  3. What does each of those deliver for the buyer? Use the buyer's own words from Discovery, not the company's pitch.
  4. Who cares most about that value? Narrow the beachhead to the buyers for whom the value is largest.
  5. What category makes the value obvious? The frame a buyer would put the product in, so the value is visible without a long explanation.
  6. Why does it matter now? The trend or trigger that makes waiting costly. It must be real and dated.

Why the order: the category and the trend are the parts teams enjoy writing. A team that starts there writes a position for a buyer it has not checked.

Produces: six answers. Each answer is traced to a Discovery claim, or marked as a new claim with its grade.

Stage 3. Write the Statement and Test It

Draft the positioning statement and the value proposition from the six answers. Then test the value proposition on four points.

TestQuestionWhat a Pass Looks Like
SpecificDoes it name an actual customer, not a market?A role and a kind of organization, such as the general manager of an independent cemetery
DesirableWould that customer want it?The buyer's own stated pain supports it
CredibleCan we prove it?Proof exists for every value claim in the statement. Pilot-only proof passes with a flag
UniqueCould a competitor say the same sentence?The sentence says something a competitor would not say

Two more checks sit beside these four. The category from question 5 must make the value obvious. The trend from question 6 must be real and dated.

A draft that fails any test goes back to the question that caused the failure. A credible failure usually goes back to question 2 or 3. A unique failure usually goes back to question 2, because the sentence needs a capability the alternatives do not have.

Keep a record of every draft and every result, including the failed ones. The reader must be able to see what failed and why. Use one row per draft:

DraftStatementSpecificDesirableCredibleUniqueCategoryTrendAction

Produces: the surviving statement and value proposition, and the record of every draft.

Stage 4. Attach Proof to Every Claim

Each value claim gets its proof and its grade on the evidence ladder: assumed, heard, seen or confirmed. Those four words are the only grades. Counts, sources and observations are written beside a grade, never in place of one. "Observation, 4 of 4 talks, n=4" describes a claim that is still assumed. Pilot-only proof is labelled pilot-only. An illustrative number is not proof, so it grades as assumed until a real result exists. A capability that a buyer watched the product perform grades as seen, with its count, and the scenario is labelled illustrative when it is not a customer's real result.

A claim with no proof stays in the statement only if it is marked as a bet.

Produces: the proof ledger.

Stage 5. Set the Price, Last

This stage starts only after Stage 3 has a draft that passed all four tests.

  1. Choose the value metric from the value named in question 3. Pick the unit the buyer gets more of as they pay more. Do not pick the unit that is easiest to bill.
  2. Anchor on the alternative's real cost. Use Discovery's alternatives and the deal history. Where a cost is not recorded, say so.
  3. Respect the buyer's approval line. This is the amount above which someone else must sign. It comes from the persona and the profile's zones.
  4. Check the archetype's contract-value band. A price far outside the band is flagged, not forbidden.
  5. Test the price with buyers in past-behavior form. Ask what they last paid for something like this, who approved it, and what made them hesitate. Never ask "would you pay X?"
  6. Fix the setup rule, then test both sides of the approval line. State whether setup is charged per site, per seat or per account, using the profile's price list. Then show the year-one total at one site and at two sites. If a multi-site account crosses the line, do not change the price to pass the test. Narrow the start instead, and record the reason.

Produces: the price, the value metric, and the reason behind each.

Stage 6. Clear the Economics Gate

The price must clear three thresholds. Show each one with its inputs.

  • Lifetime value to acquisition cost above 3 to 1
  • Payback under 12 months
  • Gross margin above 70%

Label each input one of three ways. It is the team's own data, with its n. It is a modeled number from the profile or price list. Or it is an estimate or an illustrative figure.

If any threshold fails, do not adjust the inputs until they pass. Send the work back to the position. Use Stage 2 question 4 when the problem is who the position is for, or Stage 3 when the problem is the statement. A position that cannot carry its price was not defensible enough.

If a required input is missing, the gate reports "not run" for the affected threshold and names the missing input.

Produces: the economics table, with pass, fail or not run for each threshold.

Stage 7. Build the Messages

From the surviving position:

  • At most three messaging pillars. Each pillar is tied to one value claim and needs proof graded heard or seen. A claim graded assumed is a bet. A pilot outcome is never a pillar, even when it is illustrative and graded assumed. If only one claim qualifies, show one pillar. Do not pad the list to three.
  • For each real alternative from Discovery, one short answer to "why not just keep doing that?"
  • A one-sentence version and a thirty-second version of the position.

Produces: the message set, named exactly: "Message set: pillars, why-not-keep-doing-that answers, one-sentence and thirty-second versions."

Stage 8. Write It Back and Hand Off

  • Knowledge base nodes: the position (statement and value proposition), each value claim with its proof grade, the pillars, and the price with its economics.
  • The client profile: Value Propositions (with proof), Proof Points (with status), Competitive Landscape (the "your advantage" column), and Company (the one-sentence position).
  • Hand-off block for Launch: every Output Contract field, quoted in full inside the block, with no ID-only entries and no "see above" pointers, plus the message set named in Stage 7. If the client profile has no ## Positioning section, the run says so once, uses the defaults in CUSTOMIZE.md, and lists the write-back before writing anything.

Approval step. This skill writes to the knowledge base and the profile, so it is marked mutating. Before this stage writes anything, the owner of the positioning decision named in the profile approves the statement and the price. Nothing is written until that approval is recorded in the brief.

Produces: the nodes, the profile updates and the hand-off block.


Epistemic Rules

The Evidence Ladder

Every claim sits on exactly one rung. The rung is shown wherever the claim appears.

StateMeansExample
assumedSomebody believes it"A general manager signs the contract" with no buyer statement yet
heardA buyer said itTwo buyers named the general manager as the signer
seenIt shows in behavior or dataThe general manager signed 7 of the last 10 contracts
confirmedSeen across at least 5 cases, recent, and not contradictedSigned 9 of 10 in the last two quarters, with no contrary case

A claim cannot move to confirmed while a contrary case is unexplained. If a contrary case exists, reword the claim to fit the evidence and grade the new wording.

A published rule is a source, not a case count. A requirement written in a public rule is graded seen on the rule's text, because it shows in a document, with the source and its date written beside the grade. It never reaches confirmed, because that rung counts cases, and it carries the 30 day re-check window of any seen claim.

The Working Rules

  1. n beside every rate. Write "57% (4 of 7)", never "57%".
  2. Five before a pattern. Fewer than five cases is an observation, and it is labelled as one.
  3. Silence is not a no. A record that is silent on a point is left out of that count. It is not counted against it.
  4. "No difference" is a finding. Report it. Do not keep slicing until a cut looks significant.
  5. Downstream refuses assumed. Anything resting on an assumed claim is labelled a hypothesis.
  6. Illustrative numbers are labelled. Any number that is not the team's own data says so in the same sentence.
  7. Economics are never tuned to pass. A failed threshold sends the work back to the position.

Stated Thresholds

Every output names the thresholds it used: the three economics thresholds, the minimum cell size for any cut, and the re-grade windows. A reader must be able to see what was suppressed.


Hard Rules

Each rule carries its reason.

  1. No price before the position passes. Stage 5 cannot start until a draft has passed all four tests. Reason: a price chosen first decides what the position is allowed to claim.
  2. No step is skipped. The six questions run in order every time. Reason: the category and trend answers are the easiest to write, and the most likely to be written for the wrong buyer.
  3. Assumed claims are labelled hypotheses. Reason: a statement that reads as settled gets built on by Launch.
  4. The economics are never tuned to pass. Reason: a spreadsheet adjusted until it passes hides a position that cannot hold its price.
  5. Pilot-only proof is flagged everywhere it appears. Reason: a pilot is one customer's experience, and the reader needs to see that.
  6. Nothing is written before approval. Reason: the nodes and the profile are read by other skills and by the sales team.
  7. Design around a do-not-build-on claim, never depend on it. Positioning may keep a price under a line so that a bet is not needed. It may not rest the statement, the proof or the price on the bet. Reason: a position that survives only if an unbuilt-on claim turns out true is the same guess with better formatting.

Quality Bar

A Positioning pass is done when all five are true. Run this checklist before handing back.

  • All six questions ran in order, and the record shows the trace of each answer
  • The value proposition passed all four tests, and every failed draft is recorded
  • Every value claim has proof attached with its grade, and pilot-only proof is flagged
  • The price clears the economics with each input labelled, or the gate reports "not run" with the missing input named
  • The sales team would use the statement on a first call without a rewrite

Examples

Example 1. PlotIQ, Full Run

Scope note. PlotIQ is the example company for cemeteries and funeral homes. Its list price, approval line and beachhead come from its profile and from the Discovery run. The two beta cemeteries are named by role here. Every count, margin, retention figure and acquisition cost below is illustrative unless it is the profile's list price or a figure the article states. None of them is a real PlotIQ result.

Stage 1. Claims in use, by Discovery 2.1.0 ID.

ClaimDiscovery sectionGrade (n)Use in This Run
A1. Cemetery general managers sign the contractPersona traitheard (n=2 buyers)Positioning's one load-bearing claim. The statement names the general manager as the customer, and the approval-line test assumes the general manager signs. If the general manager does not sign, the Specific test and the price test both fail. A1 is not assumed, so the stop rule does not fire
A2. Paper plot maps are the painLoad-bearing (Discovery)assumed (observation, 4 of 4 independent talks, n=4)Labelled hypothesis. Carries the records pain in the Desirable test
A3. Start with independent cemeteriesLoad-bearing (Discovery)assumed (observation, n=4)Labelled hypothesis. Carries the one-site start in Question 4
A5. A GM can carry a deal over $25K past the boardLoad-bearing (Discovery, close plan)assumed (n=0 closed deals over the line)Labelled hypothesis, not depended on. The one-site price sits under the line, so the statement does not need A5. A two-site account would need it, so that case is not offered at the start
A6. Staff resistance is what stalls dealsDo not build onassumed (n not recorded)Not used
B1. Buyer comfort with software is low to mediumDo not build onassumed (n not recorded)Not used in the statement. The profile's wording on this is not buyer language
P1. The GM keeps the trust fund records and the state filingOther open betassumed (n=0 graded)Labelled hypothesis. Carries the trust element of the Desirable test
A4R. The GM decides, with the pre-need manager championing the toolOther open betassumedNot used in the statement
N1. The do-nothing countOther open betNot recordedThe Question 1 answer stays provisional
T1. The SMB Community ten-deal testOther open betassumed (0 of 10 closes recorded)The archetype is not settled, so the price stays modeled
R1. An annual state trust filing is requiredPositioning, from a published ruleseen on the rule text (illustrative state). It shows in a published document. It is not confirmed, because that rung needs five or more casesPositioning's own claim. The basis is the rule, not a case count. Re-check window applies (see Stage 4)
X1. One system holds plot records and the trust ledgerPositioning, newassumed (product scope, no customer report yet)Labelled hypothesis. Carries the "keeps plot records" wording

Why A1 is the load-bearing claim. If A1 is false, the statement names the wrong buyer and the approval-line test describes the wrong person. R1 was considered and rejected. It is seen on its text, but it explains why records matter and does not say who buys. A rule change would alter the pain, not the buyer the statement names.

A2, A3 and P1 sit in the position only as labelled hypotheses. A5, the $25K board bet, is also a labelled hypothesis, and the statement does not depend on it. A6 is not used. Under Discovery's own rule, A2 and A3 cannot be Positioning's load-bearing claim, because both are assumed.

Stage 2. Six answers, in order.

  1. Without us: paper plot maps, a spreadsheet, or the groundskeeper's memory. Discovery's alternatives, all buyer statements and all observations under five talks: paper maps 4 of 4 (100%, n=4), a spreadsheet 2 of 3 (67%, n=3), the groundskeeper's memory 2 of 4 (50%, n=4). Doing nothing is not recorded (N1), so this answer is provisional.
  2. What we have that they don't: digitizes paper plot maps and deeds, shows the unsold plots, and keeps plot records and the trust fund ledger in one system with state filing reminders. The one-system part is X1, graded assumed, because it rests on product scope and no customer has filed a report from it yet.
  3. What it delivers, in the buyer's words: The only recorded buyer quote in the profile is "We have files that date back to the 1970s," from a family funeral home operator in a forum post. It is the nearest the profile holds to buyer language on records, and it is not from a general manager. Two phrases the profile uses are profile wording, not buyer language: "unsold plots nobody knows exist" and "an auditor asking for a trust record that sits in a binder in a storage room." The records pain traces to A2 (assumed). The trust pain traces to P1 (assumed).
  4. Who cares most: the general manager of an independent cemetery with one site, paper records and an annual state filing. This narrows the profile's ICP1 to one-site buyers. The independent-first ranking is A3, assumed, observation only. The one-site narrowing is also forced by the price: a two-site account is over the approval line (Stage 5), so the start is one-site buyers.
  5. Category: cemetery records and trust compliance software. This is a team judgment, not a Discovery finding. It names what the buyer already buys. It avoids "AI-powered," which is an adjective.
  6. Why now: the profile's buying triggers, each with its own window. Audit finding on records or trust fund, 60 to 120 days. Consolidator buys the site, 60 to 120 days. Double-sold plot or wrong-plot burial, 30 to 60 days. General manager or owner change, 90 to 180 days. Owner update announcing growth, 90 to 180 days. Rival contract renewal, 90 to 180 days before renewal. Pre-need counselor job posting, 30 to 60 days. The annual state trust filing date is a calendar fact set by the rule (R1). It is not a profile trigger and has no profile window. Date check: the research notes are dated 2026-03-27, 200 days before this run, so the trend is flagged for refresh before any published claim uses it.

Stage 3. Draft record.

DraftStatementSpecificDesirableCredibleUniqueCategoryTrendAction
1"AI-powered cemetery management"Pass. Names the general managerPass in part. The records pain is A2, assumed, a labelled hypothesisStalled. The only proof is pilot outcomes, which are illustrative and graded assumedFail. Any vendor could say itNot reachedNot reachedUnique failed, so return to question 2. "AI-powered" names no capability
2"PlotIQ keeps plot records and trust fund reports in the state's own report format, the form a state auditor asks for, for the general manager of an independent cemetery."Pass. Names a role and a kind of organizationPass in part. The records pain is A2 and the trust element is P1, both assumed. Both labelled as hypothesesPass on a demonstrated capability, not on pilot outcomes. C2 is seen, n=2, illustrative scenario. No pilot outcome is citedPass, narrowly. The profile records no competitor with the same report-format claim, which is not the same thing as proofPass. Cemetery records and trust compliance softwarePass, with a refresh flag on the research date (2026-03-27)Survives. Moves to Stage 4

Draft 2 is the statement that goes forward. Draft 1 stays in the record. It is not deleted because it failed.

What changed from the profile's hallway version. The hallway version says "keep plot records and trust fund reports in a form a state auditor will accept." The phrase "a form a state auditor will accept" promises an outcome. Only a pilot outcome could support it, and that is a bet. Draft 2 claims the format instead, which two beta general managers watched PlotIQ produce. "Cemetery general managers" is narrowed to "the general manager of an independent cemetery" because Question 4 narrows the start, and Stage 5 gives the reason.

Stage 4. Proof ledger.

ClaimValue PropositionProofGradeStatus
R1. An annual state trust filing is requiredPain 2 (profile)A public rule for an illustrative state. A rule, not a buyer claim and not a case countseen on the rule text. The source is dated 2026-03-27, 200 days old and past the 30 day window for seen, so re-check before any external useSupports the trust element of the statement. Not a pillar
C1. Unsold plots found from paper recordsVP1 (profile)Fennick Gardens (beta): 212 unsold plots found in 90 days. Illustrative, one siteassumedBet. Pilot-only and illustrative. Not in the statement, not a pillar
C2. State-format trust and plot reports, produced from the customer's own ledgerVP2, rewordedTwo beta general managers watched PlotIQ produce the state-format trust report from their own ledger. Illustrative scenario, n=2seen, n=2In the statement and the one pillar. Fewer than five cases, so it is labelled an observation
C3. Records a state auditor acceptsVP2, as the profile first wrote itHolloway Hills (beta): zero records findings in its first state review. Illustrative, one siteassumedBet. Pilot-only. Not in the statement or the one-sentence version
C4. A plot answer in 20 seconds, not 20 minutesVP3Target only, from researchassumedBet. No proof
C5. Pre-need leads worked within an hourVP4Target onlyassumedBet. No proof
C6. Live in six weeksVP5Roadmap week 6. A plan, not a resultassumed (plan)Bet. Graded as a plan
C7. Year one under the approval line, one sitePriceArithmetic on the modeled list price: $10,788 plus $5,000 setup, $15,788assumedHolds for one site only. Modeled price, not tested with buyers. See Stage 5

Stage 5. Price, set last.

  • Value metric: per cemetery site. The value named in question 3 (records a state can audit, and plots found) grows with each site, so a buyer who runs more sites gets more value and pays more. This is chosen because it matches the value, not because it is easy to bill.
  • Price: $899 per site per month, plus a $5,000 one-time setup per account. This is the profile's list price. It is a modeled price. No buyer has paid it yet.
  • Setup rule: per account. The profile gives one $5,000 setup fee. This run reads it as per account, and the profile must confirm that rule. The confirmation is an open bet (PA1 in the hand-off).
  • Anchor: the enterprise mapping alternative is about $1,500 to $2,500 a month, a research estimate dated 2026-03-27 that has not been checked against that vendor's current price list. The paper alternative's cost is not recorded, which is a gap.
  • Approval line: $25,000 year one. The profile has no ## Positioning section, so this is the default in CUSTOMIZE.md. Two year-one totals under the per-account setup rule:
    • One site: $899 x 12 = $10,788, plus $5,000 setup = $15,788. Under $25,000 by $9,212.
    • Two sites: 2 x $10,788 = $21,576, plus $5,000 setup = $26,576. Over $25,000 by $1,576.
    • If setup were charged per site, two sites would be $21,576 plus $10,000 = $31,576. That is not the reading used. It is shown because the setup rule decides which side of the line a two-site buyer lands on.
  • Why the start is one-site buyers. The one-site year one sits under the line. Whether a general manager can sign under the line rests on A1 (heard, n=2), and the line itself is the profile's Zone 3 statement, which Discovery marked assumed beside A5. The two-site year one is over the line, so a two-site deal would depend on A5. A5 is assumed and sits in Discovery's Load-bearing: list, and Positioning does not build on it. Question 4 therefore narrows the start to one-site independents. This is the recorded reason.
  • Archetype band check. $10,788 a year sits inside the SMB Community band of $5,000 to $50,000. This is a sanity check on a modeled price, not evidence. The archetype read used the same $10,788 figure, so the two cannot confirm each other. T1, the ten-deal test with 0 of 10 closes, is still open.
  • Past-behavior price test: 0 of 5 conversations held. The question is: "What did you last pay for a records or compliance system for your cemetery? Who signed off on it, and what made you hesitate?" Until this test runs, the price stays modeled.

Stage 6. Economics gate.

Inputs:

InputValueLabeln
Price per site per month$899Profile list price, modeled, not yet billed0 PlotIQ customers
Setup fee$5,000 one-timeProfile list price, excluded from payback below0
Gross margin80%Illustrative. No cost data exists0
Expected lifetime48 monthsIllustrative. No retention data exists0
Acquisition cost per customer$6,000Illustrative. No acquisition cost data exists0

Calculated from those inputs, per site:

FigureValueArithmetic
Gross profit per site per month$719.20899 x 80%
Lifetime value$34,522719.20 x 48
Lifetime value to acquisition cost5.8 to 134,522 / 6,000
Payback8.3 months6,000 / 719.20

Results:

ThresholdResult on Real PlotIQ DataResult on Illustrative Inputs
Lifetime value to acquisition cost above 3 to 1Not run. No acquisition cost or retention dataPass, 5.8 to 1
Payback under 12 monthsNot run. No acquisition cost dataPass, 8.3 months
Gross margin above 70%Not run. No cost dataPass, 80% (illustrative)

Gate status: not run on real data. The illustrative arithmetic clears all three thresholds. That shows the method works. It is not a finding. The inputs to close are gross margin from cost data, acquisition cost from spend divided by won deals, and retention from the first cohort. Setup is excluded from payback, which is the conservative choice.

Stage 7. Messages.

  • Messaging pillars: one.
    1. Plot and trust reports in the state's own format, from the customer's own ledger. Tied to C2, graded seen, n=2, illustrative scenario. The proof is a demonstrated capability, not a pilot outcome.
    • Why only one: C2 is the only value claim with heard or seen proof. C1, C3, C4, C5 and C6 are assumed, so they are bets. C1 and C3 are pilot outcomes, which never become pillars.
  • Answers to "why not just keep doing that?" One per Discovery alternative.
    • Paper maps: "Paper keeps the record, but not the plots you could sell. How many could you sell today if the records were right?"
    • A spreadsheet: "A spreadsheet holds the list, but it does not produce the state's report format. What does the trust report cost you to assemble by hand each year?" The cost of that assembly is not recorded, so this answer stays provisional.
    • The groundskeeper's memory: "One person knows where everything is. That works until they leave."
    • Enterprise mapping (Stonemark): "It runs about $1,500 to $2,500 a month (research estimate, not checked) and takes 90 to 120 days to go live (research). Our six-week go-live is a plan, not a result."
    • Legacy on-premise system (Oldgate): "Upfront cost and yearly maintenance are heavy (research estimate, not checked). This product runs in the cloud and on mobile." No talk named this alternative (0 of 4), so the answer is kept for the sales team only, and the cloud and mobile part is product scope, assumed.
    • Doing nothing: "Unsold plots and audit exposure stay where they are." This answer stays provisional until N1 is recorded.
  • One sentence: "PlotIQ keeps plot records and trust fund reports in the state's own report format, the form a state auditor asks for, for the general manager of an independent cemetery, at $899 a month per site."
  • Thirty seconds: "When a state asks for a trust fund report, a cemetery that keeps its records on paper can be looking at a search through a binder. PlotIQ produces that trust fund report in the state's own format, from the cemetery's own ledger, and it keeps the plot records in the same system. Two beta general managers have watched it do that. It costs $899 a month per site, plus a one-time setup fee."
    • Use this version only after a live demo confirms that the plot records and the trust ledger sit in one system (X1, assumed). The unsold-plots line is left out on purpose, because its only proof is pilot outcomes.
    • The sentence "Two beta general managers have watched it do that" is the C2 demonstration. It is graded seen, n=2, and a real team records the demonstration before it uses this grade (PA6 in the hand-off).

Stage 8. Write-back and hand-off.

  • Nodes: the position (statement and value proposition), the proof ledger's eight rows (R1 and C1 to C7) with their grades, the one pillar, and the price node with its economics.
  • Profile changes the run would write (nothing is written yet):
    • Company: the one-sentence position, quoted in Stage 7.
    • Value Propositions: VP2 is reworded to "State-format trust and plot reports, produced from the customer's own ledger," graded seen, n=2, illustrative scenario. VP1, VP3, VP4 and VP5 are marked as bets with their grades. VP1 is assumed and pilot-only. VP3 and VP4 are assumed with no proof. VP5 is assumed and graded as a plan.
    • Proof Points: Fennick Gardens and Holloway Hills stay in the profile, marked pilot-only, illustrative and bet. Brackhaven stays "not a result, do not cite." A new row records the beta general manager demonstration, seen, n=2, illustrative scenario, marked illustrative, to be replaced by the team's own record.
    • Competitive Landscape, "your advantage" column, graded: Stonemark's "Records, trust compliance and pre-need in one system" is assumed (product scope), and its "Live in 6 weeks" is assumed (plan). Lanternfield's "Cemetery plots and pre-need in one system, support included" is assumed (product scope, support terms not checked). Oldgate's "Cloud and mobile" is assumed (product scope), and its "Live in 6 weeks, against 120 to 180" is assumed (plan), with the 120 to 180 day figure a research estimate. The status quo's "Cost of inaction" is assumed, n not recorded.
    • Six-week go-live: graded as a plan, assumed, not a result.
    • Missing section: the profile has no ## Positioning section. The run flags it and uses the defaults in CUSTOMIZE.md: approval line $25,000, the three economics thresholds, and re-grade windows of 90 days for confirmed and 30 days for heard and seen. The owner of the positioning decision is not recorded, so the approval step cannot name a person yet.
  • Approval: recorded before any write. Nothing is written until the owner approves the statement and the price.

Hand-off block for Launch (every field quoted in full):

  • Positioning statement (Draft 2, exact text): "PlotIQ keeps plot records and trust fund reports in the state's own report format, the form a state auditor asks for, for the general manager of an independent cemetery."
  • Value proposition (exact text, with the four test results): "State-format trust and plot reports, produced from the customer's own ledger." Specific: pass. Desirable: pass in part, with A2 and P1 labelled as hypotheses, both assumed. Credible: pass on C2, seen, n=2, illustrative scenario, with no pilot outcome cited. Unique: pass, narrowly.
  • Proof ledger (every row, with grade and status):
    • R1. An annual state trust filing is required. seen on the rule text, illustrative state. Source dated 2026-03-27, past the 30 day window for seen, so re-check before any external use.
    • C1. Unsold plots found from paper records. assumed. Pilot-only and illustrative (212 plots, one site). A bet.
    • C2. State-format trust and plot reports, produced from the customer's own ledger. seen, n=2, illustrative scenario. In the statement and the pillar.
    • C3. Records a state auditor accepts. assumed. Pilot-only and illustrative (zero findings, one site). A bet.
    • C4. A plot answer in 20 seconds, not 20 minutes. assumed. No proof. A bet.
    • C5. Pre-need leads worked within an hour. assumed. No proof. A bet.
    • C6. Live in six weeks. assumed. A plan, not a result. A bet.
    • C7. Year one under the approval line, one site. assumed. Arithmetic on the modeled price, $15,788. Holds for one site only.
  • Pillars in the message set (one): "Plot and trust reports in the state's own format, from the customer's own ledger." Tied to C2, graded seen, n=2, illustrative scenario. It is the only claim with heard or seen proof.
  • Message set: pillars, why-not-keep-doing-that answers, one-sentence and thirty-second versions. Contents: the one pillar above, the six why-not answers, and the one-sentence version. The six why-not answers, quoted in full: (1) Paper maps: "Paper keeps the record, but not the plots you could sell. How many could you sell today if the records were right?" (2) A spreadsheet: "A spreadsheet holds the list, but it does not produce the state's report format. What does the trust report cost you to assemble by hand each year?" The cost of that assembly is not recorded, so this answer stays provisional. (3) The groundskeeper's memory: "One person knows where everything is. That works until they leave." (4) Enterprise mapping (Stonemark): "It runs about $1,500 to $2,500 a month (research estimate, not checked) and takes 90 to 120 days to go live (research). Our six-week go-live is a plan, not a result." (5) Legacy on-premise system (Oldgate): "Upfront cost and yearly maintenance are heavy (research estimate, not checked). This product runs in the cloud and on mobile." No talk named this alternative (0 of 4), so the answer is kept for the sales team only, and the cloud and mobile part is product scope, assumed. (6) Doing nothing: "Unsold plots and audit exposure stay where they are." This answer stays provisional until N1 is recorded. The one-sentence version is "PlotIQ keeps plot records and trust fund reports in the state's own report format, the form a state auditor asks for, for the general manager of an independent cemetery, at $899 a month per site." The thirty-second version is "When a state asks for a trust fund report, a cemetery that keeps its records on paper can be looking at a search through a binder. PlotIQ produces that trust fund report in the state's own format, from the cemetery's own ledger, and it keeps the plot records in the same system. Two beta general managers have watched it do that. It costs $899 a month per site, plus a one-time setup fee."
  • Price and value metric: "$899 per site per month, plus a $5,000 one-time setup per account. Value metric: per cemetery site. Modeled, not yet tested with buyers (past-behavior test, 0 of 5 held). Year one: one site $15,788, under the $25,000 line. Two sites $26,576, over the line. The start is one-site buyers."
  • Economics (per site, each threshold with its inputs):
    • Lifetime value to acquisition cost above 3 to 1: not run on real data. Illustrative: 5.8 to 1 (34,522 / 6,000), pass.
    • Payback under 12 months: not run on real data. Illustrative: 8.3 months (6,000 / 719.20), pass.
    • Gross margin above 70%: not run on real data. Illustrative: 80%, pass.
    • Missing inputs to close: gross margin from cost data, acquisition cost from spend divided by won deals, and retention from the first cohort.
  • Open bets: Discovery 2.1.0's three parts, carried with the same IDs and text, then Positioning's additions.
    • Load-bearing (Discovery): A2, paper maps are the pain (assumed, observation, 4 of 4, n=4). A3, start with independent cemeteries (assumed, observation, n=4). A5, a GM can carry a deal over $25K past the board (assumed, carries the close plan).
    • Do not build on (Discovery): A6, staff resistance is what stalls deals (assumed). B1, buyer comfort with software (assumed).
    • Other open bets (Discovery): P1, the GM keeps the trust fund records and the state filing (assumed). A4R, the GM decides with the pre-need manager championing the tool (assumed). N1, the do-nothing count (not recorded). T1, the SMB Community ten-deal test (0 of 10 closes recorded).
    • Positioning additions, each with its reason:
      • PA1. The setup rule is per account and not yet confirmed. Reason: it decides which side of the approval line a two-site buyer lands on.
      • PA2. Cost inputs (gross margin, acquisition cost, retention) are all n=0. Reason: the economics gate is not run.
      • PA3. Competitor prices are research estimates dated 2026-03-27, not checked. Reason: the anchor and two why-not answers use them.
      • PA4. The past-behavior price test is at 0 of 5. Reason: the price stays modeled until it runs.
      • PA5. Pilot outcomes C1 and C3 are illustrative and assumed. Reason: they cannot be cited, and they cannot be pillars.
      • PA6. The C2 demonstration is graded seen, n=2, on the basis of two beta general managers watching the report. Reason: the profile does not yet record it, so a real team writes the grade only after it has the record.
      • PA7. R1 needs a re-check, and the trend date needs a refresh. Reason: the rule text and the research are dated 2026-03-27, past the re-check window.
      • PA8. X1, the one-system claim. Reason: it rests on product scope.
  • Do not build on: A6 and B1, as Discovery wrote them. Positioning adds no claim to this list. The statement does not depend on A5, which is in Discovery's Load-bearing: list, because the one-site price sits under the line. A2, A3 and P1 appear only as labelled hypotheses.

Example 2. The Same Position on Multi-Location Groups (Failure)

Scope note. This is the multi-location group (ICP3) from the profile: four to ten sites, a CFO gate, and a 6 to 9 month cycle. The statement from Example 1 is applied to it. The illustrative inputs are labelled. The sites are priced at the per-site list price, which is an assumption the profile does not confirm for groups. Every input is illustrative, with n=0 team records. The profile prices combinations per site and does not price multi-location groups, so the per-site assumption is labelled.

Stage 6 applied, on four sites.

FigureValueLabel
Monthly revenue, 4 sites$3,5964 x $899. Assumes the per-site list price applies to groups
Gross profit per month$2,876.803,596 x 80%. Gross margin illustrative
Lifetime value at 48 months$138,0862,876.80 x 48. Lifetime illustrative
Acquisition cost$40,000Illustrative. A CFO-gated deal that takes 6 to 9 months of sales time
Lifetime value to acquisition cost3.45 to 1138,086 / 40,000. Passes (above 3 to 1)
Payback13.9 months40,000 / 2,876.80. Fails (over 12 months)
Gross margin80%Illustrative. Passes

Result: payback fails. The skill does not discount, and it does not change the acquisition cost to pass. A lower price would make payback worse, not better, because payback is acquisition cost divided by monthly gross profit. The fix is in who the position is for, so the work returns to Stage 2, question 4 (who cares most).

What question 4 finds. The cycle length and the CFO gate are part of the buyer, not a flaw in the statement. The group buyer has the largest set of sites, and therefore the most value, but the path to a signed deal is the longest. The record shows the failure and the return. It does not show a new beachhead, because that answer has not been earned yet. When question 4 is answered again on the evidence, Stages 3 to 6 run again, with the same four tests and the same thresholds.

The illustrative numbers are not a finding about ICP3. They show that the gate caught a payback problem that the statement alone would not have shown.


Troubleshooting

SymptomLikely CauseResponse
Every value claim reads assumedDiscovery's grades are missing, or the proof is illustrativeGrade the real proof, or run Discovery's evidence plan. Do not raise a grade to make the statement read better
The draft passes everything except CredibleThe proof is pilot-onlyKeep the claim, flag it as pilot-only, or make it a bet. Do not remove the flag
Economics say "not run"Cost data is missingName the missing input and supply it, then re-run. Do not fill the gap with a benchmark and report it as a result
The statement keeps failing UniqueThe sentence names a category, not a capabilityReturn to question 2 and name the capability. Do not swap in a different adjective
The price lands outside the archetype bandValue metric or price was chosen for ease of billingFlag the mismatch. Re-check the value metric against question 3
A two-site buyer crosses the approval lineThe setup fee is charged per account, and the two-site year one is $26,576, over the $25,000 lineShow both totals. Do not change the price to pass. Narrow the start to one-site buyers and record the reason
Launch refuses the hand-offA required field is missing or has been renamedCheck the field names against the Output Contract. Do not rename fields to pass the hand-off

Best Practices

  • Write the position before the price. A price chosen first decides the claims, and the position then has to match it.
  • Keep the failed drafts. The record of what failed is the reason the surviving draft can be trusted.
  • Name the bet out loud. A claim marked as a bet is more useful to the sales team than a claim quietly included.
  • Use buyer language. Words from Discovery's calls and forum posts test a statement better than the team's own vocabulary.
  • Read the economics as a check on the position. A failed gate points at the position, not at the cost model.

Integration With Other Skills

  • Discovery (gtm-discovery) supplies the five fields this skill reads by name: Customer archetype, Competitive alternatives, Beachhead segment, Buyer persona and Open bets. Positioning refuses to run without them.
  • Launch (gtm-launch) reads every field in the Output Contract. The hand-off block in Stage 8 lists them in one place, so Launch does not need the full run to start.

The Loop: How Positioning Stays Current

  • Re-run when Discovery changes a load-bearing claim, or when a proof point's grade changes.
  • Weekly Review lists open bets older than a month, and proof points that are still pilot-only.
  • Dream archives superseded positions, so two statements never sit side by side in the knowledge base.

Changelog

  • 2.0.1 (2026-10-16): Output Contract row renamed to Message set, the name the Stage 8 hand-off and Launch use. The hand-off now quotes the six why-not answers in full instead of pointing to Stage 7.
  • 2.0.0 (2026-10-13): Ground-up rewrite. Position before price: six questions in order, a four-point test, price last, and an economics gate that sends a failed position back rather than adjusting inputs. Price research uses past-behavior questions. Adds the proof ledger, the economics table and the hand-off block for Launch. The 1.x version stays in history.

Files bundled with it

These load only when the skill asks for them, so they cost nothing until it runs.

Other skills for the same job

Different authors, same problem. Matched on the words in the skill name, across every library in the catalogue except this one.

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