Cited from real sources 6 min read Updated September 2026

A framework by April Dunford

April Dunford's Positioning Process: The 10-Step Template

April Dunford's positioning process is a five-part template. A team runs it in ten steps. Name the competitive alternatives. Find what those alternatives lack. Group that into two or three value themes. Name the customers who care most. Pick the market category last. The order is the method. You judge each part against the one before it.

The whole template in one number

5

components, in a fixed order. Alternatives. Capabilities. Value themes. Best-fit customers. Market category. Most teams start at the last one and work backwards.

April Dunford Lenny's Podcast Watch at 27:28

The framework

Five components, and the order is the method

In Dunford's method, positioning is five things you have to state about your product. What are the alternatives. What can you do that they cannot. What value does that unlock. Who cares a lot about that value. And what market context makes the value obvious to those people. Messaging, brand and the pitch deck are all downstream of it.

The dependency chain makes the order load-bearing. A capability is only differentiated relative to a real alternative. Value only counts if it traces to a capability. The value they care about defines best-fit customers, not their headcount. The category goes last because it is the only component you can judge. The right one makes your value obvious to the people you just defined.

Most teams run it backwards. They open with the category argument. They land on "the AI-native CRM for revenue teams," then back-fill the value. Dunford is blunt about that:

the last piece of positioning of course is Market category and so again a lot of people will just start with Market category and then try to back up which I think is crazy
Dunford on why category comes last Watch at 26:43

The objection is about measurement. Pick the category first. Nothing tells you whether it was a good pick, because nobody has defined what makes a category good yet. Which puts the weight on step one.

I actually think the first step in a good positioning exercise is to really understand what do we have to position against
Dunford on step one Watch at 23:26

Her shorthand for it is blunter: what do I have to beat to win a deal. Note that step one is not a competitor list. It is what a buyer would do instead of buying you. In B2B, that is almost always the status quo. A spreadsheet. A manual process. An intern. Or nothing. That distinction gets its own page oncompetitive alternatives.

How to apply it

How do you run the ten-step positioning exercise?

The five components are the output. These ten steps get a team there; the skipped ones are the first three and the last two.

Phase 1 · Set the table

  1. 1

    Start from the customers who already love you.

    Best-fit customers rave about you and refer you. What they considered instead is the raw input for everything downstream.

  2. 2

    Form a positioning team, not a marketing project.

    Marketing sees the messaging. Sales sees the objections. Customer success sees the value delivered. Positioning written by one of the three misses the other two.

  3. 3

    Align the vocabulary and drop the baggage.

    Old category language drags the room back to where it started. Agree on what the words mean before anyone fills a blank.

we get the gang together right so I want a representation from sales marketing product customer success CEO everybody in a room together
Dunford on how the exercise is staffed Watch at 34:04

Phase 2 · Fill the five blanks

  1. 4

    List the true competitive alternatives.

    Two sets: the status quo the customer uses today, and whatever else lands on the shortlist. You have to beat both.

  2. 5

    Isolate the capabilities the alternatives lack.

    Not your best features, your different ones. If an alternative can claim it too, it is table stakes.

  3. 6

    Ask "so what for the customer," then cluster.

    The answers group into two or three value themes. Stop at three; a fourth dilutes the rest and nobody remembers any of them.

  4. 7

    Define best-fit customers by who cares a lot.

    Look for the account characteristics that make a buyer care. Firmographics describe a segment; value fit describes a buyer.

  5. 8

    Choose the market frame of reference last.

    Pick the context that puts your strengths at the centre of the buying criteria. The category decides which questions buyers judge you on.

quite often those value buckets or value themes are different than what I would have gotten if I got all the smart people in my company together and said hey why does everybody love our stuff
Dunford on why the themes surprise the room Watch at 25:52

Phase 3 · Make it usable

  1. 9

    Layer on a trend, or not at all.

    A relevant trend adds urgency. A borrowed one makes the positioning about the trend, which is all the buyer remembers.

  2. 10

    Capture it so it travels, then turn it into a pitch.

    The document is a starting point for messaging, not the finish line. Stop there and everyone reverts to old language.

Dunford's test of whether the exercise landed is whether sales can tell the story. If they cannot tell it, they cannot pitch it. That is why the process ends in a narrative, covered on the sales pitch framework page.

Worked example

The template, filled in for Help Scout

Dunford walks the process for Help Scout on Lenny's Podcast. Their market looks unwinnable on paper, which is why order matters.

1. Competitive alternatives
Zendesk and the other help desks on the shortlist, plus the quieter one: plain email or a rudimentary shared inbox.
2. Differentiated capabilities
A service-oriented shared inbox so nothing gets missed. Customers assigned a person, not a ticket number. A chat widget that appears only when a human is free.
3. Value theme
Support that deepens the customer relationship instead of deflecting them into the cheapest channel.
4. Best-fit customers
Direct-to-consumer and e-commerce brands, where support is one of the few real touchpoints and is treated as a growth driver. A phone company running a call centre as a cost centre is not.
5. Market category
The context where service as a growth driver is the obvious buying criterion, so the comparison stops being a feature count against Zendesk.

Top to bottom, the four rows above force the last one. Bottom to top, you are only picking a label.

Boundary conditions

When does the process fail?

Works best when

  • Customers already love the product and can say what they considered instead
  • Sales, marketing and product can be in one room. So can customer success
  • You are entering an existing market where buyers compare you to something

Fails when

  • You choose the category first, then back-fill the other four to fit
  • One team runs it alone, so the output reflects one view
  • The product is too new to show patterns, so tightening now guesses

The contested part is step eight. Dunford's guidance: position inside an existing category unless you can afford to educate a market. About 90 percent of tech companies that went public did that. She is blunt about the trade:

creating a category is not the only way to create a legendary business because the vast majority of legendary businesses did not create the categories that they're in so Google did not create search Facebook did not create social network
Dunford on category creation Watch at 48:56

Not everyone agrees. Kim and Mauborgne's Blue Ocean argument says the real opportunity sits in uncontested market space. That makes comparison irrelevant, the opposite of starting from alternatives. Moore lands closer to Dunford: mainstream buyers need a familiar frame of reference. Blue Ocean suits companies that can afford to educate a market; most startups should dominate a subsegment first, the logic behind Moore's beachhead market.

The sources

Where Dunford discusses this

Where experts disagree

Where experts disagree: derive the category last, or start from it?

April Dunford

puts the market frame of reference at step nine of ten, because the category you claim should fall out of the alternatives and the capabilities only you have. Start from the category and you inherit its expectations before you have checked whether they help you.

Geoffrey Moore

hands you a fixed fill-in-the-blank statement with the category near the front, so a whole team can align fast on one crisp sentence. The structure is the feature: it forces the decisions and keeps everyone saying the same thing.

Moore optimises for alignment across a large team; Dunford optimises for getting the answer right. If ten people have to repeat your positioning next week, the template earns its keep. If you are still not sure what you are, filling in the blanks will just make the wrong answer sound official.

Useful? Send it to whoever owns the positioning doc.

Want the full playbook?

Get 186 positioning & marketing frameworks.

28 frameworks 52 rules 101 heuristics & principles 4 operators

From Geoffrey Moore, Kim & Mauborgne, Alex Hormozi, and 1 more. Drop one .md into Claude, Cursor, or ChatGPT. Your AI cites practitioners, not guesses.

See the pack

Instant .md download · One-time purchase · No subscription

New experts every week

Know when the next expert lands.

Gavel adds new operators to the database every week, each one with cited frameworks you can check and a note on where they disagree with the others. You found this page by searching. Get the next one by email instead.

53 experts 66 cited frameworks

Latest: Amjad Masad on Levels of AI Autonomy

One email a week, only when new experts shipped. Unsubscribe with one click. We never sell or share email.

Related frameworks