Most B2B fintech websites say the same thing: fast, secure, compliant, global. Buyers have read those words everywhere, so they no longer separate anyone. This board helps a small team find the difference that does.
In 90 minutes, 3 to 6 people (a founder, whoever sells, whoever markets and one product person) work through six steps:
Warm-up (5 min): what do we do, and for whom?
Step 1, Competitive alternatives (15 min): what would your best customers use if you didn't exist? Their bank, a large PSP, an in-house build, or doing nothing.
Step 2, Best-fit customers and buying committee (20 min): who buys fastest, stays longest, and who signs off, including compliance and procurement.
Step 3, Unique attributes and value (20 min): what you have that the alternatives don't, and why it matters to each buyer.
Step 4, Proof (10 min): what you can show a buyer, and the gaps to close.
Step 5, Positioning statement (15 min): a fill-in template that turns the first four steps into one sentence, plus a short version for your homepage.
Next steps (5 min): an owner, five customer tests and where to use it.
Every step has one question, a timed sticky zone and an output line, with a fictional payouts API as the worked example. There's a parking lot for side debates. The board stays uncluttered: the facilitator notes, ground rules and the traps specific to fintech are in a free facilitator guide.
How to use it: duplicate the board, bring your last 10 won and lost deals and a few things customers said in their own words, and run it with the facilitator guide. Write first, talk second.
Facilitator guide: https://www.fuente.digital/toolkit/positioning-workshop/?utm_source=miro&utm_medium=template&utm_campaign=toolkit&utm_content=positioning-workshop
Step-by-step guide to positioning statements: https://www.fuente.digital/how-to-write-a-positioning-statement-b2b-fintech/?utm_source=miro&utm_medium=template&utm_campaign=toolkit&utm_content=positioning-workshop
Made by Fuente Digital. Want a second pair of eyes? We run this as a positioning sprint for B2B fintech and payments companies: https://www.fuente.digital/positioning/?utm_source=miro&utm_medium=template&utm_campaign=toolkit&utm_content=positioning-workshop
More free templates: https://www.fuente.digital/toolkit/?utm_source=miro&utm_medium=template&utm_campaign=toolkit&utm_content=positioning-workshop
