Team Alignment Framework for B2B Startups

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Use this template to align product, marketing, sales & customer success teams around a shared story, messaging, and value narrative.

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Overview

What it is:

A simple 5-step loop to uncover how each team describes your product — and where the gaps are.

Who should join the session:

– Head of Product

– Head of Marketing / Growth

– Sales Lead / SDR

– CS Lead or Support Rep

Why it matters:

Without a shared story, you confuse your buyers, weaken your positioning, and fragment your growth efforts.

⏱ Duration: 60 minutes

📝 Output: Shared “core message doc” for internal & external use

Step 1: What problem do we solve?

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If our product disappeared tomorrow — what real-world problem would come back?

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Discussion prompts:

• What pain are we solving — in plain customer language?
• Why does this problem exist today?
• Why is now the right time to solve it?

Write down key insights:

Main problem: 

Why now: 

How customers describe it: 

Step 2: What value do we offer?

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What is the clear, meaningful outcome we promise?

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Discussion prompts:

• What is the transformation we create?
• What makes us different?
• What blockers do we eliminate?

Write down key insights: