This page is a template. Copy it into your organization profile (or use it as a worksheet) and replace the placeholders with your company-specific details.
One-sentence description
One sentence describing what the company does, who it serves, and its core value proposition.The core problems we solve
- Problem statement 1
- Problem statement 2
- Problem statement 3
- Problem statement 4
- Problem statement 5
- Problem statement 6
What it feels like to use the product
For line-of-business / admins
Describe the administrative or leadership experience—dashboards, reporting, insights, control, decision-making benefits.For end users / practitioners
Describe the day-to-day experience of users—workflow improvements, AI tools, usability, impact on workload.For IT / operations
Describe the technical setup and benefits—integrations, automation, compliance, interoperability.For support / success teams
Describe support channels and resources—chat, email, help center, onboarding, training.Product modules and integrations
Products
- Product name: Short description of what it does and key differentiator.
- Product name: Description of core purpose, audience, or outcomes.
- Product name: Description of additional functionality or specialized use case.
- Partner products or integrations: Summary of key partnerships or systems integrated into the platform.
Services
- Professional learning / implementation: Overview of onboarding, training, or coaching services.
- Customer support: Overview of support channels and service levels.
- Materials and delivery: Description of digital, print, or hybrid delivery options.
Target buyer roles and contact titles
- Superintendent / district leadership
- Chief academic officer
- Principal / school leadership
- Director of curriculum
- Instructional coach
- Teacher
- Other relevant buyer or influencer roles
Customer use cases (real stories)
Example 1
Customer: Name of organization or district Segment: Type of organization or grade range Region: Geographic area Year: Implementation or publication year Product/modules used: List of product modules Integrations leveraged: List of integrations or partners used Measurable outcomes: Quantitative or qualitative resultsExample 2
Customer: Additional story (if available)Why decision-makers choose us over the alternatives
- Key differentiator or award
- Validation or third-party recognition
- State-level approval or certification
- Integrated AI or automation features
- Breadth of content or curriculum partnerships
- Exceptional support or customer experience
- Technical interoperability or compliance advantages
Competitors
- Competitor 1
- Competitor 2
- Competitor 3
- Competitor 4
- Competitor 5
Customers
- Notable customer 1
- Notable customer 2
- Notable customer 3
Segments
- Primary vertical: Example — K-12 Education, Higher Education, Workforce Training
- Organization types: Example — Public schools, private institutions, districts
- Size bands: Example — Serves districts of all sizes or specific enrollment ranges
- Geographies: Example — United States, global, specific states or regions
Market focus
- Fit by offering: Overview of how the product aligns with market needs.
- Segments and size bands: Overview of target markets and scale served.
- Operating environments: Typical integrations and compatible systems.
- Compliance and authorizations: Certifications, data privacy, and accessibility standards met.
- Contract vehicles and channels: How the company sells (direct, RFP, partners).
- Geography and language: Operating markets and language availability.
- Delivery models: SaaS, hybrid, or print-based components.
- In-scope: Summary of core product functions (e.g., curriculum, analytics, instruction, AI tools).
The result
Brief description of measurable or reported outcomes—include performance metrics, engagement results, or efficiency gains.References
- Official website: [link]
- About page: [link]
- Case study or press release: [link]
- Third-party review or certification: [link]
- Partnerships page: [link]