Founder resource · Strategy worksheet

The Claims Planning Worksheet

Start with the sentence you want to earn, then work backwards to formula and proof.

Back to The Notes

How to plan a claim before somebody writes the carton

Complete this while the formula can still change. The goal is to connect the sentence you want, what the formula must deliver, what a person or instrument can actually measure and which evidence belongs in the final substantiation file.

One ingredient study is not automatic proof of the finished product. Keep ingredient rationale, consumer perception and measured product performance on separate lines.

1. Write the sentence you want to earn

Keep it specific. Who notices what, after how long, under which conditions?

2. Name the evidence layer

3. Work backwards into the formula

4. Draft the study questions

Have your regulatory and testing partners review the final protocol and wording for the launch market.

Bring me the messy brief

Let’s make the product make sense.

For founders building a first hero, repairing an existing formula or turning a promising range into one coherent system.

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