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Product and Service Description Workbook

Download this product and service description worksheet template to clearly and professionally describe what you're offering. Perfect for startup founders, product managers, and small business owners.
Available formats:
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All 100% free. We're here to help you succeed in business, no strings attached.

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4.9

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Why choose our product and service description worksheet?

Step-by-step format

Step-by-step format

Clear sections guide you through the key details of your product or service.

Easy to customize

Easy to customize

Edit directly in Google Docs or Word—perfect for any business type or industry.

Investor-ready details

Investor-ready details

Covers what funders and partners want to see in your business plan.

Save time

Save time

Pre-formatted, fill-in-the-blank template that saves hours of writing and formatting.

Highlights of the product and service description worksheet

Here's what we've included in this product and service description worksheet:

  • Business name
  • Product or service idea
  • Special benefits
  • Unique features
  • Production & delivery plan
  • Supplier details
  • Intellectual property/permits (if any)
  • Product/service description

How to use our product and service description worksheet

product and service description worksheet
  • Download the template

    Get the worksheet in Google Docs or Word format by filling out your contact information. Make a copy so you can start editing.

  • Define your offering

    Begin by writing out your product or service idea. Include your business name and a working title if you have one. This helps anchor the worksheet around your specific concept.

  • Add key details

    Fill in sections on unique benefits, features, production flow, and supply chain information. The prompts will guide you to think through what makes your offering valuable and how it will be delivered.

  • Identify required permissions

    List any permits, licenses, trademarks, or intellectual property you’ll need to operate to protect your product or service.

  • Finalize and put it to use

    Review your completed worksheet for clarity and completeness. Then add it to your business plan, pitch deck, or use it as a guide during product development.

Why is Upmetrics better than using a standard product and service description worksheet?

  • Manual formatting
  • Hard to align with the full plan
  • No collaboration
  • Hard to make pitch-ready
  • No support
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  • AI-guided layout & writing
  • Seamless full plan integration
  • Real-time collaboration
  • Investor-ready layout built
  • World-class customer support

Product and service description templates offer structure, but Upmetrics is a complete toolkit for crafting a clear, organized, and results-driven plan.

Upmetrics is a smart, all-in-one business planning software. It helps you draft compelling product & service descriptions with guided templates, AI assistance, and built-in writing tools, presenting your ideas confidently.
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