Company Name *
Please tell us about your business
What are your values as an organization?
How would you describe the company’s mission?
What key messages or value propositions would you like to communicate? What sets you apart from competitors?
Why do your clients trust you? How do you make them feel? When they are happy, what are they saying?
What sets you apart from competitors? What are your most important points of difference?
What drives your team to do their best work every day?
What milestones are particularly important to highlight?
What trends are you seeing in your industry? What are you most excited about? What trends will you be happy to see fade into the past?
What are some of the most important things you’ve learned while leading this company?
What will a successful engagement look like to you? What are your “deal breakers” or things you want to avoid?
Who will be reviewing and approving deliverables moving forward?
What (new) markets are you looking to reach?
Which of your personas is most important to you? (I.e. Who is your ideal customer?) Are there any specific demographic or psychographic factors to consider?
What are the common pain points across your range of personas?
Look and Feel
Do you have a style guide?
If so, please upload it here.
Are their certain colors you identify with? Ones that you feel reinforce your brand? Any colors that you feel are off limits?
What brands/companies do you most admire? Which ones do you aspire to be like?
Voice and Messaging
Are there any brands or thought leaders in the industry that you personally follow? If so, why? What do you like about them?
What narratives are currently missing that you want to include or make clearer? Where do you feel your current brand messaging falls short?
How would you describe your brand voice? How do you sound when you write? (I.e. Are you more formal or conversational? Do you ever use humor?)
What strengths of your brand do you want to emphasize in your messaging?
Are there words or terms you like to use to talk about your industry? Are there any you prefer to avoid? How does your audience speak?
Are any important success metrics we should highlight in our messaging?
Is there anything else you would like to share?
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