Branding Discovery Worksheet

When developing your brand, we need to get to know your business, who you are targeting, what makes you different from your competitors and your vision for the future. This questionnaire is the first step in our planning and discovery process.

Name*
Email*
Company Name:*
Describe your products and services (now and those you might have planned for the future):*
Explain your brand or business in 60 seconds – give us your elevator pitch:*
Describe your business in 3 words:*
Describe your business in 2 words:*
Do you have a company tagline in mind? Do you think your tagline communicates your brand values and brand promise?*
What do you think your target customers search for on the internet when they are looking for your kind of services/ product? You can list a number of keywords or keyword phrases here:*
What emerging and or popular trends does your company address?*
What industry or customer problems will your company solve?*
What is your ideal future market share of your industry or market segment?*
Describe your target customers? ( There can be more than one)*
Who are the people or titles within an organisation that you will sell yourself to? Who do you ultimately work with? ( eg. CEO, COO, General Manager, Executive Assistant)*
How do you want your customers and employees to view your business? How do you want them to feel about your business?*
What will your customers value most about what your company offers?*
What are the pain points of your target audience? What concerns / complaints do your target market always talk about?*
What are the pitfalls your ideal customer is exposed to, or what are the things your ideal customer wants to avoid?*
If your company were a person, how would you describe it?*
- Energetic
- Outgoing
- Friendly
- Attentive
- Formal
- Businesslike
- Serious
- Relaxed
- Masterful
- Resourceful
- Capable
- Trustworthy
- Cutting edge
- Other?
What do you want your company to be known for in the industry?*
What are your company’s business goals? (eg. double team by 30%, acquire 10 new clients in next 12 months, increase sales by 30% next 2 years)*
Describe your company’s internal culture or atmosphere in one sentence:*
What is your work environment like?*
- All serious
- Comfortable
- Fast- paced
- Cheerful, casual
- Team oriented
- Individual – resolves around the owner
If your company were a car, what would it be?*
If your company were a bumper sticker, what would it say?*
Who are your major competitors?*
What is the primary quality that your company possesses that will yield success? That is, what is your distinct competitive advantage?*
What is your primary shortcoming or weakness that could potentially lead to failure?*
What factors in your business environment do you need to overcome to succeed? ( What is holding you back)*
What budget has been allocated for your rebrand?
- $5,000 +
- $10,000 +
- $20,000 +
If we were to be celebrating a successful strategy in 6 months time, what would that have to look like? How many leads? How many new clients? Where will the business be? Be as descriptive as you possibly can.*
Additional Comments

Branding Discovery Worksheet

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