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BRAND STRATEGY
TEMPLATE
BRAND
SOLUTION
ENGAGE
STRATEGY PRODUCT
SALESPROFIT
MARKETVALUE
Brand Strategy
TEMPLATE Page 1 of 2
A review of your brand strategy may seem like a huge undertaking, but it's necessary if you
want to keep up with your competitors and ensure your business continues to evolve and
grow. Use this template to make sure you tick every box when you’re developing a new
brand strategy.
Your business Engagement
Who is your target customer
1.1 What market are you in? 
     What is the total size? Value and      
     geography of your market? What is  
     the life-cycle stage of the market?    
     How does the market segment? 
     What are the natures, sizes and        
     values of each segment?
1.2 SWOT (Strengths, Weaknesses,        
     Opportunities and Threats) analysis: 
     What are the specific strengths and
     weaknesses of your business and      
     your brand?
     What are the specific current and    
     future opportunities and threats      
     you face?
2.1 Who are the key players in your market  
      place?
2.2 What does each one stand for and offer
      and how do they each position and      
      differentiate themselves in the market?
3.1 Customer traits and personas: Think in  
     terms of both the organisation they        
     work for and of the individual they are.
3.2 What size and kind of business is it?
3.3 What is their job role and level?
3.4 What are their goals and challenges?
3.5 What are their motivators, barriers and  
      frustrations?
1.
3.
2.
www.strategise.co.za | T: +2783 270 3591 | info@strategise.co.za | Thibault Square, Cape Town
Brand Strategy
TEMPLATE Page 2 of 2
Your product / service /
solution and your brand
Brand execution strategy
4.1 What makes your brand different
     from your competitors, and better?  
     Think in terms of:
5.2 Metrics: How will you measure your      
      success?
4. 5.
The specific problem you solve
for your customer.
The functional attributes and
benefits of your solution (e.g. it
helps your customers double
their productivity).
The emotional benefits of your
brand (e.g. it gives your customers
confidence and kudos).
4.2 Brand personality, values and          
      relationships:
Personality: friendly and
approachable.
Values: dedicated to customer
care.
Relationship: your customers’
mentor and champion.
What are the key words that you
want your customers to associate
with your brand in terms of these
three elements? This might include:
4.2 Brand positioning statement: What
       do you do for customers when it is
       at its very best?
4.2 Brand promise: Your brand unique
      promise of value you make to your  
      target market. It should be the        
      essence of what your brand has to  
      offer.
5.1 Objectives: What do you want this          
     branding exercise to achieve for your    
     business?
5.3 Branding rollout plan and roadmap:      
      Which areas of the business will need  
      to change the way they do things, in    
      line with the brand position and            
      brand promise? What changes will        
      need to be made and by when?
      Think in terms of:
Communications strategy: brand
identity, tone of voice, website and
collateral.
Sales strategy: elevator and full sales
pitch.
Product/service strategy.
Customer care strategy.
www.strategise.co.za | T: +2783 270 3591 | info@strategise.co.za | Thibault Square, Cape Town

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Brand strategy template

  • 2. Brand Strategy TEMPLATE Page 1 of 2 A review of your brand strategy may seem like a huge undertaking, but it's necessary if you want to keep up with your competitors and ensure your business continues to evolve and grow. Use this template to make sure you tick every box when you’re developing a new brand strategy. Your business Engagement Who is your target customer 1.1 What market are you in?       What is the total size? Value and            geography of your market? What is        the life-cycle stage of the market?          How does the market segment?       What are the natures, sizes and              values of each segment? 1.2 SWOT (Strengths, Weaknesses,              Opportunities and Threats) analysis:       What are the specific strengths and      weaknesses of your business and            your brand?      What are the specific current and          future opportunities and threats            you face? 2.1 Who are the key players in your market         place? 2.2 What does each one stand for and offer       and how do they each position and             differentiate themselves in the market? 3.1 Customer traits and personas: Think in        terms of both the organisation they              work for and of the individual they are. 3.2 What size and kind of business is it? 3.3 What is their job role and level? 3.4 What are their goals and challenges? 3.5 What are their motivators, barriers and         frustrations? 1. 3. 2. www.strategise.co.za | T: +2783 270 3591 | info@strategise.co.za | Thibault Square, Cape Town
  • 3. Brand Strategy TEMPLATE Page 2 of 2 Your product / service / solution and your brand Brand execution strategy 4.1 What makes your brand different      from your competitors, and better?        Think in terms of: 5.2 Metrics: How will you measure your             success? 4. 5. The specific problem you solve for your customer. The functional attributes and benefits of your solution (e.g. it helps your customers double their productivity). The emotional benefits of your brand (e.g. it gives your customers confidence and kudos). 4.2 Brand personality, values and                 relationships: Personality: friendly and approachable. Values: dedicated to customer care. Relationship: your customers’ mentor and champion. What are the key words that you want your customers to associate with your brand in terms of these three elements? This might include: 4.2 Brand positioning statement: What        do you do for customers when it is        at its very best? 4.2 Brand promise: Your brand unique       promise of value you make to your         target market. It should be the               essence of what your brand has to         offer. 5.1 Objectives: What do you want this                branding exercise to achieve for your          business? 5.3 Branding rollout plan and roadmap:             Which areas of the business will need         to change the way they do things, in           line with the brand position and                   brand promise? What changes will               need to be made and by when?       Think in terms of: Communications strategy: brand identity, tone of voice, website and collateral. Sales strategy: elevator and full sales pitch. Product/service strategy. Customer care strategy. www.strategise.co.za | T: +2783 270 3591 | info@strategise.co.za | Thibault Square, Cape Town