Brand & Market Positioning Discovery Form

Core Identity & Purpose

Getting to the heartbeat of the brand.

 

The Origin Story: Why was this brand created? What was the specific "gap" or frustration in the market that sparked its inception?

The Mission Statement: In one sentence, what is the brand’s daily commitment to its customers?

The Vision: Where should the brand be in 10 years? (Think beyond revenue—think impact).

Core Values: List 3–5 non-negotiable principles that guide every business decision.

Brand Personality: If this brand were a person walking into a room, how would they dress, speak, and make others feel?

Target Audience Deep-Dive

Moving beyond basic demographics into psychographics.

 

The Primary User: Describe your "Ideal Customer Avatar" (ICA). What are their daily habits, stressors, and aspirations?

Pain Points: What is the specific "itching" problem they have that keeps them up at night?

The Transformation: What does their life look like after using your product or service? (The "Before vs. After" state).

Objections: Why would a potential customer say "no"? (e.g., price, trust, complexity, status quo).

Communication Style: Where do they hang out online and offline? What kind of language or slang do they use?

Competitive Landscape

Understanding the neighborhood you’re moving into.

 

Direct Competitors: Who offers a similar solution to the same audience?

Indirect Competitors: Who solves the same problem but in a completely different way?

The "Category" Win: What is one thing your competitors do well that you should avoid replicating?

Market Perception: How is the industry currently viewed by consumers? (e.g., Is it seen as "old-fashioned," "overpriced," or "untrustworthy"?)

Differentiation & Positioning

Defining the "Onlyness" factor.

 

The Unique Selling Proposition (USP): Finish this sentence: "Our customers choose us instead of the competition because

 

Value Pillars: What are the three main benefits you provide?

 

Functional Benefit

Emotional Benefit

Social Benefit

Pricing Strategy: Which of the following best describes your brand’s current pricing strategy and market position?

Premium / Luxury: High price point, low volume, focused on exclusivity and superior quality.

Value-for-Money (Mid-Tier): Competitive pricing focused on balancing high quality with accessibility.

High-Volume / Low-Cost: Accessible price point, high volume, focused on efficiency and market reach.

Dynamic / Bespoke: Pricing varies significantly based on project scope or client requirements.

The "Anti-Hero" Factor: What is one common industry practice that your brand stands firmly against?

Brand Voice & Visual Direction

The "Look and Feel" of the message.

 

Key Keywords: List 5 words that should always describe your brand.

Forbidden Words: List 5 words or phrases that should never be used in your marketing.

Success Metrics & Goals

How do we know we’ve arrived?

 

Brand Equity Goals: Which core pillar do you want to be the primary driver of your brand’s reputation?

Innovation: Known for being first to market, cutting-edge, and "the future." (e.g., Apple, Tesla)

Reliability / Operational Excellence: Known for consistency, durability, and being the "safe bet." (e.g., FedEx, Toyota)

Customer Intimacy: Known for deep relationships, personalized service, and "knowing the client best." (e.g., Ritz-Carlton, local boutiques)

Market Share: What percentage of the "conversation" do you want to own in your niche?

The Ultimate KPI: Beyond sales, what is the one metric that proves your brand is healthy? (e.g., referral rate, customer lifetime value, social sentiment).

Form Template Insights

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Form Insight: Brand & Market Positioning Discovery Form

1. The Narrative Arc of the Form

A successful discovery process follows a specific cognitive path. It starts with the Internal (the brand's soul), moves to the External (the audience and rivals), and concludes with the Synthesis (the strategy).

  • Why this works: It prevents the user from getting overwhelmed. By the time they reach the "Differentiation" section, they have already documented the raw data needed to answer those harder, more abstract questions.

2. Competitive "Gap" Analysis

The section on the competitive landscape is designed to move the user away from "feature-matching."

  • The Insight: Most brands try to be "better" than their rivals. This form pushes them to be different. By asking about "Indirect Competitors," the form helps users realize they aren't just fighting for market share; they are fighting for the customer's attention and time.

3. The Transformation Framework

The audience section focuses heavily on the "Before vs. After" state.

  • The Insight: People do not buy products; they buy a better version of themselves. By forcing the form user to describe the "daily stressors" and the "post-solution life," the template generates the exact language needed for high-converting sales copy and ad headlines.

4. Guardrails for Consistency

The "Brand Voice & Visual Direction" section acts as a filter for future creativity.

  • The Insight: This section creates a "Source of Truth." When a brand grows, different team members might have different ideas of the tone. This part of the form ensures that whether a social media post is written today or a year from now, the "Energy" and "Authority" remain identical.

5. Identifying the "Anti-Hero"

The question regarding "industry practices you stand against" is a powerful positioning tool.

  • The Insight: Strong brands are often defined by what they are not. This question helps the user find their "enemy"—a common frustration in the market—which creates an instant bond with customers who feel the same way. It transforms a business from a vendor into an advocate.

6. Metrics Beyond Revenue

By asking for "Brand Equity Goals" and "Social Sentiment," the form shifts the focus to long-term sustainability.

  • The Insight: Revenue is a lagging indicator. Brand health (trust, word-of-mouth, and recognition) is a leading indicator. This part of the form ensures the user is building an asset that grows in value over time, not just a storefront making immediate sales.


Mandatory Questions Recommendation

Please remove this mandatory questions recommendation before publishing.

1. The "Gap" or Origin Story

  • The Question: Why was this brand created? What was the specific frustration in the market?
  • The Rationale: Every brand needs a "reason to exist" beyond making money. If a user can’t identify a specific problem they are solving, the brand will likely become a "me-too" business. This answer provides the emotional hook for all future storytelling and marketing campaigns.

2. The Primary User Avatar (ICA)

  • The Question: Describe your Ideal Customer Avatar, including their daily habits and stressors.
  • The Rationale: You cannot market to "everyone." If this is left blank, the brand voice will be generic and diluted. Knowing exactly who the customer is allows the brand to choose the right platforms, tone, and imagery. It is the foundation for all customer-centric decision-making.

3. The Specific Pain Point

  • The Question: What is the specific "itching" problem they have that keeps them up at night?
  • The Rationale: This is the "Hook." Marketing is most effective when it agitates a problem and then offers a solution. If the user doesn't know the pain point, they cannot create a compelling value proposition. This question ensures the brand stays focused on solving a real human need.

4. The Unique Selling Proposition (USP)

  • The Question: "Our customers choose us instead of the competition because ___________."
  • The Rationale: This is the most critical part of market positioning. If a user cannot finish this sentence, they do not have a competitive advantage. Making this mandatory forces the business owner to commit to a specific niche or a specific excellence (speed, quality, price, or experience).

5. Core Values

  • The Question: List 3–5 non-negotiable principles that guide every business decision.
  • The Rationale: Values act as the internal compass. When the business faces a difficult choice—such as choosing a supplier or handling a customer complaint—these values dictate the response. Without them, a brand's behavior becomes unpredictable and loses consumer trust.

6. Brand Personality (The Personification)

  • The Question: If this brand were a person, how would they dress, speak, and make others feel?
  • The Rationale: This bridges the gap between strategy and design. A graphic designer or a copywriter cannot do their job effectively without knowing the "vibe" of the brand. It prevents a "mismatch" where a professional brand accidentally uses overly casual or "loud" language.


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