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?
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?
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"?)
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?
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.
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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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).
The section on the competitive landscape is designed to move the user away from "feature-matching."
The audience section focuses heavily on the "Before vs. After" state.
The "Brand Voice & Visual Direction" section acts as a filter for future creativity.
The question regarding "industry practices you stand against" is a powerful positioning tool.
By asking for "Brand Equity Goals" and "Social Sentiment," the form shifts the focus to long-term sustainability.
Mandatory Questions Recommendation
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