August 10, 2019

4 Step Company Branding Exercise with Free Template

by Stijn Hendrikse

The following exercise involves four simple steps, and uses a Trello board to help your team and you figure out your current brand identity, and who/what you aspire to become.

The following instructions are also part of the Trello Board:

 

Categorize the cards to describe your brand identityand aspiration

Create three sections to categorize your cards. We would recommend something like “Who we are”, “Whom we’d like to be”, and “Who we aren’t”. To start, go through each of the cards and identify which cards best describe your brand persona today, whom you’d ideally like to be, and who not. Place each card under the appropriate section. You don’t have to use all of the cards, only the ones that resonate.

 

Filter and make some tough choices

Here’s where we have to start making the tough choices. Determine which cards fit with your business. Be honest here about the services and products you provide. Your voice needs to be authentic.
Are there conflicts? Can you be both “tactical” and “strategic”? Why did you choose both “cool” and “hip”? What do these terms mean for your brand internally?
Consider each card in this category carefully. Narrow your focus as much as possible and resolve any issues that arise between the cards you’ve chosen.
Anything that you decide is a poor fit for your business or conflicts with other messages, move to the “Who we aren’t” list.

 

Prioritize and make some tough choices

More tough decisions. Now that you’ve narrowed down your traits, it’s time to decide which are the most important.
Do you want to emphasize the fact that you’re “international”? Or, is it more important that people understand that you’re “consistent”?
Put all of your cards in a rank order — no ties!

 

Articulate your new brand identity

Now that you have a clear set of adjectives that define your brand and a list of adjectives that define what your brand is not, it’s time to create a clear narrative.

Match each of your “Who we Are” cards with a card from the “Who we aren’t” list that sets the scope of your identity. Put these cards together into sentences that define your persona:
“We are formal, but not elite.”

If you want the exercise to be even more aspirational, you can do the before step by combining "Whom we'd like to be" with the "Who we aren't" column.

If you can’t find a matching card from the “Who we aren’t” list, then you may need to add another term or phrase to articulate your position.

b2b saas branding boardOnce you’ve gone through each item on your list, you’re done. You can kick back and enjoy margaritas for the rest of your career. Okay, it’s not quite that easy. But, you have accomplished something that most brands struggle with by articulating a clear list of concise brand traits that make you unique. This is your guide to building your brand. These traits should resonate in everything you say and do as a company.
Pat yourself on the back, but remember that this is just the beginning. Now you have the direction, it’s time to start on the real journey.

 

Brand Exercise Trello Board

Stijn Hendrikse

After 15 years of experience in the Software Marketing Industry, Stijn adopted the SaaS model to launch Kalungi, a SaaS Chief Marketing Officer blog where he shares best practices. This supports his work as a CMO Consultant with Chief Outsiders.

Related posts

Why Unlimited PTO works

The following exercise involves four simple steps, and uses a Trello board to help your team and you figure out your current brand identity, and who/what you aspire to become. The following...

Basic GTM SaaS Approach

The following exercise involves four simple steps, and uses a Trello board to help your team and you figure out your current brand identity, and who/what you aspire to become. The following...

What to pay for a SaaS CMO?

The following exercise involves four simple steps, and uses a Trello board to help your team and you figure out your current brand identity, and who/what you aspire to become. The following...