Brand Messaging Intake
About this template
This intake template helps businesses provide the strategic and creative inputs needed to develop consistent brand messaging. It captures brand voice, audience and buyer personas, values, differentiators, preferred language, messaging goals, tagline directions, compliance notes, priorities, and supporting files.
Who it’s for
- Brand strategists developing or refining a client's messaging foundation
- Copywriters creating website, campaign, or sales copy
- Businesses documenting voice and messaging standards across teams
- Teams seeking new or updated brand taglines
When to use it
- Before creating a brand messaging framework or voice guidelines
- Before writing high-priority website pages, campaigns, or marketing materials
- When a business needs clearer differentiation and key proof points
- When developing, revising, or selecting a brand tagline
Customization tips
- Add industry-specific compliance questions when claims are regulated.
- Include questions about geographic markets or languages if messaging will serve multiple regions.
- Add a field for approved competitor comparisons if competitive positioning is a priority.
- Make key decision-maker and deadline fields required when timely approvals are essential.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Brand Messaging Intake
Core Brand Messaging
Tell us about your brand voice, core values, and the messaging pillars we should use across content.
The official name that should appear in messaging and taglines.
Helps us tailor tone, terminology, and competitive positioning.
Describe the overall voice you want for customer-facing copy (tone, attitude, sentence rhythm).
Choose the adjectives that best describe your desired voice. We will prioritize these when writing copy.
Choose how formal your messaging should sound.
Who are we speaking to? Include demographics, pain points, and what motivates them to buy.
List the most important values and one short sentence about how each shows up in your business.
Core themes or pillars (3–5) that support your value proposition and should appear across copy.
Specific features, processes, or stories that set your brand apart and should be emphasized in messaging.
List language, claims, or stylistic choices we should always use or avoid to keep copy on-brand.
Any words or industry terms you prefer (or competitors' terms you dislike). Helps maintain consistent diction.
Provide example lines, URLs, or quotes that capture a tone you want replicated.
Links to competitors or brands whose messaging you admire (or dislike).
What should the messaging primarily achieve? Choose the most important objective.
An approximate CLV helps prioritize messaging for retention vs acquisition. Leave blank if unknown.
Choose a direction for short-form brand lines and taglines.
Share any existing short lines you use or have used so we can refine or avoid repetition.
Give constraints or directions for tagline creation (length, tone, keywords to include or avoid).
Tell us which pieces of content should receive messaging attention first.
Select any compliance or legal notes that affect claims or copy. Select all that apply.
Paste any legal disclaimers, accreditation text, or required short copy we must include.
When do you need finalized messaging or taglines delivered?
Helps us route drafts and know expected turnaround times for reviews.
Please upload your existing brand guidelines, logo files, or tone-of-voice docs so we can align with your standards.
Attach emails, web copy, ads, or campaigns you want updated or used as references.
Upload any imagery, photography, or visual assets that reflect your brand aesthetic.
Final Sign-off & Notes
Use this final section to add anything else we should know or to sign off on the intake.
Anything else that will help us write on-brand messaging.
Sign here if you want to formally approve this intake information and proceed.
Draw a signature in the box above
