Brand Messaging Intake — Voice, Values & Taglines
Customize this template to your workflow, send it to clients with your branding, and keep everything in your client portal.
Core Brand Messaging
Tell us about your brand voice, core values, and the messaging pillars we should use across content.
Who should we contact about voice and messaging decisions?
We'll use this to follow up with questions or draft reviews.
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).
Voice Attributes (select all that apply)
Choose the adjectives that best describe your desired voice. We will prioritize these when writing copy.
Formality Level
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).
Primary Messaging Goal
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.
Preferred Tagline Style
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.
Legal / Regulatory Considerations
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.
Project Deadline or Target Launch Date
When do you need finalized messaging or taglines delivered?
Helps us route drafts and know expected turnaround times for reviews.
Upload Brand Guidelines or Style Guide (if available)
Please upload your existing brand guidelines, logo files, or tone-of-voice docs so we can align with your standards.
Upload Existing Marketing Copy or Examples
Attach emails, web copy, ads, or campaigns you want updated or used as references.
Optional: Images or Creative Assets
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.
Client Sign-off (optional)
Sign here if you want to formally approve this intake information and proceed.
Draw a signature in the box above
