BRANDING STRATEGY WORKBOOK

B R A N D I N G STRAT E GY WO RK B O O K Hi Y all, I m Kate! I m the Designer, Dreamer + Creative Entreprenuer behind Crescent Creative Group! I m so glad you have chosen to make your brand a priority and downloaded this workbook. When I ﬁrst started this venture, I struggled just as much as anyone to ﬁgure out what was most important. What tasks should be my priority? How was I going to get new cients? Or make money? Or even begin to achieve these lofty goals of becoming a business owner? When I started focusing on my brand not just my graphics, but the who am I, who do I want to become, where do I want to go branding that s when the game completely changed! I started looking at who my ideal clients were, what their needs were, what I wanted to provied to them, and how my experience with them could be more unique than any other experience they ve ever had. As I began to put that strategy together, and actually empliment it, I started to realize that, while a brilliant logo and pretty website are important, what my clients felt when they worked with me, the way they remembered me and my business, and what they told their friends about my business, was the most imporant part of my brand. I want to help you master some of the most important areas of your brand. Knowing your values, who your audience is, what makes you different, what your goals are these are the things that must be mastered in order to succeed and grow as a business. I know what it s like to be fresh and green and just started out on your own. I know what it s like to google everything and feel lost in the sea of information. I was lucky enough to have a few friends who had already build a few business of their own, and they were willing to answer some questions for me along the way. And that s the reason I put together this workboook for you! I want to help you they way they helped me! It s really just a collection of worksheets that, when done correctly and by that I mean if you really spend some time to dig deep and focus on your answers can really launch you into the successful brand that we all know you are striving to achieve. The following worksheets will help you discover your values, your brand promise, your goals and ultimately put together an all around strategy for you to move forward and grow your brand. I hope you ﬁnd it helpful! And of course, if you ﬁnd yourself with any questions, or intersted in talking with us about how a branding professional might be an asset to your branding experience, please feel free to reach out to us! We love meeting new business owners!! Good Luck!

UNDERSTANDING YOUR VALUES WORKSHEET LIST 8 THINGS THAT ARE IMPORTANT TO YOU, OR MAKE YOU HAPPY LIST 4 SITUATIONS THAT POSITIVELY IMPACTED YOUR LIFE. THINK ABOUT WHAT YOU VE OVERCOME, OR GROWTH OPPORTUNITIES. LIST 4 PERSONALITY TRAITS THAT YOU RESPECT IN A PERSON LIST HOW EACH OF THEY MAKE YOU FEEL WHEN INTERACTING WITH THEM LIST 4 SITUATIONS THAT YOU VE EXPERIENCED RECENTLY THAT MADE YOU UNCOM- FORTABLE. ALSO LIST THE NEGATIVE FEELING ASSOCIATED WITH THE EXPERIENCE. ANALISE ALL OF THE ABOVE TRAITS AND SITUATIONS AND CHOOSE 3 MAIN CORE VALUES. THESE SHOULD BE AS SPECIFIC AS POSSIBLE. EX: INTEGRITY CHOOSING TO HONOR OUR CUSTOMER BY DOING WHAT S RIGHT

LIST 3 MAIN CORE VALUES CRAFTING YOUR BRAND PROMISE WORKSHEET DESCRIBE WHY YOU LOVE WHAT YOU DO. NOW, IN 1 SENTENCE WRITE YOUR WHY. LIST 3 WORDS TO DESCRIBE YOUR IDEAL CUSTOMER LIST 3 WORDS TO DESCRIBE YOUR CUSTOMER EXPERIENCE LIST 3 NON-TECHNICAL WORDS TO DESCRIBE YOU PRODUCT OR SERVICE LIST 3 WAYS YOU ARE DIFFERENT FROM OTHERS IN YOUR INDUSTRY. THE FORMULA: I AM THE ONE WHO PROVIDES X FOR Y BECAUSE Z. X = PRODUCT OR SERVICE Y = CUSTOMER Z = YOUR WHY/DIFFERENTIATION I AM THE ONE WHO PROVIDES FOR BECAUSE. NOW SPRUCE IT UP AND MAKE IT SOUND PRETTY!

BRAND GOALS WORKSHEET WHERE DO YOU WANT YOUR BRAND/BUSINESS TO BE IN 1 YEAR? WHERE DO YOU WANT YOUR BRAND/BUSINESS TO BE IN 5 YEARS? WHERE DO YOU WANT YOUR BRAND/BUSINESS TO BE IN 10 YEARS? BREAK DOWN YOUR FIRST ANNUAL GOAL INTO 12 INDIVIDUAL MONTHLY GOALS. MONTH 1 MONTH 2 MONTH 3 MONTH 4 MONTH 5 MONTH 6 MONTH 7 MONTH 8 MONTH 9 MONTH 10 MONTH 11 MONTH 12 BREAK DOWN THE NEXT MONTH. WRITE A GAME PLAN FOR TACKLING YOUR FIRST GOAL. WHAT NEW HABITS MIGHT YOU NEED TO CREATE IN ORDER TO ACHIEVE THOSE GOALS?

BRAND STRATEGY WORKSHEET LIST 3 CORE VALUES LIST 3 PERSONAL CHARACTERISTICS DESCRIBE YOUR WHY LIST 3 WAYS YOU ARE DIFFERENT FROM OTHERS IN YOUR INDUSTRY. LIST 3 PEOPLE YOU LOOK UP TO DESCRIBE WHY YOU ADMIRE THEM LIST 3 WORDS TO DESCRIBE YOUR IDEAL CUSTOMER LIST 3 THINGS YOUR CUSTOMER NEEDS THAT YOU CAN PROVIDE THEM WRITE YOUR BRAND PROMISE. LIST YOUR 1 YEAR GOAL, 6 MONTH GOAL AND 1 MONTH GOAL BELOW CREATE A STRATEGY: HOW DO YOU PLAN TO ACHIEVE YOUR GOALS? KEEP ALL OF THE INFO LISTED ABOVE IN MIND. CONSIDER YOUR AUDIENCE, DIFFERENTIATOR,