Building your brand foundation

Pre-work:

  • Gather all existing brand materials (logo sketches, color ideas, competitor screenshots)
  • Have positioning statement from Sprint 2 visible
  • Invite key stakeholders (max 5 people to keep it productive)

Hour 1: Vision, purpose, and values (60 min)

Exercise 1: The 20-year roadmap (15 min)

Close your eyes. It's 20 years from now. Your company has been wildly successful. What has changed in the world because you existed?

Write individually for 5 minutes, then share.

Example answers:

Slack: "Teams have stopped relying on email for internal communication. Work happens in real-time, transparently, and efficiently."

Shopify: "Millions of entrepreneurs have built independent businesses without needing venture capital or technical expertise."

Your 20-year vision guides everything. It's your "why."

Exercise 2: What, How, Why (20 min)

Write three sentences:

What we do: [the functional thing]
How we do it: [your unique approach]
Why it matters: [the change you're making]

Example: Stripe (Early days)

What: We provide payment infrastructure for internet businesses
How: Seven lines of code, instant integration, designed for developers
Why: We're making it possible for anyone to build an online business

Example: Airbnb

What: We connect travelers with local hosts who rent their homes
How: We create belonging by enabling authentic experiences in real neighborhoods
Why: We believe anyone can belong anywhere

Notice how "What" is functional, "How" is differentiated, and "Why" is aspirational.

Your turn: Write your What, How, Why.

Exercise 3: Top 3 values (25 min)

Values aren't platitudes like "integrity" or "innovation" (every company claims those). Instead, values are the principles that guide hard decisions.

Good value example (Stripe): "Favor outcomes over activity"

  • What it means in practice: We measure results, not hours worked or features shipped. We'd rather ship one game-changing feature than 10 mediocre ones.

Good value example (Netflix): "People over process"

  • What it means in practice: We hire exceptional people and give them freedom. We avoid rules that constrain high performers to protect against low performers.

For each value, write:

  • The value (3-5 words)
  • What it means (2 sentences)
  • Example of it in action (1 real or hypothetical scenario)

Your turn: Brainstorm 10 values, then vote on the top 3 that truly differentiate you.

Hour 2: Personality and positioning (45 min)

Exercise 4: Personality sliders (25 min)

For each spectrum below, mark where your brand sits. These define your tone and visual identity.

1. Friend ←--------→ Authority

  • Friend: Mailchimp, Slack (casual, fun)
  • Authority: McKinsey, Goldman Sachs (serious, expert)

2. Cutting-Edge ←--------→ Classic

  • Cutting-Edge: Stripe, Linear (modern, minimal)
  • Classic: Rolex, Brooks Brothers (timeless, traditional)

3. Playful ←--------→ Serious

  • Playful: Innocent Drinks, Duolingo (witty, light)
  • Serious: Carta, Brex (professional, focused)

4. Accessible ←--------→ Elite

  • Accessible: Zapier, Notion (for everyone)
  • Elite: Tesla, AmEx Black (for the few)

5. Discreet ←--------→ Loud

  • Discreet: Superhuman, Airtable (understated elegance)
  • Loud: Webflow, Figma (bold, opinionated)

There's no right answer—only what's authentic to your positioning.

Example: Slack's personality

  • Friend: "We are your teammate."
  • Cutting-Edge: Modern workplace deserves modern tools
  • Playful: Work does not have to be boring
  • Accessible: Every team deserves great communication
  • Loud: We are proud to stand out

These sliders will guide everything from copywriting to color palette.

Exercise 5: Competitive visual differentiation (20 min)

Pull up the websites of your top 3-5 competitors. Screenshot their homepages.

Analyze:

  • Color palettes: Do they all use blue? (Most B2B SaaS does)
  • Typography: Serious serif or modern sans-serif?
  • Imagery: Illustrations, photos, or abstract?
  • Tone: Corporate or casual?

Find the gaps. If everyone is blue and serious, maybe you're purple and playful. If everyone uses illustrations, maybe you use bold photography.

Example: Stripe's differentiation

In 2010, payment processors like PayPal and Authorize.net had clunky, corporate, early-2000s websites. Stripe launched with:

  • Clean, minimal design
  • Developer-first language
  • Blue/purple gradient (vs. corporate blue)
  • Code samples front and center

This visual differentiation reinforced their positioning: the modern payment platform for developers.

Your turn: How will you visually differentiate from competitors?

Break (15 min)

Hour 3: Visual identity and AI assets (60 min)

Exercise 6: Visual identity foundations (30 min)

You don't need a full brand book yet, but you need the foundations:

1. Color palette (10 min)

Choose:
  • Primary color: Your brand color (used in logo, CTAs, links)
  • Secondary color: Supporting accent
  • Neutrals: Grays for text and backgrounds
Use tools like Coolors.co or AI:

AI Color Palette Prompt:

Suggest a color palette for a [category] brand targeting [ICP] with a [personality traits] personality. Our positioning is [positioning statement]. Competitors mostly use [competitor colors]. I want to be [differentiation goal].

Provide:
- Primary color (hex code)
- Secondary color (hex code)
- Neutral palette (3 grays)
- Rationale for each choice

2. Typography (10 min)

Choose two fonts:
  • Headline font: For titles, logos, big statements
  • Body font: For paragraphs, readable at small sizes
Pair well-known fonts or use AI for suggestions:

AI Typography Prompt:

Suggest a font pairing for a [category] brand with a [personality] personality. The brand should feel [adjectives]. Provide:
- Headline font (with reasoning)
- Body font (with reasoning)
- Example of them together

3. Visual style (10 min)

Choose your visual approach:
  • Photography: Real product shots, lifestyle images, team photos
  • Illustrations: Abstract, character-based, or technical diagrams
  • Graphics: Bold typography, geometric shapes, data visualizations

Reference your personality sliders. "Playful + Accessible" might use friendly illustrations. "Serious + Elite" might use high-end photography.

Exercise 7: AI-ready brand assets (30 min)

Here's what makes this sprint different from traditional brand work: we're creating AI-ready brand assets that ensure consistency when team members use AI tools.

AI Brand Asset #1: Brand voice prompt library

Create a prompt template that any team member can use when asking AI to generate content:

You are a brand voice assistant for [Company Name]. When writing any content, follow these guidelines:

**Brand Personality:**
[List personality traits from sliders]

**Tone:**
- [Friendly/Authoritative]
- [Playful/Serious]
- [Technical/Accessible]

**Voice Characteristics:**
- [List 3-5 characteristics, e.g., "Clear and jargon-free," "Encouraging but not cheesy," "Confident but humble"]

**Writing Rules:**
- DO: [List 3-5 dos, e.g., "Use short sentences," "Start with the outcome," "Include specific examples"]
- DON'T: [List 3-5 don'ts, e.g., "Use corporate jargon," "Make promises we can't keep," "Be overly formal"]

**Sample Sentences:**
[Include 5-10 sentences in your brand voice across different contexts: greeting, CTA, explanation, reassurance, celebration]

When I ask you to write something, apply this voice consistently.

AI Brand Asset #2: Brand voice evaluation rubric

Create a scorecard for evaluating AI-generated content:

CriteriaScore (1-5)Notes
On-brand personalityDoes it match our sliders?
Appropriate toneRight level of formality?
Clear and conciseEasy to understand?
Aligned with valuesReflects our principles?
DifferentiatedSounds like us, not competitors?

Any AI output scoring below 4 in any category needs revision.

AI Brand Asset #3: Brand context template

Create a structured context file that team members can share with AI tools:

BRAND CONTEXT FOR [Company Name]

**What we do:** [1 sentence]
**Target customer:** [1 sentence ICP]
**Positioning:** [positioning statement from Sprint 2]
**Key differentiators:** [3 bullet points]

**Brand personality:** [from sliders]
**Brand values:** [top 3 with explanations]

**Visual identity:**
- Primary color: [hex]
- Secondary color: [hex]
- Headline font: [name]
- Body font: [name]

**Messaging dos and don'ts:**
- DO: [5 examples]
- DON'T: [5 examples]

**Competitor positioning we're NOT:**
- Not like [Competitor A]: [how we differ]
- Not like [Competitor B]: [how we differ]

Use this context when generating any branded content.

This file becomes your "brand in a prompt" that team members can paste into any AI conversation.

Workshop deliverable: Brand Sprint Canvas

By the end of the 3-hour workshop, you should have documented:

  1. 20-year vision
  2. What, How, Why statements
  3. Top 3 brand values with examples
  4. Personality sliders marked
  5. Competitive visual differentiation analysis
  6. Color palette and typography choices
  7. AI brand prompt library (draft)
Free Template

Brand Strategy Canvas

Includes: Vision & Values Roadmap, Personality Slider Framework, and Competitive Visual Differentiation Canvas to build your foundation.

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