Discovery Questions (Ask First)
- - What does the product/service actually do? In one sentence.
- Who is the specific customer? Job title, situation, pain.
- What alternatives exist? Direct competitors, indirect solutions, doing nothing.
- Why would someone choose this over alternatives? The real reason.
- What words should customers use to describe you? Pick 3-5.
- What words should they NOT use? 3-5 anti-traits.
Positioning Statement (Produce This)
Fill in and refine until crisp:
"For [specific audience] who [specific need], [brand] is the [category] that [unique benefit] because [reason to believe]."
Test: Can you say it out loud without cringing? Would customer nod in recognition?
Brand Voice (Define Precisely)
Create a 2x2 for each trait:
| We are | We are not |
|---|
| Confident | Arrogant |
| Direct |
Rude |
| Playful | Silly |
For each trait, write 3 example sentences showing how it sounds.
Write 3 sentences that violate it—what to avoid.
Naming Checklist
Before falling in love with a name:
- - [ ] .com domain available (or reasonable alternative)
- [ ] Primary social handles available (@name)
- [ ] No trademark conflicts in your category
- [ ] Passes the phone test—spell it over a call
- [ ] No negative meanings in Spanish, Chinese, common languages
- [ ] Fits in a logo, looks good written
Tagline Formula
Pick one structure:
- - Benefit statement: "Move money for free"
- Challenge: "Think different"
- Promise: "15 minutes could save you 15%"
- Category + twist: "The un-agency"
Max 6 words. Test: Would someone repeat this to a friend?
Visual Direction Brief
Specify before any design:
- - Mood: 3 reference brands with right feeling (not competitors)
- Color direction: warm/cool, vibrant/muted, primary color family
- Typography feel: modern/classic, geometric/humanist, bold/light
- Imagery style: photo/illustration, people/abstract, lifestyle/product
- Avoid: specific styles, colors, or approaches that feel wrong
Logo Requirements
Define constraints:
- - Must work at 16px favicon size
- Must work in single color (black, white)
- Wordmark, symbol, or combination?
- Horizontal and square versions needed?
Consistency System
Create these assets:
- - Color palette: 1 primary, 2-3 secondary, 2-3 neutrals with exact codes
- Type scale: specific sizes for H1, H2, H3, body, caption
- Spacing scale: 4, 8, 16, 24, 32, 48, 64px (or similar)
- Component examples: how a button, card, input looks
Brand Guidelines Document
Minimum contents:
- 1. Positioning statement + story
- Voice traits with examples
- Logo files + usage rules (clear space, minimum size, backgrounds)
- Color palette with all codes (HEX, RGB)
- Typography with font files or links
- Do's and Don'ts gallery
Quality Check
Before finalizing, verify:
- - [ ] Could a stranger create on-brand content from these guidelines?
- [ ] Is it different enough from top 3 competitors?
- [ ] Does it resonate with 3 real people in target audience?
- [ ] Is every element intentional, not arbitrary?
- [ ] Can you apply it consistently across: website, email, social, product UI?
Common Failures to Avoid
- - "We're like X but for Y" without being distinctive—lazy positioning
- Voice traits that any brand would claim—"friendly, professional"
- Logo that only works on white backgrounds—fails in real use
- Colors picked for taste without checking accessibility contrast
- Guidelines too long to read—no one follows 50-page brand books
探索性问题(先问清楚)
- - 该产品/服务实际解决什么问题?用一句话概括。
- 具体客户是谁?职位、处境、痛点。
- 存在哪些替代方案?直接竞品、间接方案、什么都不做。
- 客户为何选择你而非替代方案?真实原因。
- 客户应该用哪些词描述你?选3-5个。
- 他们不应该用哪些词?3-5个反面特质。
定位声明(产出内容)
填写并打磨至精炼:
“对于【特定受众】而言,他们面临【特定需求】,【品牌】是【品类】中的【独特优势】,因为【信任理由】。”
测试:你能不尴尬地大声说出来吗?客户会点头认同吗?
品牌语调(精准定义)
为每个特质创建2x2表格:
粗鲁 |
| 有趣 | 幼稚 |
针对每个特质,写3个例句展示其表达方式。
写3个违反该特质的句子——即需要避免的表达。
命名检查清单
在爱上某个名字之前:
- - [ ] .com域名可用(或合理替代方案)
- [ ] 主要社交媒体账号可用(@名称)
- [ ] 在你的品类中无商标冲突
- [ ] 通过电话测试——能在通话中拼写清楚
- [ ] 在西班牙语、中文、常见语言中无负面含义
- [ ] 适合Logo设计,书写美观
标语公式
选择一种结构:
- - 利益陈述:“免费转账”
- 挑战:“非同凡想”
- 承诺:“15分钟可节省15%”
- 品类+反转:“非传统代理”
最多6个词。测试:有人会向朋友复述这句话吗?
视觉方向简报
在设计前明确:
- - 基调:3个具有正确感觉的参考品牌(非竞品)
- 色彩方向:暖/冷、鲜艳/柔和、主色系
- 字体感觉:现代/经典、几何/人文、粗体/细体
- 图像风格:照片/插画、人物/抽象、生活方式/产品
- 避免:感觉不对的具体风格、色彩或方法
Logo设计要求
定义约束条件:
- - 必须在16px的favicon尺寸下可用
- 必须支持单色(黑色、白色)
- 文字商标、图形商标还是组合形式?
- 需要横版和方版两种版本?
一致性系统
创建以下资产:
- - 调色板:1个主色、2-3个辅助色、2-3个中性色,附精确色码
- 字号层级:H1、H2、H3、正文、说明文字的具体尺寸
- 间距层级:4、8、16、24、32、48、64px(或类似)
- 组件示例:按钮、卡片、输入框的样式
品牌指南文档
最低内容要求:
- 1. 定位声明+品牌故事
- 语调特质及示例
- Logo文件+使用规则(留白区域、最小尺寸、背景要求)
- 调色板及所有色码(HEX、RGB)
- 字体及字体文件或链接
- 正确与错误做法图库
质量检查
最终确定前,验证:
- - [ ] 陌生人能根据这些指南创作出符合品牌的内容吗?
- [ ] 与前三名竞品相比是否足够差异化?
- [ ] 能否引起目标受众中3位真实用户的共鸣?
- [ ] 每个元素是否都有意为之,而非随意决定?
- [ ] 能否在网站、邮件、社交媒体、产品UI中一致应用?
需避免的常见失误
- - “我们就像X但针对Y”却缺乏独特性——定位懒惰
- 任何品牌都会声称的语调特质——“友好、专业”
- 仅适用于白色背景的Logo——实际使用中失效
- 凭个人喜好选色而未检查无障碍对比度
- 指南过于冗长——没人会读50页的品牌手册