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Brand Strategy Assessment
Brand Strategy Assessment
Brand Strategy Assessment

Brand Strategy Assessment

Due Date
Project Tracker
Project Tracker
Project Tracker
Responsible
Stage
02 - Brand Strategy
Status
Not Started
Type
Action Step
Welcome to your Brand Strategy Assessment
Welcome to your Brand Strategy Assessment
 
It’s now time to complete your brand strategy assessment. This is optional but this preparation allows us to make the most of our time together during your Brand Strategy Session.
 
Table of Contents
Brand Strategy AssessmentContact Information01 Branding02 Content03 Marketing04 Tech & Logistics05 Questions

Brand Strategy Assessment

Contact Information


First Name
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Last Name
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Email
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Business Name
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Address
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01 Branding


Do you currently have branding in place?
This includes logo, favicon, color palette, imagery, design elements. If you have some elements in place, share what these are here.
 
Yes
No
 
Share details here.
Share details here.
 
 
 
 
 

How would you describe your brand’s personality?
Write answer here.
Write answer here.
 
 
 
 

Who is your ideal client?
Write answer here.
Write answer here.
 
 
 
 
 

Why do customers choose you over your competition?
 
page icon
Write answer here.
 
 
 
 
 

How do you want your website to look and feel?
Write answer here.
Write answer here.
 
 
 
 
 

Site inspiration
Site inspiration
Site inspiration
Pinterest
It can be helpful to create a Pinterest board with inspiration for your design aesthetic to ensure everyone is on the same page. Follow the directions to make this process as streamlined and effective as possible.
 
Share a link to your Pinterest Board here
 
Websites
 
If there are any websites you’d like to take inspiration from, share the links here.
 
 
 

 

02 Content


Do you have content ready for your new website?
Yes
No
 
Share any additional details here.
Share any additional details here.
 
 
 
 
 

What pages do you require on your website?
Home
About
Services (If multiple pages are required, please outline these below)
Contact
Blog
Newsletter / Freebie Page
Store
Membership Area
 
Please include additional details and pages here.
Please include additional details and pages here.
 
 
 
 
 
 

What key messages are you trying to share with your audience?
Write answer here.
Write answer here.
 
 
 
 
 
 

What actions do you want visitors to take on your website?
 
Write answer here.
Write answer here.
 
 
 
 
 

 

03 Marketing


Do you have an email list?
If so, please include platform and email list size. If you offer or plan to offer a free lead magnet, please include what that is here.
Email Platform
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Email List Size
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Login URL
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Username
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Password
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Do you offer a free lead magnet?
Write answer here.
Write answer here.
 
 
 
 
 
 

Do you require Zapier integrations?
If you use Zapier or have the Email Newsletter Add-On, we'll need your existing Zapier login, or you'll need to create a new Zapier account and provide us with the login information.
Write answer here.
Write answer here.
 
 
 
 

Where can people find you online?
Website URL
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Instagram
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Twitter
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Facebook
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YouTube
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Tiktok
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Other
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04 Tech & Logistics


Do you already have a Squarespace account?
Yes
No
 
If yes, please provide the login email to your account.
Email Login
ㅤ
 
If yes, and this is a redesign of your current website (Squarespace 7.1 only), please add chloeforbesk@gmail.com as a contributor.
Instructions
 
Go to Settings > Permissions > Invite Contributor
 
Add chloe@chloeforbesk.com and make sure the Administrator toggle is turned on.
notion image
 

Do you already have your domain?
Yes
No
 
If yes, please provide login access so that we can connect it to your Squarespace website.
Registrar Company Name (GoDaddy, Bluehost, etc)
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Username/Email
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Password
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How comfortable are you using Squarespace?
Write answer here.
Write answer here.
 
 
 
 

05 Questions


Can I brag about you?
I’d love to brag about you! This often includes sharing parts of our project on social media.  Is that okay with you?
Yes
No
Share any additional details here.
Share any additional details here.
 
 
 
 

Do you have any specific questions you’d like to ask us?
Write answer here.
Write answer here.
 
 
 
 

 
 
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