Elevate School
Let's talk about
your brand.

This Brief is yours. Fill it out honestly. The more you share, the more you'll get out of your first session. Once you're done, send it directly using the button at the end or download it as a PDF and send it to Valentina before the meeting.

Time needed20–30 minutes
After thisFoundation for your brand guide
Powered byElevate Digital Agency · Barrie, ON
Section 1 of 6
1. Your Business
2. Your Customer
3. Competition
4. Brand Identity
5. Digital Tools
6. Goals

1
Your Business
Brand name
Tagline or slogan optional
What does your business do?
Describe it like you're explaining to someone who knows nothing about your industry.
Products and/or services you offer
List each one with a short description.
When did you start?
City / Province / Country
Average price of your product or service
A range is fine. This helps us understand your customer's profile.
What's the story behind your brand name? optional
3 words that describe what you sell
2
Your Ideal Customer
Describe your ideal customer as if they were a real person
You don't need perfect data. Just tell me who they are, what they do, and what's on their mind.
Age range
Gender (if applicable)
Where do they spend time online?
Instagram
TikTok
Facebook
YouTube
LinkedIn
Pinterest
X / Twitter
WhatsApp / Groups
What problem do you solve for them?
What's the real pain they have before they find you?
What objection do they have before buying?
What do they think or say before they finally say yes?
How do they buy?
Word of mouth
Googling it
Watching reels / videos
Via email
Instagram DMs
In person
Comparing options first
Impulsively
3
Your Market & Competition
Direct competition (up to 4)
Businesses that do the same thing as you, for the same customer.
Indirect competition optional
Alternatives your customer might choose instead of buying from you.
How are you similar to them?
How are you different?
Are there brands (from any industry) that you admire?
They don't have to be in your sector. What do you admire about them?
4
Brand Identity & Visual Style
Upload your logo optional
If you have a logo, upload it here. It will appear in your PDF.
🖼
Click to upload your logo
PNG, JPG, or SVG
Logo preview
How do you want people to describe your brand when you're not in the room?
If your brand were a person, what would they be like?
Their personality, the way they talk, how they'd make you feel meeting them.
Communication tone
Warm & approachable
Direct & no-nonsense
Expert & trustworthy
Fun & playful
Inspiring
Educational
Empowering
Sophisticated
Do you have defined brand colours?
Do you currently have a logo?
Yes, and I love it
Yes, but it needs work
Not yet
Are there visual styles you DON'T want for your brand?
Brand values (minimum 3)
The core principles that guide every decision in your business.
5
Digital Presence & Tools
Active social media accounts
Add your handle or username. Leave blank if you don't have it.
Do you have a website?
Yes, and it's active
Yes, but it needs updating
No, not yet
Currently building one
Tools you already use
Select Yes or No for each one, even if you barely use it.
📧 Email marketing (Mailchimp, Klaviyo, etc.)
🎨 Design tool (Canva, Adobe, etc.)
📅 Content scheduler (Later, Buffer, Meta Suite)
📊 Analytics tool (GA4, Metricool, etc.)
🤖 AI tools (ChatGPT, Claude, etc.)
🛒 Online store (Shopify, Etsy, WooCommerce, etc.)
📣 Paid advertising (Meta Ads, Google Ads, etc.)
🔗 Link in bio tool (Linktree, Stan Store, etc.)
💬 CRM or booking system (HoneyBook, Calendly, etc.)
How much time do you spend on marketing per week?
Less than 1 hour
1–3 hours
3–6 hours
More than 6 hours
Barely any right now
Do you have a team or is it just you?
Just me
Me + 1–2 people
Small team (3–5)
I work with freelancers
What takes up most of your marketing time right now?
6
Goals & Vision
What's your main marketing goal right now?
Get more clients
Build visibility & grow my audience
Build my brand identity
Be more consistent with posting
Launch a specific product or offer
Break into a new market
Where do you want to be in 12 months?
Be specific. How many clients, followers, revenue, or launches are you aiming for?
What do you hope to walk away with after our first session?
Has there been anything you've tried that didn't work?
This helps us avoid repeating what didn't fit your business.
Quick SWOT optional
If you already have clarity here, fill it in. If not, we'll build it together in the session.
Strengths
Weaknesses
Opportunities
Threats
Anything else you want me to know before the session?

You're all done.

Send your Brief directly to Valentina, or save a copy for yourself.

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Brief sent successfully!

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