SWOT Profile How does your brand compare to the rest of the market?
Unique Selling Proposition (USP)
Distribution Plan
Customer Retention How do you keep your customers coming back?
Traditional Marketing Materials
Promotions & Programs List all the ways you promote your brand. Include any programs offered by channel partners, vendors, or
distributors.
Content Marketing • Case Studies
• Customer Testimonials
• Newsletters
• Webinars
• Press Releases
• Published Articles
• Speaking Opportunities
• Public Relations
Pricing & Positioning Strategy
Offers & Incentives
Increasing the Take List the tactics used to increase revenue on each sale, or over the life of the customer relationship.
Research
Demographic Profile of Customers • Gender
• Age
• Generation (e.g., Baby Boomers, Generation X)
• Income
• Marital Status
• Household Size
• Location
• Occupation/Employment Status
• Industry (if B2B)
• Education
• Nationality/Ethnicity
• Language
• Religion
• Organizational Memberships
• Other key demographics?
Psychographic Profile of Customers What things do they care strongly about?
What do they do for fun?
What TV shows or movies do they watch?
Are there things that just don’t interest them at all?
Differentiation What are the ways your brand stands out from the competition?
What stories are uniquely yours?
Customer Response How will customers feel after consuming your product or service?
Key Values List any and all values and/or benefits that your products and/or services bring to your customers.
Customer Perception How would you like customers to think about your business?
Example: as being a trusted company, as being the most affordable choice, etc.
Examples: WalMart has low prices; Mercedes means luxury; Apple is cool
Brand Attributes Different from what your product brings to your customer, this section is describing what your customer experiences through using your brand. Breifly summarize these key attributes of your product/service through the eyes of your customer.
Strengths
Weaknesses
Opportunities
Threats
Direct Distribution Methods Products are distributed to customers via retail location(s), online sales, direct mail, etc.
Indirect Distribution Methods Products are distributed to customers via distributors, other retailers, partners, etc.
Keyword/SEO Strategy • Content
• Links
• Site Structure
Social Media • Facebook
• Twitter
• YouTube
• LinkedIn
Paid Online Advertising • (PPC)
• (PPM)
• (PPA)
Form Generally describe the style of your product/service (smooth, modern, sexy)
Function Describe how your product/service works for your client.
(fast, convenient, secure)
Benefits How does your product add to your customer’s experience?
(new opportunity, on my side, empowering)
Feelings After using your product, how does your customer feel?
(safe, confident, I’m an insider)
Values What does your product represent to your customer?
(smart shopper, quality experience, easy to use)
Metaphors Challenges, life events, lessons, aspirations connected to your product/service. (building a comfortable nest, providing a haven for family, connecting to family more)
Extensions Describe unexpected or illogical feelings your product/service inspires. (because I feel safe I can take more risks, because this is cool looking, it is fun to use)