Messaging Process
Template

Nail the tone, build the brand personality and write lines of golden copy with this messaging process. With three simple phases, this template covers the workshops and strategy to uncover the client insights all the way through to delivering the brand messaging guide.

Really good messaging comes from great research and questions. Before a line of copy is committed to paper we must uncover more about the client, the customers and the environment they operate within. In this first discovery phase you’ll find;

• An education step to help clients understand what’s ahead

• Workshop preparation to fire-up the first strategy meets

• A strategy document to confirm the key insights and ideas

In this phase, the strategy and copywriting teams gather together to figure out how to shift the discovery work from the previous phase into brand messaging. This body of work is covered by six key steps that include;

• An education step providing the client a rundown on what’s ahead

• A step covering your work on the brand voice and tone

• Propose core messaging territories for the client’s brand

• Messaging work is covered by two steps (one major update and then some room for a smaller round of work)

• One final step in the process to seek approval and finalise the phase

The template also includes internal notes for your team with tips on how to approach each step and delivery notes for the PM and helpful scope reminders.