Brand messaging and positioning
Quick answer
- 01What is it?
- Comprehensive brand messaging, positioning, and value proposition development using proven frameworks including Peep Laja Message Layers, Osterwalder Value Proposition Canvas, Geoffrey Moore positioning, April Dunford's Five Components, StoryBrand SB7, Andy Raskin Strategic Narrative, and Messaging House. What sets it apart is how it narrows brand and messaging into one specific workflow rather than a broad, generic prompt.
- 02Inputs
- Context for brand and messaging: your goals, audience, constraints, and any source material the skill asks for.
- 03Output
- A ready-to-use result for brand and messaging: the analysis, copy, or recommendations the agent produces.
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$ npx skills add manojbajaj95/claude-gtm-plugin --skill brand-messaging-and-positioningSkill instructions
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Brand Messaging and Positioning
Workspace Context
Read bootstrap context before asking questions: strategy/brand.md for brand, audience, offer, channels, tools, constraints, and metrics; about/me.md for personal voice; content/ideas.md and content/calendar.md for content planning. Use legacy product-marketing context files only as fallback. Save generated drafts to content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md, and route durable learnings back to strategy/brand.md, about/me.md, or content/ideas.md.
Operating Contract
This skill is self-contained for its frontmatter scope: use its local instructions, references, scripts, and assets as the playbook; ask only for missing task-specific inputs; hand off to adjacent skills instead of expanding scope; and return an actionable artifact, decision, plan, draft, or diagnostic.
Develop comprehensive brand messaging, positioning, and identity systems using established frameworks from leading strategists.
"A brand is not what you say it is. It's what THEY say it is." — Marty Neumeier
Scope
Covers:
- Strategic positioning (category, ICP, differentiation, competitive alternatives)
- Messaging architecture (Messaging House, pillars, proof points)
- Value proposition frameworks (Osterwalder, Jobs-to-be-Done, Geoffrey Moore)
- StoryBrand narrative structure (SB7 framework)
- Brand identity and visual standards
- Copy primitives (one-liner, tagline, elevator pitch)
- Brand guidelines and design systems
Use when:
- "We need clearer positioning and messaging"
- "Create a value proposition / messaging hierarchy"
- "People don't 'get it' — our message isn't resonating"
- "Develop brand guidelines and visual identity"
- "Write a StoryBrand script / one-liner / elevator pitch"
- "Build a Positioning & Messaging Pack"
Not for:
- Deciding what to build (use problem definition/strategy first)
- Copyediting existing content without positioning changes
- Tasks without defined ICP or competitive context
Key Distinction: Positioning vs. Messaging vs. Value Proposition
| Element | Definition | Answers | Audience |
|---|---|---|---|
| Positioning | Strategic foundation for perception | "Why choose us?" | Internal |
| Messaging | Content communicating positioning | "What do we say?" | External |
| Value Proposition | Promise of value delivered | "What do I get?" | External |
How they work together:
- Positioning determines WHAT makes you different
- Messaging translates that into WHAT you say
- Value Proposition explains WHAT customers gain
The Messaging House Framework
┌─────────────────────────────────────────┐
│ THE ROOF │
│ [Core Message / Value Proposition] │
│ The single most important thing │
└─────────────────────────────────────────┘
│
┌────────────────────┼────────────────────┐
│ │ │
▼ ▼ ▼
┌─────────┐ ┌─────────┐ ┌─────────┐
│ PILLAR 1│ │ PILLAR 2│ │ PILLAR 3│
│ [Theme] │ │ [Theme] │ │ [Theme] │
└────┬────┘ └────┬────┘ └────┬────┘
│ │ │
▼ ▼ ▼
[Proof Points] [Proof Points] [Proof Points]
┌────────────────┴────────────────────┐
│ THE FOUNDATION │
│ [Purpose, Vision, Values] │
└─────────────────────────────────────┘
Peep Laja's Message Layers
Based on thousands of B2B message tests — each layer must be addressed in order:
| Layer | Question | What to Do | Example |
|---|---|---|---|
| 1. Clarity | "What is it?" | Lead with category | "Marketing automation software" NOT "Next-gen enablement platform" |
| 2. Relevance | "Is it for me?" | Address pain points | "For marketing teams drowning in manual campaign work" |
| 3. Value | "What do I get?" | Core benefits | "Automate 80% of repetitive tasks, launch campaigns 3x faster" |
| 4. Differentiation | "Why you?" | Unique advantage | "The only platform built specifically for Shopify merchants" |
Critical: Clear each layer before the next one matters. Brilliant differentiation means nothing if prospects don't understand what you are.
Value Proposition Canvas (Osterwalder)
┌─────────────────────────────────┐ ┌─────────────────────────────────┐
│ VALUE MAP │ │ CUSTOMER PROFILE │
│ (Your Offering) │ │ (Their Reality) │
│ │ │ │
│ ┌─────────────────────────┐ │ │ ┌─────────────────────────┐ │
│ │ Products & Services │ │◄───┼───│ JOBS │ │
│ │ (What you offer) │ │ │ │ (Tasks to accomplish) │ │
│ └─────────────────────────┘ │ │ └─────────────────────────┘ │
│ │ │ │
│ ┌─────────────────────────┐ │ │ ┌─────────────────────────┐ │
│ │ Pain Relievers │ │◄───┼───│ PAINS │ │
│ │ (How you help) │ │ │ │ (Frustrations) │ │
│ └─────────────────────────┘ │ │ └─────────────────────────┘ │
│ │ │ │
│ ┌─────────────────────────┐ │ │ ┌─────────────────────────┐ │
│ │ Gain Creators │ │◄───┼───│ GAINS │ │
│ │ (How you delight) │ │ │ │ (Desired outcomes) │ │
│ └─────────────────────────┘ │ │ └─────────────────────────┘ │
└─────────────────────────────────┘ └─────────────────────────────────┘
How to use:
- Start with Customer Profile — deeply understand jobs, pains, gains
- Map your offering to show how you address each
- Identify where pain relievers and gain creators align most strongly
- This intersection IS your value proposition
Geoffrey Moore Positioning Statement
For (target customer) who (need/opportunity), the (product name) is a (category) that (key benefit). Unlike (competitive alternative), our product (primary differentiation).
Example:
For growth-stage SaaS companies who struggle to understand customer churn, ChurnPredict is a customer analytics platform that identifies at-risk accounts before they leave. Unlike generic analytics tools, ChurnPredict uses AI trained specifically on subscription business patterns to predict churn with 94% accuracy.
April Dunford's Five Components
- Competitive Alternatives: What would customers use if your solution didn't exist?
- Unique Attributes: What features/capabilities do you have that alternatives lack?
- Value: What benefit do those unique attributes enable?
- Target Customer: Who cares most about that value?
- Market Category: What context makes your unique value obvious?
StoryBrand Framework (SB7)
The customer is the hero, not your brand. Your brand is the guide (like Yoda, not Luke).
The 7-Part Framework:
- A Character (the customer) has...
- A Problem (villain, external, internal, philosophical)...
- And Meets a Guide (your brand)...
- Who Gives Them a Plan...
- And Calls Them to Action...
- That Helps Them Avoid Failure...
- And Ends in Success
The Problem (Three Levels)
| Level | Definition | Example (financial advisor) |
|---|---|---|
| External | Tangible problem | "My investments are scattered" |
| Internal | How it makes them feel | "I feel confused and overwhelmed" |
| Philosophical | Why it's wrong/unjust | "People shouldn't need to be experts to retire well" |
The Guide (Two Qualities)
| Quality | What it means | How to demonstrate |
|---|---|---|
| Empathy | "I understand your pain" | Use "we understand" language, describe their frustration |
| Authority | "I can solve this" | Testimonials, logos, statistics, awards, experience |
The Plan (Process or Agreement)
Process Plan (3-4 steps to work with you):
- Schedule a call
- Get a custom plan
- Start seeing results
Agreement Plan (commitments that remove fear):
- "We'll never pressure you to buy"
- "100% satisfaction guaranteed"
- "Cancel anytime"
Calls to Action
| Type | Definition | Examples |
|---|---|---|
| Direct CTA | Primary action | "Buy Now", "Schedule Call", "Get Started" |
| Transitional CTA | Lower commitment | "Download Free Guide", "Watch Demo", "Take Quiz" |
The One-Liner Formula
[Problem] + [Solution] + [Result]
Structure: "We help [CHARACTER] who struggle with [PROBLEM] to [SOLUTION] so they can [RESULT]."
Example: "We help busy parents who struggle to cook healthy meals get fresh ingredients delivered weekly so they can feed their family nutritious food without the stress."
Andy Raskin's Strategic Narrative
Traditional Approach ("Arrogant Doctor"): "You have a problem. We have the solution. Let me tell you why ours is best."
Strategic Narrative ("Humble Awakener"): "The world has changed in a way that creates both opportunity and risk. Let me show you how to navigate this new world."
The 5 Elements:
- Name a Big, Relevant Change — Something prospects sense but haven't articulated
- Show Winners and Losers — Urgency to act
- Tease the Promised Land — What success looks like for those who adapt
- Introduce Features as "Magic Gifts" — Capabilities that help reach promised land
- Name the Enemy — An old mindset that became a road to ruin
The 5 Ps Brand Pillar Framework
| Pillar | What It Defines | Key Questions |
|---|---|---|
| Purpose | Why you exist beyond profit | Why did you start? What would be lost? |
| Positioning | Where you stand in market | Who do you serve? How are you different? |
| Personality | Your voice, tone, character | If your brand were a person, how would they speak? |
| Perception | How you're viewed | What do people say about you? |
| Promotion | How you market and deliver | What experience do you create? |
Brand Identity & Visual Standards
Brand Kit Components
Logo & Identity:
- Primary logo, variations (horizontal, vertical, icon)
- Clear space requirements, minimum sizes
- Usage guidelines (do's and don'ts)
Color Palette:
- Primary colors (1-2) with Hex, RGB, CMYK values
- Secondary colors (2-4) and usage guidelines
- Accent colors for CTAs and highlights
- Neutral colors for backgrounds and text
Typography:
- Primary font (brand typeface, weights, web font source)
- Secondary font and pairing guidelines
- Font hierarchy (H1-H6, body, captions, buttons)
Visual Elements:
- Brand patterns or textures
- Icon style and custom library
- Photography guidelines (mood, tone, treatment)
- Graphic and illustration style
Visual Standards Workflow
- Validation: Check if visual standards are defined. If placeholders exist, request actual values.
- Analysis: Identify headings vs. body text in target artifact.
- Mapping: Assign primary colors to text, accent colors to shapes/charts.
- Execution: Update font and color properties in target files.
- Verification: Verify accessibility (color contrast) and visual hierarchy.
Positioning & Messaging Pack Workflow
Inputs:
- Product description (what it is, what it does)
- Target audience (ICP/persona) and primary use case
- Primary alternatives (status quo, competitor, manual workaround)
- Differentiators + proof
- Primary surfaces (website, sales pitch, ads)
- Constraints (tone, compliance, time box)
Outputs:
- Context snapshot
- Positioning brief (category + "against" alternative + differentiation + proof)
- Messaging hierarchy (core message + 3 pillars + proof points)
- Copy set (one-liner, elevator pitch, tagline options, hero headline/subhead)
- Consistency enablement ("say this / not that")
- Validation plan (understanding + recall tests)
- Risks / Open questions / Next steps
8-Step Workflow:
- Intake + success definition
- Choose "against" alternative + category frame
- Write positioning brief (specific, with tradeoffs)
- Build messaging hierarchy (listener-first)
- Generate copy primitives (tight + pattern-matched)
- Create consistency + enablement assets
- Draft validation plan
- Quality gate + finalize
MECLABS Value Proposition Quality Tests
| Criterion | Question | How to Improve |
|---|---|---|
| Appeal | Is the benefit desirable to your target? | Ground in real customer research |
| Exclusivity | Can only YOU claim this? | Find what makes you genuinely unique |
| Clarity | Can customers understand it quickly? | Simplify language, remove jargon |
| Credibility | Is there evidence to support the claim? | Add proof points, testimonials, data |
Additional Tests
The "So What?" Test: After each statement, ask "so what?" If you can't explain why customers should care, revise.
The "Only" Test (Marty Neumeier):
Our [offering] is the only [category] that [benefit].
The Clarity Test: Can someone understand what you do within 5 seconds of reading your homepage?
Common Messaging Mistakes
| Mistake | Problem | Better Approach |
|---|---|---|
| Features over benefits | Describes what it does, not what customers gain | "Spend time on leads most likely to buy" > "AI-powered lead scoring" |
| Vague language | Jargon obscures meaning | If a stranger can't understand it, simplify |
| No differentiation | Competitors can say the same | Find what makes you genuinely unique |
| Unsubstantiated claims | "Best-in-class" means nothing | Back every claim with evidence |
| Being the hero | Competes with customer | Position as guide |
| No clear CTA | No direction = no action | Ask for the sale |
StoryBrand Quick Diagnostic
Ask these questions about any marketing asset:
- Can a caveman understand what you offer in 5 seconds?
- Is the customer clearly the hero?
- Have you identified internal problem, not just external?
- Do you demonstrate empathy AND authority?
- Is there a clear 3-step plan?
- Is there one obvious CTA?
- Do you show success AND failure stakes?
Universal Principles
- Customer-first — Great messaging starts with deep customer understanding
- Clarity before cleverness — Being understood > being creative
- Consistency compounds — Every touchpoint reinforcing the same message builds trust
- Differentiation is essential — If competitors can say it, it's not positioning
- Prove your claims — Evidence builds trust; unsubstantiated claims erode it
- Simplify ruthlessly — Complex messaging gets ignored; simple gets remembered
- Test and iterate — Messaging is a hypothesis until validated with real customers
Reference Files
Messaging & Positioning:
- references/INTAKE.md - Intake questions for positioning projects
- references/WORKFLOW.md - Detailed 8-step workflow
- references/TEMPLATES.md - Positioning & Messaging Pack template
- references/messaging-templates.md - Messaging framework templates
- references/CHECKLISTS.md - Quality checklists
- references/RUBRIC.md - Scoring rubric for messaging quality
- references/EXAMPLES.md - Real-world examples
- references/SOURCE_SUMMARY.md - Source frameworks summary
StoryBrand:
- references/website-wireframe.md - Page-by-page structure
- references/brand-script.md - Complete worksheet
- references/one-liners.md - Industry examples and variations
- references/email-sequences.md - Nurture sequence structure
- references/sales-conversations.md - Discovery questions, objection handling
- references/multi-channel-consistency.md - Social media, video, podcast, PR adaptation
Expert Wisdom
| Expert | Insight |
|---|---|
| Marty Neumeier | "A brand is not what you say it is. It's what THEY say it is." |
| April Dunford | "Positioning is a fundamental precursor to messaging. You can't write your homepage until you understand the value for whom." |
| Andy Raskin | "Differentiation is based on prospects seeing you make sense of their world—your empathy—and they trust you more." |
| Simon Sinek | "People don't buy what you do, they buy why you do it." |
| Peep Laja | "If you leave it to the visitor to figure out how one company is different, you're going to lose." |
| Donald Miller | "The customer is the hero, not your brand." |
Supporting file: references/CHECKLISTS.md
Checklists
Use these to validate the Positioning & Messaging Pack before finalizing.
A) Scope + audience checklist
- ICP (buyer/user) and primary use case are explicit
- The pack names the primary surface(s) (homepage, sales, press, etc.)
- The pack defines what success looks like (comprehension, conversion, pipeline speed, recall)
B) Positioning clarity checklist (“against” alternative)
- The “against” alternative is explicit (status quo/workaround/competitor)
- Category frame is understandable in one sentence (no jargon dependency)
- Tradeoffs/non-goals are stated (what you’re not / who you’re not for)
C) Specificity + proof checklist (no vague claims)
- Differentiators are concrete (not “best-in-class”, “revolutionary”, “world-class”)
- Each key claim has proof or is labeled “to validate”
- Objections are anticipated with short, honest responses
D) Messaging hierarchy checklist (listener-first)
- Core message fits in one sentence and is easy to repeat
- 3 pillars are distinct, parallel, and map to real customer outcomes
- “What we mean / what we don’t mean” prevents common misinterpretations
E) Copy quality checklist (direct + memorable)
- Copy uses concrete nouns/verbs; avoids abstract trend-story throat-clearing
- Homepage hero options include headline + subhead + CTA (not just slogans)
- Taglines/headlines reflect the chosen category frame and differentiation
F) Consistency checklist (internal + external)
- “Say this / not that” removes ambiguity and aligns teams
- Internal script can be used by sales/support without edits
- If sales is involved: includes a short “reset” explanation for confused prospects
G) Validation checklist (understanding + recall)
- Validation plan tests comprehension (“what is it?”) and recall (“what do you remember?”)
- Decision rule is stated (keep vs revise)
- Next iteration loop is feasible given time/resources
H) Finalization checklist
- Includes Risks, Open questions, Next steps
- Assumptions and unknowns are labeled
- Output is shareable as-is (minimal editing required)
Supporting file: references/EXAMPLES.md
Examples
Example 1 — B2B SaaS (homepage + sales)
Prompt: “Use brand-messaging-and-positioning. Product: an audit-ready AI assistant for SOC2 evidence collection. ICP: security leaders at 200–2,000 employee SaaS companies. Alternative: spreadsheets + GRC consultants. Proof: ‘cut audit prep time by 40%’ + 3 case studies. Surfaces: homepage hero + sales talk track. Output: a Positioning & Messaging Pack.”
What good looks like:
- Explicit “against spreadsheets + consultants”
- Category frame that’s easy to repeat
- 3 pillars with proof points mapped to outcomes (time, risk, trust)
- Copy set includes hero options + talk track + “say this / not that”
Example 2 — Creator product (taglines + pattern match)
Prompt: “We’re a subscription community platform for finance creators. Reposition to premium creators and draft 10 taglines + 5 hero options. Include a press pattern match.”
What good looks like:
- Clear ICP shift reflected in category frame
- Taglines avoid generic creator buzzwords; highlight concrete outcomes (retention, revenue, workflow)
- Press pattern match is simple and paired with an honest “but unlike”
Boundary example — No ICP / no alternative
Prompt: “Write our positioning.”
What to do instead:
- Ask 5 questions from INTAKE.md (ICP, use case, alternative, proof, surface)
- If unanswered, make explicit assumptions and provide 2–3 positioning directions with risks/unknowns
Supporting file: references/INTAKE.md
Intake (Positioning & Messaging)
Ask up to 5 questions at a time. If answers aren’t available, proceed with explicit assumptions and label unknowns.
Minimum intake (pick the best 5)
- What is the product in 1–2 sentences? What does it replace or automate?
- Who is the ICP and buyer/user? Industry, company size, role, sophistication.
- What is the primary use case / job-to-be-done? Desired outcome + current workflow.
- What is the “against” alternative in real decisions? Status quo, competitor, internal build, agency, manual workaround.
- What proof do we have? Metrics, customer quotes, logos, case studies, demos, guarantees, compliance, credibility.
Audience + channel (as needed)
- Which surface(s) matter most right now? (homepage hero, sales deck, outbound emails, ads, onboarding, press)
- What stage are we at? (pre-launch, early traction, scaling, enterprise)
- Any words to avoid, regulated claims, or legal/compliance constraints?
- Desired tone/voice: crisp/technical/playful/serious; examples you like/hate
Symptoms (help diagnose weak positioning)
- Where do prospects get confused? (“back up and start over” moments)
- Where is the funnel sluggish? (top-of-funnel response, mid-funnel sales cycle, close rate)
- What do customers say you are today (in their own words)?
If the user can’t answer
Proceed with:
- A clearly stated ICP + use-case assumption
- 2 category frames + a chosen “pattern match” recommendation
- A positioning statement “against” a likely status quo alternative
- A messaging hierarchy with proof placeholders and a validation plan to fill gaps
Supporting file: references/RUBRIC.md
Rubric (1–5)
Score the Positioning & Messaging Pack. A “ship-ready” pack is typically ≥ 22/30 with no category below 3.
1) Audience + use-case fit (1–5)
- 1: ICP/use case are vague; could be for anyone.
- 3: ICP/use case are stated; some tailoring exists.
- 5: ICP/use case are specific; language clearly matches the audience’s context and constraints.
2) Category frame + “against” alternative (1–5)
- 1: No clear category; no comparative alternative.
- 3: Category is stated; alternative is implied.
- 5: Category is crisp and the “against” alternative is explicit and credible.
3) Differentiation + tradeoffs (1–5)
- 1: Generic claims; no tradeoffs.
- 3: Some differentiation, but still could apply to many products.
- 5: Differentiation is specific, includes tradeoffs/non-goals, and is tied to the alternative.
4) Proof + credibility (1–5)
- 1: Claims are unsupported; feels like marketing fluff.
- 3: Some proof exists but doesn’t map cleanly to key claims.
- 5: Proof points clearly support differentiators; unknowns are labeled and queued for validation.
5) Messaging hierarchy quality (1–5)
- 1: Pillars overlap; core message is long or unclear.
- 3: Core message and pillars exist; some redundancy remains.
- 5: Core message is memorable; pillars are distinct, parallel, and outcome-oriented with clarifiers.
6) Copy usability + testability (1–5)
- 1: Copy is slogans-only; no validation plan.
- 3: Copy set is usable; validation plan is generic.
- 5: Copy set is ready for deployment on named surfaces, and validation plan has clear questions + decision rule.
Supporting file: references/SOURCE_SUMMARY.md
Source summary
Source
sources/refound/raw/positioning-messaging/SKILL.md
Note: The source references references/guest-insights.md for deeper quotes from 58 guests; that file was not present in the provided source folder. This skill pack preserves and operationalizes the “Top Insights” present in the source SKILL.md and adds an execution contract (inputs/outputs/workflow/templates/checklists).
Preserved insights → rules/checks
1) Weak positioning creates funnel friction (April Dunford)
- Rule: Every output must include an explicit category frame and an “against” alternative.
- Check: Can a prospect understand “what it is” and “why better than the alternative” in < 10 seconds?
2) Communication is defined by listener understanding + recall (Gina Gotthilf)
- Rule: Include a validation plan that tests comprehension and recall, not just preference.
- Check: Do ≥70% of test participants correctly restate what it is + who it’s for, and recall at least one pillar later?
3) Positioning comes first + consistency matters (Arielle Jackson)
- Rule: Positioning brief precedes copywriting; include internal enablement assets for consistency.
- Check: Two internal stakeholders independently describe the product using the same category frame and core message.
4) Be direct + use pattern matching for press (Emilie Gerber)
- Rule: Prefer direct language and simple pattern matching over trend-story complexity.
- Check: Hero/pitch copy uses concrete nouns/verbs and avoids multi-paragraph setups.
5) Brand assets set expectations (Jessica Hische)
- Rule: Ensure copy promises match the product experience and implied brand tone.
- Check: Do the chosen words/tone set accurate expectations and avoid “promise–delivery” mismatch?
Supporting file: references/TEMPLATES.md
Templates (copy/paste)
Use these to produce the Positioning & Messaging Pack.
1) Context snapshot (required)
Product:
ICP (buyer/user):
Primary use case / job:
Primary surface(s): (homepage hero, ads, outbound, deck, onboarding, press)
Decision this should support: (e.g., rebrand, new segment, improve conversion, sales enablement)
Time box + constraints: (tone, taboo words, compliance/claims)
2) Positioning brief (required)
Category + “against” alternative
Category frame (option A):
Category frame (option B):
Chosen frame + why:
Positioning against: <status quo / competitor / workaround>
Positioning statement (fill-in)
For <ICP> who <job/pain>, <product> is a <category> that <primary outcome>.
Unlike <alternative>, it <differentiation> because <proof>.
Differentiation + proof
Differentiators (3–5):
- …
- …
- …
Proof points (map to differentiators):
- …
Tradeoffs / non-goals (required)
- We are not for …
- We do not …
- We choose <X> over <Y> because …
Objections to anticipate
- “Isn’t this just <competitor/category>?” → …
- “Why now / why switch?” → …
3) Messaging hierarchy (required)
Core message (1 sentence)
…
Pillars (3 pillars recommended)
| Pillar | Benefit statement | Proof points (2–4) | “What we mean” | “What we don’t mean” |
|---|---|---|---|---|
| 1 | ||||
| 2 | ||||
| 3 |
Persona variations (optional)
| Persona | What they care about | Message emphasis | Proof emphasis | Primary objection |
|---|---|---|---|---|
| Buyer | ||||
| User |
4) Copy set (required)
One-liner (2–3 options)
- …
- …
- …
Elevator pitch (30 seconds)
…
Taglines (5–10 options)
- …
Homepage hero options (5 options)
For each option include headline + subhead + CTA.
-
Headline: …
Subhead: …
CTA: … -
…
Press pattern match (optional)
Pattern match: “It’s like <known thing> for <audience/use case>.”
But unlike: …
5) Consistency enablement (required)
“Say this / not that”
| Goal | Say this | Not that | Why |
|---|---|---|---|
| Category | |||
| Differentiation | |||
| Outcome |
Internal description script (15s / 30s / 60s)
- 15s: …
- 30s: …
- 60s: …
Sales talk track (short)
- Problem (1 sentence): …
- What it is (category): …
- Why it’s better vs alternative: …
- Proof: …
- Next step ask: …
6) Validation plan (required)
Test plan
Target participants: (roles, segments)
Method: (calls, in-product, landing page A/B)
Stimulus: (hero copy, one-liner, deck slide)
Sample size + timeline:
Questions (5–8)
- …
- …
Decision rule
- Keep if …
- Revise if …
Next iteration loop
- What to change first (category vs pillar vs proof)
- What new evidence to collect
7) Risks / Open questions / Next steps (required)
Risks
- …
Open questions
- …
Next steps
- …
- …
Supporting file: references/WORKFLOW.md
Workflow (Expanded)
This file expands the steps from ../SKILL.md with extra guidance and heuristics.
Step 1 — Intake + success definition
Anchor on what the messaging must change:
- Comprehension (“what is it?”)
- Relevance (“is this for me?”)
- Recall (“what do I remember tomorrow?”)
If there’s no success signal, define one (e.g., higher homepage-to-demo conversion, fewer “what is this?” questions, shorter sales re-explains).
Step 2 — “Against” alternative + category frame
Positioning is comparative. Force an explicit “against”:
- Status quo (spreadsheets, email, manual process)
- Workaround (scripts, internal tools)
- Direct/indirect competitor
- Outsourcing/agency/consultant
Category frames:
- “<category> for <audience>”
- “<existing thing> but <key difference>”
- “Replace <old workflow> with <new workflow>”
Heuristic: if the category requires 3 sentences to explain, pick a simpler frame.
Step 3 — Positioning brief (specific + tradeoffs)
Include:
- Who it’s for (ICP) and the job
- Category (what it is)
- Primary value (outcome)
- Differentiation (why you vs alternative)
- Proof (why believe)
- Tradeoffs/non-goals (what you’re not)
Heuristic: if your positioning has no tradeoff, it’s probably generic.
Step 4 — Messaging hierarchy (listener-first)
Build:
- Core message (1 sentence)
- 3 pillars (benefit statements)
- Proof points (facts, examples, credibility signals)
- Objections + responses
- “What we mean / what we don’t mean” clarifiers
Memorability prompts:
- Can a listener repeat it after one read?
- Are there concrete nouns/verbs instead of abstractions?
Step 5 — Copy primitives (direct + pattern-matched)
Aim for:
- Tight language; remove throat-clearing and trend-story setup
- Specific nouns (“SOC2-ready audit trail”) over vague claims (“enterprise-grade”)
- Parallel structure for pillar headlines
Pattern matching for press:
- “It’s like <known product/category> for <new audience/use case>”
- Pair with a clear “but unlike” differentiation clause.
Step 6 — Consistency + enablement
Consistency means:
- Everyone internally describes the product similarly
- Sales/support can reset confusion quickly without rambling
Enablement assets:
- “Say this / not that” table
- Internal description script (30 seconds)
- Sales talk track (discovery → value → proof → next step)
Step 7 — Validation plan (understanding + recall)
Prefer fast loops:
- 5 customer/prospect conversations
- 1–2 landing page variants
- Internal “teach-back” test (new hire or adjacent team)
Test questions (examples):
- “What do you think this product is?”
- “Who is this for?”
- “What would you use it for tomorrow?”
- “What’s different vs what you use now?”
- “What do you remember 24 hours later?”
Decision rule example:
- Keep if ≥70% can correctly restate “what it is” + “for whom” and recall 1 pillar after 24h; otherwise revise the category frame or pillar language.
Step 8 — Quality gate + finalize
Before finalizing:
- Run CHECKLISTS.md
- Score with RUBRIC.md
- Include Risks/Open questions/Next steps
Supporting file: references/brand-script.md
StoryBrand Brand Script Worksheet
Complete this worksheet to create your brand's core messaging. Use the answers to write all marketing materials.
1. Character (Hero)
Who is your customer? Be specific about demographics, role, or situation.
Our customer is: _________________________________
What do they want as it relates to your product/service? One specific desire. Not a list.
They want: _________________________________
What aspirational identity do they have? Who do they want to become?
They want to be seen as: _________________________________
2. Problem
External Problem
What tangible problem do you solve? The surface-level, obvious problem.
External problem: _________________________________
Internal Problem
How does that problem make them feel? Frustration, confusion, fear, embarrassment, etc.
They feel: _________________________________
Philosophical Problem
Why is this wrong/unjust/unfair? The deeper "ought" statement.
It's wrong that: _________________________________
Villain
What/who is the source of this problem? Personify the enemy. Give it a face.
The villain is: _________________________________
3. Guide (Your Brand)
Empathy Statement
How do you show you understand their struggle? "We understand what it's like to..."
We understand: _________________________________
Authority Credentials
Why should they trust you? List 3-5 proof points: testimonials, logos, statistics, awards, experience.
4. Plan
Process Plan
What are the 3-4 steps to work with you? Simple, numbered, action-oriented.
| Step | Title | Description |
|---|---|---|
| 1 | _________ | _________ |
| 2 | _________ | _________ |
| 3 | _________ | _________ |
Agreement Plan (Optional)
What commitments do you make to reduce fear?
- _________________________________
- _________________________________
- _________________________________
5. Call to Action
Direct CTA
What is the primary action you want them to take?
Direct CTA: _________________________________
(e.g., "Buy Now", "Schedule a Call", "Get Started")
Transitional CTA
What lower-commitment action can they take?
Transitional CTA: _________________________________
(e.g., "Download Guide", "Watch Demo", "Take Quiz")
6. Success
What does life look like after working with you?
Status
How will others perceive them?
Others will see them as: _________________________________
Completeness
What desire will be fulfilled?
They will finally have: _________________________________
Self-Realization
Who will they become?
They will become: _________________________________
Specific Outcomes
What measurable results can you promise?
7. Failure
What happens if they don't solve this problem?
Be honest but not overly dramatic. Just a taste of stakes.
If they don't act, they will: _________________________________
They'll miss out on: _________________________________
Assembled One-Liner
Using your answers above, complete:
We help [CHARACTER] who struggle with [PROBLEM]
achieve [SOLUTION] so they can [RESULT].
Your one-liner:
_____________________________________________
_____________________________________________
Validation Checklist
Before using this brand script, verify:
- Character wants something specific (not vague)
- Internal problem is identified (feelings, not just facts)
- You demonstrate empathy AND authority (not just one)
- Plan has 3-4 steps maximum (not a detailed process)
- Direct CTA is clear and specific
- Success paints a desirable picture
- Failure creates stakes (without being manipulative)
- One-liner can be repeated after hearing once
Supporting file: references/email-sequences.md
StoryBrand Email Sequences
Structured email nurture sequences that move subscribers through the SB7 framework toward conversion.
The Philosophy of Nurture Emails
Email isn't about broadcasting—it's about building a relationship with a potential customer who has a problem you can solve. Every email should:
- Provide value (not just ask for things)
- Position you as the guide (empathy + authority)
- Move them toward their desired transformation
The Welcome Sequence (5-Email Foundation)
Triggered when someone joins your email list. This sequence is critical—50%+ of your email engagement happens here.
Email 1: Deliver and Welcome (Day 0)
Purpose: Deliver what they signed up for + set expectations.
Subject lines:
- "Your [lead magnet name] is here"
- "Here's your free [guide/checklist/etc.]"
- "[First name], your download is ready"
Structure:
Hi [Name],
[Deliver the promised resource - link/attachment]
Quick tip: Start with [section X] if you want to see results fast.
Here's what to expect from me:
- [Frequency] emails with [type of value]
- No spam, ever
- Unsubscribe anytime
Looking forward to helping you [achieve desired outcome].
[Signature]
P.S. If you have questions about [topic], just hit reply. I read every email.
Email 2: Problem + Empathy (Day 2)
Purpose: Show you understand their struggle. Build trust through empathy.
Subject lines:
- "The [problem] no one talks about"
- "Why [common approach] doesn't work"
- "I struggled with this too"
Structure:
Hi [Name],
Most people trying to [achieve goal] hit the same wall: [problem].
They [common mistake they make], but that only leads to [negative outcome].
I get it. [Brief empathy statement - show you've been there or understand deeply].
The real issue isn't [surface problem]. It's [deeper problem].
In my next email, I'll share [what you'll teach next].
For now, here's one quick thing you can do: [actionable tip].
[Signature]
Email 3: Authority + Proof (Day 4)
Purpose: Establish credibility. Show you can actually help.
Subject lines:
- "How [client] achieved [result]"
- "[Number] [things] we learned from [X clients/years/projects]"
- "The method behind [result]"
Structure:
Hi [Name],
Last email I mentioned [problem]. Today I want to show you what's possible.
[Case study or story]:
- [Client/person] was struggling with [problem]
- They [tried common approach] but [it didn't work]
- Then they [applied your method/worked with you]
- Result: [specific outcome]
This isn't magic. It's a process:
1. [Step one]
2. [Step two]
3. [Step three]
[Social proof: mention credentials, clients served, media features]
Tomorrow I'll share [specific tactic or next topic].
[Signature]
Email 4: The Plan (Day 6)
Purpose: Show them the path from where they are to where they want to be.
Subject lines:
- "Your 3-step path to [desired outcome]"
- "The simple plan that works"
- "From [current state] to [desired state]"
Structure:
Hi [Name],
Getting from [problem state] to [success state] doesn't have to be complicated.
Here's the path I recommend:
Step 1: [Simple action name]
[Brief explanation of what this involves and why it matters]
Step 2: [Simple action name]
[Brief explanation]
Step 3: [Simple action name]
[Brief explanation]
That's it. No 47-step process. No complicated frameworks.
If you want help with [Step 1], here's a resource:
[Link to helpful content or transitional CTA]
Next email: I'll address the #1 question people ask me about [topic].
[Signature]
Email 5: Direct CTA (Day 8)
Purpose: Make the ask. Invite them to take the next step.
Subject lines:
- "Ready to [achieve outcome]?"
- "Let's do this together"
- "Your next step"
Structure:
Hi [Name],
Over the past week, I've shared:
- [Key insight 1]
- [Key insight 2]
- [The plan]
Now you have two choices:
1. Try to figure this out on your own (totally valid—I've given you the roadmap)
2. Let us help you [achieve outcome faster/with less struggle/guaranteed]
If you're ready for option 2, here's what to do:
[DIRECT CTA BUTTON/LINK]
Here's what happens when you [take action]:
- [Benefit 1]
- [Benefit 2]
- [Risk reversal - guarantee, trial, etc.]
No pressure. But if [problem] is costing you [negative outcome], waiting is the most expensive option.
[Signature]
P.S. [Deadline, limited spots, or bonus for acting now - only if genuine]
The Nurture Sequence (Ongoing)
After the welcome sequence, continue providing value and making periodic offers.
Content Ratio
Follow the 3-1 rule:
- 3 value emails (teach, help, entertain)
- 1 sales email (ask for something)
Value Email Templates
Template: Quick Win
Subject: [Number] minute fix for [problem]
Hi [Name],
Here's a quick win you can implement today:
[Specific, actionable tip]
Why it works: [Brief explanation]
Try it and let me know how it goes.
[Signature]
Template: Story + Lesson
Subject: What [person/client/I] learned about [topic]
Hi [Name],
[Opening hook - situation or problem]
[What happened - the story]
[The lesson or insight]
[How they can apply this]
[Signature]
Template: Common Mistake
Subject: Stop [common mistake] (here's why)
Hi [Name],
I see this all the time: [describe common mistake]
It seems like it should work, but [why it doesn't].
Instead, try this: [better approach]
[Signature]
Template: FAQ Answer
Subject: "How do I [common question]?"
Hi [Name],
Got this question three times this week: [question]
Short answer: [brief answer]
Longer answer: [more detailed explanation]
[Example or application]
[Signature]
Sales Email Templates
Template: Problem Agitation
Subject: Still [struggling with problem]?
Hi [Name],
How's the [goal achievement] going?
If you're still dealing with [problem], you're not alone.
Most people [common situation].
But it doesn't have to be this way.
[Our solution] helps you [specific benefit].
Here's how it works: [brief process]
Ready to [achieve outcome]?
[CTA BUTTON]
[Signature]
Template: Customer Story
Subject: How [Name/Company] [achieved result]
Hi [Name],
Want to see what's possible?
[Customer name] came to us with [problem].
[Situation they were in]
After [working with us / using product], they:
- [Result 1]
- [Result 2]
- [Result 3]
Here's what they said: "[Testimonial quote]"
Want similar results?
[CTA BUTTON]
[Signature]
Template: Deadline/Urgency (only if genuine)
Subject: [Offer] ends [timeframe]
Hi [Name],
Quick reminder: [offer description] ends [deadline].
After that, [what changes - price increases, spots fill, offer disappears].
If [achieving outcome] is a priority for you, now's the time.
[CTA BUTTON]
[What they get]
[Risk reversal]
[Signature]
Subject Line Formulas
High-Performing Formats
| Format | Example |
|---|---|
| Number + Promise | "5 ways to [achieve outcome]" |
| Question | "Are you making this [topic] mistake?" |
| How to | "How to [achieve outcome] without [pain]" |
| Curiosity gap | "The [topic] secret no one mentions" |
| Personalization | "[Name], about your [thing]" |
| Specificity | "Why [specific method] beats [alternative]" |
| Story hint | "What happened when I [did thing]" |
| Direct benefit | "Get [benefit] this week" |
Subject Line Best Practices
- 40-50 characters optimal (mobile preview)
- Test personalization vs. no personalization
- Avoid spam triggers (FREE!!!, $$$, excessive caps)
- Preview text is part of the subject—use it
Segmentation Strategies
Segment by Behavior
| Segment | Email Strategy |
|---|---|
| Opened but didn't click | Send reminder with different angle |
| Clicked but didn't buy | Send case study, address objections |
| Bought product A | Cross-sell product B |
| Inactive 30+ days | Re-engagement campaign |
| High engagement | VIP offers, early access |
Segment by Source
| Source | Content Focus |
|---|---|
| Blog subscriber | Content-heavy, educational |
| Webinar attendee | Application-focused, offers |
| Lead magnet downloader | Specific to that topic |
| Trial user | Onboarding, activation |
Re-Engagement Sequence
For subscribers who haven't opened in 60+ days.
Email 1: "Miss You" (Day 0)
Subject: Did I do something wrong?
Hi [Name],
I noticed you haven't opened my emails lately.
I get it—inbox overwhelm is real.
But before you go, I wanted to check: Is [topic] still relevant to you?
[CTA: Yes, keep me subscribed]
[CTA: No, please unsubscribe me]
Either way, no hard feelings.
[Signature]
Email 2: Best Content Recap (Day 3)
Subject: The 3 most popular [topic] emails this year
Hi [Name],
In case you missed them, here are the emails that got the most responses:
1. [Title] - [one-line description]
2. [Title] - [one-line description]
3. [Title] - [one-line description]
If any of these sound useful, I'd love to keep sending you [content type].
[CTA: Keep me subscribed]
[Signature]
Email 3: Final Goodbye (Day 7)
Subject: Goodbye (for now)
Hi [Name],
This is my last email if I don't hear from you.
I'll remove inactive subscribers to keep my list healthy—and to respect your inbox.
If you still want to receive [content type about topic], click here:
[CTA: Keep me subscribed]
If not, no action needed. I'll remove you automatically in 48 hours.
Thanks for being part of this community.
[Signature]
Metrics to Track
| Metric | Benchmark | What It Indicates |
|---|---|---|
| Open rate | 20-30% | Subject line + sender trust |
| Click rate | 2-5% | Content relevance + CTA strength |
| Unsubscribe rate | <0.5% | Content/frequency mismatch |
| Reply rate | 1-3% | Engagement depth |
| Conversion rate | Varies | Offer + sequence effectiveness |
Warning Signs
- Open rate declining: Subject lines or sender fatigue
- Clicks but no conversions: Misaligned offer or landing page problem
- High unsubscribes after specific email: Content missed the mark
- Low opens after signup: Welcome sequence needs work
Supporting file: references/messaging-templates.md
Brand Messaging Templates
Structured templates for messaging framework development, value proposition design, and documentation.
Messaging Framework Document Template
Complete template for comprehensive messaging documentation.
# Brand Messaging Framework: [Brand Name]
## Executive Summary
[2-3 sentences: What is the core message of this brand, and how is it structured?]
---
## Strategic Foundation
### Brand Inputs for Messaging
| Element | Summary | Messaging Implication |
|---------|---------|----------------------|
| Purpose | [Brief] | [What this means for messaging] |
| Positioning | [Brief] | [What this means for messaging] |
| Audience | [Brief] | [What this means for messaging] |
| Voice | [Brief] | [What this means for messaging] |
| Key Differentiator | [Brief] | [What this means for messaging] |
### The Messaging Challenge
[What communication problem does this framework solve?]
---
## Value Proposition
### The Core Value Proposition
> [Clear statement of the unique value the brand provides — what, for whom, why it matters]
### The Onlyness Statement
> Our [offering] is the only [category] that [benefit].
**Can we complete this credibly?** [Yes/Needs work] — [Notes]
### Geoffrey Moore Positioning Statement
> For [target customer] who [statement of need], [brand name] is a [product category] that [statement of key benefit]. Unlike [competitive alternative], [brand name] [statement of primary differentiation].
### Three Types of Benefits
| Benefit Type | Description |
|--------------|-------------|
| **Functional Benefit** | [What the product/service DOES for the customer] |
| **Emotional Benefit** | [How it makes the customer FEEL] |
| **Self-Expression Benefit** | [What using this SAYS about the customer] |
### Combined Value Statement
> [1-2 sentence value proposition combining all three benefit types]
---
## Message Layers Assessment (Peep Laja)
| Layer | Question | Your Message | Works? |
|-------|----------|--------------|--------|
| **1. Clarity** | "What is it?" | [Category-first statement] | [Yes/Needs work] |
| **2. Relevance** | "Is it for me?" | [Pain point address] | [Yes/Needs work] |
| **3. Value** | "What do I get?" | [Core benefits] | [Yes/Needs work] |
| **4. Differentiation** | "Why you?" | [Unique value] | [Yes/Needs work] |
**Assessment:** [Do we clear each layer before moving to the next?]
---
## Brand Pillars
### Overview
| Pillar | Theme | Supporting Message |
|--------|-------|-------------------|
| Pillar 1 | [Theme name] | [Brief description] |
| Pillar 2 | [Theme name] | [Brief description] |
| Pillar 3 | [Theme name] | [Brief description] |
| Pillar 4 | [Theme name] | [Brief description] (if applicable) |
---
## Messaging Hierarchy
### Primary Message (Always communicate this)
> [The one thing everyone should remember]
### Secondary Messages (Communicate when relevant)
1. [Message that supports primary]
2. [Message that supports primary]
3. [Message that supports primary]
### Tertiary Messages (Use in specific contexts)
- [Specific message for context A]
- [Specific message for context B]
- [Specific message for context C]
---
## Quick Reference Card
**Value Proposition:**
> [Core value prop]
**Onlyness Statement:**
> Our [offering] is the only [category] that [benefit].
**Brand Pillars:**
1. [Pillar 1]: [One-liner]
2. [Pillar 2]: [One-liner]
3. [Pillar 3]: [One-liner]
**Primary Message:**
> [The one thing]
**Elevator Version (30 seconds):**
> [30-second version of value proposition]
Value Proposition Canvas Template
Template for customer-centric value proposition development.
## Value Proposition Canvas: [Brand Name]
---
### Customer Profile
| Element | Description | Priority |
|---------|-------------|----------|
| **Functional Jobs** | [Tasks they're trying to accomplish] | [High/Med/Low] |
| **Social Jobs** | [How they want to be perceived] | [High/Med/Low] |
| **Emotional Jobs** | [How they want to feel] | [High/Med/Low] |
| Pain | Severity | Frequency |
|------|----------|-----------|
| [Pain 1] | [1-10] | [Daily/Weekly/Occasionally] |
| [Pain 2] | [1-10] | [Daily/Weekly/Occasionally] |
| [Pain 3] | [1-10] | [Daily/Weekly/Occasionally] |
| Gain | Importance | Currently Addressed? |
|------|------------|---------------------|
| [Gain 1] | [High/Med/Low] | [Yes/Partially/No] |
| [Gain 2] | [High/Med/Low] | [Yes/Partially/No] |
| [Gain 3] | [High/Med/Low] | [Yes/Partially/No] |
---
### Value Map
| Products & Services | Description |
|---------------------|-------------|
| [Product/Service 1] | [What it is] |
| [Product/Service 2] | [What it is] |
| Pain Reliever | Which Pain It Addresses | How |
|---------------|------------------------|-----|
| [Reliever 1] | [Pain] | [Mechanism] |
| [Reliever 2] | [Pain] | [Mechanism] |
| Gain Creator | Which Gain It Creates | How |
|--------------|----------------------|-----|
| [Creator 1] | [Gain] | [Mechanism] |
| [Creator 2] | [Gain] | [Mechanism] |
---
### Fit Analysis
**Strongest Alignments:**
1. [Pain/Gain] ↔ [Reliever/Creator]: [Why this is powerful]
2. [Pain/Gain] ↔ [Reliever/Creator]: [Why this is powerful]
**Gaps to Address:**
1. [Unaddressed pain/gain]: [What we could do]
**Value Proposition Synthesis:**
> [Derived from strongest alignments above]
Messaging Pillar Template
Template for each individual messaging pillar.
### Pillar [#]: [Pillar Name]
**Theme:**
[What this pillar is about]
**Why This Pillar:**
[Why this theme matters to the brand and audience]
**Core Message:**
> [The main message of this pillar]
**Supporting Messages:**
1. [Supporting message 1]
2. [Supporting message 2]
3. [Supporting message 3]
**Proof Points:**
| Type | Evidence |
|------|----------|
| **Rational** | [Data, statistics, certifications] |
| **Emotional** | [Customer stories, testimonials] |
| **Visual** | [Photos, videos, demonstrations] |
**Usage Guidance:**
[When to emphasize this pillar — which audiences, channels, situations]
---
**Do:**
- [Specific action to take when using this pillar]
- [Specific action to take when using this pillar]
**Don't:**
- [Anti-pattern to avoid]
- [Anti-pattern to avoid]
Message Layers Assessment Template
Template for evaluating messaging against Peep Laja's framework.
## Message Layers Assessment: [Brand Name]
---
### Layer 1: Clarity — "What is it?"
**Current Message:**
> [How you describe what you are]
**Category Statement:**
> We are a [specific category]
**Assessment:**
- [ ] Leads with category, not benefits
- [ ] Uses simple, jargon-free language
- [ ] A stranger would understand in 5 seconds
- [ ] No buzzwords or marketing-speak
**Grade:** [Pass / Needs Work]
**If Needs Work:**
[Specific revision needed]
---
### Layer 2: Relevance — "Is it for me?"
**Current Message:**
> [How you address their pain points]
**Target Statement:**
> For [specific audience] who [specific problem/situation]
**Assessment:**
- [ ] Names the target audience specifically
- [ ] Addresses a pain they recognize
- [ ] Uses their language, not ours
- [ ] They would say "that's me!"
**Grade:** [Pass / Needs Work]
**If Needs Work:**
[Specific revision needed]
---
### Layer 3: Value — "What do I get?"
**Current Message:**
> [Benefits and outcomes you promise]
**Value Statement:**
> You get [specific benefit/outcome]
**Assessment:**
- [ ] States benefits, not features
- [ ] Quantifies where possible
- [ ] Outcome-focused, not process-focused
- [ ] Compelling and desirable
**Grade:** [Pass / Needs Work]
**If Needs Work:**
[Specific revision needed]
---
### Layer 4: Differentiation — "Why you over alternatives?"
**Current Message:**
> [Why choose you specifically]
**Differentiation Statement:**
> Unlike [alternatives], we [unique difference]
**Assessment:**
- [ ] Names alternatives (not just "competitors")
- [ ] States something ONLY we can claim
- [ ] Passes the "Only" test
- [ ] Backed by proof
**Grade:** [Pass / Needs Work]
**If Needs Work:**
[Specific revision needed]
---
### Overall Assessment
**Layer Sequence Check:**
- [ ] Clarity is established before Relevance
- [ ] Relevance is established before Value
- [ ] Value is established before Differentiation
- [ ] Each layer builds on the previous
**Final Grade:** [Strong / Adequate / Needs Work]
**Priority Fixes:**
1. [Most critical fix]
2. [Second priority]
3. [Third priority]
Messaging House Visual Template
Template for visualizing the messaging architecture.
## Messaging House: [Brand Name]
┌─────────────────────────────────────────┐
│ THE ROOF │
│ │
│ "[Core Value Proposition]" │
│ │
└─────────────────────────────────────────┘
│
┌────────────────────┼────────────────────┐
│ │ │
▼ ▼ ▼
┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ PILLAR 1 │ │ PILLAR 2 │ │ PILLAR 3 │ │ │ │ │ │ │ │ [Name] │ │ [Name] │ │ [Name] │ │ │ │ │ │ │ │ [Message] │ │ [Message] │ │ [Message] │ │ │ │ │ │ │ └──────┬──────┘ └──────┬──────┘ └──────┬──────┘ │ │ │ ▼ ▼ ▼ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ PROOF PTS │ │ PROOF PTS │ │ PROOF PTS │ │ │ │ │ │ │ │ • [Point 1] │ │ • [Point 1] │ │ • [Point 1] │ │ • [Point 2] │ │ • [Point 2] │ │ • [Point 2] │ │ • [Point 3] │ │ • [Point 3] │ │ • [Point 3] │ │ │ │ │ │ │ └─────────────┘ └─────────────┘ └─────────────┘ │ ┌────────────────┴────────────────────┐ │ FOUNDATION │ │ │ │ Purpose: [Purpose statement] │ │ Vision: [Vision statement] │ │ Values: [Core values] │ │ │ └─────────────────────────────────────┘
---
### How Messages Flow
**From Pillar to Headline to Body:**
| Level | Pillar 1 | Pillar 2 | Pillar 3 |
|-------|----------|----------|----------|
| **Pillar** | [Theme] | [Theme] | [Theme] |
| **Headline** | [Catchy version] | [Catchy version] | [Catchy version] |
| **Subhead** | [Benefit expansion] | [Benefit expansion] | [Benefit expansion] |
| **Body** | [Supporting detail] | [Supporting detail] | [Supporting detail] |
| **Proof** | [Evidence] | [Evidence] | [Evidence] |
MECLABS Quality Test Template
Template for validating value proposition quality.
## MECLABS Quality Assessment: [Value Proposition]
---
### The Value Proposition Being Tested
> [Full value proposition statement]
---
### Criterion 1: Appeal
**Question:** Is this benefit desirable to the target customer?
| Factor | Assessment |
|--------|------------|
| Does it address a real pain? | [Yes/Partially/No] |
| Is this a high-priority need? | [Yes/Partially/No] |
| Would they pay for this? | [Yes/Partially/No] |
| Is it emotionally compelling? | [Yes/Partially/No] |
**Evidence:**
[Customer research that supports/contradicts appeal]
**Grade:** [Strong / Moderate / Weak]
---
### Criterion 2: Exclusivity
**Question:** Can ONLY you credibly claim this?
| Factor | Assessment |
|--------|------------|
| Could a competitor say this? | [Yes/No] |
| Is this backed by unique capability? | [Yes/No] |
| Does it pass the "Only" test? | [Yes/No] |
| Is the differentiation meaningful? | [Yes/No] |
**The "Only" Test:**
> Our [offering] is the only [category] that [benefit].
**Can we complete this credibly?** [Yes/No]
**Grade:** [Strong / Moderate / Weak]
---
### Criterion 3: Clarity
**Question:** Can customers understand this quickly?
| Factor | Assessment |
|--------|------------|
| Understood in 5 seconds? | [Yes/No] |
| Free of jargon/buzzwords? | [Yes/No] |
| Concrete, not abstract? | [Yes/No] |
| Simple language? | [Yes/No] |
**The "Stranger Test:**
Would a stranger outside your industry understand this immediately?
**Grade:** [Strong / Moderate / Weak]
---
### Criterion 4: Credibility
**Question:** Is there evidence to support this claim?
| Factor | Assessment |
|--------|------------|
| Data/statistics provided? | [Yes/No] |
| Customer testimonials available? | [Yes/No] |
| Third-party validation? | [Yes/No] |
| Demonstrated, not just claimed? | [Yes/No] |
**Available Proof Points:**
1. [Proof point 1]
2. [Proof point 2]
3. [Proof point 3]
**Grade:** [Strong / Moderate / Weak]
---
### Overall Assessment
| Criterion | Grade | Priority to Fix |
|-----------|-------|-----------------|
| Appeal | [Grade] | [1-4 or N/A] |
| Exclusivity | [Grade] | [1-4 or N/A] |
| Clarity | [Grade] | [1-4 or N/A] |
| Credibility | [Grade] | [1-4 or N/A] |
**Overall Grade:** [Strong / Adequate / Needs Work]
**Recommended Revisions:**
1. [Highest priority fix]
2. [Second priority]
3. [Third priority]
Messages by Touchpoint Template
Template for adapting core messages across channels.
## Messaging by Touchpoint: [Brand Name]
---
### Core Messages (Always True)
**Value Proposition:**
> [Core value prop]
**Primary Message:**
> [The one thing]
**Pillars:**
1. [Pillar 1]: [One-liner]
2. [Pillar 2]: [One-liner]
3. [Pillar 3]: [One-liner]
---
### Website Homepage
| Element | Content |
|---------|---------|
| **Headline** | [Primary message, punchy version] |
| **Subheadline** | [Clarity layer + Relevance layer] |
| **Primary CTA** | [Action + value] |
| **Supporting Points** | [Pillars as benefit statements] |
**Tone Adjustment:** [How voice adapts for this context]
---
### Sales Conversations
| Stage | Lead With | Key Messages | Proof Points |
|-------|-----------|--------------|--------------|
| **Opening** | [Relevance + Pain] | [Message] | [Evidence] |
| **Discovery** | [Questions about jobs] | [Message] | [Evidence] |
| **Demo** | [Value + Differentiation] | [Message] | [Evidence] |
| **Objection Handling** | [See objection table] | [Message] | [Evidence] |
| **Close** | [Primary message + CTA] | [Message] | [Evidence] |
---
### Social Media
| Platform | Tone | Best Messages | Content Types |
|----------|------|---------------|---------------|
| **LinkedIn** | [Tone] | [Pillars to emphasize] | [Types] |
| **Twitter/X** | [Tone] | [Pillars to emphasize] | [Types] |
| **Instagram** | [Tone] | [Pillars to emphasize] | [Types] |
---
### Email Marketing
| Email Type | Primary Message | Supporting Messages | Tone |
|------------|-----------------|---------------------|------|
| **Welcome** | [Message] | [Supporting] | [Tone] |
| **Nurture** | [Message] | [Supporting] | [Tone] |
| **Promotional** | [Message] | [Supporting] | [Tone] |
| **Transactional** | [Message] | [Supporting] | [Tone] |
---
### Customer Onboarding
| Stage | Reinforce | Expand On | Build Toward |
|-------|-----------|-----------|--------------|
| **Day 1** | [Message] | [Pillar] | [Next action] |
| **Week 1** | [Message] | [Pillar] | [Next action] |
| **Month 1** | [Message] | [Pillar] | [Next action] |
---
### Advertising
| Channel | Headline Formula | Key Messages | Proof Point |
|---------|------------------|--------------|-------------|
| **Search** | [Formula] | [Messages] | [Evidence] |
| **Display** | [Formula] | [Messages] | [Evidence] |
| **Social** | [Formula] | [Messages] | [Evidence] |
| **Video** | [Formula] | [Messages] | [Evidence] |
Quick Reference Card Template
One-page summary for daily use.
## Messaging Quick Reference: [Brand Name]
---
### The Core
**Value Proposition:**
> [Core value prop — 1-2 sentences]
**Onlyness Statement:**
> Our [offering] is the only [category] that [benefit].
---
### Brand Pillars
| # | Pillar | One-Liner |
|---|--------|-----------|
| 1 | [Name] | [Brief message] |
| 2 | [Name] | [Brief message] |
| 3 | [Name] | [Brief message] |
---
### Message Layers
1. **Clarity:** [What is it?]
2. **Relevance:** [Is it for me?]
3. **Value:** [What do I get?]
4. **Differentiation:** [Why you?]
---
### Elevator Pitch (30 seconds)
> [30-second version combining clarity, relevance, value, differentiation]
---
### Do / Don't
| Do | Don't |
|----|-------|
| [Messaging guideline] | [Anti-pattern] |
| [Messaging guideline] | [Anti-pattern] |
| [Messaging guideline] | [Anti-pattern] |
---
### Quick Tests
Before publishing, verify:
- [ ] Does it pass the Clarity test? (Understood in 5 seconds?)
- [ ] Does it pass the "Only" test? (Only we can claim this?)
- [ ] Is it backed by proof? (Evidence, not just claims?)
- [ ] Would a customer say "that's me"? (Relevance?)
Output Validation Checklist
When reviewing messaging documentation, verify:
Value Proposition
- Core value proposition clearly stated
- Onlyness statement can be completed credibly
- Geoffrey Moore statement written
- Three benefit types identified (functional, emotional, self-expression)
- Passes MECLABS criteria
Message Layers
- Clarity established first
- Relevance follows clarity
- Value follows relevance
- Differentiation follows value
- Each layer assessed
Brand Pillars
- 3-5 pillars defined (not more)
- Each pillar has core message
- Each pillar has proof points (rational, emotional, visual)
- Pillars are distinct, not overlapping
- Pillars support the value proposition
Messaging Hierarchy
- Primary message identified
- Secondary messages support primary
- Tertiary messages for specific contexts
- Hierarchy is clear and actionable
Application
- Messages adapted by audience segment
- Messages adapted by touchpoint
- Objection-handling messages included
- Do/Don't guidelines provided
Quality
- Tested with real customers (or testing plan)
- Evidence backs all claims
- Free of jargon and buzzwords
- Competitors can't say the same things
Supporting file: references/multi-channel-consistency.md
Multi-Channel StoryBrand Consistency
Adapting the SB7 framework across social media, video, podcasts, PR, and other channels.
The Consistency Principle
Your brand message must be recognizable across every channel, but adapted to each platform's format and audience expectations.
Same story, different telling.
The core elements stay constant:
- Customer as hero
- Your brand as guide
- The problem (external, internal, philosophical)
- The plan
- Stakes (success and failure)
What changes:
- Length and format
- Tone and style
- Platform-specific conventions
- Entry point into the story
Social Media Adaptation
Audience: Professional, time-constrained, seeking career/business value
Format adaptations:
One-liner posts:
Most [target customers] struggle with [problem].
Here's the simple solution:
[Your plan in 3 bullets]
The result? [Success outcome].
[CTA: Link or comment prompt]
Story posts:
Last week, a client told me they were about to [failure scenario].
Sound familiar?
Here's what they were getting wrong:
[Problem description]
We helped them [solution].
90 days later: [Success outcome].
If you're dealing with [problem], [transitional CTA].
Best practices:
- Lead with the problem or outcome
- Use short paragraphs (mobile reading)
- Professional tone, but human
- End with clear CTA or question
Twitter/X
Audience: Fast-moving, opinion-driven, values wit and brevity
Format adaptations:
Single tweet:
[Problem] → [Solution] → [Result]
[CTA]
Thread structure:
Tweet 1: Hook (problem or bold claim)
Tweet 2-4: Story/explanation
Tweet 5: Plan (the how)
Tweet 6: Stakes (what's possible)
Tweet 7: CTA
Best practices:
- Hook in first tweet is everything
- One idea per tweet
- Use line breaks for readability
- Retweet your own CTA after engagement
Audience: Visual-first, younger skewing, values authenticity
Format adaptations:
Caption structure:
[Hook - first line visible]
[Problem story - relatable]
[Solution - what worked]
[Outcome - transformation]
[CTA - save, share, link in bio]
[Hashtags - relevant, not spammy]
Story/Reel hooks:
- "POV: You're struggling with [problem]"
- "3 things I wish I knew about [topic]"
- "This is what happens when [solution]"
Best practices:
- Visual must stop the scroll
- First line is your headline
- Carousel for educational content
- Stories for behind-the-scenes (guide credibility)
Audience: Broader demographic, community-oriented, longer attention
Format adaptations:
- Longer posts acceptable
- Groups for community building
- Events for launches/webinars
- Lives for Q&A and authority building
Best practices:
- Conversational tone
- Ask questions to drive comments
- Use native video (higher reach)
- Groups build tribe around the transformation
TikTok
Audience: Entertainment-first, youngest demographic, values authenticity
Format adaptations:
Hook patterns:
- "Nobody tells you this about [topic]"
- "The [problem] they don't want you to know about"
- "Here's why [common approach] doesn't work"
Structure:
0-3 sec: Hook (stop scrolling)
3-15 sec: Problem/tension
15-45 sec: Solution/revelation
45-60 sec: CTA or punchline
Best practices:
- Entertainment > education
- Raw/authentic > polished
- Trend participation with brand twist
- Comment engagement is critical
Video Scripts
YouTube Video Structure
Intro (30-60 sec):
Are you struggling with [problem]?
In this video, I'll show you [solution] so you can [outcome].
Stay to the end because I'll share [specific tip/bonus].
Problem section (2-3 min):
- External problem (what's happening)
- Internal problem (how it feels)
- Why common solutions don't work
Solution section (5-10 min):
- Your plan (step by step)
- Examples and demonstrations
- Authority proof (results, credentials)
Stakes section (1-2 min):
- Success: What's possible
- Failure: What happens if nothing changes
CTA (30-60 sec):
If you want help with [solution], [direct CTA].
Found this valuable? Like and subscribe.
Drop a comment: What's your biggest challenge with [topic]?
Webinar Structure
Opening (5 min):
- Promise: What they'll learn
- Credibility: Why listen to you
- Rules: How long, when to ask questions
Content (30-40 min):
- Problem deep-dive
- Solution framework
- Case studies/proof
- Implementation steps
Transition (5 min):
- Recap value delivered
- "Want help implementing this?"
Offer (10-15 min):
- What you're offering
- What's included
- Who it's for
- Bonuses
- Price/investment
- Guarantee
Close (5-10 min):
- FAQ
- Final CTA
- Scarcity (if genuine)
Testimonial Video Guide
Questions to ask customers:
- "What was your situation before working with us?"
- "What was the hardest part about that?" (Internal problem)
- "Why did you choose us over other options?"
- "Walk me through what working with us was like."
- "What results have you seen?"
- "What would you tell someone considering working with us?"
Edit structure:
[Problem before] → [Why they chose you] → [Experience] → [Results] → [Recommendation]
Podcast Adaptation
As Guest
Your introduction pitch:
"I help [target customers] solve [problem] so they can [outcome].
Most people approach this by [common mistake], but what actually works is [your unique approach]."
Story to have ready:
- Your origin story (briefly - stay guide, not hero)
- A client transformation story
- A contrarian take on your industry
CTA to negotiate:
"If you want [resource], go to [URL]"
Your Own Podcast
Episode structure:
1. Hook: "Today I'm tackling [problem] because..."
2. Problem: What's wrong with current thinking
3. Solution: Your framework/approach
4. Story: Case study or example
5. Action: What listener should do next
6. CTA: Resources, subscribe, share
Guest interview format:
- Context: Why is this guest relevant to our audience's problem?
- Journey: What did they struggle with?
- Solution: What did they figure out?
- Tactical: Specific advice our audience can use
- Resources: Where to learn more
PR and Media
Press Release Structure
Headline: Outcome-focused, not company-focused
Bad: "[Company] Launches New Product" Good: "[Target Customers] Can Now [Achieve Outcome] with [Product]"
First paragraph:
- Who is helped (the hero)
- What problem is solved
- Key outcome/benefit
Body:
- Guide credentials (why you/your company)
- The plan (how it works)
- Social proof (early results, testimonials)
- Stakes (why it matters now)
Quote from founder: Focus on customer transformation, not company pride.
Boilerplate: One-liner positioning, not feature list.
Interview Preparation
Key messages to prepare:
- Problem framing (external + internal)
- Solution summary (your plan)
- Proof points (authority)
- Memorable phrase or statistic
Bridging techniques:
- "The real issue is..."
- "What matters most to [customers] is..."
- "Let me put this in context..."
Sound bites to prepare:
- One sentence on the problem
- One sentence on your solution
- One surprising statistic
- One customer transformation story (30 seconds)
Email Marketing (Beyond Sequences)
Newsletter Format
Weekly format:
Subject: [Benefit] + [Curiosity]
Hey [Name],
[Hook - problem or observation]
[Story or insight - main content]
[Takeaway - what to do with this]
[CTA - one clear action]
[Signature]
PS: [Secondary CTA or teaser]
Broadcast Types
| Type | Purpose | SB7 Focus |
|---|---|---|
| Educational | Build authority | Guide demonstrates expertise |
| Story | Build connection | Customer hero journey |
| Promotional | Drive action | Clear CTA, stakes |
| News/Update | Maintain relationship | Continuing guide relationship |
Maintaining Consistency
Brand Voice Guidelines
Document these for all content creators:
Tone:
- Professional but approachable
- Confident but not arrogant
- Empathetic but not condescending
Language:
- Words we use: [list]
- Words we avoid: [list]
- Customer as hero phrases: [templates]
- Guide positioning phrases: [templates]
Content Checklist
Before publishing on any channel:
- Is the customer positioned as hero?
- Is our brand positioned as guide?
- Have we addressed the problem (external/internal)?
- Is there a clear plan or path?
- Do we show success stakes?
- Is there a clear CTA?
- Does the tone match our voice?
- Is the format right for this platform?
Message Architecture
Create a master document with:
- Core message (one-liner)
- Problem statements (external, internal, philosophical)
- Guide credentials (empathy + authority)
- The plan (steps)
- Success outcomes (transformation)
- Failure stakes (cost of inaction)
- CTAs (direct and transitional)
All channel content references this master document.
Supporting file: references/one-liners.md
StoryBrand One-Liners
A one-liner is a single, memorable sentence that explains what you do. It should pass the "cocktail party test"—can someone repeat it after hearing it once?
The Formula
We help [CHARACTER] who struggle with [PROBLEM]
[SOLUTION/PROCESS] so they can [RESULT].
Breaking it down:
| Element | Purpose | Example |
|---|---|---|
| Character | Who you serve | "busy professionals" |
| Problem | Their struggle | "who don't have time to cook" |
| Solution | What you provide | "get chef-prepared meals delivered" |
| Result | The transformation | "eat healthy without the hassle" |
One-Liner Examples by Industry
B2B SaaS
Project management: "We help remote teams who struggle with scattered communication stay aligned so they can ship faster without endless meetings."
HR software: "We help growing companies who lose top candidates to slow hiring fill roles in half the time so they can build winning teams."
Accounting: "We help small business owners who dread tax season automate their bookkeeping so they can stop worrying and focus on growth."
Professional Services
Marketing agency: "We help B2B companies who struggle to generate leads create content that attracts buyers so they can stop cold calling forever."
Financial advisor: "We help families who feel confused about retirement build a clear plan so they can stop worrying and start living."
Consulting: "We help CEOs who are stuck at a growth plateau find the bottleneck so they can break through to the next level."
E-commerce
Meal delivery: "We help busy parents who can't find time to cook healthy meals get fresh ingredients delivered weekly so they can feed their family well without the stress."
Fitness apparel: "We help athletes who can't find gear that fits right get custom-sized clothing so they can perform at their best."
Skincare: "We help women who struggle with sensitive skin find products that actually work so they can feel confident without irritation."
Local Services
Home cleaning: "We help busy homeowners who never have time to clean get their weekends back so they can focus on family, not chores."
Landscaping: "We help homeowners who are embarrassed by their yard transform their outdoor space so they can be proud to have guests over."
HVAC: "We help families who suffer through hot summers and cold winters get reliable climate control so they can be comfortable year-round."
Coaches & Consultants
Business coach: "We help entrepreneurs who work too many hours build systems that run without them so they can grow their business and get their life back."
Health coach: "We help professionals who've tried every diet finally understand their body so they can lose weight permanently without restriction."
Leadership coach: "We help new managers who feel unprepared develop executive presence so they can lead with confidence."
Alternative Formulas
The Problem-Solution-Result (PSR)
[PROBLEM STATEMENT]. We [SOLUTION]. So you can [RESULT].
Example: "Hiring is broken. We use AI to screen candidates and surface the best fits. So you can hire faster without missing great talent."
The Before-After-Bridge (BAB)
Before: [CURRENT PAIN]
After: [DESIRED STATE]
Bridge: [YOUR SOLUTION]
Example: "Before: Drowning in customer support tickets. After: Instant answers that delight customers. Bridge: Our AI chatbot handles 80% of questions automatically."
The "We Exist Because" Formula
[TARGET] shouldn't have to [PAIN]. That's why we [SOLUTION].
Example: "Small businesses shouldn't have to choose between powerful software and affordable pricing. That's why we built enterprise features at startup prices."
One-Liner Mistakes to Avoid
| Mistake | Why it fails | Example |
|---|---|---|
| Too vague | Means nothing | "We help companies succeed" |
| Too long | Can't remember | 50+ word explanation |
| No problem | No hook | "We provide consulting services" |
| Feature-focused | Not compelling | "We offer cloud-based project management" |
| No transformation | No desire | "We do digital marketing" |
| Jargon-heavy | Confuses people | "We leverage synergies to optimize ROI" |
| Multiple audiences | Dilutes impact | "We help everyone with everything" |
Testing Your One-Liner
The Cocktail Party Test
Tell it to someone and walk away. 30 seconds later, can they tell someone else what you do?
The "So What?" Test
After reading it, does it make someone want to learn more? If the response is "okay, cool," it's too weak.
The Specificity Test
Could a competitor use the same one-liner? If yes, it's too generic.
The Benefit Test
Is the result something people actually want? "Save time" is weak. "Get your weekends back" is strong.
Using Your One-Liner
Once you have a strong one-liner, use it everywhere:
- Website header/subheader
- Email signature
- Social media bios
- Elevator pitch
- Sales calls (opening)
- Podcast introductions
- Conference name tags
- Business cards
- LinkedIn headline
- Team training (everyone memorizes it)
Supporting file: references/sales-conversations.md
StoryBrand Sales Conversations
Applying the SB7 framework to sales calls, discovery questions, and objection handling.
Sales Philosophy
The salesperson is the guide, not the hero.
Traditional sales puts the rep center stage: "Let me tell you about our company, our features, our awards..."
StoryBrand sales puts the customer center stage: "Tell me about your challenge. Here's how we help people like you succeed."
The Discovery Call Structure
Opening: Establish the Problem (5 min)
Goal: Confirm the customer has a problem you solve.
"Thanks for taking the time. Before I tell you about us, I'd love to
understand your situation. What prompted you to take this call today?"
Follow-up questions:
- "How long has this been a challenge?"
- "What have you tried so far?"
- "What happens if nothing changes?"
Exploration: Understand the Job (15 min)
External problem:
- "What's the tangible problem you're trying to solve?"
- "What does this cost you in time/money/resources?"
Internal problem:
- "How does this situation make you feel?"
- "What's frustrating about dealing with this?"
- "What keeps you up at night about this?"
Philosophical problem:
- "Why is it important to you to fix this?"
- "What do you believe should be possible?"
Example:
Customer: "We're losing too many leads."
External: "About how many leads are you losing? What's that costing?"
Internal: "How does your team feel about this? Frustrated? Demoralized?"
Philosophical: "What do you believe a good lead process should look like?"
Positioning: Present as Guide (5 min)
Show empathy:
"I hear this a lot. The feeling of watching good leads slip away is
incredibly frustrating, especially when you've worked so hard to generate them."
Establish authority:
"We've helped 200+ companies solve exactly this problem. On average,
they see a 40% improvement in lead conversion within 90 days."
The Plan: Show the Path (10 min)
Three-step framework:
"Here's how we typically help companies like yours:
1. First, we audit your current process to find where leads are falling out.
2. Then, we implement our system that ensures every lead gets the right
follow-up at the right time.
3. Finally, we optimize based on data, so you continuously improve.
It's straightforward, and we handle most of the heavy lifting."
Stakes: Paint Success and Failure (5 min)
Success:
"Imagine 90 days from now: your team isn't chasing leads manually anymore.
Every prospect gets followed up with automatically. Your conversion rate
has jumped 40%. How would that change things?"
Failure (light touch):
"On the flip side, what happens if you keep doing what you're doing?
Where will you be in a year?"
Call to Action: Clear Next Step (5 min)
Direct CTA:
"Based on what you've shared, I think we can definitely help. The next
step would be a 30-minute demo where I can show you exactly how this
would work for your team. How's Thursday at 2pm?"
Handle hesitation:
"I totally understand wanting to think about it. Would it help if I
sent you a case study from a similar company while you consider?"
Discovery Questions Library
Understanding Their World
| Category | Questions |
|---|---|
| Current state | "Walk me through how you currently handle [process]." |
| Pain points | "What's the most frustrating part of that?" |
| Attempts | "What have you tried to solve this?" |
| Failures | "Why didn't that work?" |
| Impact | "What does this problem cost you?" |
Understanding Their Goals
| Category | Questions |
|---|---|
| Desired state | "What does success look like for you?" |
| Timeline | "When do you need this solved by?" |
| Priority | "How important is solving this compared to other priorities?" |
| Stakeholders | "Who else cares about solving this?" |
| Decision process | "How do you typically make decisions like this?" |
Understanding Their Constraints
| Category | Questions |
|---|---|
| Budget | "Do you have budget allocated for this?" |
| Resources | "Who would be involved in implementing a solution?" |
| Technical | "What systems would this need to work with?" |
| Timing | "Are there any deadlines driving this?" |
| Past experience | "Have you worked with vendors in this space before?" |
Emotional Probes
| Category | Questions |
|---|---|
| Frustration | "What frustrates you most about this situation?" |
| Fear | "What are you most worried about if this doesn't get solved?" |
| Aspiration | "What would it mean to you personally to fix this?" |
| Pressure | "Is there pressure from leadership to address this?" |
Objection Handling
Framework: Acknowledge → Explore → Reframe
Step 1: Acknowledge "I hear you. That's a fair concern."
Step 2: Explore "Can you tell me more about what's driving that concern?"
Step 3: Reframe "What I've seen with other clients is... Would that address your concern?"
Common Objections
"It's too expensive."
Explore: "Help me understand—too expensive compared to what?"
Reframe options:
- Cost of the problem: "What's this problem costing you now?"
- ROI focus: "If this saved you $X, would the investment make sense?"
- Flexibility: "We have different options. What budget were you considering?"
"We need to think about it."
Explore: "Of course. What specifically do you need to think through?"
Reframe options:
- Identify blocker: "Is there something I didn't address that's giving you pause?"
- Add urgency: "What would happen if you wait another quarter?"
- Offer help: "Would it help if I sent you materials to share with your team?"
"We're looking at competitors too."
Explore: "Smart. What are the most important factors in your decision?"
Reframe options:
- Differentiate on job: "Most companies focus on X. We focus on Y because..."
- Invite comparison: "Happy to show you how we compare on those factors."
- Ask directly: "What would make us the clear choice?"
"Now isn't the right time."
Explore: "I understand. What would make it the right time?"
Reframe options:
- Quantify delay: "What happens if you wait six months?"
- Find trigger: "Is there an event coming up that would change timing?"
- Stay in touch: "When should we reconnect?"
"I need to talk to my boss/team."
Explore: "Absolutely. What do you think their main concerns will be?"
Reframe options:
- Arm them: "What information would help you make the case?"
- Offer to join: "Would it help if I joined a call to answer questions directly?"
- Create materials: "Can I send you a summary to share?"
Presenting Price
Frame Around Value First
Bad: "Our service is $5,000 per month."
Good: "Based on what you shared, you're losing about $20,000 per month in unconverted leads. Our solution typically improves conversion by 40%, which for you would mean an additional $8,000 per month. The investment to make that happen is $5,000 per month."
The Anchor Technique
Establish the cost of the problem before presenting price:
"You mentioned this problem is costing you about $50,000 annually in
lost revenue. To solve it and capture that revenue, the investment
is $12,000 per year—less than 25% of what you're currently losing."
Payment Options
Offer choices that make "yes" easier:
"We have two options:
1. Annual: $10,000/year (saves $2,000)
2. Monthly: $1,000/month
Most clients choose annual because [benefit], but monthly works too
if that's easier for budgeting."
Follow-Up Sequences
After Initial Call (No Decision)
Day 1: Thank you + summary email
Subject: Great talking about [their problem]
Hi [Name],
Thanks for the conversation today. Based on what you shared:
- Your challenge: [specific problem]
- Impact: [what it's costing them]
- Solution: [how you help]
- Next step: [what you proposed]
Let me know if you have any questions.
[Your name]
Day 3: Value-add content
Subject: Thought you might find this helpful
Hi [Name],
Given our conversation about [problem], I thought you'd find this
[case study/article/resource] interesting.
[Company name] had a similar challenge and [result].
Happy to discuss how we could achieve something similar for you.
Day 7: Check in
Subject: Following up on [topic]
Hi [Name],
Wanted to check in on your thinking about [solution].
Any questions I can answer? Happy to schedule another call if helpful.
After Demo (Pending Decision)
Day 1: Recap + materials Day 3: Address likely objection Day 7: Create gentle urgency Day 14: Long-term nurture (if no response)
Scripts for Key Moments
Opening a Cold Call
"Hi [Name], this is [You] from [Company]. I know I'm calling out of the
blue—do you have 30 seconds?
[If yes]
We help [target customers] solve [problem]. I noticed [trigger/reason for calling]
and thought it might be relevant. Is [problem] something you're dealing with?"
Asking for the Meeting
"Based on what you've shared, I think a 30-minute conversation would be
valuable to see if we can help. Are you open to that?
[If hesitant]
No obligation—worst case, you get some ideas you can use regardless.
How's [specific time]?"
Closing the Deal
"Based on everything we've discussed, it sounds like [solution] would
solve [their problem] and help you [desired outcome].
I'd recommend we get started with [specific package/plan].
Should I send over the agreement so you can review it?"
Handling "Send Me Information"
"Happy to. So I send you the right thing—what specifically would be
most useful? Is it [pricing/case studies/technical specs]?
And once you've reviewed it, would you be open to a quick call to
discuss? How's [specific time]?"
Supporting file: references/website-wireframe.md
StoryBrand Website Wireframe
Page-by-page structure for a website that converts visitors into customers using the SB7 framework.
Above the Fold (First Screen)
The most important real estate. Visitors decide in 5 seconds if they'll stay.
┌─────────────────────────────────────────────────────┐
│ LOGO NAV LINKS [CTA] │
├─────────────────────────────────────────────────────┤
│ │
│ [Headline - State the desire/outcome] │
│ │
│ [Subhead - How you help them achieve it] │
│ │
│ [ DIRECT CTA BUTTON ] │
│ │
│ [Hero image: Customer in success state] │
│ │
└─────────────────────────────────────────────────────┘
Rules:
- Headline: State what they want, not what you do
- Subhead: Brief explanation of how
- CTA: One clear action button (stands out)
- Image: Show customer's aspirational identity
Examples:
- "Get Your Saturdays Back" (lawn care)
- "Meals Your Family Will Actually Eat" (meal delivery)
- "Retire 5 Years Earlier" (financial advisor)
Stakes Section
Immediately below the fold. Create urgency.
┌─────────────────────────────────────────────────────┐
│ │
│ [Brief failure scenario - what if they don't?] │
│ │
│ "Don't let another year go by feeling..." │
│ │
└─────────────────────────────────────────────────────┘
Keep this short. Just a taste of what's at stake.
Value Proposition Section
What's in it for them? Benefits, not features.
┌─────────────────────────────────────────────────────┐
│ │
│ "Here's what you'll get:" │
│ │
│ ┌─────────┐ ┌─────────┐ ┌─────────┐ │
│ │ Icon │ │ Icon │ │ Icon │ │
│ │ Benefit │ │ Benefit │ │ Benefit │ │
│ │ 1-2 │ │ 1-2 │ │ 1-2 │ │
│ │ lines │ │ lines │ │ lines │ │
│ └─────────┘ └─────────┘ └─────────┘ │
│ │
└─────────────────────────────────────────────────────┘
Rules:
- 3-4 benefits maximum
- Use icons for visual scanning
- Focus on outcomes, not features
- Each benefit = 1-2 sentences max
Guide Section
Establish empathy and authority.
┌─────────────────────────────────────────────────────┐
│ │
│ [Photo of founder/team OR customers OR product] │
│ │
│ "We understand [their struggle]..." │
│ │
│ Authority proof: │
│ - X years experience │
│ - Y customers served │
│ - Z results achieved │
│ │
│ [Logo strip: As seen in / Trusted by] │
│ │
└─────────────────────────────────────────────────────┘
Rules:
- Lead with empathy (understanding their pain)
- Follow with authority (proof you can help)
- Logos add instant credibility
- Don't tell your origin story (hero behavior)
Plan Section
Show them exactly how it works.
┌─────────────────────────────────────────────────────┐
│ │
│ "How It Works" │
│ │
│ ① ② ③ │
│ [Step 1] [Step 2] [Step 3] │
│ Schedule Get Your Start │
│ a Call Plan Winning │
│ │
│ [ DIRECT CTA BUTTON ] │
│ │
└─────────────────────────────────────────────────────┘
Rules:
- Exactly 3 steps (occasionally 4)
- Use numbers or icons
- Simple titles (2-3 words)
- Brief description under each
- End with CTA button
Explanatory Section (Optional)
For complex products that need more explanation.
┌─────────────────────────────────────────────────────┐
│ │
│ [Video or detailed product explanation] │
│ │
│ OR │
│ │
│ [Product screenshot with feature callouts] │
│ │
│ [ TRANSITIONAL CTA ] │
│ "See Demo" / "Watch Video" │
│ │
└─────────────────────────────────────────────────────┘
Only include if necessary. Don't over-explain.
Testimonial Section
Social proof from real customers.
┌─────────────────────────────────────────────────────┐
│ │
│ "What Our Customers Say" │
│ │
│ ┌─────────────────────────────────────────────┐ │
│ │ "Quote from customer about results..." │ │
│ │ │ │
│ │ [Photo] Name, Title/Company │ │
│ └─────────────────────────────────────────────┘ │
│ │
│ [More testimonials - carousel or grid] │
│ │
└─────────────────────────────────────────────────────┘
Rules:
- Photos increase trust dramatically
- Include name and context (company, role)
- Focus on transformation/results, not features
- 3-5 testimonials is enough
- Video testimonials are even stronger
Transitional CTA Section (Lead Magnet)
Capture email from visitors not ready to buy.
┌─────────────────────────────────────────────────────┐
│ │
│ "Not ready yet? Get our free guide:" │
│ │
│ [Image of lead magnet] │
│ │
│ [Email input field] [Download Button] │
│ │
│ "5 Steps to [Desirable Outcome]" │
│ │
└─────────────────────────────────────────────────────┘
Good transitional CTAs:
- PDF guide
- Checklist
- Video series
- Quiz/assessment
- Free template
Final CTA Section
Last chance before footer.
┌─────────────────────────────────────────────────────┐
│ │
│ [Success image - happy customer] │
│ │
│ "Ready to [achieve outcome]?" │
│ │
│ [ DIRECT CTA BUTTON ] │
│ │
└─────────────────────────────────────────────────────┘
Footer
Standard footer with extra nav and contact.
┌─────────────────────────────────────────────────────┐
│ │
│ LOGO Nav Links Social [CTA Button] │
│ │
│ © Company Privacy | Terms │
│ │
└─────────────────────────────────────────────────────┘
Rules:
- Include one more CTA button
- Keep it simple
- Don't hide important links
Complete Page Checklist
Before launching, verify your homepage has:
- Clear headline stating customer's desire
- One obvious CTA above the fold
- Stakes/failure mentioned (briefly)
- 3-4 benefits with outcome focus
- Empathy + authority (guide credentials)
- 3-step plan
- Customer testimonials with photos
- Transitional CTA (lead magnet)
- Direct CTA repeated 3+ times
- Mobile responsive layout
Interior Page Templates
Product/Service Page
┌─────────────────────────────────────────────────────┐
│ BREADCRUMB: Home > Services > This Service │
├─────────────────────────────────────────────────────┤
│ │
│ [Service Name - What outcome it delivers] │
│ │
│ [Hero image or video] [Key benefits list] │
│ [Direct CTA] │
│ │
├─────────────────────────────────────────────────────┤
│ WHO THIS IS FOR │
│ │
│ "This service is perfect for [customer type] │
│ who struggle with [problem]..." │
│ │
├─────────────────────────────────────────────────────┤
│ WHAT'S INCLUDED │
│ │
│ ✓ Feature/deliverable 1 │
│ ✓ Feature/deliverable 2 │
│ ✓ Feature/deliverable 3 │
│ │
├─────────────────────────────────────────────────────┤
│ HOW IT WORKS (The Plan) │
│ │
│ ① Step 1 → ② Step 2 → ③ Step 3 │
│ │
├─────────────────────────────────────────────────────┤
│ TESTIMONIALS (specific to this service) │
│ │
├─────────────────────────────────────────────────────┤
│ PRICING / PACKAGES │
│ │
│ [Package options with clear differentiation] │
│ │
├─────────────────────────────────────────────────────┤
│ FAQ │
│ │
│ [Common questions about this service] │
│ │
├─────────────────────────────────────────────────────┤
│ FINAL CTA │
│ │
│ Ready to [outcome]? [CTA Button] │
│ │
└─────────────────────────────────────────────────────┘
About Page
┌─────────────────────────────────────────────────────┐
│ ABOUT HEADLINE │
│ │
│ Focus on customer transformation, not your story │
│ "We help [customers] [achieve outcome]" │
│ │
├─────────────────────────────────────────────────────┤
│ OUR MISSION │
│ │
│ [Philosophical problem you're solving] │
│ "We believe [customers] shouldn't have to..." │
│ │
├─────────────────────────────────────────────────────┤
│ THE TEAM (as guides) │
│ │
│ [Photo] [Photo] [Photo] │
│ [Brief bios focused on how they help customers] │
│ │
├─────────────────────────────────────────────────────┤
│ CREDENTIALS (Authority) │
│ │
│ [Years] years experience │
│ [Number] customers helped │
│ [Logos / awards / media mentions] │
│ │
├─────────────────────────────────────────────────────┤
│ CTA │
│ │
│ Ready to work together? [Schedule Call] │
│ │
└─────────────────────────────────────────────────────┘
Case Study Page
┌─────────────────────────────────────────────────────┐
│ CASE STUDY: [Client Name] │
│ │
│ [Result headline: "How [Client] achieved [result]"]│
│ │
├─────────────────────────────────────────────────────┤
│ THE CHALLENGE (Problem) │
│ │
│ [Client's situation before - external problem] │
│ [How it was affecting them - internal problem] │
│ │
├─────────────────────────────────────────────────────┤
│ THE SOLUTION (Your approach) │
│ │
│ [What you did - the plan in action] │
│ [How you approached their specific situation] │
│ │
├─────────────────────────────────────────────────────┤
│ THE RESULTS (Success) │
│ │
│ [Specific metrics and outcomes] │
│ [Before/after comparison] │
│ [Client quote/testimonial] │
│ │
├─────────────────────────────────────────────────────┤
│ CTA │
│ │
│ Want results like this? [Get Started] │
│ │
└─────────────────────────────────────────────────────┘
Pricing Page
┌─────────────────────────────────────────────────────┐
│ PRICING HEADLINE │
│ │
│ "Choose the right plan for your [need]" │
│ │
├─────────────────────────────────────────────────────┤
│ PLAN COMPARISON │
│ │
│ ┌──────────┐ ┌──────────┐ ┌──────────┐ │
│ │ Basic │ │ Pro │ │ Premium │ │
│ │ $X/mo │ │ $X/mo │ │ $X/mo │ │
│ │ │ │ ★ MOST │ │ │ │
│ │ ✓ A │ │ POPULAR │ │ ✓ A │ │
│ │ ✓ B │ │ │ │ ✓ B │ │
│ │ │ │ ✓ A │ │ ✓ C │ │
│ │ [CTA] │ │ ✓ B │ │ ✓ D │ │
│ │ │ │ ✓ C │ │ ✓ E │ │
│ │ │ │ │ │ │ │
│ │ │ │ [CTA] │ │ [CTA] │ │
│ └──────────┘ └──────────┘ └──────────┘ │
│ │
├─────────────────────────────────────────────────────┤
│ GUARANTEE │
│ │
│ [Risk reversal: money-back, satisfaction, etc.] │
│ │
├─────────────────────────────────────────────────────┤
│ FAQ │
│ │
│ [Pricing-specific questions] │
│ │
├─────────────────────────────────────────────────────┤
│ TESTIMONIAL │
│ │
│ [Quote about value/ROI] │
│ │
└─────────────────────────────────────────────────────┘
Interior Page Checklist
For any interior page:
- Clear page title explaining the content
- Breadcrumbs (if deep in site structure)
- Relevant CTAs (at least 2)
- Internal links to related content
- Consistent navigation
- Mobile-optimized layout
- Page-specific meta description
Common questions
How do I install Brand messaging and positioning in Cursor, Claude Code, or Codex?
Run npx skills add manojbajaj95/claude-gtm-plugin --skill brand-messaging-and-positioning in the project where you want it, then ask your agent for the skill by name. The --skill flag installs only Brand messaging and positioning, not every skill in the repository.
Where does Brand messaging and positioning come from and what license is it under?
Brand messaging and positioning comes from the manojbajaj95/claude-gtm-plugin repository on GitHub. That repository has 74 GitHub stars. The skill is published under the MIT license.
Prefer plain text? Read the Brand messaging and positioning guide as markdown.
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