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10 Free Brand Strategy Templates

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Imagine you walk into a supermarket replete with 10 brands of the same product. All of them seem impressive with identical features.  How do you decide which one to buy?

This is where brand differentiation comes in, which can be achieved with a powerful brand voice.

Think about brands like Dove (championing body positivity) and Patagonia (rooting for environmental activism), which have carved out unique niches in their categories. How can you build that brand recall with your customers?

According to a survey, over 80% of consumers need to trust a brand before even considering a purchase.

You can win that trust and brand loyalty with a strong brand voice. But how do you formulate that voice and identity? A strong brand voice is created with a winning brand strategy. It’s the roadmap that translates your brand’s essence into actionable steps, ensuring your brand personality resonates with your target audience.

We’ve handpicked 10 free and downloadable brand strategy templates for you from ClickUp.

These templates will strengthen your brand, from understanding your target audience to carving a niche brand. 

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What Are Brand Strategy Templates?

Brand strategy templates are pre-designed frameworks to help you brainstorm and define the core elements of a successful brand strategy. Think of them as cheat sheets to jumpstart your brand voice.

The templates focus on key aspects like target customers, brand personality, brand values, and unique selling proposition (USP). They can be one-pagers or elaborate breakdowns, but the goal is to curate your brand strategy cohesively. 

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What Makes a Good Brand Strategy Template?

Here’s what to look for in an effective brand strategy template:

  • Core brand identity: A strong template will prompt you to define your mission, vision, and values. This will encourage you to carve out your brand’s purpose and what it stands for
  • Target audience: Look for sections that guide you in identifying your ideal customer persona (ICP). This includes demographics, needs, how they spend time and money, hobbies, etc. 
  • Brand differentiation: The template should highlight your USP and how you stand out among competitors. For instance, you could focus on sustainability as the USP of your brand through the visual brand elements in your template
  • Messaging and voice: Look for ideas that steer your brand voice and tone. This influences how you communicate with your audience
  • Visual identity: Check if the template offers suggestions on how to create logos, choose a color palette, typography, and iconography for a wholesome  brand positioning 

Pro Tip: A good brand strategy template is a starting point for managing your brand, not a rigid structure. Look for one that’s adaptable and easy to use for your brand strategy process.

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10 Brand Strategy Templates

Developing a brand management strategy is like crafting a story you want to tell the world—your brand’s story. Here are 10 brand strategy templates that will work the magic wand on your brand: 

1. ClickUp Branding Template 

Create simple, transparent workflows for effective project management with the ClickUp Branding Template

 The ClickUp Branding Template helps you create a unique brand style and voice that is consistent with your overall messaging. Plus, you can track whether the messaging and visual elements are consistent across all platforms. 

This template is perfect for tracking the design and approval process. It ensures the client and you are on the same page as you work through the brand strategy document. You can gauge the progress of each step of the process (logo, color palette, etc.) with ClickUp Custom Statuses like ‘Assigned,’ ‘Designing,’ and ‘Ready for Review’.

Using ClickUp Tags, you can create custom tags to organize project details. For example, if you’re a marketing manager, you will create tags like ‘Brand Identity,’ ‘Guidelines,’ Website Branding,’ Social Media,’ etc. for different tasks, documents, or other items. You can then filter and view tasks that fall under each tag

View tasks in a ‘Branding Project Tasks’ list, track deadlines on a ‘Calendar Schedule,’ or create dedicated views for ‘Client Approval’ and ‘Internal Approval.’ A ‘Branding Board’ view provides a central location for all assets. This feature is especially useful when several teams are working together. 

This branding template, customizable and free to download, acts as your strategic partner, guiding you in developing a spot-on brand strategy. 

2. ClickUp Brand Guidelines Template 

Maintain a strong brand identity with ClickUp’s Brand Guidelines Template

From the logo and color palette to messaging and voice, the ClickUp Brand Guidelines Template provides a structure to document your brand’s mission, core values, and visual guidelines. Use Custom Fields to categorize and add details to your brand guidelines. This lets you easily find information. You can invite team members and stakeholders to your workspace to collaborate on developing and updating the brand guidelines. Team members, clients, or other stakeholders can use comment reactions to offer feedback. 

The template also includes sections for creating guidelines for app icons, taglines, and various digital and promotional assets.

Built-in features like automation and nested subtasks will keep your project on track. This template is particularly useful for those just developing a brand for the first time.

3. ClickUp Brand Guidelines Whiteboard Template

Shape your brand audit with the ClickUp Brand Guidelines Whiteboard Template

Forget messy whiteboards and scattered notes. ClickUp transforms brand guideline creation into a creative experience. The ClickUp Brand Guidelines Whiteboard Template acts as your digital command center, helping you develop a brand book with custom templates.

You can add sections in your Whiteboard for each brand element and pen detailed descriptions using ClickUp Docs. So you don’t have to go hunting for missing assets or decoding cryptic notes anymore. 

The template hand-holds you in defining your brand’s mission, brand personality, logo practices, color palette, and typography. It elaborates on the dos and don’ts of creating and using brand assets. You can also share your whiteboard using ClickUp’s Chat view to communicate with team members in real-time. 

3. ClickUp Brand Book Template 

Craft a captivating  brand story with the ClickUp Brand Book Template 

The ClickUp Brand Book Template assists you in outlining a brand’s visual identity and conceptual elements like its mission, core values, vision, logo, color palette, typography, voice, tone, etc. 

This template sets clear rules for using each element with ClickUp Tasks. Ensure consistent brand representation across all channels—a crucial factor for any marketing communication strategy.

You can also use ClickUp Goals to represent your brand’s mission and core values and set clear objectives. This will keep your entire team focused on the bigger picture.

This template prompts you to narrate your brand’s origin stories. It includes sections for brand introduction, logo, colors, typography, branding assets, icons, and digital branding. You can create branding guidelines for each aspect of your branding efforts using these sections. 

Once you have built all your brand elements, ClickUp Dashboards will create a comprehensive overview of your brand.

Tell your brand purpose and story consistently using this template.

5. ClickUp Brand Identity Template 

Simplify the process of crafting a powerful brand identity with the ClickUp Brand Identity Template 

The ClickUp Brand Identity Template helps you develop your brand’s personality, appearance, and behavior. 

This template guides you in creating a brand identity through these subpages: Brand Foundations, My Identity vs Competition, Branding Brief, and Brand Assets and Guidelines. Each of these pages helps you define specific elements of your brand. For instance, Brand Foundations helps you conceptualize the name, essence, and messaging of your product

You can also add ClickUp’s AI tool, ClickUp Brain, to the mix and use it to brainstorm brand personality ideas. With the collaboration detection feature, you can now edit alongside your time. 

6. ClickUp Logo Style Guide Template 

Build a great logo with the ClickUp Logo Style Guide Template

Over time, customers begin to recognize a brand only by its logo. This makes a brand logo one of the most integral aspects of a brand’s identity. Now, think of that time you saw a stretched, pixelated, and flashy logo on a company website. That’s not what you want for your brand.  

The ClickUp Logo Style Guide Template is ready to amp your logo game. It includes everything you need to design a logo that is consistent with your brand’s messaging and matches your brand identity. 

The template has seven parts—the Company Name, the Logo, App Icons, the Core Color Palette, the Typography System, and the Dos and Don’ts when using the logo. These sections help you develop guidelines for your logo designers

You can create tasks and subtasks for each of these parts. Embed videos and other media to help your team understand expectations. 

Graphic designers, art directors, and even outsourced ad agencies can use this template to collaborate on a brand’s logo.  

7. ClickUp Brand Management Template 

Track all client brand activities with the ClickUp Brand Management Template

Brand management is an ongoing process that requires consistent collaboration. The ClickUp Brand Management Template allows you to keep track of ongoing brand development activities, such as client collaborations, style guide updates, team feedback, etc. 

This template has two built-in folders, Brand Programs, and Style Guides and SOPs. You can create tasks with custom statuses and fields in both folders. 

This template allows you to create new tasks for brand management, delegate them to a team member, and set deadlines

Brand managers, marketing professionals, and your sales team can use this template to stay on the same page when managing brand identity and developing marketing campaigns. 

8. ClickUp Create Brand Style Guide Template 

Create a style guide for your brand with the ClickUp Brand Style Guide Template

A brand style guide is your brand’s bible. It outlines the visual identity and messaging elements that define your product’s personality. It ensures consistency across all platforms, from marketing efforts to social media posts.

Use the ClickUp Brand Style Guide Template to organize your style guide with categorized lists. Create separate lists for ‘Logo & Colors,’ ‘Typography,’ ‘Brand Voice,’ and ‘Imagery,’ and make it easy for your team to find specific information. 

Create a visual representation of your brand awareness style guide using Board View. Organize elements with cards, upload reference images, and use color-coded labels to categorize different aspects of your brand identity.

The template has three main parts. The first is a Tasks List view that shows all your tasks organized by status. The second view is a Creation Process Board that gives an overview of your tasks by status, allowing you to track your progress. The third view is a Gantt chart that shows the timeline of your project, including task dependencies, so you can see which activities need to be completed before moving to the next step.

When combined with your brand management software, this template creates a dynamic and collaborative brand style guide that empowers your creative team to maintain a unified brand identity.

9. ClickUp Rebranding Project Template 

Rebrand effortlessly with the ClickUp Rebranding Project Template

Revamping your brand can feel exciting but tiresome. However, it becomes easier with ClickUp’s Rebranding Project Template.

This template offers a budget-friendly method for revamping your brand. It includes various design components suited for all your rebranding efforts from start to finish. 

Using the different views offered, you can stay organized and on track. The Rebranding Timeline lets you see how long the project will take and collaborate with other teams. The Gantt View and Timeline View show you tasks and their dependencies. The Concept Development list records ideas, concepts, and products related to the rebranding. The Brand Assets list keeps all the key elements of your company’s new identity.

Plus, this template is super-customizable for all types of rebranding projects. 

10. ClickUp Brand Launch Plan Template

Launch your brand with a bang using the ClickUp Brand Launch Template

Make your successful product launch dreams into a marketing reality with ClickUp’s Brand Launch Template. The template will assist you and keep all elements of your brand launch organized—from brainstorming to execution.

It has different views to track and visualize your progress. The Project Task List view shows all your tasks in one place, sorted and grouped in a way that makes sense for your project. The Timeline view displays tasks on a linear schedule, making it great for planning and resource management. And the Calendar view highlights deadlines and important dates related to the launch.

The template also comes with custom fields that you can use to capture important details about your tasks. For example, there are dropdown fields for each project phase, team members involved, and type of task. There’s also a label field for categorizing tasks and a link field for attaching relevant files and resources.

Using this template in ClickUp ensures your team stays on the same page by maintaining clear communication

Whether you’re launching a new product or revamping an existing one, this template has everything you need to prepare your brand for launch!

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Build Your Brand with ClickUp

In an oversaturated marketplace, a stellar brand strategy is the difference between your marketing efforts blending in or standing out. However, crafting a successful brand strategy from scratch can be confusing. That’s where these 10 free brand strategy templates come in handy. 

That said, ClickUp goes beyond templates. Let’s take a look at how ClickUp has helped organizations’ marketing strategies through a case study

Lulu Press helps people publish and sell books, ebooks, calendars, and other content online. They were facing problems managing their growth projects across different teams. Their existing processes and tools were too confusing, and eventually led to inefficiencies for the product and development teams. 

That’s when Lulu decided to use ClickUp to tackle these roadblocks. ClickUp accelerated Lulu’s product innovation by simplifying the product release process and taking a flexible approach to creating marketing materials. 

Nick Foster, Director of Product Management at Lulu Press, said,

Our engineers and product managers were bogged down with manual status updates between Jira and other tools. With ClickUp, we’ve regained hours of wasted time on duplicative tasks. Even better, we’ve accelerated product releases by improving work handoff between QA, tech writing, and marketing.

Nick Foster, Director of Product Management at Lulu Press

With ClickUp, you can define your brand strategy, manage projects, collaborate with your team, and track progress—all within the same platform. Are you ready to find out what ClickUp can do for your branding efforts?  

Sign up on ClickUp today!

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