Template guide
Overview
Use this template when you need a structured brand discovery before workshops or retainers. It collects mission, audience, competitive context, and positioning inputs in one flow so both you and the client stay aligned.
Who should use this template
- Brand strategists and consultants
- Creative and branding agencies
- Marketing leads running discovery engagements
What this template covers
Context and goals
- Business and brand objectives
- Success metrics and constraints
Audience and positioning
- Target segments
- Perception gaps
- Competitor landscape
Voice and creative direction
- Tone preferences
- Visual references
- Risks to avoid
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
We're targeting mid-market B2B buyers in fintech; competitors feel more corporate and we want to feel approachable but still credible for procurement…
Executive brief
- Audience: mid-market B2B fintech buyers
- Positioning gap: corporate competitors vs desired approachable tone
- Priority: credible procurement story without feeling stiff
FAQ
- Is this template free to use?
- Yes. Duplicate it into your workspace, customize fields, and share a public link when you are ready.
- How does the AI summary help?
- FormGenyus turns long-form answers into a concise brief you can send to stakeholders or paste into a proposal.