Brand Voice & Identity Workbook

πŸ“‹ What you'll need: Your Messaging Brief (complete, from the last two pages), and an AI tool (ChatGPT, Claude, or Gemini)
⏱ Time: 30–45 minutes
βœ… Output: Your Brand Voice Guide β€” a separate document defining how everything you write sounds
Your Messaging Brief covers what you say. This page covers how it sounds.
Brand voice is the personality underneath every ad, email, page, and post β€” the thing that stays the same no matter who writes it or which AI tool produces it. A business with a clear voice sounds like the same person wrote everything. A business without one sounds interchangeable.

Voice Is Not Tone

Tone shifts by context. An ad sounds different from an email, which sounds different from an FAQ reply. Voice is the consistent personality underneath all of it β€” what stays the same whether you're writing a cold ad or answering a complaint.
You're defining the voice here. Tone comes out of it.
πŸ’‘ Why voice comes after messaging, not before.
Most brand voice exercises start from scratch: pick three adjectives that describe your brand. The problem is those adjectives describe how you want to sound, not what your buyer responds to. Building voice after your research means it's grounded in real buyer language β€” the phrases that came up repeatedly, the angles that earned recognition. The AI finds the voice already sitting in your research. Your job is to confirm it, adjust it where your values require, and lock it in.

What You'll Define

  • Voice in one sentence. The personality of your business in a single line. This is the compass for everything else.
  • Voice descriptors. Four to six specific characteristics that define the voice, each with a concrete do-and-don't example so anyone β€” a freelancer, an AI tool, you at 11pm β€” can apply them.
  • Tone by channel. How the voice adapts across an ad, an email, a social post, your website, and a customer reply. What stays constant, and what shifts.
  • Words you never use. The specific banned list: words that signal generic marketing, contradict your positioning, or sound like a different personality entirely.
  • The litmus test. Three questions to ask before publishing anything. The filter that keeps every piece of copy on-brand.

Build Your Voice

This prompt produces your Brand Voice Guide. It reads your Messaging Brief, finds the voice already sitting in your research, and defines it: your voice in a sentence, your descriptors with do-and-don't examples, how the tone shifts by channel, the words you never use, a litmus test, and a quick-reference block you'll paste into every future AI prompt.
Then you edit it. The AI can find the voice in your research; only you can confirm it's a voice you'll actually write in.
πŸ“‹ How this works. Paste the prompt into your AI project. It asks two short questions, then works from your Messaging Brief β€” if the brief is in this chat or uploaded in the project, it'll use it; if not, it'll ask you to paste it in. If you edited your brief before saving it, point the AI to the uploaded version, since that's the one you corrected.
AI Prompt 3 β€” Find Your Voice (guided)
πŸ“‹ Copy the whole prompt in one go.
Hover the top-right of the grey box and click Copy β€” this grabs the entire prompt, even the parts scrolled out of view. Paste it into your AI project as a single message. Don't select it by hand or paste it in pieces; the prompt is long, and it works best pasted all at once.
You are a brand strategist and direct-response copywriter who builds brand voice for small businesses, working in the tradition of Kate Moran and the Nielsen Norman Group, whose research established that tone of voice has measurable effects on how trustworthy and desirable a brand seems, and Ann Handley, who insists that useful, human writing beats polished filler. You build voice from real buyer research and confirmed messaging, never from generic brand-voice conventions. The voice you find must already be present in what the buyer responds to β€” not a personality imposed on top of it. Before you produce anything, ask me these questions ONE AT A TIME. Wait for each answer before the next. Do not begin until you have my Messaging Brief. 1. I need your Messaging Brief. If it's already in this conversation, tell me and I'll use what's here. If it's uploaded in this project, tell me and I'll read it from there. Otherwise, paste it into the chat now and tell me when it's all in. 2. Is there anything about how you want your business to sound that isn't captured in the brief β€” or anything you'd never want to sound like? Use my Messaging Brief as the primary input for every output. Pay particular attention to my buyer profile, my dominant objection and its common enemy reframe, my unique value proposition, my positioning statement, my recurring language patterns, and my headlines. The tone already sitting in my strongest phrases reveals the voice my buyer responds to. KEEP IT SHORT. This is a reference document a founder will paste into other prompts and scan while writing β€” not a report. Keep the whole thing to about one page. Every output below should be tight: a few lines each, not paragraphs. If something can be said in one line, say it in one line. A long voice guide doesn't get used. HOW TO DELIVER IT: Produce all six outputs as one clearly formatted document I can paste straight into a Google Doc or Word with no reformatting. If you're able to create a Google Doc, create it as one and give me the link. If you run out of room before finishing, stop at the end of a complete output and write "CONTINUED β€” reply 'continue' for the rest," then carry on from where you stopped when I reply. ────────────────────────────────────────────────── WHAT YOU KNOW ABOUT BRAND VOICE ────────────────────────────────────────────────── Apply all of this as the lens for every output. Do not reproduce it in your answer β€” use it. THE FOUR DIMENSIONS OF TONE Nielsen Norman Group reduced brand voice to four sliding scales: Funny ←→ Serious, Formal ←→ Casual, Respectful ←→ Irreverent, Enthusiastic ←→ Matter-of-fact. These are trade-offs to commit to, not labels to pick. A word like "approachable" floats free of any trade-off, which is why it constrains nothing. Placing a business on each scale forces a real decision about every word it writes. VOICE MUST FIT THE CATEGORY, NOT JUST THE FOUNDER The same research found friendliness and humour can undermine trust where people don't expect it β€” a chummy insurance brand read as less credible, not more. Judge each dimension against what this buyer expects from this category, and say so where the obvious choice would backfire. FEWER, SHARPER DESCRIPTORS Mailchimp's voice is three words: plainspoken, genuine, a bit dry-humoured. A voice that is "professional, friendly, approachable, modern, trustworthy and bold" describes every business and constrains none. Four or five descriptors that force real choices beat six that sound nice. THE IRREVERENCE TRADE-OFF Founders often want to sound irreverent because they admire brands that do. The honest question: are you willing to lose half your potential market to earn deeper loyalty from the other half? If the research doesn't support that trade, stay respectful and say why. TRUST IS THE OUTCOME THAT MATTERS A reader's sense of a brand's trustworthiness is the strongest predictor of whether they'd recommend it. Evaluate every voice decision against whether it builds or costs trust with this specific buyer. THIS GUIDE'S REAL JOB IS STOPPING GENERIC AI OUTPUT This business will use AI to draft most of its copy. Left alone, AI produces beige, interchangeable writing full of tells: rule-of-three flourishes, "it's not X, it's Y" constructions, hollow enthusiasm, and words like transform, unlock, elevate, leverage, delve, journey, empower, seamless, robust, game-changer. A voice guide that doesn't name and ban these fails at its main job. Build that in. VOICE IS RHYTHM, NOT JUST VOCABULARY Sentence length, cadence, and where sentences stop are as much a part of voice as word choice. Note it where it matters. ────────────────────────────────────────────────── OUTPUT 1 β€” VOICE IN ONE SENTENCE ────────────────────────────────────────────────── One sentence capturing the personality of this business β€” what it sounds like and what it never sounds like. Then place it on the four dimensions, one short line each with a reason drawn from my brief: β€” Funny ←→ Serious: [where, why] β€” Formal ←→ Casual: [where, why] β€” Respectful ←→ Irreverent: [where, why] β€” Enthusiastic ←→ Matter-of-fact: [where, why] If any dimension is a close call, say so and name the trade-off. One line. ────────────────────────────────────────────────── OUTPUT 2 β€” VOICE DESCRIPTORS ────────────────────────────────────────────────── Give me 4 to 5 voice descriptors. Reject any that could describe most businesses in this category. For each, keep it to a few lines: β€” The descriptor β€” What it means for this business in practice (one line) β€” A DO example and a DON'T example (one line each β€” the same message with and without the quality) β€” The trade-off: what this means the business will never sound like Descriptors must reflect the voice already in my research β€” the tone in my strongest phrases β€” not the voice the business wishes it had. Every descriptor must force a trade-off. If it doesn't rule anything out, it's decoration β€” drop it. ────────────────────────────────────────────────── OUTPUT 3 β€” TONE BY CHANNEL ────────────────────────────────────────────────── The voice never changes; the tone shifts. For each channel, one line: what shifts, expressed as movement along the four dimensions (e.g. "two clicks more matter-of-fact"). β€” Cold ad β€” Welcome email β€” Instagram post β€” Homepage and sales page β€” FAQ and customer replies Base the shifts on the awareness levels in my brief β€” a cold ad reaches a different awareness level than a welcome email. ────────────────────────────────────────────────── OUTPUT 4 β€” WORDS WE NEVER USE ────────────────────────────────────────────────── A banned list in four short groups. A brief reason per group is enough β€” you don't need a line per word. GROUP 1 β€” GENERIC MARKETING LANGUAGE that makes this business sound like every other in the category. GROUP 2 β€” WORDS THAT CONTRADICT THE POSITIONING or make the buyer feel this is another version of what already failed them. GROUP 3 β€” WRONG TONE for this voice β€” language that sounds like a different personality. GROUP 4 β€” AI TELLS to strip from every draft: the rule-of-three flourish, "it's not X, it's Y," hollow enthusiasm, em-dash-heavy rhythm, and words like transform, unlock, elevate, leverage, delve, journey, empower, seamless, robust, game-changer, dive in, landscape, tapestry. Add any others that would betray this specific voice. ────────────────────────────────────────────────── OUTPUT 5 β€” THE LITMUS TEST ────────────────────────────────────────────────── 3 yes/no questions to ask before publishing copy for this business β€” specific to this buyer and this voice, each catching a different failure (wrong tone / wrong awareness level / contradicts positioning / sounds AI-generated). Then three one-line checks: β€” Blind test: with the logo removed, what still identifies this as your business? β€” The "we" count: the right balance of talking about the reader versus the business, for this buyer. β€” Read-aloud: what it should sound like spoken, and what signals it's wrong. ────────────────────────────────────────────────── OUTPUT 6 β€” THE QUICK REFERENCE BLOCK ────────────────────────────────────────────────── A single, self-contained block I can paste into an AI tool or hand to a freelancer, working on its own with no other context. As brief as possible: β€” The voice in one sentence β€” Each descriptor, one line each β€” The four dimension placements β€” The words never to use, as a simple list β€” The three litmus questions This is the part that gets used most. Format it to copy and paste in one action. ────────────────────────────────────────────────── RULES FOR ALL 6 OUTPUTS ────────────────────────────────────────────────── β€” Keep the whole guide to about one page. Tight lines, no paragraphs of explanation. If it's getting long, cut β€” a voice guide only works if it's short enough to actually use. β€” Ground everything in my Messaging Brief, not in generic brand voice conventions. β€” The voice must feel like a natural extension of my buyer's own language, not a corporate identity on top of it. β€” If a descriptor, rule, or banned word could apply to any small business, it isn't specific enough. Rewrite until it could only apply to this business for this buyer. β€” Never use in any output: authentic, passionate, dedicated, innovative, holistic, empowering, or any word that is itself a marketing clichΓ©. β€” Do not write like an AI. No rule-of-three flourishes. No "it's not X, it's Y." No hollow enthusiasm. No em-dash-heavy rhythm. Vary sentence length. A voice guide that bans AI tells while reading like a machine wrote it has no authority β€” this document must demonstrate the standard it sets. β€” This guide must be operational, not aspirational. Someone else should be able to write in this voice from it alone. Now begin by asking me question 1, and only question 1. Ask the questions one at a time, waiting for my answer before the next.
⚠️ What the AI gives you is a strong first draft.
It found the voice sitting in your research, but it doesn't know what you're willing to sound like. Read it as yourself, not as a marketer, and change anything that isn't true.

Review and Edit

Work through the six outputs before you save. One test applies to all of them: does this sound like someone who understands this business and this buyer, or does it sound like a generic brand guide? If the second, tell the AI what specifically feels wrong and ask it to rewrite that section.
What to check in each output
  • Voice in one sentence. Does this describe the personality already in your best research and headlines, or one you wish you had? If it's the second, it won't survive a busy week β€” your copy will drift back to how you actually sound within a month. Adjust until it's accurate rather than flattering.
  • Voice descriptors. Three questions on each: does the DO example sound like something you'd genuinely say? Does the DON'T example describe something you've written before that felt wrong? Is the trade-off one you're willing to make? Drop any descriptor that doesn't rule something out β€” if it doesn't tell you what never to write, it isn't earning its place. You might keep all five, drop one, or rewrite two. What matters is that every descriptor left is true and you can write to it consistently.
  • Tone by channel. Check the cold ad and welcome email entries against the awareness levels in your Messaging Brief. They reach buyers at different levels and should read differently. If either feels off, tell the AI: "Rewrite the [channel] tone using this awareness level description," and paste the relevant part of your brief.
  • Words we never use. For each entry, ask: have you actually written this before, in copy that felt generic or wrong? The best banned lists come from recognising your own habits, not theoretical avoidance. Add anything you know from experience belongs there. This list is yours β€” the AI gave you a starting point.
  • The litmus test. Test the three questions against a piece of copy you've already written β€” an ad, an email, a post. Do they catch anything that feels off? If mediocre copy passes all three easily, they're too soft. Tell the AI: "Make these harder to pass with generic copy. They should specifically catch [the failure you see most]."
  • The quick reference block. Read it last, after you've made your edits β€” and make sure it reflects them. This is the block you'll paste into every future AI prompt, so if it's out of step with the rest of the guide, everything you write from it will be too.

Save Your Brand Voice Guide

Save all six outputs as one document β€” your Brand Voice Guide. Keep it separate from your Messaging Brief. The brief tells you what to say; this tells you how it sounds. You'll use them together constantly.
IMPORTANT: Then upload it into your AI project, alongside your Messaging Brief. Every prompt in the modules ahead can read both β€” so the copy produced is already in your voice and aimed at your buyer, instead of something generic you have to rewrite.

βœ… Your Brand Voice Guide is done when:
  • Your voice is defined in one sentence and placed on the four dimensions
  • Every descriptor is true and forces a trade-off
  • Tone by channel matches the awareness levels in your brief
  • Your banned list includes your own additions
  • Your litmus test catches real problems
  • Your quick reference block reflects your edits
  • The guide is saved and uploaded to your AI project.

Module 1 Complete

πŸŽ‰ Module 1 is done.
You have two documents:
  1. A Messaging Brief built from your buyers' own words, and a
  2. Brand Voice Guide that defines how everything sounds.
Both are uploaded to your AI project, so every prompt from here can read them.
You did the research most people skip. Everything in the modules ahead β€” your website copy, your ads, your content, your emails β€” draws on these two documents. The work you just did is what makes the rest of it specific to your business rather than generic.
πŸ“Œ Take a break before Module 2, and come back to it with fresh eyes.
Module 2 uses these documents directly β€” your messaging becomes your website copy, your headlines become your ads, and your UVP becomes the first thing a visitor reads.
Β 
Β