How to create a Core Messaging Doc

Learn what a core messaging doc is and how to complete it.

Q: What is a Core Messaging Doc?

A document that outlines the key, essential messages a company wants to communicate about its brand, product, or service. 

Why is it important? 

Our job is to help your clients clarify their message. You as a consultant should be able to explain exactly what your client does in a very simple way. If you can't, go do some more research! 

Marketing is all about knowing the brand, knowing your audience, crafting a strategic message and then repeating that message to them over and over again. 

TIP: Anytime a new team member jumps on a client project, have them review the Core Messaging Doc to make sure they are clear on the client. 

DO IT: Create a Brand Messaging doc.

👇Use the template "Client Core Messaging Doc" in the Template Gallery👇

- It is a Google Doc listed under "Basics" - This should already be in your client folder but if it's not, make sure to add it. 

If you need a refresher on how to access the Template Gallery check out the KB Article "How to Access the Template Gallery"

Use the template to create a comprehensive "Client Brand Messaging Doc" 

  • Refer to the "New Client Questionnaire" and notes from your "Core Messaging Meeting" to complete this task. 
  • Change the name of document to say "(CLIENT NAME) Core Messaging Document" an use their branding colors. 
  • The document has guidelines for what you should write in each section. 
  • The "Positioning - Strategy" section is where you will need to get more strategic about what to add and might take some additional research or brainstorming with your team. 

DO IT: Once you have finished your Messaging doc, make sure to review it with another member of Greenhouse and with Josh (Content Writer).

 

Estimated time: About 1 hour