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Marketing Academy · Field Work●Marketing Fundamentals
CoreBuild the Asset· 55 minutes

Build a Brand Identity Brief: Translating Strategy into a Usable System

Wise (formerly TransferWise)

Objective: Write a one-page brand identity brief for a fictional startup that starts with strategy inputs (audience, position, promise) and only then derives identity rules (tone, visual), so a designer could act on it directly.

You're a freelance brand consultant hired by a 3-person fintech startup, 'MoveFast' (fictional), that admires Wise's borderless positioning but has never written down its own identity system, and needs a one-page brief a designer can actually use.

Do not start with colors or fonts. Start with the strategy inputs, then derive the identity rules from them, so every visual and tone decision traces back to a specific word in the promise.

Before you start

What you'll need

Free path (everything below is enough to finish)

FreeWrite and share the brief

Free, comment threads make it easy for a designer to ask questions inline

Canva(optional)
FreemiumMock up one example asset (e.g. a pricing card) to visualize the visual rule

Free tier covers a single mockup, no design software needed

The process

2 steps

Step 01 of 02

Brand strategy as the required input before identity work starts

The lesson defines brand strategy as what a company wants people to feel and believe, the layer identity work must translate, not invent.

Before writing a single identity guideline (colors, fonts, tone), what three questions about MoveFast's brand strategy need answers first?

Google Docs— Draft the strategy-inputs section of the brief.

Procedure

  1. Answer: who is the audience, and what do they currently believe about existing options?
  2. Answer: what position does MoveFast want to own that competitors don't?
  3. Answer: what's the one-sentence promise, written with zero mention of any visual element?
  4. Write these 3 answers as the brief's opening section
Sample output
Strategy inputs (excerpt)
Audience: freelancers billing overseas clients who currently lose 3-5% to hidden FX fees
Position: the only invoicing tool that shows the real fee before you send
Promise: 'MoveFast never hides what a transfer costs you.'

Healthy

All 3 answers are written with zero mention of colors, logos, or fonts.

Unhealthy

The 'promise' answer describes a visual style instead of what the company stands for.

What this means

If the strategy section already contains colors or fonts, the brief has skipped a layer, and identity work will have nothing real to translate.

So what do I do about it?

SymptomActionEffort
Promise statement mentions the logo or a colorRewrite it as a belief or feeling, not a visual5 min
YouYou can do this yourself, no engineering access required.

Step 02 of 02

Translating a brand strategy into a usable visual and verbal identity system

The lesson defines brand identity as the full visual and verbal system, colors, fonts, tone, naming, that a designer or writer can actually apply, built downstream of the strategy.

Given the Step 1 promise ('MoveFast never hides what a transfer costs you'), what tone-of-voice rule and what visual rule would express that promise consistently?

Google Docs— Add the identity section to the same brief document.

Procedure

  1. Write one tone-of-voice rule tied directly to the promise (e.g. always state the fee in the first sentence of pricing copy)
  2. Write one visual rule tied to the promise (e.g. the fee number is never hidden behind a click)
  3. Add 2 example lines of real copy that follow the tone rule
  4. Add a one-line rationale connecting each rule back to the Step 1 promise
Sample output
Identity rules (excerpt)
Tone rule: state the fee before the benefit, every time. Example: 'This transfer costs $4.20, arrives in 30 minutes.'
Visual rule: the fee number is never smaller than the CTA button text.

Healthy

Every identity rule traces back to a specific word or phrase in the Step 1 promise.

Unhealthy

The identity rules are generic ('be friendly', 'use blue') with no connection to the promise.

What this means

An identity system that doesn't trace back to the strategy is decoration, not a brand system, and won't hold up once a new channel or designer is added.

So what do I do about it?

SymptomActionEffort
Identity rules feel arbitrary or copied from a templateDelete any rule that doesn't reference a specific word from the strategy promise30 min
YouYou can do this yourself, no engineering access required.

Final deliverable

A one-page brand identity brief for MoveFast with a strategy-inputs section and an identity-rules section, ready to hand to a designer.

See a reference example
Sample output
Adyen-inspired identity brief (excerpt, fictional example)

STRATEGY INPUT
Audience: enterprise finance teams tired of stitching together several different payment providers
Position: the only platform that is the acquirer, the gateway, and the risk engine at once
Promise: 'Adyen removes the seams between your payment stack.'

IDENTITY RULES
Tone: never say 'integrate', always say 'connect once'
Visual: every product diagram shows one box, not five

Success criteria

You're done when you can:

  • Strategy-inputs section contains zero visual language
  • Both identity rules explicitly reference a word from the strategy promise
  • Brief is short enough (under one page) that a designer could act on it directly