Color

WBS Number

Planned start date

Planned end date

Progress (%)

Duration (hours)

Estimated hours

Time log (minutes)

Task description

Actual cost

• Gender
• Age
• Generation (e.g., Baby Boomers, Generation X)
• Income
• Marital Status
• Household Size
• Location
• Occupation/Employment Status
• Industry (if B2B)
• Education
• Nationality/Ethnicity
• Language
• Religion
• Organizational Memberships
• Other key demographics?

What things do they care strongly about?
What do they do for fun?
What TV shows or movies do they watch?
Are there things that just don’t interest them at all?

What are the ways your brand stands out from the competition? What stories are uniquely yours?

List any and all values and/or benefits that your products and/or services bring to your customers.

How will customers feel after consuming your product or service?

How would you like customers to think about your business? Example: as being a trusted company, as being the most affordable choice, etc.
Examples: WalMart has low prices; Mercedes means luxury; Apple is cool

Different from what your product brings to your customer, this section is describing what your customer experiences through using your brand. Breifly summarize these key attributes of your product/service through the eyes of your customer.

Generally describe the style of your product/service (smooth, modern, sexy)

Describe how your product/service works for your client.
(fast, convenient, secure)

How does your product add to your customer’s experience? (new opportunity, on my side, empowering)

After using your product, how does your customer feel? (safe, confident, I’m an insider)

What does your product represent to your customer?
(smart shopper, quality experience, easy to use)

Challenges, life events, lessons, aspirations connected to your product/service. (building a comfortable nest, providing a haven for family, connecting to family more)

Describe unexpected or illogical feelings your product/service inspires. (because I feel safe I can take more risks, because this is cool looking, it is fun to use)

How does your brand compare to the rest of the market?

Products are distributed to customers via retail location(s), online sales, direct mail, etc.

Products are distributed to customers via distributors, other retailers, partners, etc.

List the tactics used to increase revenue on each sale, or over the life of the customer relationship.

How do you keep your customers coming back?

List all the ways you promote your brand. Include any programs offered by channel partners, vendors, or
distributors.

• Case Studies
• Customer Testimonials
• Newsletters
• Webinars
• Press Releases
• Published Articles
• Speaking Opportunities
• Public Relations

• Content
• Links
• Site Structure