How to Use ClickUp Brand Positioning Templates Step-by-Step
ClickUp offers ready-made brand positioning templates that help you define who you serve, what you offer, and why your audience should care. This how-to guide walks you through every step so you can turn strategy ideas into a clear, actionable ClickUp workspace.
All instructions below are based on the structure and examples from the official brand positioning templates described on the ClickUp brand positioning templates page.
Why Build Brand Positioning in ClickUp
Before you start, it helps to understand why building your brand framework directly in ClickUp is so effective.
- Centralized strategy: Keep audience research, messaging, and visual assets in one organized place.
- Real-time collaboration: Invite marketing, sales, product, and leadership to refine positioning together.
- Task-based execution: Turn positioning decisions into campaigns and deliverables.
- Template consistency: Use the same structure across brands, products, or regions.
Step 1: Choose the Right ClickUp Brand Positioning Template
The blog outlines several ways to organize your brand framework. In ClickUp, this translates to picking a template that matches your current maturity and goals.
ClickUp Brand Positioning Canvas Style
Use a canvas-style layout if you want a single view of every major brand element. Typical sections you will find or recreate include:
- Target audience segments
- Customer problems and pain points
- Brand promise and value proposition
- Key benefits and proof points
- Competitor overview and differentiation
- Brand personality and tone of voice
Set this up as a ClickUp List or Whiteboard where every box represents one of these elements. This gives stakeholders an at-a-glance understanding of your strategy.
ClickUp Template Focused on Competitive Positioning
If your priority is standing out from competitors, base your ClickUp structure on these dimensions from the article:
- Pricing compared to alternatives
- Features and capabilities
- Target niches or industries
- Brand perception and reviews
- Distribution channels
Create custom fields or separate tasks for each competitor so your team can capture observations and proof, then translate that into sharper positioning.
Step 2: Create a Dedicated ClickUp Space for Brand Strategy
To keep strategy discoverable and consistent, build a dedicated hierarchy in ClickUp. You can mirror the layout suggested on the blog.
- Create a Space: Name it something like “Brand & Messaging”.
- Add Folders:
- “Brand Positioning”
- “Audience Research”
- “Messaging & Copy”
- “Campaign Ideas”
- Within the Brand Positioning Folder, add Lists for:
- “Core Brand” (company-level positioning)
- “Product Positioning” (each major product or line)
- “Competitive Analysis”
This structure turns ClickUp into a searchable brand playbook everyone can reference.
Step 3: Add Brand Positioning Tasks in ClickUp
Within your brand positioning List, create individual tasks for each element recommended in the source article.
Core Brand Definition in ClickUp
- Task: Brand Vision
Description: Add a short statement of the future you want to create for customers. - Task: Brand Mission
Description: Describe what you do every day to move toward that vision. - Task: Brand Values
Description: List the beliefs that guide your decisions and behavior. - Task: Brand Personality
Description: Define traits such as friendly, bold, expert, or playful.
Use custom fields or subtasks to capture examples, do’s and don’ts, and notes from stakeholders.
Audience & Problem Clarity in ClickUp
Next, capture the audience structure highlighted in the blog inside ClickUp tasks.
- Task: Ideal Customer Profile (ICP)
- Industry, company size, and location
- Key roles or job titles
- Budget and buying triggers
- Task: Customer Problems & Pain Points
- Functional challenges
- Emotional frustrations
- Barriers to change
- Task: Desired Outcomes
- How success looks for your customer
- Short-term and long-term goals
Assign each task to a marketing or research owner and add due dates so your ClickUp board moves from theory to action.
Step 4: Craft Your Positioning Statement in ClickUp
The article emphasizes the importance of a tight positioning statement. Capture that directly in ClickUp so it becomes a single source of truth.
ClickUp Positioning Statement Template
Create a task titled “Brand Positioning Statement” and paste a structure like this into the description:
- For [primary audience or segment]
- Who [key problem or need]
- Our brand [category or type of solution]
- Provides [main benefit or promise]
- Unlike [main competitor or alternative]
- We [unique differentiator or evidence]
Invite stakeholders to comment inside the task, propose edits, and agree on the final wording. You can pin this task or add it to the top of your ClickUp List for quick reference.
Step 5: Connect Brand Positioning to Execution in ClickUp
The power of ClickUp comes from turning positioning into real work. Use the steps from the blog as a guide for what to implement next.
Turn Brand Elements into ClickUp Action Items
- Create tasks for updating your website copy, ads, email sequences, and sales decks using the new positioning.
- Add subtasks to ensure every channel follows the same message and tone.
- Attach examples, mockups, and drafts to the relevant tasks.
- Tag tasks by campaign, product, or persona so the team can filter and focus.
This helps your brand positioning move from a static document to a living system managed inside ClickUp.
Use ClickUp Views to Keep Teams Aligned
You can mirror the recommendation from the article to give each team the context they need:
- List view: Show every brand strategy task, owner, and due date.
- Board view: Organize work by phase, such as “Research”, “Drafting”, “Review”, and “Launched”.
- Docs or Whiteboards: Present final frameworks and diagrams in a visual way.
Step 6: Maintain and Improve Brand Positioning in ClickUp
The blog highlights that positioning is not one-and-done. Use ClickUp to revisit and refine your strategy regularly.
- Set recurring tasks for quarterly reviews of your brand statement and audience insights.
- Create tasks for monitoring competitors and logging differentiation ideas.
- Gather feedback from sales, customer success, and support directly in ClickUp comments.
Over time, this makes your workspace a historical record of how your brand has evolved and why certain decisions were made.
Next Steps and Helpful Resources
To go deeper into brand strategy workflows and get tailored process optimization, you can explore consulting resources such as Consultevo alongside your ClickUp setup.
For detailed examples of brand positioning sections, prompts, and layouts, always refer back to the original ClickUp brand positioning templates article. Use that content as your reference and recreate the recommended structures directly in your ClickUp Space so everyone on your team can act on a unified, well-documented brand strategy.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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