Skip to main content
New: Deck Doctor. Upload your deck, get CPO-level feedback. 7-day free trial.
TemplateFREE⏱️ 60-90 minutes

Brand Voice Guidelines Template

Free brand voice template for product teams. Define your product's personality, tone variations, vocabulary rules, and channel-specific voice...

Last updated 2026-03-05
Brand Voice Guidelines Template preview

Brand Voice Guidelines Template

Free Brand Voice Guidelines Template — open and start using immediately

or use email

Instant access. No spam.

Get Template Pro — all templates, no gates, premium files

888+ templates without email gates, plus 30 premium Excel spreadsheets with formulas and professional slide decks. One payment, lifetime access.

Need a custom version?

Forge AI generates PM documents customized to your product, team, and goals. Get a draft in seconds, then refine with AI chat.

Generate with Forge AI

What This Template Is For

Every product speaks to its users, whether through error messages, onboarding flows, marketing pages, or support replies. Without a documented voice, each writer invents their own version. The onboarding sounds enthusiastic, the error messages sound robotic, the marketing sounds like a different product entirely.

A brand voice template solves this by codifying your product's personality into specific, actionable guidelines. It answers: What words do we use? What words do we avoid? How do we sound in a celebration state versus an error state? How does our tone shift between a sales email and an in-app tooltip?

This template is for product teams, content designers, marketers, and anyone who writes words that users see. It works for new products defining voice from scratch and for mature products standardizing what already exists. For the broader content strategy that wraps around voice, see the Product Strategy Handbook. If you are building messaging for a product launch, start with the product messaging framework template first, then use this template to define how those messages sound.


How to Use This Template

  1. Audit what exists first. Pull 10 real examples of your current product copy (error messages, emails, tooltips, marketing). Read them aloud. Note where the voice feels consistent and where it feels disjointed.
  2. Define personality before rules. Start with 3-4 personality traits. Rules without personality feel arbitrary. Personality without rules feels vague. You need both.
  3. Write "this, not that" examples. Abstract guidelines ("be friendly") fail. Concrete pairs ("say 'Something went wrong' not 'Error 500: Internal Server Failure'") stick.
  4. Map tone to context. Voice stays constant. Tone shifts. Your product can be "clear and confident" in both a success state and an error state, but the emotional register changes.
  5. Test with new writers. Give the guide to someone who has never written for your product. Ask them to write three sample messages. If the output matches your expectations, the guide works.

Brand Voice Guidelines Template

Voice Foundation

Define 3-4 personality traits that describe how your product communicates. Each trait needs a definition and boundaries.

Personality TraitWhat It MeansWhat It Does Not Mean
[e.g., Confident][We state things clearly without hedging][We are not arrogant or dismissive]
[e.g., Helpful][We anticipate what the user needs next][We are not patronizing or over-explaining]
[e.g., Direct][We get to the point quickly][We are not blunt or cold]
[e.g., Warm][We sound like a knowledgeable colleague][We are not casual or slangy]

Brand personality statement: [Combine traits into one sentence. Example: "We sound like a smart colleague who explains things clearly, offers help before you ask, and never wastes your time."]

Voice Principles

Expand each personality trait into specific writing rules.

Principle 1: [Trait Name]

  • Rule defined with concrete guidance
  • "This, not that" example written
  • Exception cases documented
Do ThisNot ThisWhy
[e.g., "Your changes are saved."][e.g., "Changes have been successfully persisted to the database."][Users care about the outcome, not the mechanism]
[e.g., "Try again in a few minutes."][e.g., "Please retry your request at a later time."][Conversational tone reduces friction]
[e.g., "3 items need your attention."][e.g., "Warning: There are 3 outstanding action items requiring immediate attention."][Direct language respects the user's time]

Principle 2: [Trait Name]

Do ThisNot ThisWhy
[Example][Counter-example][Reason]
[Example][Counter-example][Reason]
[Example][Counter-example][Reason]

Principle 3: [Trait Name]

Do ThisNot ThisWhy
[Example][Counter-example][Reason]
[Example][Counter-example][Reason]
[Example][Counter-example][Reason]

Vocabulary Guide

Define words you always use, words you never use, and product-specific terminology.

Always use these words:

Word / PhraseUse ForInstead Of
[e.g., "workspace"]Referring to the user's environment"instance", "tenant", "account"
[e.g., "team member"]Referring to other users"user", "seat", "license holder"
[e.g., "connect"]Describing integrations"integrate", "sync", "link"

Never use these words:

Banned WordWhyAlternative
[e.g., "simple"]Implies the user should find it easy; creates shame if they struggle"straightforward" or remove the adjective entirely
[e.g., "just"]Minimizes the user's effortRemove it from the sentence
[e.g., "leverage"]Corporate jargon that distances the reader"use"
[e.g., "please"]In UI copy, it adds unnecessary words and can sound passive-aggressive at scaleWrite direct instructions instead

Product terminology:

TermDefinitionUsage Note
[e.g., "Board"]The primary workspace viewAlways capitalize when referring to the product feature
[e.g., "Sprint"]A time-boxed work periodLowercase when used generically
[e.g., "Insight"]An auto-generated data summaryAlways capitalize; this is a branded feature name

Tone Map

Voice stays constant. Tone adapts to context. Map your voice to specific product moments.

ContextEmotional StateTone ShiftExample
Success / CelebrationUser accomplished somethingWarm, encouraging, brief"Your report is ready. Nice work."
Error / FailureSomething went wrongCalm, clear, solution-focused"We could not save your changes. Check your connection and try again."
OnboardingUser is new and uncertainSupportive, guiding, patient"Let's set up your first project. It takes about 2 minutes."
Empty stateUser sees no data yetInviting, action-oriented"No projects yet. Create one to get started."
Destructive actionUser is about to deleteClear, specific, no drama"This will permanently delete 12 files. You cannot undo this."
Waiting / LoadingUser is waiting for a resultLight, transparent"Crunching the numbers. This usually takes about 10 seconds."
Upgrade / UpsellUser hits a limitRespectful, value-focused"This feature is available on the Team plan. See what is included."

Channel-Specific Guidelines

Tone varies across channels. Map specific adjustments for each.

ChannelTone AdjustmentsLength LimitsFormatting Notes
In-app UIShortest, most directMax 15 words for tooltips, 40 for modalsNo markdown; plain text only
Email (transactional)Functional, clearMax 3 sentences for the key messageOne CTA per email
Email (marketing)Warmer, more persuasiveSubject line under 50 charsPersonalize with first name
Help docsThorough, step-by-stepNo strict limit but scan-friendlyUse numbered lists for procedures
Social mediaMost casual, most concisePlatform-dependentEmojis allowed sparingly
Sales collateralOutcome-focused, credibleOne page per asset idealInclude proof points

Voice Audit Checklist

Run this checklist against any new copy before publishing.

  • Reads naturally when spoken aloud
  • Matches at least 3 of 4 personality traits
  • Uses product terminology consistently
  • Contains no banned words
  • Tone matches the user's emotional context
  • Gets to the point in the first sentence
  • Includes a clear next step or action for the user
  • Would not embarrass the company if screenshotted

Filled Example: B2B Analytics Product

Voice Foundation

Personality TraitWhat It MeansWhat It Does Not Mean
ClearWe explain data concepts without jargonWe do not oversimplify or omit nuance
ConfidentWe state what the data shows directlyWe do not hedge every statement with "may" or "might"
SupportiveWe guide users through complex analysisWe do not assume they already know SQL
EfficientWe use the fewest words that convey the full meaningWe are not terse or robotic

Brand personality statement: We sound like a data-savvy teammate who explains findings clearly, guides you through analysis, and never buries the insight in jargon.

Tone Map (Partial)

ContextExample
Success"Your dashboard is live. Share it with your team from the top-right menu."
Error"We could not connect to your database. Double-check the credentials in Settings > Connections."
Empty state"No data yet. Connect a data source to see your first chart in minutes."
Onboarding"Welcome. Let's connect your first data source. Most teams start with their production database."

This template pairs well with the content strategy template for planning what you write, and the style guide template for the mechanical rules (grammar, punctuation, formatting) that sit alongside voice. For product teams measuring content effectiveness, the Net Promoter Score can signal whether your voice resonates with users.

Frequently Asked Questions

What is the difference between brand voice and tone?+
Voice is your product's consistent personality. It does not change. Tone is the emotional register that shifts based on context. A product with a "confident and clear" voice uses a calm tone in error messages and an encouraging tone in success states. Think of voice as who you are and tone as how you adjust to the room.
How many personality traits should I define?+
Three to four. Fewer than three and the voice is too vague to be useful. More than four and writers struggle to hold all the traits in mind while writing. Each trait should be distinct from the others. If two traits overlap significantly (e.g., "friendly" and "warm"), combine them.
Who should own the brand voice guide?+
The content design or product marketing team typically owns the document. PMs, designers, and engineers should all have input since they write copy that users see. The owner is responsible for keeping it current, reviewing new examples quarterly, and onboarding new writers.
How do I get engineers to follow voice guidelines?+
Make it easy. Provide a copy-paste library of common UI strings (error messages, confirmation dialogs, empty states, tooltips). Engineers will use a pre-written string that matches the voice guidelines if it saves them time. Most voice drift happens not because engineers disagree with the guidelines but because writing copy takes effort and they default to whatever comes to mind first.
When should I update the brand voice guide?+
Update it when your product evolves significantly (new audience, new market, major rebrand), when you notice voice drift across channels, or when you bring on a new content team. Review the examples and vocabulary list quarterly. The personality traits rarely change. The tactical guidance changes more often.

Explore More Templates

Browse our full library of PM templates, or generate a custom version with AI.

Free PDF

Like This Template?

Subscribe to get new templates, frameworks, and PM strategies delivered to your inbox.

or use email

Join 10,000+ product leaders. Instant PDF download.

Want full SaaS idea playbooks with market research?

Explore Ideas Pro →