Toolkit

Defining your brand resource

My purpose workbook

  • This workbook will guide you through putting your purpose down on paper. It’ll help you bring your vision into focus, define your mission, craft your value proposition and create your tagline.

10-Second brand story worksheet

  • Use this worksheet to create your answer to the question, “what do you do?”, following the foolproof formula.

Additional resources

Ideal client analysis tool

  • Your brand should appeal to your ideal Client. Use this workbook to identify your niche.

Client segmentation tool

  • Segment your Clients using a combination of objective and subjective attributes to identify which Clients align the most to your ideal Client profile.

CONTACT US

Contact your Sun Life relationship manager to learn more about this program and the resources available to you.