Build Your Brand Brain
This is the most important step in the entire DTC Stack setup. Every skill reads from your Brand Brain. If the Brand Brain is thin, your outputs will be generic. If it's rich, everything sounds like you from the first generation.
Time to complete: 1-2 hours if you already have brand guidelines, voice docs, and customer research. 4-6 hours if you're starting from scratch. Most operators finish in a single sitting.
Already have brand materials? You're ahead.
If your brand already has any of these, the Brand Brain is mostly copy-paste + light editing:
- Brand guidelines or voice doc → drops straight into
voice_and_tone.mdandbrand_master.md - Customer personas → maps directly to
personas.md - Product briefs or one-pagers → fills
products_overview.md - Competitor analysis → seeds
positioning.md - FAQ or objection docs from sales → becomes
objections.md
Most established brands can fill the 9 core files in 1-2 hours because the thinking is already done - you're just structuring it so AI can read it.
If you're earlier-stage and don't have these docs yet, the Brand Brain process forces you to think through them for the first time. That takes longer (4-6 hours) but it's valuable work you'd need to do anyway.
Before you start
Gather whatever you have - you'll reference it while filling out your Brand Brain:
- Your website (especially About page, product pages, homepage)
- 20-30 customer reviews (the detailed ones, not just "love it!")
- Competitor websites (2-3 direct competitors)
- Any existing brand guidelines or voice docs
- Your Shopify admin (for product details, pricing, collections)
- Your ad account (for creative that's performed well)
- Your Klaviyo (for email copy you're proud of)
You don't need all of these. But the more source material you bring, the faster this goes.
The 9 core files
Work through these in order. Each file builds on the previous ones.
1. brand_master.md
What it captures: Your brand's positioning, category narrative, and high-level voice rules.
How to fill it out:
Answer these questions as if you're explaining your brand to a smart marketing hire on their first day:
- What do you sell and who do you sell it to?
- What category are you in? How do you think about that category differently than competitors?
- What's the one thing you want people to remember about your brand?
- What makes you different from the 3-4 other brands a customer might consider?
- If your brand were a person, how would they talk? (Direct? Warm? Technical? Casual?)
Tip: Don't overthink this. Write like you talk. You can refine later - but getting something real down is better than waiting for perfect.
Time: 45-90 minutes
2. voice_and_tone.md
What it captures: How your brand sounds across different channels and contexts - with concrete examples.
How to fill it out:
Start by listing:
- 3-5 words that describe your voice (e.g., "direct, warm, expert, no-BS, occasionally funny")
- 3-5 words your voice is NOT (e.g., "not corporate, not preachy, not overly casual, not salesy")
- Channel variations: How does your voice shift between email, product pages, social, ads, and customer support? (Most brands are slightly different in each)
Then add real examples. Pull 2-3 sentences from:
- A product page you like
- An email that felt right
- A social post that got engagement
- An ad headline that performed
Label each: "This is what we sound like on [channel]."
Why examples matter: AI learns voice from patterns, not descriptions. "Warm but direct" is vague. An actual sentence from your best email is a pattern it can replicate.
Time: 30-45 minutes
3. positioning.md
What it captures: Your competitive landscape, differentiation, and messaging framework by awareness level.
How to fill it out:
Competitive landscape:
- List 3-5 direct competitors
- For each: what's their main claim? What do they do well? Where are they weak?
- What's the one thing you do that none of them do (or do as well)?
Messaging by awareness level: This is where most brands get the biggest lift. Different messages work for different audiences:
| Awareness Level | What they know | What to say |
|---|---|---|
| Unaware | Don't know they have the problem | Lead with the problem, not your product |
| Problem-aware | Know the problem, don't know solutions exist | Show there's a better way |
| Solution-aware | Know solutions exist, don't know your brand | Why your approach is different |
| Product-aware | Know your product, haven't bought | Handle objections, show proof |
| Most aware | Bought before or follow closely | New offers, loyalty, cross-sell |
Fill in each level with your specific messaging.
Time: 30-45 minutes
4. personas.md
What it captures: 2-4 customer profiles with pain points, objections, and buying triggers.
How to fill it out:
For each persona, describe:
- Who they are (demographics, role, life situation)
- What they're trying to achieve (the outcome, not the product)
- What they've tried before (and why it didn't work)
- What they're worried about (before buying from you)
- What triggers them to buy (the moment they go from browsing to purchasing)
- What language they use (pull directly from reviews)
Where to find persona data:
- Customer reviews (especially 4-star reviews - they have the most detail)
- Support tickets (what do people ask before buying?)
- Post-purchase surveys (why did you buy?)
- Your own customer conversations
Don't make up personas. Use real customer language from real reviews. Fictional personas produce fictional-sounding copy.
Time: 30-45 minutes
5. products_overview.md
What it captures: Product hierarchy, features-to-benefits mapping, and cross-sell logic.
How to fill it out:
For each product (or product category if you have many SKUs):
- What is it? (One sentence)
- Features → Benefits: List 3-5 features. For each, write the benefit in customer language (not marketing language)
- Who is it for? (Which persona?)
- What does it replace? (What was the customer doing before?)
- Cross-sell logic: If they buy this, what should they buy next? Why?
- Price point and positioning: Premium? Value? Middle? Why?
Tip for brands with many SKUs: You don't need to document every product individually. Group by collection or category. Add individual detail for your top 5-10 sellers.
Time: 30-45 minutes
6. offers_and_pricing.md
What it captures: Pricing philosophy, discount rules, subscription structure, and promotional calendar.
How to fill it out:
- Pricing philosophy: Are you premium, value, or mid-market? Why? How do you justify your price?
- Discount rules: What discounts do you offer? When? What's the maximum discount you'll ever run? Are there products that never go on sale?
- Subscription model: Do you offer subscriptions? What's the discount vs. one-time? What's the cancel flow?
- Free shipping threshold: What is it? Why that number?
- Promotional calendar: What sales/events do you run annually? (BFCM, holiday, seasonal, product launches)
Time: 15-30 minutes
7. objections.md
What it captures: Every reason someone doesn't buy - categorized with your responses.
How to fill it out:
List every objection you can think of, then categorize:
Price objections: "It's too expensive," "I can find cheaper," "Is it worth it?"
Trust objections: "I've never heard of this brand," "How do I know it works?" "What if I don't like it?"
Product objections: "Will this work for my [situation]?" "What's the difference between X and Y?" "Is this the right [variant/size/flavor]?"
Timing objections: "I'll wait for a sale," "I need to think about it," "Not right now"
Logistics objections: "How long does shipping take?" "What's the return policy?" "Do you ship internationally?"
For each objection, write your response. Use customer language, not marketing speak. Reference real proof (reviews, data, guarantees) whenever possible.
Where to find objections:
- Pre-sale support tickets and chat logs
- Abandoned cart data
- Customer reviews (especially 1-3 star)
- Social media comments and DMs
- Your own sales conversations
Time: 30-45 minutes
8. guardrails.md
What it captures: Non-negotiable brand rules and regulatory compliance constraints.
How to fill it out:
Brand rules (things AI should never do):
- Words or phrases you never use
- Claims you never make
- Competitors you never mention by name (or always mention - your call)
- Tone boundaries (e.g., "never use fear-based messaging," "never mock competitors")
- Visual/format rules (e.g., "never use all-caps headlines," "always include our tagline")
Compliance rules (especially for supplement, health, beauty, food brands):
- No disease claims (FDA/FTC requirement)
- No unsubstantiated efficacy claims
- No fabricated testimonials or statistics
- Required disclaimers for specific product types
- Terms that need compliance review before publishing
Why this file matters: Every skill checks guardrails.md before generating output. This is your insurance policy against off-brand or non-compliant content.
Time: 15-30 minutes
9. glossary.md
What it captures: Standardized terminology, product names, and compliance-safe alternatives.
How to fill it out:
- Product names: Exact spelling, capitalization, and trademark symbols
- Branded terms: Any proprietary ingredients, processes, or technologies
- Preferred terms: Words you use instead of industry defaults (e.g., "members" instead of "subscribers")
- Compliance alternatives: Safe substitutes for restricted terms (e.g., "supports healthy digestion" instead of "fixes gut issues")
- Category-specific language: Standard terms in your vertical
Time: 15-30 minutes
After filling out all 9 files
Verify it's working
Pick a simple task and run it through a skill:
Use the Product Page Conversion Engine to write a product page
for [your best-selling product]. Reference the Brand Brain.
The output should:
- Sound like your brand (check against
voice_and_tone.md) - Address real objections (check against
objections.md) - Use correct product terminology (check against
glossary.md) - Respect guardrails (check against
guardrails.md)
If something's off, it means a Brand Brain file needs more detail in that area. Add it and re-run.
The 80/20 rule
Your Brand Brain doesn't need to be perfect on day one. The 9 core files at 80% quality will produce dramatically better output than no Brand Brain at all. You can refine as you go - every time you run a skill and spot something off, update the relevant file.
Common mistakes
Too vague: "Our voice is professional and friendly" tells the AI nothing. Add examples.
Too generic: Don't write what every brand in your category says. Write what makes you different.
Made-up personas: If your personas don't come from real customer data, your copy won't resonate with real customers.
Skipping objections: This is often the most valuable file. The difference between generic and converting copy is almost always in objection handling.
Empty guardrails: Especially risky for supplement, health, and beauty brands. Fill this out before running any skills.
Next step
Your Brand Brain is ready. Now run your first skill.