Brand and agency

Brand strategy: positioning, values and protecting your name.

A brand strategy sets out what your brand stands for, who it is for and how it sounds. After reading this guide you can work it out yourselves and capture it in ten sentences. You will also know where to protect your name in Switzerland, Germany and the EU.

Author
Manuel SchmidtCreatives, web design and branding
Published
Updated
Reading time
11 minutes
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In short

  • A brand strategy is a long-term plan for your brand's goals [1]; logo, colors and campaigns only put it into practice afterwards.
  • Its core is positioning: a place in your customers' minds that they want, that sets you apart from competitors, that you can deliver and that fits who you are.[4]
  • Values, tone of voice and brand architecture turn that into rules, so your website, ads and social media sound and look the same.
  • You don't patent a brand name, you register it as a trade mark: in Switzerland with the IPI, in Germany with the DPMA, for the EU with the EUIPO.[11][13][15]

Search for brand strategy and you mostly find textbook theory: individual brands, umbrella brands, brand extensions. That is of little use to a new brand or a small practice. What you need is a handful of clear decisions that everyone who writes, designs or runs ads for you knows.

We go through the building blocks in order and show where the strategy becomes visible on your website, in ads and on social media. At the end, you sum it all up in ten sentences that you simply complete.

01How brand strategy differs from marketing strategy and corporate design

What
A long-term plan for your brand
Not
A logo, a campaign or an ad plan
Result
Ten sentences everyone works from

The German business reference Gabler Wirtschaftslexikon defines brand strategies as conditional, long-term and overarching plans for reaching your brand goals [1]. Put simply: you decide what your brand should stand for and line everything else up behind it. The brand itself lives in your customers' heads. The same reference describes it as the sum of all the ideas a brand name or brand mark triggers in customers [2].

Three terms often get mixed up:

TermAnswersTypical output
Brand strategyWhat do we stand for, for whom, how do we sound?Positioning statement, values, tone of voice
Marketing strategyHow do we win customers in a market?Channels, budget, goals
Corporate designWhat does the brand look like?Logo, colors, typefaces

A marketing strategy follows demand and competition in the market and your own resources [3]. You adjust channels and budget more often, while the brand strategy is meant to last [1]. How it turns into a visual identity is covered in our guide on what a consistent visual identity includes.

02Brand positioning: put the core into one sentence

Question
What should customers think of when they think of you?
Test
Four questions from the literature
Result
One positioning statement

Positioning is the place your brand should hold in the minds of your audience. In the Gabler Wirtschaftslexikon, Burmann and Markgraf name four conditions for it [4]. They make four test questions:

  1. Do your customers want it? The position follows what they wish for.
  2. Does it set you apart? If three competitors promise the same, it is not a position.
  3. Can you deliver it? With your people, your skills and your money.
  4. Does it fit you? The position has to match who you are as a brand.

Put the result into one sentence: “For [audience] who [problem], [brand] is the [offer] that [benefit], because [proof].” A made-up example for a bike workshop: “For commuters who need their bike back the same day, our workshop is the repair service with drop-off in the morning and pick-up in the evening, because we keep parts for common models in stock.”

A positioning map helps you compare. Draw two axes your customers care about, such as price and advice, and plot yourselves and three competitors. An empty spot is only worth taking if customers actually want to be there.

03Describe your target audience precisely enough to say no

Question
Who exactly?
Raw material
Your customers' own words
Result
One main group with situation and problem

“Everyone aged 25 to 55” is not a target audience. Describe a situation instead: who buys, when, with which problem, and what has kept them from buying so far? That helps later with every ad.

Pay attention to the words your customers use themselves. Your positioning statement will later be built from them. You will find them in your own records:

  • Questions from enquiries and emails, written down word for word.
  • Praise and criticism from reviews, in the customers' own words.
  • Reasons for buying or dropping out, from short conversations with customers.
  • What competitors promise and what their customers miss.

In Switzerland, language is part of the audience. In 2024, German was a main language for 61% of the population, French for 23% and Italian for 8%; one person can have several main languages [5]. If French- or Italian-speaking customers should buy too, check early whether your name and key messages work in those languages.

You end up with one main audience that you write the strategy for. That makes it easier to turn down enquiries that don't fit.

04Define your values and tone of voice

Values
Three at most, each tied to behavior
Tone
Four scales instead of adjectives
Result
Key messages with examples

Values like “quality” or “innovation” say nothing, because everyone claims them. A value only helps when it describes behavior. Write two sentences for each one: “For us this means …” and “That's why we don't …”. An example: being honest about prices means customers know the price before the appointment. That's why there are no extra costs in the small print. Three values like that are enough.

For tone of voice, the research and consulting firm Nielsen Norman Group describes four dimensions: formal or casual, serious or funny, respectful or irreverent, matter-of-fact or enthusiastic [6]. Mark a point on each scale. That is more concrete than “modern and friendly”.

Keep voice and tone apart. Mailchimp's public style guide puts it this way: “You have the same voice all the time, but your tone changes.” [7] A reply to a complaint sounds more serious than an Instagram story, but both should sound like you.

Write the small things into your key messages too: whether you address customers formally or informally, which words you avoid, and whether your German copy for Switzerland follows Swiss spelling.

05Choose your brand architecture: umbrella brand, family or individual brands

Question
How do company, products and names relate?
For small brands
Usually one umbrella brand
Later
A new brand only for a clear reason

Brand architecture organizes your brands. It sets out which role each one plays and how they relate to each other [8]. This matters as soon as a second line, a location or an offer for different customers comes along.

TypeHow it worksFits when
Umbrella brandAll products sit under one brand [1].you are starting small with one budget for everything.
Brand familySeveral family brands side by side, for example for customers with different expectations [1].one line is clearly cheaper or more premium.
Individual brandsEvery product gets its own brand [1].the products should not be linked to each other.

Aaker and Joachimsthaler also describe subbrands and endorsed brands [8]. Here an offer gets its own name while the main brand stays visible behind it.

For small brands, one umbrella brand usually fits. Every ad and recommendation then pays into the same name. A separate brand only makes sense when an offer speaks to different customers and would confuse people under the main name.

And your own name as the brand? It fits when you yourself are the offer, for example as an architect or coach. If you plan a team or a later sale, a separate brand name is easier to hand over.

06Protect your brand name: register a trade mark, don't patent it

Switzerland
Filing with the IPI
Germany
Filing with the DPMA
EU
EU trade mark with the EUIPO

You can't patent a brand name. A patent is granted for a technical invention, meaning a new solution to a technical problem [9][10]. Names and logos are protected as trade marks. The offices charge fees (as of November 2026, subject to change):

WhereOffice feeProtection
Switzerland, IPICHF 450, CHF 100 per class from the fourth, CHF 100 off when filing online [11]10 years from filing, renewable [12]
Germany, DPMAEUR 290 online including up to three classes, EUR 100 per class from the fourth [13]10 years from filing, renewable [14]
EU, EUIPOcheck with the EUIPOuniform across all EU member states, initially 10 years [15]

A registered trade mark only protects you where it is registered [16]. So a Swiss mark does not cover Germany, and an EU mark does not cover Switzerland. A registered Swiss mark can be extended to other countries through the IPI [16].

Search before you file. Neither the IPI nor the DPMA checks whether an identical or similar mark already exists [12][17]. The IPI therefore strongly recommends searching for similar marks and company names first, for example in Swissreg, its database [12]. Both offices do check whether the sign can work as a trade mark. Purely descriptive terms such as “waterproof” for rainwear are excluded in both countries [12][21]. So a purely descriptive name is hard to protect.

“Not in the register, so it's free” is not always true. In Germany, protection can also arise through use, once the sign is established as a trade mark among the relevant public [18]. In Switzerland, protection generally needs registration, but a similar company name in the commercial register can still clash with your mark [12]. This is not legal advice. If in doubt, have a trade mark specialist check it.

07Make the strategy visible on your website, in ads and on social media

Website
Positioning in the first line
Ads
One promise from ad to page
Social
Topics from values and customer questions

Website. Your positioning statement becomes the first line of your home page, in your customers' words. Your key messages apply right down to buttons and forms. You can suggest which name Google shows for your site in search results with WebSite structured data on your home page [19]. How to write that copy is covered in our guide to website copy that turns visitors into customers.

Ads. The ad promises what your positioning promises, and the page behind it delivers. More on that in our guide about the page your ad lands on. Don't plan only ads for quick sales. In 2013, Les Binet and Peter Field analyzed 996 campaigns from 700 brands in the databank of the UK agency body IPA. Campaigns produced the largest number of very large effects when around 40% of the budget went into activation and the rest into brand building [20]. That is a finding across all campaigns from 83 categories together, not a fixed rule for every small budget. They also advise measuring short-term and long-term effects separately, because short-term figures alone can mislead [20].

Social media. Take your topics from your values and your audience's questions, not just from trends. More on that in our guide on how to set up a plan for your channels.

From our work. For the architect Dilsoz Kaidy, logo, domain and website came from one team. The logo is made from her initials DK with a door swing like on a floor plan, a sign taken from her profession. On the website, clients read in plain words what she does.

08Brand strategy template: ten sentences to complete

Format
Ten sentences with gaps
Together with
Everyone who writes or designs for you
Revisit
Before a relaunch or a new offer

Complete the ten sentences together. On the right is a made-up example: a bike workshop that doesn't exist.

Sentence to completeMade-up example
Customers should think of us for …a bike that's back the same day
We are here for …commuters stuck without a bike in the morning
What bothers them most today is …the long wait for a repair
With us they get …drop-off in the morning, pick-up in the evening
They can believe us because …we keep parts for common models in stock
Our three values are …on time, honest about prices, easy to reach
On the four scales we sound …casual, serious, respectful, matter-of-fact
Our offers sit under …one umbrella brand for repairs and sales
We searched for and filed our name with …the IPI, for Switzerland
It shows first on …our home page, Google profile and shop sign

If a sentence is hard to fill, reread its section above.

Honest limits. We don't know of solid figures on how much a brand strategy brings a small brand. The steps above rely on the literature we cite, not on a study of our own. You can work out positioning and audience yourselves. Help is worth it when your team can't agree, or when name, logo and website are being made anyway. For registering a trade mark, especially in several countries, bring in a trade mark specialist, as the IPI recommends [12].

At nalu, Manu and Lara work out positioning, name, logo, colors and tone of voice, brought together in a short brand guide for your team. Agency, freelancer or collective? Our guide on the three ways of working together compares them. The first call takes 30 minutes on video and is free, get in touch.

Frequently asked questions

What is the difference between brand strategy and marketing strategy?

A brand strategy is a long-term plan for your brand [1]. It sets out what you stand for, who you are for and how you sound. A marketing strategy plans how you win customers in a market and follows demand, competition and your resources [3]. So the brand strategy sets the direction, and the marketing strategy sets the route with channels and budget.

Can you patent a brand name?

No. Patents are only granted for technical inventions [9][10]. You register a name or logo as a trade mark: in Switzerland with the IPI, in Germany with the DPMA and for all EU member states with the EUIPO. The fee is CHF 450 at the IPI, CHF 100 less online, and EUR 290 online at the DPMA (as of November 2026) [11][13].

What goes into a brand strategy?

At least five parts: a positioning statement in one sentence, a precisely described target audience, three values with examples, a tone of voice with key messages, and a decision on brand architecture, meaning whether you run one brand or several. Add where the name is registered as a trade mark.

Does a small business need a brand strategy?

Yes, but a short one. Especially when a few people do everything, one page with positioning, audience and tone of voice keeps your website, ads and posts sounding the same. You don't need a thick brand book. What matters more is that everyone who writes or designs for you knows the page, including freelancers and agencies.

What is the difference between brand strategy and brand identity?

Brand strategy decides what you stand for and for whom. Brand identity makes that visible and audible: name, logo, colors, typefaces, imagery and language. Strategy comes first, then design. Otherwise you easily end up with a nice logo that says nothing specific about you.

Sources

  1. Springer Fachmedien Wiesbaden, Gabler Wirtschaftslexikon (2018): Markenstrategien (brand strategies), Christoph Burmann and Daniel Markgraf, revision of 16 Feb 2018, in German. https://wirtschaftslexikon.gabler.de/definition/markenstrategien-41280, retrieved 14 November 2026
  2. Springer Fachmedien Wiesbaden, Gabler Wirtschaftslexikon (2018): Marke (brand), Christoph Burmann, Astrid Meckel, Franz-Rudolf Esch, Daniel Markgraf, revision of 19 Feb 2018, in German. https://wirtschaftslexikon.gabler.de/definition/marke-36974, retrieved 14 November 2026
  3. Springer Fachmedien Wiesbaden, Gabler Wirtschaftslexikon (2018): Marketingstrategien (marketing strategies), Manfred Kirchgeorg, revision of 15 Feb 2018, in German. https://wirtschaftslexikon.gabler.de/definition/marketingstrategien-38335, retrieved 14 November 2026
  4. Springer Fachmedien Wiesbaden, Gabler Wirtschaftslexikon (2018): Markenpositionierung (brand positioning), Christoph Burmann and Daniel Markgraf, revision of 16 Feb 2018, in German. https://wirtschaftslexikon.gabler.de/definition/markenpositionierung-37775, retrieved 14 November 2026
  5. Swiss Federal Statistical Office (FSO) (2026): Sprachen (languages), Statistik Schweiz portal, main languages of the permanent resident population 2024, in German. https://statistik.admin.ch/de/themen/bevoelkerung/sprachen, retrieved 14 November 2026
  6. Nielsen Norman Group (2016): Kate Moran: The Four Dimensions of Tone of Voice. https://www.nngroup.com/articles/tone-of-voice-dimensions/, retrieved 14 November 2026
  7. Mailchimp (2023): Voice and Tone, Mailchimp Content Style Guide. https://styleguide.mailchimp.com/voice-and-tone/, retrieved 14 November 2026
  8. California Management Review, University of California, Berkeley (2000): David Aaker, Erich Joachimsthaler: The Brand Relationship Spectrum: The Key to the Brand Architecture Challenge, Vol. 42, No. 4 (abstract). https://cmr.berkeley.edu/2000/08/42-4-the-brand-relationship-spectrum-the-key-to-the-brand-architecture-challenge/, retrieved 14 November 2026
  9. Swiss Federal Institute of Intellectual Property (IPI) (2026): Patente (patents), from the guide for innovators and creators, in German. https://www.ige.ch/de/uebersicht-geistiges-eigentum/ein-leitfaden-fuer-innovative-und-kreative/patente, retrieved 14 November 2026
  10. German Federal Ministry of Justice (2026): Section 1 German Patent Act (PatG), in German. https://www.gesetze-im-internet.de/patg/__1.html, retrieved 14 November 2026
  11. Swiss Federal Institute of Intellectual Property (IPI) (2024): Trade marks: costs and fees, as of 1 July 2024, in German. https://www.ige.ch/de/etwas-schuetzen/marken/anmeldung-in-der-schweiz/kosten-und-gebuehren, retrieved 14 November 2026
  12. Swiss Federal Institute of Intellectual Property (IPI) (2026): Trade marks: FAQ, in German. https://www.ige.ch/de/etwas-schuetzen/marken/faq, retrieved 14 November 2026
  13. German Patent and Trade Mark Office (DPMA) (2025): Fees for trade marks (published 10 Dec 2025), in German. https://www.dpma.de/service/gebuehren/gebuehren-fuer-marken, retrieved 14 November 2026
  14. German Federal Ministry of Justice (2026): Section 47 German Trade Mark Act (MarkenG): term and renewal, in German. https://www.gesetze-im-internet.de/markeng/__47.html, retrieved 14 November 2026
  15. German Patent and Trade Mark Office (DPMA) (2026): Trade mark protection abroad (published 19 Jun 2026), in German. https://www.dpma.de/schuetzen/marken/markenschutz-im-ausland, retrieved 14 November 2026
  16. Swiss Federal Institute of Intellectual Property (IPI) (2026): National or international filing, in German. https://www.ige.ch/de/etwas-schuetzen/marken/vor-der-anmeldung/ihre-schutzstrategie/national-oder-international-anmelden, retrieved 14 November 2026
  17. German Patent and Trade Mark Office (DPMA) (2026): Trade marks (published 6 Nov 2026), in German. https://www.dpma.de/schuetzen/marken, retrieved 14 November 2026
  18. German Federal Ministry of Justice (2026): Section 4 German Trade Mark Act (MarkenG): how trade mark protection arises, in German. https://www.gesetze-im-internet.de/markeng/__4.html, retrieved 14 November 2026
  19. Google Search Central (2026): Site names in Google Search. https://developers.google.com/search/docs/appearance/site-names, retrieved 14 November 2026
  20. IPA, Institute of Practitioners in Advertising (Les Binet, Peter Field) (2013): The long and the short of it: 10 key principles of success (presentation). https://ipa.co.uk/media/5811/long_and_short_of_it_presentation_final.pdf, retrieved 14 November 2026
  21. German Federal Ministry of Justice (2026): Section 8 German Trade Mark Act (MarkenG): absolute grounds for refusal, in German. https://www.gesetze-im-internet.de/markeng/__8.html, retrieved 14 November 2026

This guide is by nalu studios. We offer the service it covers ourselves. AI helps us work, a human has the final say. How we work: About us and our values.