Eklipsa's Brand Strategy workshops aren't just for business owners—they're powerful tools for brand professionals, consultants, and agencies working with clients. This guide shows you how to use Eklipsa to facilitate strategic brand development sessions.
Brand strategists, consultants, creative agencies, marketing professionals, and anyone who helps clients develop their brand identity.
Why Use Eklipsa for Client Work
Eklipsa transforms the brand strategy process from subjective guesswork into a structured, repeatable methodology:
46 cards across 3 workshops ensure comprehensive coverage of all brand elements
Use "Ask AI" to help clients articulate their thoughts when they get stuck
Brand Intelligence scores provide measurable progress and quality indicators
Export comprehensive brand guidelines documents ready for client handoff
Setting Up for Client Sessions
Before the Session
Set up a new brand profile for your client with their brand name and industry. You can do this in advance or during the kickoff meeting.
Familiarize yourself with all 46 cards across the three workshops:
- Brand Core (15 cards): Purpose, mission, vision, values, personality
- Brand Positioning (18 cards): Target audience, competitors, differentiation, messaging
- Brand Persona (13 cards): Voice, tone, communication style, language guidelines
Use the workshop cards as a framework for pre-session discovery. Send clients a brief questionnaire covering key areas so they come prepared.
Facilitating the Workshops
Session Structure Options
Choose the format that works best for your client engagement:
3-4 hour intensive session covering all three workshops. Best for focused clients with clear brand vision.
Three 90-minute sessions, one per workshop. Allows reflection time between sessions.
Facilitate Brand Core live, assign Positioning as homework, review and complete Persona together.
During the Session
Share your screen and work through cards together. Read each question aloud and facilitate discussion before inputting answers.
When clients struggle to articulate something, use the Ask AI feature to generate suggestions. This sparks conversation and helps refine their thinking.
Use the client's actual words and phrases. The Brand Persona workshop is especially important—capture how they naturally speak about their brand.
Answers auto-save, but remind clients that they can return and refine answers later. Nothing is permanent until they're satisfied.
Aim for a Brand Intelligence score of 60+ for best AI output quality. If the score is lower, revisit cards with generic or brief answers and add more specificity.
Workshop-by-Workshop Facilitation Tips
Brand Core Workshop
This workshop establishes the foundational "why" of the brand. Key facilitation points:
- Purpose vs. Mission: Help clients distinguish between their reason for existing (purpose) and what they do day-to-day (mission)
- Values: Push beyond generic values like "quality" or "integrity"—ask for specific examples of how values manifest in their business
- Brand Personality: Use the archetype selection as a conversation starter, not a definitive label
Brand Positioning Workshop
This workshop defines the competitive landscape and unique position. Key facilitation points:
- Target Audience: Get specific—demographics, psychographics, pain points, and aspirations
- Competitor Analysis: Focus on perceived competitors, not just direct ones
- Differentiation: Challenge clients to articulate what makes them genuinely different, not just better
Brand Persona Workshop
This workshop captures voice and communication style. Key facilitation points:
- Tone Words: Have clients describe how they want to sound, then validate with examples
- Language Do's and Don'ts: Capture specific phrases, jargon preferences, and words to avoid
- Communication Style: Discuss how formality shifts across different contexts (social vs. formal communications)
After the Workshops
Delivering Results to Clients
Go to Brand Guidelines and export as a DOC file. This creates a professional, editable document with all Brand Intelligence compiled.
Review the exported guidelines with your client. Make any final adjustments to workshop answers, then re-export.
Show clients how their Brand Intelligence powers Halo Chat and Halo Studio tools. Generate sample content to demonstrate brand consistency.
Either transfer account ownership to the client or continue managing their brand as part of an ongoing engagement.
Best Practices for Professionals
Explain that workshops are foundational—the AI tools become more valuable as Brand Intelligence improves
Take notes during sessions on context and reasoning that doesn't fit in card answers
Brand strategy isn't one-and-done. Schedule quarterly reviews to update Brand Intelligence as the brand evolves
The Brand Intelligence score helps identify weak areas. Use it to guide follow-up conversations
Consider the Agency plan for managing multiple client brands. You get 340,000 credits/month and can manage up to 50 brands from a single account.
Common Client Challenges
"We don't know our target audience"
Use the Ask AI feature to generate audience personas based on their product/service description. Then refine together.
"Our competitors all say the same thing"
Focus on the Brand Positioning workshop's differentiation cards. Push for specific, provable differences rather than aspirational claims.
"We want to appeal to everyone"
Explain that specificity improves AI output quality. A focused target audience leads to more compelling, resonant content.
"This feels too corporate/casual"
Revisit the Brand Persona workshop. Adjust tone words and communication style until the generated content feels authentic.