CMO · Template · Intermediate · Saves 35+ hours
Company Messaging Document
A template for the master company messaging document - the single source of truth for how the company talks about itself.
What's included
- Company Foundation
- Mission and vision
- Value proposition
- Brand positioning
- Company story
- Messaging Architecture
- Core narrative
- Pillar messages
- Proof points
- Boilerplate (multiple versions)
- Audience Variations
- Customer messaging
- Investor messaging
- Employee messaging
- Partner messaging
- Media messaging
- Usage Guidelines
- When to use what
- Customization boundaries
- Approval process
Best used when
- Creating or refreshing company messaging
- Ensuring alignment across teams
- Onboarding new employees or agencies
- Preparing for major campaigns or funding
Why this is Gold
Most companies have messaging scattered across documents. This creates the authoritative source that everyone references.
The template
The Template
DOCUMENT STRUCTURE
How to Use This Document
COMPANY MESSAGING DOCUMENT
Master Version: [Date]
Owner: [Name/Team]
Review Cadence: Quarterly
THIS DOCUMENT IS:
• The single source of truth for company messaging
• Required reading for all customer-facing roles
• The foundation for all external communications
THIS DOCUMENT IS NOT:
• A substitute for audience-specific messaging
• Static - it evolves with the company
• Permission to copy/paste without customization
COMPANY FOUNDATION
Mission & Vision
MISSION:
[One sentence describing what you do and for whom]
VISION:
[One sentence describing the future you're creating]
PURPOSE:
[One sentence describing why you exist]
Value Proposition
VALUE PROPOSITION STATEMENT
FOR [target customer]
WHO [have this need/problem]
[Company] IS A [category]
THAT [key benefit/differentiation]
UNLIKE [alternative/competitor]
WE [unique advantage]
Brand Positioning
BRAND POSITIONING STATEMENT
[Company] is the [category leader/choice] for [target audience]
because we [unique capability/approach]. Unlike [competitors/alternatives],
we [key differentiator], which enables [customer outcome].
KEY ATTRIBUTES:
• [Attribute 1]
• [Attribute 2]
• [Attribute 3]
BRAND PERSONALITY:
• [Tone descriptor 1]
• [Tone descriptor 2]
• [Tone descriptor 3]
Company Story
COMPANY STORY TEMPLATE
THE ORIGIN:
[How and why the company was founded - the insight]
THE PROBLEM:
[What problem did founders see that others missed?]
THE SOLUTION:
[How does the company solve it differently?]
THE JOURNEY:
[Key milestones and growth]
THE FUTURE:
[Where is the company headed?]
ELEVATOR PITCH (30 seconds):
[Combine above into 30-second story]
MESSAGING ARCHITECTURE
Core Narrative
CORE NARRATIVE
THE WORLD IS CHANGING:
[Market/industry shift creating opportunity]
THE OLD WAY DOESN'T WORK:
[Why current approaches are failing]
THERE'S A BETTER WAY:
[Our approach/philosophy]
WE MAKE IT POSSIBLE:
[How we enable the better way]
THE RESULT:
[What customers achieve]
Pillar Messages
| Pillar | Message | Proof Points | Audience Priority |
|---|---|---|---|
| [Pillar 1] | [Message] | • [Proof 1] • [Proof 2] • [Proof 3] |
[Who cares most] |
| [Pillar 2] | [Message] | • [Proof 1] • [Proof 2] • [Proof 3] |
[Who cares most] |
| [Pillar 3] | [Message] | • [Proof 1] • [Proof 2] • [Proof 3] |
[Who cares most] |
Key Proof Points
| Type | Proof Point | Source | Use For |
|---|---|---|---|
| Customer | [Metric/quote] | [Customer] | Sales, marketing |
| Product | [Capability/feature] | Internal | Sales, product marketing |
| Market | [Data point] | [Source] | Thought leadership, PR |
| Recognition | [Award/analyst] | [Source] | Credibility |
BOILERPLATES
Short Boilerplate (25 words)
[Company] [what you do] for [who]. [One key differentiator or outcome].
Standard Boilerplate (50 words)
[Company] is [category description] that helps [target audience] [achieve outcome].
[Key differentiator or approach]. [Proof point - customers, growth, or recognition].
Learn more at [website].
Long Boilerplate (100 words)
[Company] is [category description] that enables [target audience] to [outcome].
Founded in [year], [Company] [brief origin/approach]. The [platform/product]
[key capabilities]. [Company] serves [customer description] including [notable
customers if disclosable]. [Key proof point - metric, award, recognition].
[Company] is headquartered in [location] with [team size/locations].
Learn more at [website].
Press Release Boilerplate
About [Company]
[Company] is the [category position] for [audience]. [Company]'s [platform/product]
enables [target customers] to [outcome] by [how]. Trusted by [customer descriptor]
including [notable names if available], [Company] has [key metric]. Founded in
[year] and headquartered in [location], [Company] is backed by [investors if relevant].
For more information, visit [website] or follow us on [social handles].
AUDIENCE VARIATIONS
Customer Messaging
| Customer Type | Their Priority | Our Message |
|---|---|---|
| [Segment 1] | [What they care about] | [Tailored message] |
| [Segment 2] | [What they care about] | [Tailored message] |
| [Segment 3] | [What they care about] | [Tailored message] |
Investor Messaging
INVESTOR MESSAGE
MARKET OPPORTUNITY:
[Size, growth, timing]
OUR POSITION:
[Differentiation, traction, momentum]
KEY METRICS:
• [Growth metric]
• [Efficiency metric]
• [Scale metric]
WHY NOW:
[Timeliness, catalyst]
THE ASK/OPPORTUNITY:
[What you're seeking/offering]
Employee Messaging
EMPLOYEE VALUE PROPOSITION
WHY JOIN:
[Mission/impact]
WHAT YOU'LL DO:
[Meaningful work description]
HOW WE WORK:
[Culture/values]
WHAT YOU'LL GET:
[Benefits/growth]
JOIN US:
[Call to action]
Partner Messaging
PARTNER MESSAGE
OPPORTUNITY:
[Why partner with us]
YOUR BENEFIT:
[What partners gain]
OUR COMMITMENT:
[What we provide]
JOINT VALUE:
[Combined customer benefit]
USAGE GUIDELINES
When to Use What
| Situation | Which Messaging |
|---|---|
| Press release | Standard boilerplate + relevant pillar |
| Sales pitch | Value prop + customer-specific pillar |
| Website homepage | Core narrative + short boilerplate |
| Social media | Short boilerplate + soundbite |
| Investor deck | Investor messaging + market positioning |
| Job posting | Employee messaging + mission |
Customization Guidelines
CUSTOMIZATION RULES
ALWAYS KEEP:
• Core value proposition
• Brand voice/tone
• Key differentiators
• Factual claims
CAN ADJUST:
• Length (within provided versions)
• Emphasis based on audience
• Industry-specific examples
• Channel-appropriate format
NEVER CHANGE:
• Fundamental claims
• Company name/spelling
• Key statistics (without verification)
• Legal/compliance language
Approval Process
| Content Type | Approval Needed | Approver |
|---|---|---|
| Using approved messaging | None | Self |
| Minor customization | PR/Marketing review | [Name] |
| New messaging | PR + Executive approval | [Name] |
| Legal/financial claims | Legal + PR | [Name] |
Frequently asked questions
What is the Company Messaging Document?
A template for the master company messaging document - the single source of truth for how the company talks about itself.
Who is the Company Messaging Document for?
It is built for CMOs and their teams working on PR & Communications. The AI coach adapts it to your company, stage, and goals.
How long does the Company Messaging Document take to use?
It saves roughly 35+ hours versus building from scratch. Our AI coach can tailor the template to your situation in minutes, then hand you a step-by-step plan.
Is the Company Messaging Document free?
Yes. You can read the full template and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Company Messaging Document?
The coach teaches you the framework, asks a few questions about your business, tailors the template to you, and gives you measurable next steps to execute.