For Course Students
Course Worksheets
Welcome! These are the worksheets that go with The Heritage Brand Bundle courses. Print them or fill them in on screen, and keep them together in one folder. By the end of each course they add up to your finished project.
Enrolled students: the complete worksheet pack is also attached as a downloadable resource inside each course lecture on Udemy.
Course 1: The Heritage Brand Method
Final project: your Belonging Brief
- Belonging Brief Template
- Belonging Gap Diagnostic
- The Method at a Glance
- Identity Ladder Worksheet
- Customer Identity Statement Worksheet
- Four Story Types Cheat Sheet
- Heritage Inventory Worksheet
- Two-Minute Origin Story Planner
- Signal Finder Worksheet
- Welcome Moments Map
- Belonging Signals Audit Checklist
- Affinity Circles Worksheet
- Gathering Places Map
- Host Calendar Planner
- Membership Menu
- Belonging Promise Worksheet
- Sample Belonging Brief: Santos Family Bakery
Course 2: Heritage Brand Marketing
Final project: your 90-Day Belonging Content Calendar. Worksheets for this course will be posted here when the course launches.
Course 3: Heritage Brand Growth
Final project: your 12-Month Belonging Roadmap. Worksheets for this course will be posted here when the course launches.
Want the ideas behind the worksheets? They come from The Heritage Brand: How to Build a Heritage Brand People Love. Not enrolled yet? See the course bundle.
