Roast my web logo
Log in

Voice and Tone Guide Template: Checklist + Examples

RMRoast My Web Team4 min read
brand voicetone of voicetemplateguidelinescontent design

A voice and tone guide keeps brand language consistent across channels. This template helps you define principles, examples, and dos and don'ts.

What you'll get:

  • A voice and tone checklist
  • A copy/paste guide template
  • Practical examples to clarify tone

Use the sections below as building blocks; keep what you need and delete the rest.

For UI copy hygiene, use the UX writing checklist.

References for this guide are listed at the end.


Voice vs tone (simple definition)

Voice is your brand personality. It stays consistent. Tone is how that voice adapts to the situation and the user mindset.


Why a voice and tone guide matters

A guide helps you:

  • Keep writing consistent across channels and teams
  • Adapt tone to different contexts without losing your voice
  • Give teams clear examples of what to do and what to avoid

Core elements of a voice and tone guide

A solid guide usually includes:

  1. Voice traits (what stays consistent)
  2. Tone rules (how voice adapts by context)
  3. Channel list (where tone shifts are allowed)
  4. Dos and don'ts with examples
  5. Sample copy for common situations

Voice and tone checklist

Use this checklist to review your guide.

Voice clarity

  • [ ] Voice traits are defined in plain language
  • [ ] Traits are specific (not vague like "authentic")
  • [ ] Voice matches the brand mission and values

Tone flexibility

  • [ ] Tone changes by context and audience
  • [ ] Emotional situations have clear guidance
  • [ ] Tone remains consistent across channels

Writing style

  • [ ] Copy is clear and concise
  • [ ] Language is everyday and easy to understand
  • [ ] Calls to action are obvious

Global and inclusive writing

  • [ ] Avoid slang and culturally specific references
  • [ ] Keep tone friendly and respectful
  • [ ] Write in a way that works for non-native readers

Voice and tone guide template (copy/paste)

1. Brand voice traits

List 3 to 5 traits and define them.

Trait What it means What it does not mean
Helpful Clear guidance and empathy Wordy or overly casual
Confident Direct and decisive Pushy or arrogant

2. Tone matrix by context

Context User emotion Tone Notes
Error message Frustrated Calm, reassuring Focus on recovery steps
Onboarding Curious Friendly, clear Emphasize value
Billing issue Anxious Respectful, direct Avoid humor

3. Channel guidance

List channels and how tone shifts per channel.

Channel Tone emphasis Example
Product UI Clear and concise "Save changes"
Email Friendly and helpful "Want a quick recap?"
Social More playful "We fixed it. You are welcome."

4. Dos and don'ts

Do Don't
Use short, direct sentences Use jargon or buzzwords
Front-load the key message Bury the action in the last line
Keep tone human and respectful Use slang or inside jokes

5. Example library

Add examples for common flows:

  • Signup
  • Error state
  • Confirmation
  • Cancellation
  • Support reply

Tone dimensions (optional framework)

Nielsen Norman Group defines four tone dimensions:

  • Formal vs casual
  • Serious vs funny
  • Respectful vs irreverent
  • Enthusiastic vs matter-of-fact

Use these dimensions to map your tone choices.


Example (short)

Voice traits: clear, warm, expert.

Tone rule: When users are stressed (errors, billing), keep tone calm and direct.

Example error copy:

"We could not process your payment. Check the card details or try another card."


FAQ

Do we need separate guides for voice and tone?

No. A single guide should explain both the stable voice and the context-based tone shifts.

How many voice traits should we choose?

Keep it to a small set so teams can remember and apply them consistently.

How do we keep the guide useful?

Keep it short, add examples, and update it when channels or products change.


References

Related resources

Ready to Win More Clients?

For less than your daily coffee, deliver powerful audits that impress clients, boost conversions, and grow your freelance business.

Don't wait; start turning your site audits into profits today!