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How to conduct an insightful brand audit

A brand audit should assess the effectiveness of your brand’s performance. The reflective

audit process will measure your brand against stated goals in terms of supporting business development, position in your market and your customer's perception of you.

A brand audit allows you to:

  • Discover strengths and weaknesses

  • Establish your performance

  • Create a detailed brand strategy

  • Understand market positioning


A thorough audit will cover 3 main areas: internal, external and the customer...

  • Internal factors - your values, philosophy and mission. Your business culture and how you see and feel about yourself.

  • External influences - is the marketing material and what others see about you. Your print and digital media profiles, platforms, accounts and content.

  • Customer perception - from your customer support and care to policies and procedures for activity such as sales and service provision

You will use the information you gather, to critically analyze the effectiveness of

your brand, including its ability to support your marketing and achieve your

business goals. Take some time to gather information to analyze during the

brand audit process.

Preparation is key!

A few things you need to gather to effectively audit your brand...

Business information:

  • Vision, mission statement and values.

  • Financial performance and trends.

  • Customer services or goods development records.

  • Intellectual property and trademarks (for example and if applicable).

Customer and staff information & feedback:

  • Customer demographics and market segment information.

  • Customer and staff feedback such as but not limited to questionnaires, surveys, quotes, referrals, reviews.

Marketing information:

  • Advertising collateral, merchandise and analytics from all media.

  • Digital media reports and or analysis, such as Google Analytics,

  • Facebook tracking or platform specific analytics such as Mailchimp data for Email marketing subscription feedback.

You may not have some of these items - don't panic! The audit process is about

finding out where you are, where you want to be and establishing a clear set

of tasks to achieve your business goals. This could mean discovering and overcoming weaknesses s in the brand and business assets and processes.

The last step in conducting an effective audit is to create an actions table where you will record the actions, edits and updates you need to make to your brand, to ensure you are keeping track of the brand development process.

Need help?

That's ok - I got you!

Download my brand audit template and guide following the link below...

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