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Assessment & Diagnostics/brand-audit

Brand Audit

You need to evaluate brand health across identity, perception, and consistency.

A client needs to evaluate how consistently their brand shows up across touchpoints, identify gaps and inconsistencies, and prioritize fixes that will have the most impact on brand perception.


How it works

  1. You provide the client name, brand touchpoints (with descriptions or screenshots), and context about brand guidelines or standards
  2. The skill inventories each touchpoint, scores consistency across four dimensions (visual identity, messaging, tone, experience), produces a gap report, and builds a prioritized fix list
  3. It returns a brand consistency scorecard and action plan Kate can present to the client or use to scope a brand alignment engagement

Prompt

You are conducting a brand consistency audit for a Kate Makrigiannis consulting engagement. Kate uses this to help clients see where their brand is fragmented across touchpoints, quantify the inconsistency, and focus remediation on the gaps that matter most to customer perception. Before writing, read knowledge/voice-tone-guide.md -- use the client-facing voice.

Inputs I will provide:

  • Client: {{CLIENT}} (company name, product, brand maturity)
  • Touchpoints: {{TOUCHPOINTS}} (list of brand touchpoints to evaluate -- e.g., website, social profiles, email templates, sales collateral, product UI, packaging, support portal, job postings, investor materials)
  • Brand guidelines (optional): {{GUIDELINES}} (link or description of existing brand guidelines, style guide, or brand book. If none exist, the audit will establish a baseline from the strongest touchpoint.)
  • Context (optional): {{CONTEXT}} (recent rebrand, merger, new product line, customer feedback about brand confusion, growth stage)

Step 1: Build the touchpoint inventory

Catalog every touchpoint the client provided, plus any obvious ones they may have missed. For each touchpoint, document what is observable.

Touchpoint Inventory

#TouchpointChannelAudienceCurrent StateNotes
1[e.g., Website homepage]WebProspects, customers[Brief description of what's there][Any immediate observations]
2[e.g., LinkedIn company page]SocialProspects, talent[Brief description][Notes]
3[e.g., Onboarding email sequence]EmailNew customers[Brief description][Notes]
4[e.g., Product dashboard]ProductActive users[Brief description][Notes]
5[e.g., Sales deck]CollateralProspects[Brief description][Notes]

Coverage check: Flag any common touchpoints the client did not include that typically matter for their business type:

  • [MISSING: No {{touchpoint}} provided -- recommend including in audit if it exists]

Step 2: Define the brand reference standard

If the client has brand guidelines, use those as the scoring baseline. If not, identify the touchpoint that best represents the intended brand and use it as the reference standard.

Brand Reference Standard

  • Source: [Brand guidelines document / Strongest touchpoint: {{name}}]
  • Visual identity baseline:
    • Logo usage: [Primary logo, clear space, minimum size]
    • Color palette: [Primary, secondary, accent colors with hex codes if available]
    • Typography: [Heading font, body font, hierarchy]
    • Imagery style: [Photography style, illustration approach, iconography]
    • Layout patterns: [Grid, spacing, composition tendencies]
  • Messaging baseline:
    • Value proposition: [Core value prop as expressed in reference]
    • Key messages: [2-3 primary messages]
    • Proof points: [Evidence and claims used]
  • Tone baseline:
    • Voice characteristics: [e.g., confident, approachable, technical, playful]
    • Formality level: [Casual / Conversational / Professional / Formal]
    • Vocabulary patterns: [Industry jargon used or avoided, branded terms]
  • Experience baseline:
    • Interaction patterns: [CTAs, navigation, onboarding flow]
    • Response standards: [Speed, personalization, channel expectations]

Step 3: Score each touchpoint

Rate each touchpoint on four dimensions, 1-5 scale.

Consistency Scorecard

TouchpointVisual Identity (1-5)Messaging (1-5)Tone (1-5)Experience (1-5)AveragePriority
[Touchpoint 1]XXXXX.X[Fix / Refine / Maintain]
[Touchpoint 2]XXXXX.X[Fix / Refine / Maintain]
[Touchpoint 3]XXXXX.X[Fix / Refine / Maintain]
[Touchpoint 4]XXXXX.X[Fix / Refine / Maintain]
[Touchpoint 5]XXXXX.X[Fix / Refine / Maintain]
AverageX.XX.XX.XX.XX.X--

Scoring rubric:

  • 5 (Aligned): Matches the brand reference standard. No visible deviation.
  • 4 (Minor gaps): Mostly aligned with small inconsistencies that most audiences would not notice.
  • 3 (Noticeable deviation): Clearly different from the reference standard. A returning customer would notice the disconnect.
  • 2 (Significant deviation): Feels like a different brand. Undermines trust or creates confusion.
  • 1 (Off-brand): Contradicts the brand reference standard. Actively damages brand perception.

Priority thresholds:

  • Fix (score < 3.0): Below acceptable consistency. Requires remediation.
  • Refine (score 3.0-4.0): Functional but inconsistent. Worth improving when resources allow.
  • Maintain (score > 4.0): Strong alignment. Protect and use as a model.

For each score below 4, provide a specific observation explaining the gap. No unsupported scores.

Step 4: Gap report

Group inconsistencies by dimension to reveal systemic patterns.

Gap Report

Visual Identity Gaps (Average: X.X/5)

GapTouchpoints AffectedSeverityRoot Cause
[e.g., Logo appears in 3 different color treatments]Website, email, sales deck[High / Medium / Low][No logo usage guidelines / outdated templates / multiple designers]
[e.g., Typography varies across channels]Product UI, blog, social[High / Medium / Low][Root cause]

Messaging Gaps (Average: X.X/5)

GapTouchpoints AffectedSeverityRoot Cause
[e.g., Value prop stated differently on website vs sales deck]Website, sales deck[High / Medium / Low][Root cause]

Tone Gaps (Average: X.X/5)

GapTouchpoints AffectedSeverityRoot Cause
[e.g., Support emails are formal while marketing is casual]Support, email marketing[High / Medium / Low][Root cause]

Experience Gaps (Average: X.X/5)

GapTouchpoints AffectedSeverityRoot Cause
[e.g., CTA language and button styles differ across web pages]Website, landing pages, product[High / Medium / Low][Root cause]

Systemic patterns: [Identify 2-3 root causes that explain multiple gaps. Common patterns: no centralized brand assets, rapid team growth without brand onboarding, different agencies handling different channels, post-merger brand fragmentation.]

Step 5: Prioritized fix list

Rank fixes by the intersection of brand impact and implementation effort.

Prioritized Fix List

PriorityFixTouchpointsImpact (1-5)Effort (1-5)Impact/Effort ScoreOwner
1[Specific fix -- e.g., "Unify logo treatment: adopt primary logo on dark backgrounds across all digital touchpoints"][List]XXX.X[Marketing / Design / Product / External]
2[Specific fix][List]XXX.X[Owner]
3[Specific fix][List]XXX.X[Owner]
4[Specific fix][List]XXX.X[Owner]
5[Specific fix][List]XXX.X[Owner]

Impact/Effort calculation: Impact / Effort = Score. Higher scores = better ROI on brand consistency effort. Show the division for each row.

Impact scoring (1-5):

  • 5: Fixes a gap visible to most customers across high-traffic touchpoints
  • 4: Fixes a gap visible to engaged customers or across multiple touchpoints
  • 3: Fixes a gap visible to attentive customers or on a single high-traffic touchpoint
  • 2: Fixes a gap on low-traffic touchpoints or one that few customers would notice
  • 1: Cosmetic improvement with minimal customer impact

Effort scoring (1-5):

  • 1: Template swap, copy edit, or config change. One person, one day.
  • 2: Design update across a few assets. One person, one week.
  • 3: Requires coordination across teams or channels. Multiple people, 2-4 weeks.
  • 4: Significant redesign of a touchpoint. Design + development, 1-2 months.
  • 5: Full rebrand or platform migration. Cross-functional, 3+ months.

Step 6: Recommendations summary

Quick Wins (do this week)

  • [Fix that takes < 1 day and addresses a visible gap]
  • [Fix that takes < 1 day]

Short-Term (next 30 days)

  • [Fix requiring design or coordination]
  • [Fix requiring design or coordination]

Strategic (next quarter)

  • [Larger initiative -- e.g., "Create a brand asset library with approved templates for all channels"]
  • [Larger initiative -- e.g., "Develop brand onboarding for new team members and agency partners"]

Foundation Work (if no brand guidelines exist)

If the client lacks documented brand guidelines, recommend creating them before tactical fixes. Without a reference standard, fixes will drift again.

Kate's Talking Points

  • The headline: overall consistency score and what it means for customer perception
  • The biggest gap: the single inconsistency doing the most damage
  • The systemic root cause: why the brand drifted and what will prevent it from drifting again
  • Quick wins to demonstrate progress before the larger fixes

For developing the messaging framework this brand should align to, use /brand-messaging-framework. For building the style guide that prevents future drift, use /style-guide.


Example Output

Input

  • Client: Verdant Supply Co. — direct-to-consumer sustainable home goods brand, Series A ($8M raised 18 months ago), mid-maturity brand that underwent a partial rebrand six months ago but never rolled it out consistently
  • Touchpoints: Website homepage, Instagram profile, email welcome sequence (3 emails), product packaging, Amazon storefront, Shopify checkout flow, customer support email templates
  • Brand guidelines: A 12-page brand book created at rebrand with logo files, a color palette (Forest Green #2D6A4F, Warm Sand #F4E1C1, Charcoal #2C2C2C, White #FFFFFF), and two typefaces (Canela for headings, Inter for body) — PDF exists but was never distributed to the ops or customer support teams
  • Context: Post-rebrand drift — the rebrand was applied to the website and packaging but not to older templates still in use by the support team, Amazon storefront (managed by a third-party agency), or the Shopify checkout (handed off to a developer contractor). Customer reviews on Trustpilot have twice mentioned the brand feels "inconsistent" or "cheap" at checkout.

Output (abbreviated)

Brand Audit: Verdant Supply Co.

Prepared for Kate Makrigiannis Consulting


Touchpoint Inventory

#TouchpointChannelAudienceCurrent StateNotes
1Website homepageWebProspects, returning customersFully rebranded. Canela headings, Forest Green hero, lifestyle photography with natural textures. Strong brand expression.Best representation of intended brand. Used as reference standard.
2Instagram profileSocialProspects, brand communityMix of old and new visual era. ~40% of posts use the legacy teal/white palette. Bio copy references an old tagline.Grid creates a fractured visual impression; no clear rebrand cutover point.
3Email welcome sequence (3 emails)EmailNew customersEmail 1 uses new logo and palette. Emails 2–3 revert to a legacy template with teal header, different logo lockup, and serif body font (not Inter).Sequence feels like it switches brands mid-onboarding. High visibility — every new customer sees this.
4Product packagingPhysicalCustomers, gift recipientsFully rebranded. Forest Green with Canela type, kraft texture, clean layout. Premium feel.Strong. Matches website.
5Amazon storefrontE-commercePrice-conscious and comparison shoppersManaged by third-party agency. Uses old brand assets — legacy logo, teal accent color, generic lifestyle photography inconsistent with website imagery.Agency has not received the new brand book. Significant volume channel.
6Shopify checkout flowE-commerceCustomers at point of purchaseButton colors are default Shopify blue (#0070F3). Logo in header is the legacy version. No brand typography applied.Developer contractor work. High-friction brand moment — Trustpilot complaints likely originate here.
7Customer support email templatesEmailActive customers, post-purchasePlain-text style with no logo. Signature uses "Verdant" without brand lockup. Tone is formal and transactional ("Dear valued customer," "Please be advised").Support team never received brand book. Tone completely misaligned with warm, approachable website voice.

Coverage check:

  • [MISSING: No job postings / careers page provided — recommend auditing if hiring actively, as talent touchpoints shape brand perception among a savvy audience]
  • [MISSING: No SMS or post-purchase review request templates provided — common for DTC brands at this stage and worth including in a follow-up pass]

Brand Reference Standard

  • Source: Website homepage (strongest touchpoint; brand book confirms alignment)
  • Visual identity baseline:
    • Logo: Wordmark in Charcoal on light backgrounds; reversed white on Forest Green. Minimum clear space = cap-height of "V" on all sides.
    • Color palette: Forest Green #2D6A4F (primary), Warm Sand #F4E1C1 (secondary), Charcoal #2C2C2C (text), White #FFFFFF (backgrounds)
    • Typography: Canela (headings, display); Inter (body, UI, captions)
    • Imagery: Natural light, earthy textures, real homes — not staged studio sets. No stark white backgrounds.
    • Layout: Generous white space, left-aligned text blocks, asymmetric grid
  • Messaging baseline:
    • Value proposition: Sustainable home goods that don't sacrifice quality or aesthetics
    • Key messages: (1) Responsibly sourced materials; (2) Designed to last, not to trend; (3) Good for your home and the planet
    • Proof points: B-Corp certification pending, recycled packaging, supplier transparency page
  • Tone baseline:
    • Voice: Warm, considered, quietly confident — knowledgeable without being preachy
    • Formality: Conversational
    • Vocabulary: Avoids greenwashing buzzwords ("eco-friendly," "planet-positive"); prefers specific, honest language

Consistency Scorecard

TouchpointVisual Identity (1-5)Messaging (1-5)Tone (1-5)Experience (1-5)AveragePriority
Website homepage55544.8Maintain
Instagram profile33433.3Refine
Email welcome sequence34423.3Refine
Product packaging54454.5Maintain
Amazon storefront22322.3Fix
Shopify checkout12211.5Fix
Support email templates22121.8Fix
Average3.03.13.32.73.1

Key observations on scores below 4:

  • Instagram — Visual Identity (3): Legacy teal palette visible in ~15 of the last 37 posts. Grid has not been curated post-rebrand.
  • Email welcome — Experience (2): Emails 2 and 3 load a legacy template. A customer who reads all three experiences two different brands in their first 72 hours.
  • Amazon — Visual Identity (2) / Messaging (2): Agency using a logo file predating the rebrand; storefront copy emphasizes "eco-friendly" (a term the brand book explicitly avoids) and lacks the supplier transparency proof point.
  • Shopify checkout — Visual Identity (1) / Experience (1): Default Shopify blue CTA buttons, legacy logo, no brand fonts. The checkout is the highest-intent moment in the purchase journey — this is where the Trustpilot "cheap" comments originate.
  • Support templates — Tone (1): "Dear valued customer" and "Please be advised" language is the antithesis of the brand's warm, conversational voice. No logo, no brand color. Feels like a generic fulfillment company.

Gap Report

Visual Identity Gaps (Average: 3.0/5)

GapTouchpoints AffectedSeverityRoot Cause
Legacy logo still in active useAmazon, Shopify checkout, support emailHighOld files not replaced; brand book not distributed to agency, developer, or ops team
Legacy teal palette appearing alongside new Forest GreenInstagram, email sequence (emails 2–3)HighNo template audit at rebrand; old Mailchimp/Klaviyo templates not updated
Default platform UI overriding brand colorsShopify checkoutHighDeveloper contractor did not apply brand customization to checkout theme

Messaging Gaps (Average: 3.1/5)

GapTouchpoints AffectedSeverityRoot Cause