Marketing design
17
min read

How to Do a Brand Audit: 8-Step Comprehensive Guide for Beginners

Table of contents

TL;DR

If your brand feels a little off, it’s time for a brand audit. This guide walks you through an 8-step process to uncover what’s not working, align your internal and external brand, and turn insight into action. Plus, you’ll get practical tools and a free checklist to make the whole thing easier.

According to a Marq study, 31% of companies admit their brand guidelines are followed only selectively. Which means their visual identity, voice, and overall perception are left to chance, and it shows.

Inconsistent branding doesn’t just look messy. It quietly erodes trust, dilutes messaging, and confuses customers. By following this approach, even strong brands lose their edge over time.

A brand audit is your chance to hit pause and ask: Is the story we’re telling still working?

At TodayMade, we’ve worked with enough teams struggling with these exact issues to know one thing — a solid brand audit changes everything. That’s why we couldn’t not share what we’ve learned.

In this guide, we’ll walk you through a clear, actionable process complete with practical steps, smart tools, and a downloadable brand audit template to help you get started. Now, let’s move to the details.

What is a brand audit, and why does it matter

A brand audit is a structured review of how your brand performs, both inside your company and out in the world. It shows you what’s working, what’s off, and where your message gets lost.

What is a brand audit
Source: Inkbot Design

A proper brand audit helps you:

→ See where your brand is inconsistent or unclear

→ Understand how your internal perception aligns with external realities

→ Spot outdated, off-brand, or confusing touchpoints

→ Make informed decisions for rebranding, repositioning, or optimization

More so, most teams run into trouble because they’re only looking at one part of their brand. You need to audit across functions: how the brand is understood internally, how it appears externally, and how customers actually experience it. And that’s what we’ll explore in detail later in this article. 

Signs you need a brand audit

Sometimes the need for a branding audit is obvious — a merger, a rebrand, or a major market shift. But more often, the signs are subtle. Things start to feel... off. Teams get misaligned. Marketing KPIs slow down. Feedback gets vague.

Brand Audit example
Source: Devmont Digital

Here are common signals it’s time to pause and take stock:

→ Stagnant or declining engagement

Your audience isn’t responding like they used to. Clicks are down. Conversions are flat. Campaigns that once worked now land with a shrug.

→ Inconsistent messaging across channels

Your website says one thing, sales emails say another, and your social media voice is doing its own thing entirely.

→ Your team can’t agree on what the brand stands for

Ask five people to describe the brand, and get five totally different answers. This is a red flag, especially if they work on customer-facing teams.

→ Your visual identity feels outdated or fragmented

Maybe your logo was refreshed, but your presentations still use the old one. Or your product UI and marketing site look like different outsource designers made them.

→ You’ve outgrown your original positioning

You started as a tool for freelancers. Now, enterprise clients are knocking, but your messaging still talks like you’re in early-stage startup mode.

→ Customer experience gaps are showing up

Support tickets mention confusion. Onboarding feels clunky. Churn is rising, but it’s unclear why. Brand misalignment might be the root cause.

If any of this sounds familiar, you’re not alone, and you’re not too late. A brand audit won’t fix everything overnight, but it gives you the clarity and direction to start making changes that stick. And that’s exactly what we’ll talk about in the next sections.

Two ways to run a brand audit: Quick check or full deep dive

Not every team has weeks to run a full-scale audit with slides, stakeholder interviews, and deep research. And not every brand needs that.

There are two ways to approach your audit:

  • A Quick Check — if you’re short on time, running solo, or just need to spot surface-level misalignments.
  • A Full Deep Dive — if you’re preparing for a rebrand, working across multiple teams, or need stakeholder alignment.

Let’s break it down.

Quick check

A quick check can be done in a couple of days and is perfect when you need speed over depth. It focuses on surface-level signals: check if your website, emails, and social channels look and sound like they came from the same company. Read through your main messaging — homepage headline, product one-liner, pitch deck — and ask if it’s still true, still clear, still relevant. 

Then compare that to how your team actually talks about the brand. You’ll likely spot small gaps that feel bigger once you see them. Capture a handful of inconsistencies and make note of brand assets that feel off. It’s not comprehensive, but it’s enough to understand where the cracks are forming.

Quick brand audit process

Full audit

A full audit takes more time — typically a couple of weeks — but offers a complete view of your brand’s health. You’ll gather input from across departments, run internal surveys, and listen to your customers through interviews or feedback analysis. It’s also a chance to review your brand guidelines (if they exist) and evaluate how well they’re actually followed in the wild. 

In this case, everything gets reviewed, including your product UI, sales decks, support tone, and ad campaigns. Of course, it’s a heavy lift, but essential if you’re heading into a rebrand, moving upmarket, or facing team growth that demands brand consistency at scale.

Full brand audit process

When you’re not sure which one you need, use this 3-question test:

  1. Has anything major changed in your product, market, or team recently?
  2. Are multiple people or departments working on customer-facing materials?
  3. Would a brand inconsistency today hurt your credibility or growth tomorrow?

If you answer “yes” to at least two, go deep. You’ll save more time (and pain) later by doing it right now.

Step-by-step guide on how to conduct a brand audit 

Every brand drifts over time. Teams evolve, messaging shifts, assets pile up — and suddenly the brand that once felt sharp starts to feel scattered. A brand audit is how you bring it back into focus.

What follows is a practical brand audit framework we use with clients to uncover brand misalignments and reconnect teams around a shared narrative. Each step builds on the one before, helping you spot gaps and overlaps across your brand. 

Brand audit process
Source: Liquid Creativity

1. Set your objectives and gather your team

Before diving into logos, landing pages, or tone of voice, you need to define what you’re auditing for. The best brand audits start with a clear objective, something tied to a specific moment or challenge your company is facing.

Here are a few real examples of strong audit goals:

  • Align our messaging with our updated product roadmap
  • Identify why customer trust is dropping post-signup
  • Unify brand assets after a recent merger
  • Validate if our current brand still fits our target audience

Once the objective is clear, you’ll know what to pay attention to and what you can safely skip. It also helps you decide who needs to be involved. Even a small audit benefits from multiple perspectives, and avoiding this step often leads to internal pushback later. 

Depending on your team size, you might involve:

  • Marketing, for messaging and creative execution
  • Product or design, for in-product branding and UI
  • Sales and support, who hear customer feedback first-hand
  • Leadership, especially if brand perception is tied to business goals

If you’re working solo or in a small team, don’t overcomplicate it. One short call or a few async Slack replies from key people can be enough to surface blind spots.

2. Review internal brand understanding

We already touched on this topic a bit, but let’s take a closer look at it. One of the easiest ways to spot a brand problem is to ask your own team to define the brand and listen to what comes back.

Internal confusion is one of the most common issues we’ve seen in brand audit examples. When different teams describe the company in different ways, the disconnects multiply across campaigns, content, support conversations, and even hiring. Before you fix what customers see, you need to understand how your own people perceive the brand.

Internal branding
Source: Proxify

You don’t need a formal alignment workshop to get started. A brief internal survey or a shared document with a few simple prompts can reveal a lot. Here are questions worth asking:

→ How would you describe our brand in 2–3 words?

→ What do you think makes our brand different from competitors?

→ If we disappeared tomorrow, what would customers miss?

→ What part of the brand do you personally feel least connected to?

→ Where do you see confusion or inconsistency in how we show up?

Keep it anonymous if possible, people are more honest that way.

Once you gather responses, analyze them for patterns. Are certain values or phrases repeating? Are there conflicting descriptions between teams? Are people using aspirational language, or just repeating what’s in the last brand deck?

At this stage, don’t worry about right or wrong answers. Ideally, most people should say the same types of things, even if they’re using different words. If they’re not, that’s a signal: your brand needs internal clarification before you can expect consistency externally.

This insight becomes your baseline. Later in the brand audit process, when you’re realigning your messaging or visuals, you’ll know whether your updates are actually closing the internal gaps or just putting a fresh coat of paint on a still-fragmented identity.

3. Evaluate external brand touchpoints

Now that you’ve explored how to conduct a brand audit internally, it’s time to see how it actually shows up in the real world.

Start by collecting all your public-facing assets. This includes your:

  • Website
  • Blog and resource center
  • Social media profiles
  • Email templates and newsletters
  • Landing pages and ad creatives
  • Presentation decks and case studies
  • Press releases and media coverage
  • Packaging (if applicable)

What you need to do in this stage is prioritize your most customer-facing or frequently used materials. The goal is to audit for consistency, clarity, and relevance.

For this, we recommend experiencing the assets as your audience would. Open your website on mobile and desktop. Read the email welcome flow. Click through social bios. Sign up for the product or newsletter. You’re looking for inconsistencies, friction, and disconnects between the brand you think you’re presenting and the one your audience actually experiences.

If you work in a larger team, split up the audit and assign sections to each member. Then regroup and compare notes (it’s often surprising what others spot that you’ve become blind to).

You’ll likely find outdated visuals, inconsistent CTAs, duplicated efforts, or legacy content that no longer reflects who you are. Don’t panic, because this is exactly what the digital brand audit is for. You’re not here to fix it all today, just to document where the work needs to start.

4. Audit your visual identity and brand assets

Visual inconsistency is one of the fastest ways to erode trust and one of the easiest to miss when you’re close to the brand. Even companies with solid brand guidelines may end up with mismatched colors, outdated logos, or graphic design elements that just don’t belong. This step is where you catch that drift.

Distinctive Brand Assets (DBAs)
Source: 42courses

Start by gathering the core elements of your visual system:

  • Logos (primary, secondary, favicon, social)
  • Color palette
  • Typography styles
  • Iconography
  • Imagery and illustrations
  • UI components (if applicable)
  • Templates (slide decks, proposals, case studies)

Once done, go beyond the brand manual. The point of this audit is to see how the brand actually gets used in real life. Check across marketing materials, product UI, internal docs, event booths, investor decks, and even hiring pages.

Here’s what to look for:

→ Are different logo versions being used inconsistently (wrong size, spacing, colors)?

→ Is the color palette being respected or stretched to fit random campaigns?

→ Are typefaces mixed across platforms or misused (e.g., poor hierarchy)?

→ Do visuals feel cohesive, or do they look like they came from different brands?

→ Are your templates being followed or reinvented by each team?

You can even visualize this by creating a slide or moodboard that shows examples of on-brand vs. off-brand executions. Trust us — patterns will emerge quickly.

5. Analyze your customer experience

Customer experience (CX) is one of the most telling layers of a brand audit framework. It reveals how your brand feels in action: how customers interpret messaging, how they’re treated post-purchase, and whether their expectations match the reality of your product or service.

When jumping on this step, start with two lenses:

  • The onboarding experience — How do new customers or users experience your brand in the first 24–48 hours? Is the tone of communication consistent with what your marketing promised? Is there unnecessary friction that might sour their first impression?
  • Customer touchpoints — Review support conversations, NPS scores, feedback forms, live chat logs, or customer interviews. What language do people use to describe your brand? What patterns show up in complaints, praise, or churn reasons?

To go one level deeper, try simulating the customer journey yourself. Sign up for your own service, purchase a product, submit a support request, and pay close attention to how the experience actually feels.

You can also use tools like NotebookLM to quickly synthesize large volumes of unstructured feedback (support logs, reviews, transcripts) and spot themes faster.

6. Measure your market presence

Your brand tends to live in the minds of your audience, your competitors’ customers, and even people who’ve only seen one ad. That’s why market presence matters. It tells you how well your brand is known, remembered, and talked about beyond your own channels.

Total online presence for brand audit
Source: Fixyr

Start by checking where and how your brand appears externally:

  • Your search presence is the most obvious starting point. Google your brand name and key product terms to see what shows up first. Third-party articles, review sites, and SEO snippets should reflect your current positioning, not an outdated version of your story.
  • On review platforms like Trustpilot or Google Reviews, pay attention to recurring themes. Look for comments that mention tone, trust, credibility, or brand values. They often reveal more about perception than your marketing copy does.
  • For social mentions, use tools like Brand24, Sprout Social, or platform-native analytics to track how often your brand is mentioned — and in what context. Quantity is helpful, but sentiment and language matter more.
  • Review your media presence and partnerships. Recent press features, guest articles, podcast appearances, or collabs should reflect your current positioning. If they still tie you to an outdated niche or early-stage identity, it might be time to shift your outreach strategy.

If you have access to share-of-voice or search trend topics, use them, but don’t get stuck chasing numbers. Even five customer reviews and a few social media followers’ posts can reveal more about perception than a dashboard ever will.

7. Compare your positioning vs. competitors

Your customers are constantly comparing you, even if they don’t realize it. In this regard, it’s critical to understand how your brand stacks up against competitors in features, pricing, and, most importantly, in perception.

This step doesn’t require you to run a full competitor analysis or copy what others are doing. You need to understand how different you actually are in the market and whether that difference is intentional, valuable, and clear.

Start by choosing 3–5 direct or adjacent competitors. Review:

  • Their website homepages and product pages
  • Headlines, value propositions, and CTAs
  • Tone of voice and visual style
  • Customer reviews and testimonials
  • Social media presence and content themes

As you go, ask:

  • What positioning are they claiming? (Speed, affordability, innovation, personalization?)
  • What’s their tone? Is it bold and opinionated, or safe and generic?
  • How do they make customers feel: empowered, reassured, entertained?
  • Do we sound or look like them more than we want to admit?

Now it’s time to reflect that back on your own brand. Are you truly differentiated, or just saying similar things in a slightly different shade of blue?

To make this exercise easier, try building a simple SWOT comparison (strengths, weaknesses, opportunities, threats) or a two-axis positioning map. In this case, even sketching this on paper helps you visualize the whitespace you may be missing.

SWOT for brand audit
Source: BNI

Supporting your analysis, compile data on concrete metrics. Compare factors such as market share, social media following and engagement, website traffic, or share of voice in press and online mentions. These quantitative indicators can show how visible and compelling each brand is in the market. 

For instance, you might discover that a competitor owns a significantly larger share of online conversations about your product category, which means they’ve achieved stronger brand awareness.

8. Analyze findings and identify key insights

If you’ve been following the brand audit process and capturing your observations along the way — whether in a slide deck, spreadsheet, or a well-organized Google Doc — congrats. You’ve already done most of the heavy lifting. But if you haven’t started organizing yet, now’s the time. Pull everything together into one place before the bigger picture starts slipping through the cracks.

When it’s all in front of you, your job is to make sense of it. Look for patterns, contradictions, and recurring pain points. Maybe your team is aligned internally, but your public messaging says something else entirely. Maybe your marketing emails feel polished, but support interactions don’t match the tone. 

An example of the SWOT Analysis
Source: Milanote

One thing we haven’t talked about yet is how to prioritize what to do with all these insights. Here’s a simple, practical approach: flag everything with one of three labels — urgent, important, or worth noting. 

Urgent issues are those hurting the brand right now (like outdated messaging on your homepage). Important ones might not be visible to users yet, but they create friction inside your team or product. The rest — brand quirks, low-impact inconsistencies — are worth tracking, but not worth panicking over.

When you walk away from this step, you should have a shortlist of high-impact insights that will shape your next moves. After all, even principles from classic scientific advertising remind us that clear messaging built on real insight always wins.

What to do with your audit results

You’ve wrapped up the branding audit. You’ve spotted the gaps, mapped the inconsistencies, and maybe even felt a bit overwhelmed by everything that surfaced. But before you sit back and feel accomplished, pause.

The real work starts now.

Turning insights into impact takes more than good intentions. It takes structure. And while you won’t fix everything overnight, you can absolutely build a plan that creates momentum and starts delivering results within weeks.

Here’s what that can look like:

Weeks 1–2: Prioritize and align internally

Review your findings with stakeholders. Translate your most urgent issues into simple problem statements, like “Our homepage messaging doesn’t reflect our new product focus. Then define what success looks like. Is it rewriting that page? Rebuilding the design system? Archiving old assets? Be specific.

Weeks 3–6: Tackle quick wins and momentum builders

This is where you build confidence. Clean up outdated visuals, remove broken brand touchpoints, fix key pages with confusing CTAs, or align your welcome emails with your current tone of voice. These are the changes you can make without three rounds of approval, but they immediately improve brand consistency.

Brand audit results
Source: WordStream

Weeks 7–12: Lay the groundwork for deeper shifts

By now, you’ll have momentum and a clearer sense of what’s next. Start working on heavier lifts like rethinking your value proposition, redesigning templates, creating updated brand guidelines, or exploring new positioning directions. If you’re planning a rebrand, this is also when you should begin scoping that out (team, timeline, budget, deliverables).

A few practical tips:

  • Use screenshots as before/after brand audit example to show progress
  • If brand guidelines don’t exist yet, build a “minimum viable brand system,” one page with logos, type, tone, and rules of use
  • Create a shared folder or drive for updated assets (don’t bury them in Slack threads)

Don’t expect to fix your brand in 90 days, but you can absolutely realign the key elements that shape perception. Focus on consistency first, then creativity. And remember: a clean brand makes everything else you do more effective.

Tools and templates for brand audits

You don’t need fancy software to run a digital brand audit, a Google Doc, and a critical eye can get you far. But if you want to speed things up, centralize your findings, or run more complex evaluations, the right business tools can make a difference. Let’s break it down by type.

Visual and design compliance tools

Platforms like Sprinklr, Artwork Flow, Clappia, Ziflow, and ImageKit let you upload your brand guidelines and scan images, PDFs, and design assets to flag anything off-brand, like incorrect logos, outdated fonts, or inconsistent colors. 

Some tools offer automated checks and reports that highlight deviations across different file types. If your brand operates across multiple teams or languages, these assets can help you stay consistent. Many offer free trials, so take advantage and test which interface actually fits your workflow.

Content and messaging evaluation

If you’re conducting a brand message audit, AI tools like NotebookLM can be surprisingly useful. One Redditor shared how they uploaded their brand guide as one source and marketing assets as another, then prompted NotebookLM to review alignment between them.

Comment on Reddit about brand guide

With a simple configuration like “You’re a senior brand manager evaluating content for consistency,” you can get a solid first-pass critique of voice, language, and narrative fit. It’s not perfect, but it catches misalignments you might otherwise miss, especially helpful if you’re running the audit solo.

Surveys and internal feedback collection

For gathering input from your team or stakeholders, tools like Google Forms, Typeform, or Tally are quick to set up and make it easier to synthesize themes from written responses. If you want something a bit more collaborative, FigJam, Miro, or Notion work great for real-time workshops or asynchronous input.

Templates and frameworks

To simplify things a bit, you can rely on our brand audit checklist, which covers all the core areas: visuals, messaging, experience, and consistency across touchpoints. You can also use a list of questions we explored earlier and conduct an internal survey to gauge alignment across teams, or rely on a simple positioning map to visualize where your brand sits next to competitors.

Once your findings are in place, think about the way to present them. A short Loom video, annotated screenshots, or a five-point summary shared in a team meeting can be effective. The key is to tailor the format to your audience. Executives need clarity. Designers need visuals. Marketing needs examples.

When to bring in outside help

If you’ve made it this far, you’ve likely uncovered a lot — conflicting messages, scattered visuals, or a brand that just doesn’t quite match where your product is. Maybe you already know what needs to change. Maybe you’re still sorting through the mess. Either way, here’s the thing: you don’t have to do it all alone.

For early-stage founders or lean marketing teams, knowing how to do a brand audit can be daunting, as there are many areas that need attention. And once the gaps are visible, someone has to fix them. That’s where we at TodayMade can give you a hand.

We help companies take all the insights and turn them into design systems that are actually used, messaging that matches the product, and customer journeys that feel cohesive from the first click. Sometimes, all it takes is a few weeks of collaboration.

So if your branding audit gave you more questions than answers — or you know what needs fixing but don’t have the time or people to get it done — let’s talk. Because identifying the problem is great. But building the solution is what moves the needle.

Got questions?

  • The standard brand audit definition is a review of how your brand is performing internally and externally.

    It looks at everything from messaging and visual identity to customer experience and market presence. The goal is to identify inconsistencies, misalignments, or outdated elements that may be holding your brand back.

  • The brand audit process starts with setting a clear objective, then reviewing internal understanding, external touchpoints, visual identity, customer experience, and market presence.

    From there, you analyze findings, identify key insights, and prioritize action items.

  • There are two common methods: a quick check and a full deep dive.

    A quick check is surface-level — ideal for solo marketers or early-stage teams. It focuses on visible elements like website copy, tone, and visuals. A deep dive includes internal interviews, customer research, competitive analysis, and full documentation of assets and feedback.

  • The brand audit process typically includes:

    • Internal brand perception assessment
    • Review of visual and verbal assets
    • Analysis of customer touchpoints and experience
    • Evaluation of public visibility (search, reviews, mentions)
    • Competitive positioning overview
    • Prioritization of findings into actionable next steps

    In short, it covers everything that influences how your brand is seen, understood, and experienced.

  • A brand audit is especially valuable before a rebrand, after rapid growth, when entering a new market, or if you’re seeing inconsistent engagement.

    But honestly, if your messaging feels off, your visuals look dated, or your team isn’t aligned, that’s reason enough. Most brands drift slowly, and an audit is how you catch it before it gets expensive.