CMO · Checklist · Beginner · Saves 10+ hours
Brand Consistency Audit Checklist
A comprehensive checklist for auditing brand consistency across all touchpoints. Use quarterly or before major initiatives to ensure nothing has drifted.
What's included
- Digital Touchpoints - (50+ checkpoints)
- Website pages and components
- Product/app interfaces
- Email templates
- Social media profiles
- Advertising creative
- Marketing automation
- Sales Touchpoints - (30+ checkpoints)
- Proposals and decks
- Email signatures
- Demo environments
- Collateral and one-pagers
- Contract templates
- Customer Touchpoints - (25+ checkpoints)
- Onboarding materials
- Support communications
- Product documentation
- Invoice and billing
- Customer success materials
- Internal Touchpoints - (20+ checkpoints)
- Internal presentations
- HR materials
- Office/environment
- Swag and merchandise
Best used when
- Quarterly brand health checks
- New team member onboarding
- Agency partner briefings
- Pre-rebrand current state assessment
- Post-rebrand compliance verification
Why this is Gold
Brand drift is invisible until it's severe. This checklist catches inconsistencies before they compound, with specific checkpoints for every touchpoint.
The template
The Template
DIGITAL TOUCHPOINTS
Website
- Homepage reflects current brand/messaging
- Logo is correct version and placement
- Colors match brand guidelines
- Typography is consistent
- Imagery follows style guide
- CTAs use approved language
- Footer is up to date
- All pages checked (not just homepage)
Product/App
- UI follows brand guidelines
- Icon usage is consistent
- Copy matches voice guidelines
- Error messages on-brand
- Empty states on-brand
- Loading states on-brand
- Templates use current branding
- Email signatures are standardized
- Marketing emails follow guidelines
- Transactional emails on-brand
- Newsletter design consistent
Social Media
- Profile images consistent across platforms
- Cover images current
- Bios match messaging
- Post templates on-brand
- Link previews correct
Advertising
- Display ads follow guidelines
- Video ads use correct assets
- Landing pages match ads
- Retargeting creative current
SALES TOUCHPOINTS
Presentations
- Master template is current
- All active decks use master
- Logo/colors correct
- Messaging aligned
Collateral
- One-pagers current
- Case studies on-brand
- Product sheets updated
- Datasheets consistent
Proposals
- Template current
- Boilerplate accurate
- Pricing sheets branded
- Contract templates updated
Demo Environment
- Demo reflects current product
- Demo materials branded
CUSTOMER TOUCHPOINTS
Onboarding
- Welcome materials current
- Training content on-brand
- Help documentation updated
- Video tutorials current
Support
- Help center branded
- Support email templates current
- Chat widget on-brand
- Knowledge base styled
Success
- QBR templates current
- Review materials branded
- Survey templates on-brand
Billing
- Invoice templates current
- Payment pages branded
- Receipt emails on-brand
INTERNAL TOUCHPOINTS
Presentations
- Internal deck templates current
- All-hands slides on-brand
- Board deck current
HR Materials
- Offer letters branded
- Employee handbook current
- Onboarding materials on-brand
- Benefits information current
Office/Environment
- Signage current
- Wall graphics on-brand
- Meeting room naming consistent
Swag/Merchandise
- Swag uses current logo
- Colors correct
- Quality reflects brand
AUDIT SUMMARY
| Category | Items Checked | Issues Found | Critical Issues |
|---|---|---|---|
| Digital | /__ | ||
| Sales | /__ | ||
| Customer | /__ | ||
| Internal | /__ | ||
| TOTAL | /__ |
Priority Fixes
| Issue | Touchpoint | Owner | Due Date |
|---|---|---|---|
Frequently asked questions
What is the Brand Consistency Audit Checklist?
A comprehensive checklist for auditing brand consistency across all touchpoints. Use quarterly or before major initiatives to ensure nothing has drifted.
Who is the Brand Consistency Audit Checklist for?
It is built for CMOs and their teams working on Brand & Positioning. The AI coach adapts it to your company, stage, and goals.
How long does the Brand Consistency Audit Checklist take to use?
It saves roughly 10+ hours versus building from scratch. Our AI coach can tailor the checklist to your situation in minutes, then hand you a step-by-step plan.
Is the Brand Consistency Audit Checklist free?
Yes. You can read the full checklist and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Brand Consistency Audit Checklist?
The coach teaches you the framework, asks a few questions about your business, tailors the checklist to you, and gives you measurable next steps to execute.