A comprehensive brand audit is essential for businesses looking to align their messaging with their target audience, boost brand recognition, and build lasting customer loyalty. However, executing a brand audit effectively requires a structured approach.
Fortunately, a handy brand audit report template simplifies the entire process. These templates eliminate guesswork and offer a clear roadmap for brand managers, marketers, and business owners to analyze their brand’s health.
If you want to conduct a detailed brand audit for your organization or clients, here are the 15 best templates to help you get started quickly!
🧠 Did You Know? Brands with an articulated purpose grow twice as fast as those without.
15 Free Brand Audit Templates for Strategic Brand Enhancement
- What Are Brand Audit Templates?
- 15 Best Brand Audit Templates
- 1. ClickUp Audit Plan Template
- 2. ClickUp Process Audit and Improvement Template
- 3. ClickUp Internal Audit Form Template
- 4. ClickUp Internal Audit Checklist Template
- 5. ClickUp Business Audit Doc Template
- 6. ClickUp Competitor Analysis Template
- 7. ClickUp Brand Launch Plan Template
- 8. ClickUp Brand Guideline Template
- 9. ClickUp Brand Book Template
- 10. ClickUp Brand Management Template
- 11. ClickUp Create Brand Style Guide Template
- 12. ClickUp Rebranding Project Template
- 13. Brand Audit Form Template by Paperform
- 14. Brand Audit Checklist Template by Intramuse
- 15. Heads Brand Audit Template on Figma
- What Makes a Good Brand Audit Template?
- Unlock Your Brand’s Full Potential with ClickUp 🚀
Summarize this article for me pleaseWhat Are Brand Audit Templates?
You may be wondering, “Do I really need a comprehensive brand audit template for my requirements?” Let’s answer that question!
A brand audit template is simply a pre-designed checklist of action items that provides a structured framework for evaluating your brand’s current state. It serves as a roadmap, guiding you through a systematic assessment of various aspects of your brand, such as:
- Checklists, questionnaires, and dedicated sections for analyzing key brand elements such as brand assets (logos, color palettes, fonts), user persona, and messaging
- Details on how to build a brand strategy (mission, vision, values) for your brand or a client’s brand
- Brand awareness KPIs to evaluate your brand’s performance (market share, customer loyalty, brand awareness), brand voice (tone, style of communication)
- Pointers to understand your brand’s uniqueness (how the brand is perceived in the market relative to competitors) and value proposition (unique benefits offered to customers that make you different from a competitor’s brand)
While any brand audit template will guide you through a step-by-step evaluation process, some templates may also focus on internal brand management, such as company culture and employee alignment.
Thus, using brand audit templates eliminates the guesswork and ensures a thorough audit of your brand, including both external and internal branding.
💡 Pro Tip: Consistent brand guidelines are essential for internal teams and external stakeholders. This can become the go-to guide for brand updates or creation of marketing materials.
Summarize this article for me please15 Best Brand Audit Templates
Now that you know how to select the perfect brand audit template, we’ve compiled a list of 15 comprehensive brand audit templates, with most templates from ClickUp, the everyday app for work. Each template focuses on different aspects of brand auditing, such as internal and external branding, competitive analysis, brand guidelines, brand management strategies, process improvement, and more.
Whether you’re a marketing professional, a brand manager, or a business owner, these templates will give you the insights needed to refine your brand strategy and maintain a strong market presence. Let’s begin!
1. ClickUp Audit Plan Template
The ClickUp Audit Plan Template is your central hub for organizing and managing the entire brand audit process. It goes beyond a simple checklist, providing a dynamic workspace where you define audit objectives, assign tasks to team members, set deadlines, track progress, and communicate effectively.
With this template, you break down your audit into manageable phases, ensuring that every aspect of your brand is thoroughly analyzed. It also helps teams stay on track with deadlines and responsibilities, making the audit process more efficient and data-driven.
What you’ll love about it:
- Easily assign audit tasks to internal and external stakeholders and track progress
- Tailor the audit template to align with your specific brand evaluation needs
- Monitor the status of your brand audit in real-time to ensure timely completion
- Enable seamless communication among marketing teams, brand managers, and executives by providing a detailed brand audit report
Ideal for: Businesses and marketing teams looking for a structured approach to conducting an in-depth brand audit that ensures accountability and efficiency.
💡 Pro Tip: Your brand identity may need updating as trends shift. Create a brand style guide and regularly review and revise your brand identity.
2. ClickUp Process Audit and Improvement Template
The ClickUp Process Audit and Improvement Template is designed to help businesses evaluate and enhance their existing brand processes. A strong brand isn’t just about visuals and messaging—it’s also about the internal workflows that support brand consistency and effectiveness.
This template helps you identify areas that need improvement regarding your brand’s position. By analyzing these gaps and creating appropriate marketing strategies to fix them, you can manage your brand effectively and improve its success.
What you’ll love about it:
- Identify bottlenecks and perform a successful brand audit with a step-by-step breakdown and evaluation process to help
- Use customizable sections to help you adapt the template based on your business’s unique brand processes
- Encourage multiple team members to contribute insights and suggestions
- Set measurable KPIs to track brand process improvements over time
Ideal for: Marketing and brand management teams looking to refine internal workflows and optimize brand-related processes for better consistency and performance
Here’s what Darya, Communications Lead at Hypervsn had to say about her experience with ClickUp
➡️ Read More: Free Brand Strategy Templates
3. ClickUp Internal Audit Form Template
The ClickUp Internal Audit Form Template provides a standardized format for collecting data and feedback from internal stakeholders about the brand. It acts as a structured questionnaire, allowing you to gather valuable insights on brand perception, messaging, and internal branding efforts.
This brand audit questionnaire template is especially useful for understanding how employees perceive and interact with the brand. This helps uncover discrepancies between the intended brand image and the actual internal perception, allowing you to address misalignments and strengthen internal brand voice.
What you’ll love about it:
- Conduct an impartial assessment of internal processes and recognize opportunities for enhancement
- Aid in the prevention of fraud and inaccuracies in financial reporting
- Ensure teams follow brand guidelines and messaging frameworks with detailed compliance checklists
- Allow multiple departments to contribute to the brand audit process and monitor improvements
Ideal for: Companies looking to assess and improve their internal branding efforts to ensure consistency across teams and key stakeholders.
🔎 Did You Know? The first audits are traced back to ancient Egypt and Babylon over 5,000 years ago.
4. ClickUp Internal Audit Checklist Template
Another template to help you conduct a brand audit for your company values and internal branding is the ClickUp Internal Audit Checklist Template. As the name suggests, this audit template offers a comprehensive checklist for evaluating internal brand-related processes, communications, and compliance with brand guidelines.
By regularly reviewing this checklist, you can identify areas where employees may need additional training or resources to better understand and implement brand policies. It also ensures that all aspects of internal branding are assessed, from adherence to brand voice and messaging to the consistent use of brand assets.
What you’ll love about it:
- Generate a comprehensive audit trail for internal and external reviews
- Proactively pinpoint risks and improvement opportunities to prevent major issues
- Track completed tasks and outstanding items in real time by integrating with Clickup Tasks
- Align the audit process with ongoing brand management initiatives
Ideal for: Brand managers and internal audit teams that want to ensure consistent brand messaging and values across all departments and brand assets.
5. ClickUp Business Audit Doc Template
A well-organized business audit is essential for understanding how effectively a brand performs in the market. The ClickUp Business Audit Doc Template provides a structured framework for thoroughly evaluating your business, including branding, operations, and financial performance.
This audit doc allows companies to refine their brand strategy, optimize internal processes, and enhance the customer experience. It also provides a holistic view of your business and how your brand contributes to its success, allowing you to connect brand-building efforts to tangible business outcomes.
What you’ll love about it:
- Guarantee accurate collection and documentation of all audit data
- Enhance business audit tracking through tags, automations, collaboration, and checklist tasks within a project management framework
- Enable more efficient and effective auditing procedures
- Develop custom views based on this template, incorporating List, Gantt, Workload, Calendar, and other relevant views within ClickUp
Ideal for: Business owners, brand managers, and consultants looking to conduct a holistic business and brand performance review.
6. ClickUp Competitor Analysis Template
The ClickUp Competitor Analysis Template empowers you to dissect and analyze your competitors’ brands, identifying their strengths, weaknesses, and market positioning. This competitive brand audit template is crucial for understanding the competitive landscape, including marketing initiatives and channels, brand audiences, and target markets.
By understanding your competitors’ strengths and weaknesses, you focus on building a brand that offers unique value and resonates with your target audience. The template also allows you to anticipate competitor moves and proactively adjust your brand strategy to maintain a competitive edge.
What you’ll love about it:
- Enhance customer service by understanding customer needs and preferences
- Utilize Custom Statuses like Open and Complete to track analysis progress
- Optimize competitive analysis tracking with tagging, nested subtasks, multiple assignees, and priority labels
- Use pre-built sections for tracking competitor strengths and weaknesses
Ideal for: Marketing and sales teams, product managers, startups, corporate strategists, agencies, consultants, and investors who need data-driven insights to track competitors, refine strategies, and analyze market positioning.
7. ClickUp Brand Launch Plan Template
Are you looking to launch a new brand or product segment? The ClickUp Brand Launch Template is just the thing for you! This audit template covers all the essential steps for conducting a brand audit before launching a successful brand.
From defining your target audience and developing your marketing materials to defining your brand’s identity, it helps you organize all the activities involved in a brand launch. It also provides a central platform for communication, task management, and progress tracking, ensuring everyone is on the same page and working towards the same goals. This optimized approach helps avoid confusion and delays, leading to a successful launch.
What you’ll love about it:
- Create a clear roadmap to guide the launch process to monitor and measure the progress of your brand team throughout the launch
- Anticipate potential risks and issues before they occur with customizable task lists to track every stage of the launch
- Implement custom statuses like Cancelled, Complete, Delayed, Not Started, and Ongoing for progress tracking
- Access built-in sections for defining objectives, KPIs, and target audience
Ideal for: Teams planning a new brand or product launch who need a structured framework to manage the auditing process, including tasks, timelines, and marketing efforts for maximum impact.
8. ClickUp Brand Guideline Template
A well-documented brand guideline ensures consistency across all platforms. The ClickUp Brand Guidelines Template helps you organize and communicate key branding elements, including logos, typography, color palettes, tone of voice, and design principles.
This template is a single source of truth for your team, ensuring every visual and written asset aligns with your brand’s identity. Whether launching a new brand or reinforcing an existing one, this template provides a seamless and cohesive brand experience across all channels.
What you’ll love about it:
- Centralize all your brand assets, typography, and visual elements in a single platform
- Get customizable sections for brand values, tone, and messaging guidelines
- Implement an easy-to-use format in your brand guideline document for your teams to access and apply branding rules consistently
- Control and keep track of all the changes and updates over time with flexible access controls
Ideal for: Brand managers, marketing teams, and creative professionals who need a structured approach to maintain brand consistency across teams and channels.
9. ClickUp Brand Book Template
The ClickUp Brand Book Template is a comprehensive guide that details your brand’s essence, including its strengths, mission, vision, values, and tone. It helps you establish a clear and cohesive brand identity that communicates your brand’s visual identity, culture, positioning, logo, and other attributes.
Whether you’re a startup or a seasoned brand, the Brand Book Template ensures that your messaging stays aligned across all platforms and teams. This audit template’s best feature is that it provides sections to define your brand’s narrative, visual identity, key messaging, and more. Thus, it is an essential tool for businesses looking to strengthen their internal and external branding strategies.
What you’ll love about it:
- Ensure a consistent look and feel for all marketing materials
- Provide clear guidelines for employees and partners on brand presentation
- Establish a unified message across all channels and platforms
- Improve brand book tracking with collaborative editing, email notifications, automations, AI, and other project management tools
Ideal for: Businesses looking to create a comprehensive brand book that communicates their brand’s identity and messaging across all channels.
10. ClickUp Brand Management Template
If you are doing a brand refresh or want a brand audit report, the ClickUp Brand Management Template is designed to curate your brand’s ongoing management process. This template provides a standardized framework for tracking and maintaining brand consistency across all assets.
With built-in task management features, the brand audit report template makes it easy to coordinate efforts, track the status of branding initiatives, and ensure all teams are working towards the same vision. Whether managing an established brand or scaling a new one, this template is essential for effective management and increasing your brand’s strength.
What you’ll love about it:
- Ensure all communications and messaging align with brand values
- Get task management tools for seamless project coordination
- Utilize Custom Fields to categorize and add attributes for managing brand management tasks and visualizing progress
- Built-in reporting to measure brand performance and effectiveness
Ideal for: Business leaders and brand managers who need a centralized tool to manage and optimize their own brand strategy, ensuring consistency and alignment across all touchpoints.
💡 Pro Tip: Brand management software help centralize your audit findings, making tracking progress and collaborating with your team easier.
11. ClickUp Create Brand Style Guide Template
If you want to upgrade your brand’s personality, the ClickUp Create Brand Style Guide Template will help you create a comprehensive style guide. This document defines your brand’s visual identity, including typography, color palette, logo usage, imagery style, and other design elements.
Clearly define your visual identity and prevent inconsistencies to ensure that all brand-related materials are visually aligned. As a result, you build a cohesive brand experience for your audience and reinforce your brand’s effectiveness.
What you’ll love about it:
- Customize your brand’s personality with the ability to define specific style preferences
- Get built-in areas for defining tone, voice, and messaging
- Collaborative features to allow easy team access and updates
- Easily access across devices for hassle-free reference
Ideal for: Teams and designers looking to create or refine their brand’s style guide for consistent communication and branding across all marketing channels.
12. ClickUp Rebranding Project Template
Are you looking to enter a new market or considering doing a complete refresh for your brand? The ClickUp Rebranding Project Template provides a structured approach to managing a rebranding project. It covers all stages, from initial research and strategy development to implementation and communication.
This brand audit questionnaire template type helps you organize the complex rebranding process, ensuring that all aspects are considered and managed effectively. Using this template minimizes the risk of errors and provides a smooth and successful rebranding process.
What you’ll love about it:
- Track progress throughout each step of your redesign to assign tasks and responsibilities easily
- Use customizable sections for new logo, value proposition, design, and messaging guidelines
- Access collaborative tools for teams to align on brand improvement efforts
- Employ built-in reporting features to track the progress and effectiveness of the rebrand
Ideal for: Businesses looking to undergo a rebrand with a structured approach to ensure alignment, consistency, and successful execution across all teams.
📮 ClickUp Insight: Context-switching is silently affecting your team’s productivity. Our research shows that 42% of disruptions at work come from juggling platforms, managing emails, and jumping between meetings. What if you could eliminate these costly interruptions?
ClickUp unites your workflows (and chat) under a single, streamlined platform. Launch and manage your tasks across chat, docs, whiteboards, and more—while AI-powered features keep the context connected, searchable, and manageable!
13. Brand Audit Form Template by Paperform
The Brand Audit Form Template by Paperform is a simple yet effective tool for evaluating your brand’s current performance and identifying areas for improvement. This template guides you through auditing your brand’s assets, messaging, target audience, and overall market position, providing valuable insights that can help strengthen your brand strategy.
With customizable fields and an intuitive design, this template allows you to tailor the audit to fit your specific brand needs, ensuring the results are relevant and actionable for future growth.
What you’ll love about it:
- Assess your brand’s strengths and weaknesses with targeted questions and prompts
- Analyze brand performance across various touchpoints with dedicated sections
- Generate comprehensive reports with actionable recommendations for improvement
- Effortlessly modify the form fields and alter fonts and colors
Ideal for: Brand managers and marketing teams looking to conduct an in-depth analysis of their brand’s current state and identify opportunities for improvement.
14. Brand Audit Checklist Template by Intramuse
The Brand Audit Checklist Template by Intramuse is an actionable tool for thoroughly reviewing every aspect of your brand. It helps you assess your brand’s visual identity, messaging, market positioning, and overall performance in a detailed, systematic manner.
Ensure consistency across all brand touchpoints and identify areas for improvement. The checklist approach makes it easy to evaluate each component of your brand, ensuring that no aspect is overlooked during the audit process.
What you’ll love about it:
- Evaluate your brand’s visual identity, including logo, color palette, and typography
- Review your brand’s online presence, including website and social media
- Understand customer perception and gather feedback on brand experience
- Get a dedicated space for notes and recommendations based on the audit results
Ideal for: Small and large teams and business owners who want a detailed, step-by-step guide to conducting a comprehensive brand audit and improving brand consistency.
15. Heads Brand Audit Template on Figma
The Heads Brand Audit Template on Figma is a visually driven tool designed for teams that prefer a more interactive and design-focused approach to brand audits. This template allows you to assess your brand’s visual identity, ensuring that elements like logos, typography, color schemes, and overall design consistency align with your brand promise and strategy.
Ideal for design teams and marketers alike, this Figma template lets you visually track your brand’s evolution and identify areas for refinement. It’s perfect for businesses seeking a creative, hands-on approach to evaluating and enhancing their branding assets.
Key features
- Use the fully interactive and visually focused audit process
- Utilize pre-built sections for assessing brand visuals such as logos, colors, and fonts
- Get collaborative design tools to ensure team alignment and feedback
- Enable visual comparison of brand assets over time
Ideal for: Design teams and businesses focused on improving or refining their visual brand elements with a collaborative, design-centric tool.
💡 Pro Tip: Once you’ve completed your brand audit, ensure that your action steps are clear. Use a marketing roadmap to map out your next steps for brand improvement.
Summarize this article for me pleaseWhat Makes a Good Brand Audit Template?
Now that you’ve explored multiple branding templates available online, how do you pick the right one?
A good option should include the following essential features:
- Comprehensive coverage: Select a brand audit template that lets you assess all critical aspects of a brand, including visual identity, messaging, target audience, and market positioning
- User-friendly structure: Go for a template with a clear framework to be easily used by any user, including clear prompts, concise language, and a logical structure, making the audit process smoother
- A mix of qualitative and quantitative metrics: Choose a template with checklists and rating scales to record findings while also having open-ended questions to gather deeper brand perception data
- Customizability: Decide on a template that is adaptable to industry-specific needs and business objectives
- Collaboration: Pick a brand audit template to allow input from multiple stakeholders, such as marketing teams, executives, and customer feedback sources
- Action-oriented: Prioritize a template that, beyond identifying gaps, helps businesses create a roadmap for brand improvement and strategy refinement
Summarize this article for me pleaseUnlock Your Brand’s Full Potential with ClickUp 🚀
Brand audits are essential for businesses to refine their strategies, improve brand consistency, and ensure long-term growth. With the proper templates, you can conduct a brand audit efficiently.
But just having the right template isn’t enough to help you create the perfect brand. G You need to know your brand audiences and their needs and refine your brand’s value accordingly. Successfully conducting a brand audit often requires multiple meetings, paperwork, forms, back-and-forth, and a messy process.
Say goodbye to scattered documents and disjointed processes. With ClickUp, the everyday app for work, you can easily conduct a thorough brand audit and elevate your brand strategy. It’s packed with incredible features, so you can build your brand strategy from scratch or choose one from our template library to get started faster.
Ready to take your brand to the next level? Get started with ClickUp and access these powerful templates for free!
Everything you need to stay organized and get work done.
