Quarterly cadence
Brand health quarterly review
Brand awareness, sentiment, share-of-voice, and creative performance. For creative + brand agencies whose work is harder to measure with last-click attribution.
- 50 min setup
- 7 sections
- 3 data sources
Founders Circle pre-launch — we clone this template for your first 5 clients.
Branded search · 12 weeks
Direct traffic
+15%
Sentiment
+0.32
Share of voice
28%
Sentiment mix · April
Top brand content
"Slow coffee" video
Origin story longread
Roaster interview
Best for
- Creative & brand agencies
- Studios with brand-stewardship retainers
- Brand campaigns where awareness lift is the goal
- Clients investing in long-arc brand work
Pulls from
- HubSpot (form-fill + lead source)
- GA4 (direct + organic-branded traffic)
- Webhook (social listening data)
Sections
What’s inside.
Every section is editable. Reorder, remove, or duplicate them per client.
- 01
Branded search volume (this quarter vs. last)
- 02
Direct-traffic baseline (proxy for brand awareness)
- 03
Sentiment summary (from social-listening data)
- 04
Share-of-voice vs. named competitors
- 05
Top brand content this quarter
- 06
Creative learnings + asset library status
- 07
Brand-health hypothesis for next quarter
Why this template#
Brand work is the hardest agency discipline to report on, because the most meaningful metrics (awareness, sentiment, perception) move slowly and resist last-click attribution. Most agencies under-report brand work, and most clients under-invest in it as a result.
This template makes the brand case structured and quarterly — long enough to see real signal, short enough to keep the conversation alive.
What makes it work#
Three structural choices specific to brand reporting:
- Branded search volume as the headline. It's the cleanest available proxy for awareness, it pulls from GSC automatically, and the trend over 4-8 quarters tells a real story about whether the brand is gaining or losing mindshare.
- Direct traffic as a sanity check. When branded search lifts but direct doesn't, it's either bot traffic or a paid campaign driving short-term curiosity. When both lift together, it's real brand growth.
- Share-of-voice vs. NAMED competitors. Not the universe; the 3-5 competitors the client cares about. Reduces the noise of generic category-level data.
What you'll customize#
- Competitor list: which 3-5 brands the client benchmarks against
- Social-listening source: which tool provides the sentiment + share-of-voice data (Sprinklr, Brandwatch, custom)
- Sentiment depth: simple positive/negative split, or topic-level breakdown
- Creative section format: asset gallery, campaign timeline, or both
Clone Brand health quarterly review. Render in 18 minutes.
Founders Circle pre-launch — we clone the template, set up your first 5 clients, and run the first cycle alongside you. Capped at 25 agencies.