Brand Clarity Audit
Five questions score positioning, trust, marketing focus, founder dependence, and messaging consistency. Results surface the two weakest areas with quick wins and a call invitation.
Ready to review
Two customer-facing prototypes
Use these like a prospect would. Data capture and payment remain disconnected.
Brand Strategy Workbook
An off-navigation page for the Root and Reveal workbook. It presents the $333 strategy-session option first and the $222 quick-start option second.
Proposed buyer journey
From curiosity to conversation
The audit nurtures people who are not ready, while the workbook gives ready buyers a direct next step.
1. DiscoverBlog, social, referral, or direct link introduces the audit.
2. DiagnoseFive questions reveal the visitor's two lowest brand dimensions.
3. HelpResults deliver insights, quick wins, and selected resources.
4. ChooseBook a conversation or purchase the guided workbook path.
5. Follow upHonorElevate sends the approved result email and tracks the next action.
HonorElevate build map
What gets connected after approval
This makes the future automation visible without activating it.
| Component | Proposed setup | Current state |
|---|---|---|
| Contact fields | Five dimension scores, total, two priority dimensions, completion date, and source. | Not created |
| Tags | Brand Audit Completed, plus one priority tag for each low-scoring dimension. | Not created |
| Results email | One email with the score, priorities, quick wins, resources, and conversation link. | Draft only |
| Internal alert | Notify Talie about a qualified result or call request, including the two priorities. | Not created |
| Workbook checkout | Two products at $333 and $222. Delivery and scheduling begin after successful payment. | Disconnected |
| Suppression rules | Prevent duplicate welcome and confirmation messages when another workflow starts. | To verify |
Draft follow-up
The one-email principle
The audit should produce one useful immediate customer email, not overlapping confirmations.
Subject: Your Brand Clarity Audit results
Hi {{contact.first_name}},
Your Brand Clarity score is {{audit_total_score}}/100. The two areas with the most room to strengthen are {{priority_one}} and {{priority_two}}.
Your results include two practical next steps. When you are ready for the deeper Root and Reveal process, explore the Brand Strategy Workbook or schedule a conversation with Talie.
With heart,
Talie
Delivery rules
Send once: immediately after a completed audit with a valid email.
Do not stack: exclude contacts already entering a purchase or appointment workflow.
Personalize: insert the score and two lowest dimensions.
Exit: stop audit nurture after a workbook purchase or booked strategy call.
Search sandbox
Invisible improvements to approve
Recommendations only. They do not change the visible design.
Homepage search language
Proposed title:
Heart-Centered Brand Marketing Consultant in Santa Clarita | With Heart Marketing
Proposed description:
Build a clear, authentic brand with Talie Knutson, a heart-centered brand marketing consultant in Santa Clarita. Strategy, messaging, and marketing support for purpose-led businesses.
Content and FAQ pattern
Add a direct answer of fewer than 40 words above each longer FAQ explanation. Keep the useful detail beneath it.
Add to relevant posts: "Talie Knutson, founder of With Heart Marketing, is a heart-centered brand marketing consultant based in Santa Clarita, California."
Hold breadcrumbs until the blog library has at least ten posts.
Talie's feedback
Decisions needed before connection
A yes, no, or edited wording beside each item is enough for the next pass.
Quiz name and promiseApprove "Brand Clarity Audit" or provide the final name.
Five questions and scoringConfirm the questions sound like Talie and measure the right problems.
Results and quick winsApprove the advice and resources for all five dimensions.
Workbook offersConfirm $333 with 60 minutes and $222 with a 15-minute call booked internally for 30.
One immediate audit emailApprove the tone, call to action, and duplicate-suppression approach.
Search languageApprove the Santa Clarita title, description, FAQ pattern, and blog closing line.
Honor Roll Show videoChoose the page and placement. Recommendation: supporting proof below the main offer.
Payment policyConfirm final price presentation after processor terms and California surcharge rules are verified.
After Talie's feedback
We revise the sandbox, show the exact final version, and obtain explicit approval. Only then do we connect fields, workflows, emails, products, checkout, or website changes inside HonorElevate. No approval means no launch.