Do you need a brand strategy consultant? What they do, and when to wait

Brand strategy

8 min read

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What gets sold as brand consulting varies a lot. Some offers mean a logo refresh, some a two-day workshop, some months of guided work. A brand strategy consultant is an outside partner who helps a business decide who its brand is for, what it says to them and in what voice, and who then writes those decisions down. The need usually appears when the way a business describes itself has scattered, or when it is changing direction. For one that opened last month and has no customers yet, it is often too early.

What does brand consulting cover?

It looks for answers to three questions. Who is the brand for? Where does it differ from the alternatives? How does it sound when it says so? Once those are answered, the work moves to writing: a positioning statement, key messages, a way of speaking, and a short guide that holds it all together. The steps themselves are laid out in how to build a brand strategy; this post is about what it takes to do that work with someone else.

A logo is the visible piece drawn after the decisions are made. If an offer lists only a logo, colours and typefaces, it is a brand identity design offer, which is a separate job; see how to build a brand identity.

Then there is registration. The World Intellectual Property Organization’s trademarks page describes a trademark as a sign capable of distinguishing the goods or services of one enterprise from those of others, and says protection at national level is obtained by filing an application with the national or regional office and paying the fees. That is a formal filing with an office, so it is worth asking whether a consulting offer includes any help with it.

Output layers in brand consultingA six-layer stack: current-state review, positioning, message, voice, guide and handover, each with its output: review note, positioning statement, main message, principles and sample sentences, one document, handover list.LayerOutputCurrent-state reviewShort review notePositioningPositioning statementMessageMain message and supporting linesVoicePrinciples and sample sentencesGuideOne documentHandoverHandover list
Output layers in brand consulting.

When do you need a brand strategy consultant?

Five situations make the need likely:

  • The website, the catalogue and the social accounts describe the business in different ways.
  • You are entering a new market, product line or city, and the old way of talking does not fit.
  • You compete on price, don’t want to, and have nothing else to say to customers.
  • Two partners or two managers describe the business in different sentences.
  • A merger, partnership or handover calls for a new name or a new story.

A fictional example: a small outdoor-clothing label that sells to shops and also through its own web shop. The trade catalogue calls the brand “dependable layers for people who work outside”. The web shop says “made in small runs”. The tag sewn into the jackets says only the name. None of it is wrong. But a shop buyer who opens the website sees a different company. What this label needs may not be a new logo. It needs one positioning decision that all three places can repeat.

When can you wait?

A business that is just starting, and hasn’t yet seen why people buy, would be writing positioning from guesses. The first customer conversations teach more at that stage. If the problem is only the logo or only the website, replace that piece and leave it there. And if the person who decides has no time for the meetings over the next weeks, the work stalls halfway: documents get written and nobody uses them.

Six questions give a rough picture:

  1. Is the same business described differently in different places?
  2. If you asked two people on the team “who are we?”, would you get two answers?
  3. Are you opening up to a new market, product or city?
  4. Don’t you know why your customers choose you?
  5. Is there one person who will make the decisions?
  6. Can time be set aside for conversations in the coming weeks?

If most of the first four are a yes and you can say yes to the last two, the timing is right. If all of the first four are a no, it may not be needed yet. If you stumble on one of the last two, fix that before starting.

What do you have when the work is done?

A consulting engagement should not end up as a series of meetings. Each stage needs an output somebody can use. There are six layers, each resting on the one before:

  1. Current-state review: how the brand is described today, across channels, plus what came out of customer conversations. The output is a short review note that the decision makers read.
  2. Positioning: for whom, and with what difference. A few sentences, which every later decision is checked against.
  3. Message: the positioning put into the customer’s words. A main message and a few supporting lines; the website, the catalogue and the quote template are written from them.
  4. Voice: how the brand speaks. Principles and sample sentences for whoever writes.
  5. Guide: the above in one document, short enough for a newcomer to read in a sitting.
  6. Handover: the guide passed to whoever builds the website, runs social media or does the design. Who takes which part, and a list of first jobs.

The comparison we’d reach for is a harbour pilot. The pilot comes aboard, steers the ship through the channel, says where the shallows are, and steps off at the harbour mouth. The crew keeps sailing the ship. For the crew to manage next time, the charts have to stay aboard. When an engagement finishes, ask who keeps the documents and the working files.

Eight questions to answer before the first meeting

The first hour of a first meeting often goes on finding the answers to these. If they’re written down beforehand, the time goes to the real work.

  1. What do you want to be different after this work?
  2. Who do you sell to now, and who would you like to sell to?
  3. What material do you have: old brochures, website text, logo files, customer emails?
  4. Who decides, and who only gives an opinion?
  5. What will not change: the name, a particular colour, the ownership structure, a budget limit?
  6. Has anyone worked on this before, and what happened?
  7. Is there a fixed date: a launch, a trade fair, a season?
  8. Who has access to the website, the social accounts and the domain?

The eighth looks dull. If the accounts sit in a former partner’s name, it costs time once the work reaches the building stage.

Consultant, agency or in-house team: who does what?

The three don’t start in the same place. A consultant builds the decision structure: position, message, voice. An agency uses those decisions to build the website, the design, the content and the advertising. The in-house team keeps the daily work going and applies the decisions in small ways every day. Some businesses run all three with one partner and some split them. The part where decisions get made is on our brand strategy and positioning page, and sessions held together with your team are described under consulting and team workshops.

Frequently asked questions

What does a brand strategy consultant do?

A consultant looks at the brand’s present state, talks to customers and decision makers, prepares recommendations on positioning, messages and voice, and ties them into a written document. Daily content production and ad management are not assumed to be part of the job; if they are, the offer should list them on their own line.

When do you need brand consulting?

When the brand is described differently in different places, when you are moving to a new audience or product, or when the ownership structure changes. People on the team giving separate answers to “who are we?” is another sign. If the business is new and has no sales experience yet, waiting a while is often the more productive choice.

When is a rebrand necessary?

When the name, logo or way of speaking no longer fits what the business has become. A changed product range or audience, a merger, or an old name that can’t carry the new work are typical reasons. The positioning decision comes first and the look follows; changing the look alone gives no direction, it only freshens the surface.

Is brand consulting the same as a logo redesign?

No. A logo redesign changes how a brand looks, while consulting decides what it says and how. The logo may change at the end, or it may not need to. Work on logo, colour and typefaces is a separate brand identity job and should appear in an offer as its own line, a separate item.

For how consultants and agencies split the work, see marketing consultant vs agency.

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