# Brand & Growth Audit — example deliverable

Source: https://stacktr.ee/examples/brand-and-growth-audit

[&larr; stacktr.ee](https://stacktr.ee/) &middot; example deliverable &middot; fictional client, real product &middot; [Publish your own version](https://app.stacktr.ee/new?template=client-deliverable&from=example-brand-audit)

       Confidential &middot; prepared for Kestrel Coffee
      Audit &middot; issued 21 Jul 2026

         Meridian
        Brand & Growth Studio

# Brand & Growth Audit

      Kestrel Coffee &middot; where the next year of growth comes from

        Prepared forKestrel Coffee Ltd
        Period reviewedQ1–Q2 2026
        Issued21 July 2026
        LeadR. Okafor

        Contents
        [01 The headline](#a1)
        [02 Scorecard](#a2)
        [03 Where the brand sits](#a3)
        [04 Identity system](#a4)
        [05 The funnel](#a5)
        [06 What we found](#a6)
        [07 Growth levers](#a7)

## 01 &middot; The headline

### Strong brand, four growth levers sitting unused.

            In one sentence
            Kestrel doesn&rsquo;t have a brand problem; it has a conversion and retention problem wearing a brand&rsquo;s clothes.

          The brand work is genuinely good: distinctive, consistent, and loved by the customers who find it. The leaks are downstream. Mobile checkout loses four in ten baskets, the email list has never been segmented, and subscribers churn quietly at month three with no intervention. Fixing the first three outgrows any rebrand.

## 02 &middot; Scorecard

### Six areas, scored against category benchmarks

                Equal-weight composite of the six areas below. The specialty-coffee DTC median is 6.8; Kestrel trails it by 1.2 points, and the entire gap sits in checkout, email, and retention. On brand alone, Kestrel would score in the top decile of the category.

            Brand8.5/10
            Social7.0/10
            Site experience6.0/10
            Retention4.5/10
            Email4.0/10
            Checkout3.5/10

## 03 &middot; Where the brand sits

### One corner is owned. One rival is closing.

          We coded 214 recent customer reviews and the shelf and social language of five brands against the two axes buyers actually use. The corner Kestrel holds is the one worth holding; only one rival is heading there.

          Coordinates coded from 214 customer reviews, social language, and a retail shelf audit, Q2 2026. Kestrel and Drift are the only brands in the premium-modern corner; Harbour Lane owns heritage, Common Ground owns price. Drift is 14 months old and the only rival moving toward Kestrel.

## 04 &middot; The identity system

### What we audited: five colours, two families, one voice

          You cannot protect what you have not written down. This is the system as it actually appears in the wild, sampled across packaging, web, social, and the retail shelf.

            Roast#241D18Primary
            Kestrel Rust#A2542BAccent
            Mantle Grey#6C7A86Secondary
            Buff#E8D9C3Ground
            Chalk#F7F3EAPaper

          Two rogue greens (#3E8E5A, #58A46B) found on retail shelf-talkers, printed by a distributor working from memory. Retire them.

            Display &middot; 44/46Small batch, patient roast.
            Heading &middot; 26/32Four farms, one kestrel
            Body &middot; 17/26Roasted in eight-kilo batches in Leith and shipped within 48 hours of roast, or it doesn&rsquo;t leave the building.
            Caption &middot; 11/16Huehuetenango &middot; washed &middot; 1,900 m

          Palette and scale as found, Q2 2026 sample: 34 touchpoints, the system held on 31. Specimen set in system stand-ins for Kestrel&rsquo;s licensed faces. Verdict: hold. Do not redesign what already works.

## 05 &middot; The funnel

### Where 48,200 visits become 920 orders

          The brand earns attention it never banks. Top to bottom, this is what happens to a month of traffic.

          Blended funnel from site analytics, Q2 2026. Desktop converts 3.1% of visits, mobile 1.1% on the same traffic, and 41% of mobile baskets die inside the checkout flow itself. A rebuilt checkout (BG-02) models to roughly 2.6% blended: about 330 extra orders and &pound;11k a month at the current &pound;34 average order.

## 06 &middot; What we found

### Three findings that matter

#### Mobile checkout drops 41% of baskets

              Fix first

            Six form fields before payment, no express wallets, and shipping cost revealed on the final step. Desktop converts at 3.1%; mobile at 1.1% on the same traffic. This is the single most expensive leak in the business. BG-02 &middot; est. &pound;9–14k/mo recoverable

#### The email list has never been segmented

              Quick win

            11,400 subscribers all receive the same fortnightly send. First-time buyers, subscribers, and lapsed customers need different messages; a three-segment split with one automated winback flow is a fortnight of work. BG-05 &middot; benchmark uplift 18–30% of email revenue

#### The brand system is consistent and strong

              Protect

            Packaging, voice, and social presence are coherent and distinctive; customers use the word "kestrel" unprompted in reviews. Do not spend this year's budget rebranding what already works. BG-09

## 07 &middot; Growth levers

### Ranked by impact against effort

              RefLeverOwnerWindowExpected impact

                BG-02Rebuild mobile checkout: express wallets, three fields, shipping upfrontKestrel + dev partner30 daysHigh
                BG-05Segment email into buyers / subscribers / lapsed; add winback flowMeridian14 daysHigh
                BG-07Subscription pause option at cancel; month-three check-in sendMeridian45 daysMedium
                BG-11Wholesale one-pager for the twelve caf&eacute;s already stocking rivalsKestrel60 daysMedium

          We review this page together on the last Friday of each month, and send any update as a new page beside this one.

           Meridian
          Brand & growth studio &middot; prepared for Kestrel Coffee &middot; not for onward distribution

          Questions? r.okafor@meridian.studio
Engagement KC&middot;BG&middot;0726

  A fictional example published with Stacktree &middot; no real client data

---
Full markdown summary of the Stacktree marketing surface: https://stacktr.ee/llms-full.txt
