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How To Build A Brand That Thrives In The Digital Age: A Complete Roadmap

illustrated megaphones and messaging boxes to represent how to build a brand article
To build a strong brand, set clear goals, develop resilient strategies and create a remarkable brand identity

If you’re creating a brand, you likely have one major goal in mind: success.

But how can you build a brand and ensure it stands out in a sea of competitors?

This branding roadmap will lay out six key steps, packed with tips and tactics about brand strategies, identity, communication and much more.

Let’s start at the beginning.

Step 1: Create A Brand Strategy

To develop an effective brand strategy, start with setting clear goals and creating an action plan to accomplish them.

Then, conduct market and audience research and perform competitor analysis to find gaps, position your brand and clarify your unique value proposition.

As our digital strategist, Zorica Marjanovic, puts it:

“A brand strategy opens up new opportunities that can kick start exponential growth, whether for a start-up, medium-sized enterprise or a well-known company.”

Define Your Goals: Why Are You Building A Brand?

The reasons for branding – or rebranding – your business can vary, depending on your industry, niche, direct and indirect competitors, business model and more.

For example:

  • If you run an emerging start-up, you might want to create a solid company culture based on your core business values to increase audience engagement across channels
  • If your business is already well-established and you delegate external communications to multiple parties, you might want to create consistency in your brand appearance to increase customer retention rates
  • If you want to drive your business in a different direction or you want to overcome a brand-damaging crisis, you might want to start a rebranding process but still remain relevant for your audience

Whatever the reason, setting clear goals and defining your brand’s purpose will help you build a strong brand and grow your visibility, credibility, authority and trust through coherent presentation and targeted communication across channels.

As Zorica explains,

“In the age of digital, you’re either beautiful or you’re smart or you’re practical. Brand purpose here is a total underdog. That’s why its victories are so fascinating, and when they happen, they shine brighter than anything else.”

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Market Research: Which Insights Can You Detect?

Once you know which direction you want to go, it’s time for research.

Market research will help you gather your industry, niche and category specifics to make better-informed decisions.

Your strategy will largely depend on your industry. If you’re in the financial industry, for example, your strategy will differ from brands in the manufacturing industry.

This is a great way to gain valuable insights into consumers’ typical behaviors, expectations, reactions and objections related to your product category or the type of services you offer.

When you gather these insights, it’s going to be easier for you to define your competitive advantage and find opportunities for growth.

This step will help you see a bigger picture, find insights about your market and truly understand your audience behavior.

Audience Research: How To Build A Brand Your Audience Will Love

Audience research will help you define your main target audience and different audience groups you serve and help you create specific buyer personas for each of these groups.

You can conduct audience research using some of these methods:

  • Focus groups
  • One-on-one interviews
  • Conference calls
  • Online surveys
  • Social media groups

Talking to your prospective customers will help you acknowledge their needs, problems, drives, pain points and issues they might encounter in interaction with your company.

This way, you’ll be able to position your brand to help your customers solve their problems.

You can also organize usability testing sessions for your website, especially if you run an eCommerce site or a cloud-based business.

This will help you define clear user flows, address the right issues at the right time and create smooth checkout processes to grow your conversion rates.

Competitor Analysis: Learn From Their Branding Triumphs & Mistakes

Competitor research will help you learn everything you need to know about your competitors and find opportunities to differentiate your brand.

But before you get down to analysis, observe your competitors’ online activities.

Ask yourself: Have any of your competitors had a successful branding campaign lately? What did they do? How was it different from their previous activities? How did their results impact your business? What can you learn from that?

After answering these questions, you can use online tools to perform a website audit and an SEO analysis for competitors’ websites to find out about:

  • Their overall website performance
  • Keywords they rank for in search results
  • Digital marketing channels they use
  • Types of content they publish
  • Business directories they have a profile on

Use the information to learn from your competitors’ branding mistakes and inconsistencies or from the segments in which their brand saw major success.

You can also use this step to fill the existing gaps with your original ideas, different approaches and unique strategies for your brand positioning.

Looking to grow your brand online? Let Us Give You Ideas!

SWOT Analysis: How To Find Your Unique Value Proposition

In addition to the previous step, you can perform a SWOT analysis to help you paint a clearer picture of your own branding possibilities.

A SWOT analysis will help you define your:

  • Strengths
  • Weaknesses
  • Opportunities
  • Threats

You can use a simple four-square matrix to list all of these points. This will help you come up with potential activities, define areas you need to improve, find opportunities for growth and make a proper risk assessment.

As Zorica explains,

The main goal of a SWOT analysis is to find strengths that meet opportunities.

“A SWOT analysis is also a great methodology to learn your unique point-of-view, find your comparative advantage, position your brand the right way and craft a unique value proposition.”

A unique value proposition (UVP) is a single sentence or a set of sentences that clearly communicate the value your products or services bring to your audience.

It should describe how you solve your customers’ problems and state why they should choose your company over competitors.

It needs to be simple, concise, attractive, easily relatable and immediately understandable. So, avoid using buzzwords, industry jargon and meaningless fluff in your UVP.

To make the most of it, put this statement in the hero section of your website home page. It’s a great way to capture attention at first glance and make a long-lasting first impression.

Why Is A Brand Strategy So Important?

Developing a brand strategy is a foundational step for any branding agency. When you have documented goals, starting points, plans, analytics, risk assessments, value propositions and everything else in place, you’ll be able to grow brand awareness more easily.

A brand strategy can help you:

  • Keep your brand identity consistent
  • Streamline your branding activities or communication
  • Align your branding goals with audience goals
  • Prioritize customers’ needs and solve the right problems
  • Boost B2B lead generation with your conversion funnel
  • Nurture long-term relationships with your customers
  • Build a strong community around your brand

To learn about different types of brand strategy and get actionable tips for developing this document, read our comprehensive article about why brand strategy matters and how it can help you grow your business.

custom illustration to depict research phases for a brand strategy

Step 2: Define Your Brand Identity

The elements of your brand identity include your brand personality, archetype, voice, visual identity, values and more. These elements will help you complete your brand strategy and represent your business in a unique, genuine way.

Let’s go through each of these steps to help you get a better idea of what a brand identity entails.

Define Your Brand Personality

To define your brand personality, imagine your brand as a person. Who would it be? What would that person be famous for? What would be their legacy?

If you’re not sure where to start, you can organize brainstorming sessions with your team to come up with as many adjectives related to your brand as you can. Then, narrow the list to the top three adjectives that describe it the best.

For example, you might define your brand as:

  • Strong, ambitious and unbeatable
  • Thoughtful, caring and generous
  • Bold, independent and unconventional

Be sure to align your top adjectives with how you want your audience (and the world) to perceive your brand.

To do that, think about how you want your customers to feel when they hear your company name, when they see a new email from you in their inbox, when they come across your ad within their social media feeds and in other similar situations.

Determine Your Brand Archetype

To take it a step further, you can determine your brand archetype — a specific character that makes a brand universally recognizable and easily relatable.

Why is this important?

Zorica tells us:

“Giving your brand a character will help you connect with your customers emotionally. A good brand connects with people at an emotional level – they feel good when they purchase from the brand through an emotional experience.”

There are 12 main brand archetypes:

  • The Magician: A brand that solves problems, fulfills wishes and turns dreams into reality – like Disney – through amazing, intelligent, transformative content
  • The Creator: A brand with a vision and freedom of expression – like Apple or GoPro – that creates enduring, innovative products and enables creativity in others
  • The Ruler: A brand that takes control, sets rules and fosters stability – like Microsoft or Rolls Royce – to gain respect, build trust and grow its authority
  • The Lover: A brand that inspires intimacy and close relationships through seduction – like Victoria’s Secret – to grow a strong bond with its audience
  • The Caregiver: A brand that gives more than it takes – like IDEO – motivated by compassion and altruism, typically considered caring, nurturing and trustworthy
  • The Jester: A brand that lightens up the mood, has fun and thinks outside the box – like Red Bull – which makes a good foundation for innovation, creativity and forward-thinking
  • The Sage: A brand that believes that knowledge is power and is driven by the desire for truth – like TED or IBM – trying to make the world a better place by sharing insights
  • The Explorer: A brand that discovers new paths – like NASA – often a strong, independent trailblazer who inspires change and seeks the purpose of life
  • The Rebel: A brand that undermines the status quo, dismantles paradigms and creates something different – like Harley Davidson – seen by the world as a broad-minded outlaw
  • The Hero: A brand that is up for a challenge, the one that empowers, inspires and rises above the norm – like Nike – to help the audience fulfill its potential
  • The Everyman: A brand that makes almost everyone feel comfortable – like Ford or Gap – by appealing to diverse audiences and being non-pretentious, reliable and authentic
  • The Innocent: A brand that wakes up the inner child and spreads joy – like Coca-Cola – while promising simplicity, happiness and honesty through its communications

You can complete a brand archetype quiz to see exactly where your brand fits.

Brand Archetype NASA
[Source: NASA]

Build Your Brand Persona

Your core business values are the pillars of your brand. They can help you stand out, fight for a cause, keep a purpose behind every decision and make a strong connection with your audience, even beyond your products or services.

To build your brand persona, you need to determine:

  • What your company stands for
  • What drives you forward
  • Why you do what you do
  • Why you care about bringing your brand to people
  • Why people should care about your brand

Your brand values might reflect social, cultural, political, economic or other views relevant to your business. When you clearly define your values, incorporate them into your key branding statements.

Phrase Your Key Branding Statements

Besides a unique value proposition, key branding statements can include a tagline, mission and vision statements, an elevator pitch, a company culture manifesto, your personal story and more.

When phrasing these statements, make sure to:

  • Keep them simple, clear and concise
  • List the benefits up front
  • Speak directly to your audience

To make your statements instantly relatable, use the language your audience uses, a.k.a. the Voice of the Customer (VOC). This way, you can avoid industry jargon, buzzwords and fluff that can confuse your potential customers and harm your brand.

Document Your Brand Voice

Aside from the voice of your customers, your brand should have its own voice clearly defined and documented.

Be as specific as possible when defining your voice. Don’t just say your brand voice is “friendly.”

Instead, try something like this: “We communicate with customers as if we are talking to a close friend. We are open and honest when we make a mistake. We are patient and supportive when our customers need help. We show empathy and interest in the problems they come across.”

This can help provide clarity about your brand voice and the tone of voice you’ll use in different situations, depending on the context.

Use your voice and tone guide as a cornerstone of all your branded communications.

Include the vocabulary with words and phrases your brand uses, branded hashtags, emojis and grammar, spelling and formatting guidelines to keep all written communications consistent.

Here are some popular brand voice examples and how the brand archetype is reflected within each:

  • Nike uses powerful action words and phrases like “Just Do It.” Also, Nike recently sent a powerful message in support of racial equality: “For once, Don’t Do It.” Nike is The Hero brand archetype and these messages perfectly align with its heroic character.
  • IBM uses its century-long expertise to send a purpose-driven message like the one in the “Let’s Build a Smarter Planet” campaign that served to unite and inspire employees. IBM is The Sage brand archetype and its voice is purposeful, thoughtful and knowledge-based.
  • Apple uses notions of innovation, creativity and freedom to evoke the emotions and aspirations of its customers in their brand messages, like the tagline “Think Different.” Even though it’s grammatically imperfect, this tagline is perfectly aligned with The Creator archetype.

It’s highly recommended to document your brand voice in a guide. Why? To keep everyone in your company on the same page and keep your brand appearance consistent.

Consistency is the key to branding success. If your brand isn’t cohesive, customers will never take you seriously. Nor will your competitors.

Brand Voice IBM
[Source: IBM]

Craft Your Visual Identity

Another important segment where consistency is utterly important is the visual identity of your brand.

The visual identity includes:

  • Logo
  • Memos
  • Typography
  • Color palette
  • Website design
  • Packaging design
  • Photography style
  • Custom illustrations
  • Video production style

The list goes on and it can range from social media visuals to design preferences for all your printed documents.

To keep the visual representation of your brand consistent, the best practice is to create a brand book or a design style guide with clear instruction on when, where and how to use each of the design elements.

A custom illustration to show elements of a brand identity

Step 3: Name Your Brand

When you have your strategies and guidelines in place and you know exactly who your target audience is, you can continue to the next step – naming your brand.

This is going to be a crucial step if your business is still in a developmental phase or if you’re building an app or other digital product with frequent feature updates and new launches.

This step will help you define:

  • Your company name
  • Product names
  • Feature names

Your company name is one of the most important elements of your brand.

It’s your whole business story in a single word or a phrase. Make sure it’s unique, memorable and easy to pronounce in different languages (if you’re targeting a multinational market).

What makes up a great name?

As explained by Interbrand:

“A great name works as a shortcut for people to make great decisions. It’s the fastest and easiest way for them to navigate the choice of a brand. Names are way-finders, used by people to locate and choose you over your competitors.”

To find just the right name for your business, organize brainstorming sessions and write down every single idea, then narrow and test the most potential ideas with your customers.

Keep testing until you get to the one name that delights you and completely resonates with your company, niche and audience.

Remember to also check that your chosen name isn’t a registered trademark and to choose a domain name that makes sense with your brand.

Product names should follow the same path of discovery, ideation, testing and distilling ideas to the names that make the most sense, not only to you but to your users as well.

This goes for both B2C and B2B brands.

If you’re developing a SaaS company or you’re building an app, the name you choose for your digital product can help you stand out in an oversaturated market and become a key marking point of your brand.

Similarly, if you’re in the soft drink industry, for example, and you’re about to launch a series of organic juices, think of the series as a whole, first. Then, come up with different yet interconnected product names to grab consumer’s attention and grow your sales.

Feature names within your mobile app or other digital products should be clear and immediately understandable.

Here, you don’t have to make up new names, you can simply use familiar terms and phrases, especially if it’s something common and universally known as such.

For example, if you’re implementing a new feature that will act as a text editor, simply label it as “Text Editor” – as opposed to making up names like “Text Sheet” or “Word Organizer.”

This could confuse users, increase the product adjustment time and skyrocket your churn rate.

However, if you’re building never-before-seen features that will make your brand unique in the market, brainstorm ideas for new, interesting names. But don’t go over the top — stick with plain language and easily understandable phrases.

For more tools and resources about this topic, you can visit Onym, an online library for naming.

A custom illustartion to show a quote for the naming part of the how to build a brand article

Step 4: Create A Communication Strategy

This step expands on your key branding statements to create a complete communication strategy and tailor your voice to different segments of your audience and the channels you use for interaction with your customers.

Think about these potential scenarios to segment your elevator pitches:

  • How would you pitch your offerings to audiences still unaware of your brand?
  • How would you pitch the leads who are comparing you with competitors when trying to decide whether to buy from you?
  • How would you pitch product upgrades to current customers?
  • How could you make your existing customers fall in love with your brand and tell everyone about it?

The answers will help you know how to communicate the right message at the right time to the right audience. This will significantly improve your audience engagement and drive more leads.

A communication strategy can help you:

  • Engage with your audience
  • Convey the right message at the right time
  • Define guidelines for PR communication
  • Prevent the spread of misinformation
  • Keep your audience in the loop
  • Maintain brand credibility and trust
  • Grow your brand authority and help you thrive
  • Build a stronger connection with your customers

You can also create separate guidelines for different channels to define how you will engage your audiences on your website and social media profiles or through PR campaigns, email marketing campaigns and other channels.

Communicating clearly with your audience is of the utmost importance for branding your business the right way.

To learn more on this, read our full brand communication strategy guide.

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Step 5: Define How Your Brand Speaks & Reacts Publicly

To make a communication strategy applicable to various channels, you can accompany it with additional guidelines and actionable tactics for managing your appearance in online business directories, on social media or navigating through a crisis that could harm your brand.

Manage Your Online Reputation

When you shift your business operations entirely to a digital environment, your online reputation is going to be the essence of your brand.

To drive more website traffic, grow your domain authority and promote your products or services, consider enlisting your company to online business directories and review platforms like Yelp, G2, DesignRush, Product Hunt and others.

To gain traction, define guidelines for your business reputation management on these third-party channels.

These could be your starting points:

  • Find all relevant local, regional and global directories that you can create business profiles on
  • Submit your company and create complete profiles, with accurate contact information, relevant case studies from your portfolio, product or service descriptions and link to your website
  • Create a strategy for driving more reviews from your happy customers, while minimizing the impact of negative reviews
  • Define a guideline for managing replies on review platforms like DesignRush, G2, Clutch etc.

This can help you empower your brand, attract new customers, showcase your company culture and rank higher in search engine results.

Brand Reputation
[Source: DesignRush]

Brand Your Social Media Profiles

Your social media profiles are an important part of your overall online presence and, as such, they play a major role in your branding process.

Continue managing your online reputation on social media platforms. Use the social media listening tactic to track your brand mentions, analyze competitors’ posts, monitor their performance and identify issues that need to be fixed.

Remember: You don’t have to be present on all social networks all the time. You just need to choose your platforms wisely and grow your presence strategically.

How do you build a brand on social media? By creating a social media branding strategy.

A social media branding strategy can help you:

  • Increase your brand awareness
  • Reach more potential customers
  • Communicate directly to your customers
  • Grow your brand community
  • Target your audience directly with ads
  • Retarget your audience for the purpose of remarketing
  • Increase your website traffic
  • Grow your conversion rates
  • Engage your audience in an authentic way

To accomplish this, you need to truly know your audience, down to the details.

Find out which social networks your audience uses the most, what types of content your customers prefer, what their online habits look like, what drives their purchasing decisions, what inspires them, what they don’t like and more.

Once you have all this information, you’ll know which channels to focus on and what type of content to publish, when and how often. This will make easier for you to make plans and measure the impact of your posts.

To keep everything on-brand, make sure that every social media profile you create has a consistent look and feel that allows your brand values, personality, voice and visual identity to shine through.

Create A Crisis Communication Strategy

As a special and very important part of your communication strategy, be sure to develop a strategy specifically designed for crisis communication.

Think about how your brand will communicate in times of natural, internal or any other critical situation.

A crisis communication strategy can help you streamline internal communications and correspondence with your audience, media, partners and other stakeholders during a potential brand-damaging crisis or global events such as the COVID-19 pandemic, for example.

According to McKinsey & Company, 73% of consumers in the US adopted new online shopping habits in 2020 and they will continue practicing those in the future.

We’ve all experienced the importance of timely, clear and concise messaging during this pandemic, so be sure to implement lessons you’ve learned in a strategy that will help you successfully manage a potential crisis in the future.

To get you started and help you keep your audience engaged during the COVID-19 lockdowns, we created a master guide to crisis communication based on our experience in helping businesses thrive during the global recession of 2008.

Here, you’ll find actionable advice for handling crisis communication, along with valuable post-crisis recovery strategies.

Step 6: Continue Branding Your Business Through Active Education, Training And Digital PR

Keep in mind that your brand isn’t set in stone. It’s a living and breathing entity that needs attention, care and continuous development.

You can keep branding your business with the strategies you documented.

Use them as guidelines to:

  • Onboard new employees and continue nurturing your company culture
  • Train your sales representatives, customer support agents and brand ambassadors
  • Attract service providers and agencies that are the right fit for your business
  • Brand your business consistently across all channels

Be sure to stay in the loop with your industry news and events, keep track of emerging trends and listen to your audience to keep coming up with fresh, original branding ideas for your future endeavors.

A custom illustartion to feature a sharable quote on how to build a brand

How To Determine If Your Brand Is Successful

You’ll know your brand is successful when your business interactions or your products start making your existing and potential customers feel:

  • Familiar and comfortable
  • Excited and hungry for more
  • Seen, heard and appreciated
  • Relaxed and relieved
  • Inspired and insightful
  • Knowledgeable and resourceful
  • Optimistic, happy and joyful
  • Devine and extraordinary

But how can you tell whether your customers feel this way?

If your customers’ experience with your brand has been remarkable and spotless, you’ll hear about it, probably from satisfied customers themselves.

You might get an email reply from an inspired subscriber letting you know your message resonated with them so strongly that they finally took the step they planned for so long.

Or, you might start seeing a ton of notifications from your Instagram followers tagging your business profile while bragging about the products they just bought from you.

Plus, you may see a spike in profile views, website traffic and the number of new customers after positive remarks in user-generated content. It’s a digital version of word-of-mouth at its absolute best.

This will all help you build a strong community around your business, whether on Instagram, through your email newsletter, within your loyalty club, membership-based website or any other channel.

Having such an engaged, devoted and ever-expanding community around your business is the ultimate goal of your branding efforts.

We hope that this step-by-step guide will help you accomplish that goal.

How To Build A Brand: Key Takeaways

We’ve tackled several important issues here, so let’s recap and wrap it all up.

Here is a branding checklist to make sure you’ve completed all the steps successfully:

  • Create a brand strategy based on your branding goals and data you’ve gathered through market research, audience research, competitor analysis and SWOT analysis
  • Complete your strategy with brand identity – define your brand personality and archetype, articulate your values, document your brand voice and design your visual identity
  • Name your brand – brainstorm new names for your company, product or features until you come up with just the right fit that will resonate with your audience and your brand
  • Create a communication strategy to convey clear, consistent messages to your customers every step of their journey, across all the channels you use
  • Complete your communication strategy with specific guidelines for managing your online reputation, social media branding and crisis communication
  • Continue branding your business through active education, employee training, authentic company culture and other guidelines

Finally, if you already have a brand but you’re not quite satisfied or you need to rebrand due to business changes, revisit your existing brand strategy, business growth and goals expectations to decide upon your rebranding strategy and start building a successful new brand.

Best of luck!

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