A brand is not the logo. It is whether a new customer understands you, can reach you easily and trusts what they find. Answer each question honestly—“partly” counts as no.
The five universal checks
- A new visitor can tell within five seconds what you offer and who it is for.
- Your name, contact details, hours and services match on your website, Google profile and social pages.
- Every enquiry—call, WhatsApp or form—has a named owner and gets a reply the same working day.
- You know how many enquiries became customers last month.
- You ask every customer for honest feedback the same way and reply to reviews.
Three checks specific to financial services
- Every promotional message carries the required registration number and risk disclosure.
- Fees, charges and eligibility are visible before someone submits their details.
- Your firm explains in one sentence who it serves and what it does not do.
What to fix first
- Mostly “no” on the first two: start with brand clarity. Clarify the offer, the audience and the limits.
- “No” on enquiries and follow-up: fix the customer journey. Build a reviewer-led content workflow.
- “No” on feedback and trust: start with information accuracy and a response process. Define consistent language and escalation ownership.
Take the interactive version to get a score out of 100 and your weakest area. The score is calculated in your browser. A follow-up enquiry is separate and is sent only if you choose to submit it.
Next step
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