Brand Touchpoints Audit: Free Template + Guide
Brand Touchpoints Audit: Free Template + Guide
Brand Touchpoints Audit: Free Template + Guide
06 Oct 2025
06 Oct 2025
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Short on time? This Brand Touchpoints Audit South Africa guide gives NPOs and SMEs a simple, SA-ready template to map every contact point, score reach and impact, and surface quick wins you can ship this week.
Introduction: Why a Brand Touchpoints Audit Matters in South Africa
If you run an NPO or SME in South Africa, your “brand” isn’t just ads or a logo. It’s every contact point people have with you—your Google Business Profile hours, a PayFast/Yoco donation link, a WhatsApp Business auto-reply, reception signage, even how you respond to HelloPeter and Google reviews. Get these small moments right, and you’ll earn trust and conversions; get them wrong, and you’ll leak goodwill (and revenue/donations).
A brand contact (touchpoints) audit is a practical health check that lists all those interactions, scores how they perform, and picks quick wins to fix first. This guide is tailored for South Africa: we’ll cover WhatsApp Business features, POPIA consent/retention basics, USSD donations, signage permits, and local-SEO realities. We’ve also included a scoring template and a 90-minute workshop plan so you can run the audit this week.
Who This Guide Is For (South African NPOs & SMEs)
Audience: South African NPOs and SMEs; comms/marketing leads; ops teams.
You’ll get: A practical framework, a scoring model (with a Google Sheet template), SA-specific compliance notes, and a 2×2 for quick prioritisation.
Quick Takeaways: Brand Touchpoints Audit South Africa
List everything across Awareness → Advocacy; include Owned/Paid/Earned/Physical.
Score on a 1–5 scale; invert Risk and Effort so safer/easier gets rewarded.
Prioritise Quick Wins: Business Profile accuracy, WhatsApp auto-replies, review responses.
POPIA is non-negotiable: capture consent (Form 4 for direct e-marketing), define retention periods, and be careful with WhatsApp groups.
Donation UX matters: show trust badges (e.g., PCI-DSS Level 1) and keep forms minimal.
Rerun monthly/quarterly, track review response SLAs and conversion moves.
Download the Free Brand Touchpoints Audit Template + Guide (Excel/Google Sheet) to map every contact point, score impact, and flag quick wins in minutes.
What are Brand Contact Points?
Think Owned, Paid, Earned/Shared, Physical across the full journey Awareness → Consideration → Decision → Retention → Advocacy.
Owned (Website, Google Business Profile, WhatsApp Business)
Website & donation/payment pages (e.g., PayFast or Yoco). PayFast is a PCI-DSS Level 1 provider—useful trust signal for donors.
Google Business Profile: keep name, hours, services, attributes and photos accurate; completeness affects local discovery.
WhatsApp Business: greeting and away messages to set expectations and route people (e.g., donation link or help doc).
Paid (Search & Social)
Search/social ads (incl. Google Ads Grants for NPOs) that land on compliant forms and track conversions.
Earned & Shared (HelloPeter & Google Reviews)
HelloPeter & Google Reviews: respond fast; it improves visibility and trust. Aim for replies in 24–48 hours; review engagement is a local ranking factor.
Community WhatsApp groups & social channels: mind consent and visibility of personal numbers (POPIA).
Physical (Signage & Permits)
Reception and safety signage; municipal signage permits (e.g., City of Cape Town’s by-law & processes).
Local levers worth noting
“Near me” intent is powerful: 76% of nearby mobile searches visit a business within a day—so your Business Profile hygiene is not optional.
USSD donations are mainstream in SA; Vodacom’s ConnectforChange accepts USSD *103# donations—handy to include in supporter comms.
How To Define Your Brand Touchpoint Universe (Awareness → Advocacy)
Map touchpoints by stage and type. Here’s a starter list (adapt as needed):
Awareness — Business Profile, outdoor signage (permitted), social posts, PR mentions.
Consideration — Website pages, FAQs, WhatsApp auto-replies, brochures.
Decision — Donation/cart pages (PayFast/Yoco), checkout emails/SMS, call centre scripts.
Retention — Newsletters (POPIA consent), WhatsApp updates (opt-in), loyalty/donor clubs.
Advocacy — Review prompts, referral asks, community groups.
If you want a visual scaffold, Denise Lee Yohn’s Brand Touchpoint Wheel is a classic worksheet to involve cross-functional teams.
Brand Touchpoints Scoring Model (Reach, Impact, Consistency, Quality, Data, Risk, Effort)
Score every touchpoint on a 1–5 scale (1 = poor, 5 = excellent). Keep it simple and consistent.
Reach — potential audience (traffic, footfall, subscribers).
Impact — influence on the desired outcome (donation, sign-up, trust). Use an adapted RICE-style impact scale mapped to 1–5 for simplicity.
Consistency — brand voice, visual cues, promises match reality.
Quality/Response — journey friction, load time, clarity; and review response time for earned media.
Data capture — useful data, minimalism, purpose-bound.
Risk/Compliance — POPIA consent, retention, messaging etiquette. Lower is better (invert the score). POPIA Form 4 governs consent for direct electronic marketing; section 14 limits retention.
Effort — to fix/improve; lower is better (invert the score).
Example formula (equal weights):Overall = (Reach + Impact + Consistency + Quality + Data + (6 − Risk) + (6 − Effort)) / 7
Tip: Equal weights keep debate short. If you must weight, do it upfront and document why.
1–5 Scoring Rubric For Brand Contact Points (With Examples)
Reach: 1 = almost nobody; 5 = primary traffic channel/high-footfall.
Impact: 1 = cosmetic; 5 = direct conversion/trust driver (e.g., donation page).
Consistency: 1 = off-brand; 5 = on-brand, up-to-date.
Quality/Response: 1 = broken/slow/no responses; 5 = smooth & fast (reviews answered in <48h).
Data: 1 = collects nothing or too much; 5 = useful, minimal, consented.
Risk: 1 = low risk; 5 = serious POPIA gaps (no consent or retention policy).
Effort: 1 = 30-minute fix; 5 = multi-month project.
How To Run A 90-Minute Brand Touchpoints Audit Workshop (Agenda & Roles)
Who: 3–4 people max (marketing/comms, ops, donor/customer support, compliance).
Tools: the shared Google Sheet template, screen-share, site logins.
Agenda (90 minutes)
0–10 min: Prep recap — goal of this audit, success metrics.
10–30 min: List touchpoints — walk the journey and collect URLs/screenshots.
30–70 min: Score together — one person drives the sheet; others give evidence and screenshots.
70–85 min: Assign owners/SLA — who fixes what by when; timebox quick wins.
85–90 min: Next steps — agree reporting cadence and the quick-win list.
Facilitation tips: Use a shared definition of “impact” and remind the group that Business Profile accuracy, review replies, and WhatsApp auto-replies are genuine quick wins in SA.
Prioritise Quick Wins: Impact-Effort Matrix For South African Brands
Plot Impact (y-axis) vs Effort (x-axis):
Quick Wins (high impact, low effort):
Update Google hours, add “services/attributes”, upload 5 fresh photos.
Switch on WhatsApp greeting/away messages with a short “thanks + next step”.
Reply to the last 20 reviews with empathy and specifics.
Major Projects (high impact, high effort): redesign donation flow; rebuild forms with explicit consent.
Fill-ins (low impact, low effort): tidy up old blog CTAs, alt text, footer addresses.
Thankless Tasks (low impact, high effort): that fancy microsite no-one visits.
A classic impact–effort matrix keeps debates short and the roadmap visible.
POPIA Compliance For Brand Contact Points (Consent, Retention, WhatsApp)
Consent for direct marketing:
Default rule: you need opt-in consent (written, using Form 4 or an electronic equivalent that captures the same fields).
Soft opt-in: limited exception may apply if you collected details in a sale and offer opt-out every time (get proper legal advice; document your basis).
Retention:
Don’t keep personal data longer than necessary for the stated purpose; define retention periods and deletion methods.
WhatsApp etiquette:
Auto-replies are fine; keep messages concise and respect opt-in preferences.
Be extra careful with groups (numbers and profile photos are visible). Set rules and obtain consent; public bodies have issued formal guidance on WhatsApp and personal data.
Signage & permits:
Outdoor and on-premise signage may require municipal approval; factor this into your Physical touchpoints and compliance checks (e.g., Cape Town’s by-law).
Turn Audit Scores Into An Action Plan (2-Week Fixes, 90-Day Backlog, Monthly Dashboard)
Two-week fix list (Quick Wins)
Update Business Profile (name, hours, services, attributes, photos).
Turn on WhatsApp greeting/away messages with clear next steps.
Reply to backlog of reviews; create 3 reusable response templates for common themes.
90-day backlog (Major Projects & Fill-ins)
Rework donation flow on PayFast/Yoco with fewer fields, trust badges (e.g., PCI-DSS Level 1), and thank-you confirmations with opt-in language.
Draft/approve a POPIA notice and refresh all forms with clear consent text; document retention.
Build a review playbook (who replies, tone, SLA, escalation).
Monthly dashboard (15 minutes):
New reviews, avg response time, Business Profile views, donation conversion, consent rates, and % tasks completed.
Quarterly: rerun the mini-audit; add new touchpoints (e.g., new USSD or WhatsApp flows).
Brand Touchpoints Audit Template: 90-Minute Worksheet & Scoring Table
Touchpoint | Stage | Type | Reach (1-5) | Impact (1-5) | Consistency (1-5) | Quality/Response (1-5) | Data (1-5) | Risk (1-5) | Effort (1-5) | Overall |
|---|---|---|---|---|---|---|---|---|---|---|
Google Business Profile | Awareness | Owned | 4 | 4 | 4 | 4 | 2 | 2 | 1 | 4.1 |
WhatsApp auto-reply | Consideration | Owned | 4 | 3 | 4 | 5 | 1 | 2 | 1 | 4.3 |
PayFast donation page | Decision | Owned | 3 | 5 | 4 | 4 | 3 | 1 | 3 | 4.0 |
HelloPeter responses | Advocacy | Earned | 3 | 4 | 4 | 3 | 1 | 2 | 2 | 3.9 |
(Risk/Effort inverted in the overall formula.)
Grab the contact point audit template (SA) we use in the 90-minute workshop—prebuilt scoring, owner fields, and POPIA notes included.
South African Examples to Copy (GBP, WhatsApp Business, USSD, HelloPeter)
Business Profile clean-up: add hours, services, attributes (e.g., wheelchair access), photos, and a review request shortlink. These are explicit ranking signals and usability boosts.
WhatsApp greeting/away:
Greeting: “Thanks for reaching us. We’ll reply 08:00–17:00. Donate via PayFast here: [link]. For urgent requests call 021 xxx xxxx.”
USSD prompt in SMS/print: “Donate in 30 seconds: dial *103# (Vodacom).”
Review playbook: reply in 24–48h; apologise when needed; move complex cases to DM; then close the loop publicly.
Conclusion: Free Brand Touchpoints Audit Template + Guide— Quick Wins & Next Steps
South African organisations live and die by small interactions: a map pin with the wrong hours, a donation form that feels dodgy, a WhatsApp that never replies, or a review that goes unanswered. A brand touchpoints audit turns that chaos into a list, a score, and a plan. Map your universe, score with a simple 1–5 model (invert Risk and Effort), and attack the Quick Wins first—Business Profile hygiene, WhatsApp auto-replies, and review responses. Add POPIA-clean consent and retention, and you’ll improve trust while avoiding regulatory pain. Run the 90-minute workshop, push a two-week fix list, and keep a monthly dashboard. Then do it again next quarter. That’s how small teams create outsize impact.
Next step: grab the template, book a mini-audit if you want backup, and ship three quick wins today.
Claim the brand contact audit template (comes with a step-by-step guide)
P.S. I want your feedback
Did this guide help you find one quick win you can ship this week? Tell me which one—and if you want, I’ll add your anonymised quick win to a running SA list to inspire others. If you found this useful, please share it with another NPO/SME leader.
Free Brand Touchpoints Audit Template + Guide — FAQs
1) What is a brand contact point audit?
It’s a structured review of every way people interact with your organisation—digital, physical, and interpersonal—to measure performance and prioritise improvements. It’s a lighter alternative to a full brand audit, designed as a self-guided health check.
2) How do I score reach vs impact?
Reach estimates potential audience for the touchpoint. Impact estimates how strongly that touchpoint moves your desired outcome (donation, sign-up, trust). Map an adapted RICE impact scale to 1–5 stars for consistency.
3) How do I handle POPIA in this audit?
Check consent (Form 4 or electronic equivalent for direct electronic marketing), purpose-bound data collection, retention limits (Section 14), and WhatsApp group etiquette (numbers visible; get consent; set rules). Document decisions and add Risk notes per touchpoint.
4) Are USSD and mobile donations still relevant?
Yes. They remain common and accessible in SA; Vodacom’s ConnectforChange lets supporters donate via USSD *103#—include a USSD prompt in SMS/print and your WhatsApp replies.
Short on time? This Brand Touchpoints Audit South Africa guide gives NPOs and SMEs a simple, SA-ready template to map every contact point, score reach and impact, and surface quick wins you can ship this week.
Introduction: Why a Brand Touchpoints Audit Matters in South Africa
If you run an NPO or SME in South Africa, your “brand” isn’t just ads or a logo. It’s every contact point people have with you—your Google Business Profile hours, a PayFast/Yoco donation link, a WhatsApp Business auto-reply, reception signage, even how you respond to HelloPeter and Google reviews. Get these small moments right, and you’ll earn trust and conversions; get them wrong, and you’ll leak goodwill (and revenue/donations).
A brand contact (touchpoints) audit is a practical health check that lists all those interactions, scores how they perform, and picks quick wins to fix first. This guide is tailored for South Africa: we’ll cover WhatsApp Business features, POPIA consent/retention basics, USSD donations, signage permits, and local-SEO realities. We’ve also included a scoring template and a 90-minute workshop plan so you can run the audit this week.
Who This Guide Is For (South African NPOs & SMEs)
Audience: South African NPOs and SMEs; comms/marketing leads; ops teams.
You’ll get: A practical framework, a scoring model (with a Google Sheet template), SA-specific compliance notes, and a 2×2 for quick prioritisation.
Quick Takeaways: Brand Touchpoints Audit South Africa
List everything across Awareness → Advocacy; include Owned/Paid/Earned/Physical.
Score on a 1–5 scale; invert Risk and Effort so safer/easier gets rewarded.
Prioritise Quick Wins: Business Profile accuracy, WhatsApp auto-replies, review responses.
POPIA is non-negotiable: capture consent (Form 4 for direct e-marketing), define retention periods, and be careful with WhatsApp groups.
Donation UX matters: show trust badges (e.g., PCI-DSS Level 1) and keep forms minimal.
Rerun monthly/quarterly, track review response SLAs and conversion moves.
Download the Free Brand Touchpoints Audit Template + Guide (Excel/Google Sheet) to map every contact point, score impact, and flag quick wins in minutes.
What are Brand Contact Points?
Think Owned, Paid, Earned/Shared, Physical across the full journey Awareness → Consideration → Decision → Retention → Advocacy.
Owned (Website, Google Business Profile, WhatsApp Business)
Website & donation/payment pages (e.g., PayFast or Yoco). PayFast is a PCI-DSS Level 1 provider—useful trust signal for donors.
Google Business Profile: keep name, hours, services, attributes and photos accurate; completeness affects local discovery.
WhatsApp Business: greeting and away messages to set expectations and route people (e.g., donation link or help doc).
Paid (Search & Social)
Search/social ads (incl. Google Ads Grants for NPOs) that land on compliant forms and track conversions.
Earned & Shared (HelloPeter & Google Reviews)
HelloPeter & Google Reviews: respond fast; it improves visibility and trust. Aim for replies in 24–48 hours; review engagement is a local ranking factor.
Community WhatsApp groups & social channels: mind consent and visibility of personal numbers (POPIA).
Physical (Signage & Permits)
Reception and safety signage; municipal signage permits (e.g., City of Cape Town’s by-law & processes).
Local levers worth noting
“Near me” intent is powerful: 76% of nearby mobile searches visit a business within a day—so your Business Profile hygiene is not optional.
USSD donations are mainstream in SA; Vodacom’s ConnectforChange accepts USSD *103# donations—handy to include in supporter comms.
How To Define Your Brand Touchpoint Universe (Awareness → Advocacy)
Map touchpoints by stage and type. Here’s a starter list (adapt as needed):
Awareness — Business Profile, outdoor signage (permitted), social posts, PR mentions.
Consideration — Website pages, FAQs, WhatsApp auto-replies, brochures.
Decision — Donation/cart pages (PayFast/Yoco), checkout emails/SMS, call centre scripts.
Retention — Newsletters (POPIA consent), WhatsApp updates (opt-in), loyalty/donor clubs.
Advocacy — Review prompts, referral asks, community groups.
If you want a visual scaffold, Denise Lee Yohn’s Brand Touchpoint Wheel is a classic worksheet to involve cross-functional teams.
Brand Touchpoints Scoring Model (Reach, Impact, Consistency, Quality, Data, Risk, Effort)
Score every touchpoint on a 1–5 scale (1 = poor, 5 = excellent). Keep it simple and consistent.
Reach — potential audience (traffic, footfall, subscribers).
Impact — influence on the desired outcome (donation, sign-up, trust). Use an adapted RICE-style impact scale mapped to 1–5 for simplicity.
Consistency — brand voice, visual cues, promises match reality.
Quality/Response — journey friction, load time, clarity; and review response time for earned media.
Data capture — useful data, minimalism, purpose-bound.
Risk/Compliance — POPIA consent, retention, messaging etiquette. Lower is better (invert the score). POPIA Form 4 governs consent for direct electronic marketing; section 14 limits retention.
Effort — to fix/improve; lower is better (invert the score).
Example formula (equal weights):Overall = (Reach + Impact + Consistency + Quality + Data + (6 − Risk) + (6 − Effort)) / 7
Tip: Equal weights keep debate short. If you must weight, do it upfront and document why.
1–5 Scoring Rubric For Brand Contact Points (With Examples)
Reach: 1 = almost nobody; 5 = primary traffic channel/high-footfall.
Impact: 1 = cosmetic; 5 = direct conversion/trust driver (e.g., donation page).
Consistency: 1 = off-brand; 5 = on-brand, up-to-date.
Quality/Response: 1 = broken/slow/no responses; 5 = smooth & fast (reviews answered in <48h).
Data: 1 = collects nothing or too much; 5 = useful, minimal, consented.
Risk: 1 = low risk; 5 = serious POPIA gaps (no consent or retention policy).
Effort: 1 = 30-minute fix; 5 = multi-month project.
How To Run A 90-Minute Brand Touchpoints Audit Workshop (Agenda & Roles)
Who: 3–4 people max (marketing/comms, ops, donor/customer support, compliance).
Tools: the shared Google Sheet template, screen-share, site logins.
Agenda (90 minutes)
0–10 min: Prep recap — goal of this audit, success metrics.
10–30 min: List touchpoints — walk the journey and collect URLs/screenshots.
30–70 min: Score together — one person drives the sheet; others give evidence and screenshots.
70–85 min: Assign owners/SLA — who fixes what by when; timebox quick wins.
85–90 min: Next steps — agree reporting cadence and the quick-win list.
Facilitation tips: Use a shared definition of “impact” and remind the group that Business Profile accuracy, review replies, and WhatsApp auto-replies are genuine quick wins in SA.
Prioritise Quick Wins: Impact-Effort Matrix For South African Brands
Plot Impact (y-axis) vs Effort (x-axis):
Quick Wins (high impact, low effort):
Update Google hours, add “services/attributes”, upload 5 fresh photos.
Switch on WhatsApp greeting/away messages with a short “thanks + next step”.
Reply to the last 20 reviews with empathy and specifics.
Major Projects (high impact, high effort): redesign donation flow; rebuild forms with explicit consent.
Fill-ins (low impact, low effort): tidy up old blog CTAs, alt text, footer addresses.
Thankless Tasks (low impact, high effort): that fancy microsite no-one visits.
A classic impact–effort matrix keeps debates short and the roadmap visible.
POPIA Compliance For Brand Contact Points (Consent, Retention, WhatsApp)
Consent for direct marketing:
Default rule: you need opt-in consent (written, using Form 4 or an electronic equivalent that captures the same fields).
Soft opt-in: limited exception may apply if you collected details in a sale and offer opt-out every time (get proper legal advice; document your basis).
Retention:
Don’t keep personal data longer than necessary for the stated purpose; define retention periods and deletion methods.
WhatsApp etiquette:
Auto-replies are fine; keep messages concise and respect opt-in preferences.
Be extra careful with groups (numbers and profile photos are visible). Set rules and obtain consent; public bodies have issued formal guidance on WhatsApp and personal data.
Signage & permits:
Outdoor and on-premise signage may require municipal approval; factor this into your Physical touchpoints and compliance checks (e.g., Cape Town’s by-law).
Turn Audit Scores Into An Action Plan (2-Week Fixes, 90-Day Backlog, Monthly Dashboard)
Two-week fix list (Quick Wins)
Update Business Profile (name, hours, services, attributes, photos).
Turn on WhatsApp greeting/away messages with clear next steps.
Reply to backlog of reviews; create 3 reusable response templates for common themes.
90-day backlog (Major Projects & Fill-ins)
Rework donation flow on PayFast/Yoco with fewer fields, trust badges (e.g., PCI-DSS Level 1), and thank-you confirmations with opt-in language.
Draft/approve a POPIA notice and refresh all forms with clear consent text; document retention.
Build a review playbook (who replies, tone, SLA, escalation).
Monthly dashboard (15 minutes):
New reviews, avg response time, Business Profile views, donation conversion, consent rates, and % tasks completed.
Quarterly: rerun the mini-audit; add new touchpoints (e.g., new USSD or WhatsApp flows).
Brand Touchpoints Audit Template: 90-Minute Worksheet & Scoring Table
Touchpoint | Stage | Type | Reach (1-5) | Impact (1-5) | Consistency (1-5) | Quality/Response (1-5) | Data (1-5) | Risk (1-5) | Effort (1-5) | Overall |
|---|---|---|---|---|---|---|---|---|---|---|
Google Business Profile | Awareness | Owned | 4 | 4 | 4 | 4 | 2 | 2 | 1 | 4.1 |
WhatsApp auto-reply | Consideration | Owned | 4 | 3 | 4 | 5 | 1 | 2 | 1 | 4.3 |
PayFast donation page | Decision | Owned | 3 | 5 | 4 | 4 | 3 | 1 | 3 | 4.0 |
HelloPeter responses | Advocacy | Earned | 3 | 4 | 4 | 3 | 1 | 2 | 2 | 3.9 |
(Risk/Effort inverted in the overall formula.)
Grab the contact point audit template (SA) we use in the 90-minute workshop—prebuilt scoring, owner fields, and POPIA notes included.
South African Examples to Copy (GBP, WhatsApp Business, USSD, HelloPeter)
Business Profile clean-up: add hours, services, attributes (e.g., wheelchair access), photos, and a review request shortlink. These are explicit ranking signals and usability boosts.
WhatsApp greeting/away:
Greeting: “Thanks for reaching us. We’ll reply 08:00–17:00. Donate via PayFast here: [link]. For urgent requests call 021 xxx xxxx.”
USSD prompt in SMS/print: “Donate in 30 seconds: dial *103# (Vodacom).”
Review playbook: reply in 24–48h; apologise when needed; move complex cases to DM; then close the loop publicly.
Conclusion: Free Brand Touchpoints Audit Template + Guide— Quick Wins & Next Steps
South African organisations live and die by small interactions: a map pin with the wrong hours, a donation form that feels dodgy, a WhatsApp that never replies, or a review that goes unanswered. A brand touchpoints audit turns that chaos into a list, a score, and a plan. Map your universe, score with a simple 1–5 model (invert Risk and Effort), and attack the Quick Wins first—Business Profile hygiene, WhatsApp auto-replies, and review responses. Add POPIA-clean consent and retention, and you’ll improve trust while avoiding regulatory pain. Run the 90-minute workshop, push a two-week fix list, and keep a monthly dashboard. Then do it again next quarter. That’s how small teams create outsize impact.
Next step: grab the template, book a mini-audit if you want backup, and ship three quick wins today.
Claim the brand contact audit template (comes with a step-by-step guide)
P.S. I want your feedback
Did this guide help you find one quick win you can ship this week? Tell me which one—and if you want, I’ll add your anonymised quick win to a running SA list to inspire others. If you found this useful, please share it with another NPO/SME leader.
Free Brand Touchpoints Audit Template + Guide — FAQs
1) What is a brand contact point audit?
It’s a structured review of every way people interact with your organisation—digital, physical, and interpersonal—to measure performance and prioritise improvements. It’s a lighter alternative to a full brand audit, designed as a self-guided health check.
2) How do I score reach vs impact?
Reach estimates potential audience for the touchpoint. Impact estimates how strongly that touchpoint moves your desired outcome (donation, sign-up, trust). Map an adapted RICE impact scale to 1–5 stars for consistency.
3) How do I handle POPIA in this audit?
Check consent (Form 4 or electronic equivalent for direct electronic marketing), purpose-bound data collection, retention limits (Section 14), and WhatsApp group etiquette (numbers visible; get consent; set rules). Document decisions and add Risk notes per touchpoint.
4) Are USSD and mobile donations still relevant?
Yes. They remain common and accessible in SA; Vodacom’s ConnectforChange lets supporters donate via USSD *103#—include a USSD prompt in SMS/print and your WhatsApp replies.
Short on time? This Brand Touchpoints Audit South Africa guide gives NPOs and SMEs a simple, SA-ready template to map every contact point, score reach and impact, and surface quick wins you can ship this week.
Introduction: Why a Brand Touchpoints Audit Matters in South Africa
If you run an NPO or SME in South Africa, your “brand” isn’t just ads or a logo. It’s every contact point people have with you—your Google Business Profile hours, a PayFast/Yoco donation link, a WhatsApp Business auto-reply, reception signage, even how you respond to HelloPeter and Google reviews. Get these small moments right, and you’ll earn trust and conversions; get them wrong, and you’ll leak goodwill (and revenue/donations).
A brand contact (touchpoints) audit is a practical health check that lists all those interactions, scores how they perform, and picks quick wins to fix first. This guide is tailored for South Africa: we’ll cover WhatsApp Business features, POPIA consent/retention basics, USSD donations, signage permits, and local-SEO realities. We’ve also included a scoring template and a 90-minute workshop plan so you can run the audit this week.
Who This Guide Is For (South African NPOs & SMEs)
Audience: South African NPOs and SMEs; comms/marketing leads; ops teams.
You’ll get: A practical framework, a scoring model (with a Google Sheet template), SA-specific compliance notes, and a 2×2 for quick prioritisation.
Quick Takeaways: Brand Touchpoints Audit South Africa
List everything across Awareness → Advocacy; include Owned/Paid/Earned/Physical.
Score on a 1–5 scale; invert Risk and Effort so safer/easier gets rewarded.
Prioritise Quick Wins: Business Profile accuracy, WhatsApp auto-replies, review responses.
POPIA is non-negotiable: capture consent (Form 4 for direct e-marketing), define retention periods, and be careful with WhatsApp groups.
Donation UX matters: show trust badges (e.g., PCI-DSS Level 1) and keep forms minimal.
Rerun monthly/quarterly, track review response SLAs and conversion moves.
Download the Free Brand Touchpoints Audit Template + Guide (Excel/Google Sheet) to map every contact point, score impact, and flag quick wins in minutes.
What are Brand Contact Points?
Think Owned, Paid, Earned/Shared, Physical across the full journey Awareness → Consideration → Decision → Retention → Advocacy.
Owned (Website, Google Business Profile, WhatsApp Business)
Website & donation/payment pages (e.g., PayFast or Yoco). PayFast is a PCI-DSS Level 1 provider—useful trust signal for donors.
Google Business Profile: keep name, hours, services, attributes and photos accurate; completeness affects local discovery.
WhatsApp Business: greeting and away messages to set expectations and route people (e.g., donation link or help doc).
Paid (Search & Social)
Search/social ads (incl. Google Ads Grants for NPOs) that land on compliant forms and track conversions.
Earned & Shared (HelloPeter & Google Reviews)
HelloPeter & Google Reviews: respond fast; it improves visibility and trust. Aim for replies in 24–48 hours; review engagement is a local ranking factor.
Community WhatsApp groups & social channels: mind consent and visibility of personal numbers (POPIA).
Physical (Signage & Permits)
Reception and safety signage; municipal signage permits (e.g., City of Cape Town’s by-law & processes).
Local levers worth noting
“Near me” intent is powerful: 76% of nearby mobile searches visit a business within a day—so your Business Profile hygiene is not optional.
USSD donations are mainstream in SA; Vodacom’s ConnectforChange accepts USSD *103# donations—handy to include in supporter comms.
How To Define Your Brand Touchpoint Universe (Awareness → Advocacy)
Map touchpoints by stage and type. Here’s a starter list (adapt as needed):
Awareness — Business Profile, outdoor signage (permitted), social posts, PR mentions.
Consideration — Website pages, FAQs, WhatsApp auto-replies, brochures.
Decision — Donation/cart pages (PayFast/Yoco), checkout emails/SMS, call centre scripts.
Retention — Newsletters (POPIA consent), WhatsApp updates (opt-in), loyalty/donor clubs.
Advocacy — Review prompts, referral asks, community groups.
If you want a visual scaffold, Denise Lee Yohn’s Brand Touchpoint Wheel is a classic worksheet to involve cross-functional teams.
Brand Touchpoints Scoring Model (Reach, Impact, Consistency, Quality, Data, Risk, Effort)
Score every touchpoint on a 1–5 scale (1 = poor, 5 = excellent). Keep it simple and consistent.
Reach — potential audience (traffic, footfall, subscribers).
Impact — influence on the desired outcome (donation, sign-up, trust). Use an adapted RICE-style impact scale mapped to 1–5 for simplicity.
Consistency — brand voice, visual cues, promises match reality.
Quality/Response — journey friction, load time, clarity; and review response time for earned media.
Data capture — useful data, minimalism, purpose-bound.
Risk/Compliance — POPIA consent, retention, messaging etiquette. Lower is better (invert the score). POPIA Form 4 governs consent for direct electronic marketing; section 14 limits retention.
Effort — to fix/improve; lower is better (invert the score).
Example formula (equal weights):Overall = (Reach + Impact + Consistency + Quality + Data + (6 − Risk) + (6 − Effort)) / 7
Tip: Equal weights keep debate short. If you must weight, do it upfront and document why.
1–5 Scoring Rubric For Brand Contact Points (With Examples)
Reach: 1 = almost nobody; 5 = primary traffic channel/high-footfall.
Impact: 1 = cosmetic; 5 = direct conversion/trust driver (e.g., donation page).
Consistency: 1 = off-brand; 5 = on-brand, up-to-date.
Quality/Response: 1 = broken/slow/no responses; 5 = smooth & fast (reviews answered in <48h).
Data: 1 = collects nothing or too much; 5 = useful, minimal, consented.
Risk: 1 = low risk; 5 = serious POPIA gaps (no consent or retention policy).
Effort: 1 = 30-minute fix; 5 = multi-month project.
How To Run A 90-Minute Brand Touchpoints Audit Workshop (Agenda & Roles)
Who: 3–4 people max (marketing/comms, ops, donor/customer support, compliance).
Tools: the shared Google Sheet template, screen-share, site logins.
Agenda (90 minutes)
0–10 min: Prep recap — goal of this audit, success metrics.
10–30 min: List touchpoints — walk the journey and collect URLs/screenshots.
30–70 min: Score together — one person drives the sheet; others give evidence and screenshots.
70–85 min: Assign owners/SLA — who fixes what by when; timebox quick wins.
85–90 min: Next steps — agree reporting cadence and the quick-win list.
Facilitation tips: Use a shared definition of “impact” and remind the group that Business Profile accuracy, review replies, and WhatsApp auto-replies are genuine quick wins in SA.
Prioritise Quick Wins: Impact-Effort Matrix For South African Brands
Plot Impact (y-axis) vs Effort (x-axis):
Quick Wins (high impact, low effort):
Update Google hours, add “services/attributes”, upload 5 fresh photos.
Switch on WhatsApp greeting/away messages with a short “thanks + next step”.
Reply to the last 20 reviews with empathy and specifics.
Major Projects (high impact, high effort): redesign donation flow; rebuild forms with explicit consent.
Fill-ins (low impact, low effort): tidy up old blog CTAs, alt text, footer addresses.
Thankless Tasks (low impact, high effort): that fancy microsite no-one visits.
A classic impact–effort matrix keeps debates short and the roadmap visible.
POPIA Compliance For Brand Contact Points (Consent, Retention, WhatsApp)
Consent for direct marketing:
Default rule: you need opt-in consent (written, using Form 4 or an electronic equivalent that captures the same fields).
Soft opt-in: limited exception may apply if you collected details in a sale and offer opt-out every time (get proper legal advice; document your basis).
Retention:
Don’t keep personal data longer than necessary for the stated purpose; define retention periods and deletion methods.
WhatsApp etiquette:
Auto-replies are fine; keep messages concise and respect opt-in preferences.
Be extra careful with groups (numbers and profile photos are visible). Set rules and obtain consent; public bodies have issued formal guidance on WhatsApp and personal data.
Signage & permits:
Outdoor and on-premise signage may require municipal approval; factor this into your Physical touchpoints and compliance checks (e.g., Cape Town’s by-law).
Turn Audit Scores Into An Action Plan (2-Week Fixes, 90-Day Backlog, Monthly Dashboard)
Two-week fix list (Quick Wins)
Update Business Profile (name, hours, services, attributes, photos).
Turn on WhatsApp greeting/away messages with clear next steps.
Reply to backlog of reviews; create 3 reusable response templates for common themes.
90-day backlog (Major Projects & Fill-ins)
Rework donation flow on PayFast/Yoco with fewer fields, trust badges (e.g., PCI-DSS Level 1), and thank-you confirmations with opt-in language.
Draft/approve a POPIA notice and refresh all forms with clear consent text; document retention.
Build a review playbook (who replies, tone, SLA, escalation).
Monthly dashboard (15 minutes):
New reviews, avg response time, Business Profile views, donation conversion, consent rates, and % tasks completed.
Quarterly: rerun the mini-audit; add new touchpoints (e.g., new USSD or WhatsApp flows).
Brand Touchpoints Audit Template: 90-Minute Worksheet & Scoring Table
Touchpoint | Stage | Type | Reach (1-5) | Impact (1-5) | Consistency (1-5) | Quality/Response (1-5) | Data (1-5) | Risk (1-5) | Effort (1-5) | Overall |
|---|---|---|---|---|---|---|---|---|---|---|
Google Business Profile | Awareness | Owned | 4 | 4 | 4 | 4 | 2 | 2 | 1 | 4.1 |
WhatsApp auto-reply | Consideration | Owned | 4 | 3 | 4 | 5 | 1 | 2 | 1 | 4.3 |
PayFast donation page | Decision | Owned | 3 | 5 | 4 | 4 | 3 | 1 | 3 | 4.0 |
HelloPeter responses | Advocacy | Earned | 3 | 4 | 4 | 3 | 1 | 2 | 2 | 3.9 |
(Risk/Effort inverted in the overall formula.)
Grab the contact point audit template (SA) we use in the 90-minute workshop—prebuilt scoring, owner fields, and POPIA notes included.
South African Examples to Copy (GBP, WhatsApp Business, USSD, HelloPeter)
Business Profile clean-up: add hours, services, attributes (e.g., wheelchair access), photos, and a review request shortlink. These are explicit ranking signals and usability boosts.
WhatsApp greeting/away:
Greeting: “Thanks for reaching us. We’ll reply 08:00–17:00. Donate via PayFast here: [link]. For urgent requests call 021 xxx xxxx.”
USSD prompt in SMS/print: “Donate in 30 seconds: dial *103# (Vodacom).”
Review playbook: reply in 24–48h; apologise when needed; move complex cases to DM; then close the loop publicly.
Conclusion: Free Brand Touchpoints Audit Template + Guide— Quick Wins & Next Steps
South African organisations live and die by small interactions: a map pin with the wrong hours, a donation form that feels dodgy, a WhatsApp that never replies, or a review that goes unanswered. A brand touchpoints audit turns that chaos into a list, a score, and a plan. Map your universe, score with a simple 1–5 model (invert Risk and Effort), and attack the Quick Wins first—Business Profile hygiene, WhatsApp auto-replies, and review responses. Add POPIA-clean consent and retention, and you’ll improve trust while avoiding regulatory pain. Run the 90-minute workshop, push a two-week fix list, and keep a monthly dashboard. Then do it again next quarter. That’s how small teams create outsize impact.
Next step: grab the template, book a mini-audit if you want backup, and ship three quick wins today.
Claim the brand contact audit template (comes with a step-by-step guide)
P.S. I want your feedback
Did this guide help you find one quick win you can ship this week? Tell me which one—and if you want, I’ll add your anonymised quick win to a running SA list to inspire others. If you found this useful, please share it with another NPO/SME leader.
Free Brand Touchpoints Audit Template + Guide — FAQs
1) What is a brand contact point audit?
It’s a structured review of every way people interact with your organisation—digital, physical, and interpersonal—to measure performance and prioritise improvements. It’s a lighter alternative to a full brand audit, designed as a self-guided health check.
2) How do I score reach vs impact?
Reach estimates potential audience for the touchpoint. Impact estimates how strongly that touchpoint moves your desired outcome (donation, sign-up, trust). Map an adapted RICE impact scale to 1–5 stars for consistency.
3) How do I handle POPIA in this audit?
Check consent (Form 4 or electronic equivalent for direct electronic marketing), purpose-bound data collection, retention limits (Section 14), and WhatsApp group etiquette (numbers visible; get consent; set rules). Document decisions and add Risk notes per touchpoint.
4) Are USSD and mobile donations still relevant?
Yes. They remain common and accessible in SA; Vodacom’s ConnectforChange lets supporters donate via USSD *103#—include a USSD prompt in SMS/print and your WhatsApp replies.
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Book a Free Consultation with Romanos Boraine
Book a Free Consultation
Book a Free Consultation with Romanos Boraine
Book a Free Consultation with Romanos Boraine
Let’s talk. Book a free 20-minute discovery call with me to map out your brand, systems, or content gaps. We will identify what we can fix, fast, to help your nonprofit or startup grow smarter.
Helping nonprofits, startups, and social enterprises in South Africa grow smarter through strategic positioning, creative direction, digital systems audits, and workflow optimisation.
Explore Services
© Romanos Boraine 2025.
All Rights Reserved
Book a Free Consultation with Romanos Boraine
Let’s talk. Book a free 20-minute discovery call with me to map out your brand, systems, or content gaps. We will identify what we can fix, fast, to help your nonprofit or startup grow smarter.
Helping nonprofits, startups, and social enterprises in South Africa grow smarter through strategic positioning, creative direction, digital systems audits, and workflow optimisation.
Explore Services
© Romanos Boraine 2025.
All Rights Reserved
Book a Free Consultation with Romanos Boraine
Let’s talk. Book a free 20-minute discovery call with me to map out your brand, systems, or content gaps. We will identify what we can fix, fast, to help your nonprofit or startup grow smarter.
Helping nonprofits, startups, and social enterprises in South Africa grow smarter through strategic positioning, creative direction, digital systems audits, and workflow optimisation.
Explore Services
© Romanos Boraine 2025.
All Rights Reserved
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