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Brand Health and Equity Analysis
Diagnose where a brand actually loses people, using conversion between funnel stages and image data corrected for the size effect.
Free. Works on Claude, ChatGPT, Gemini or any assistant that accepts a skill file.
What this skill does
The method, encoded.
Brand tracking produces more numbers per pound spent than any other research format and less usable diagnosis. Levels get read where conversion carries the meaning: consideration of 34% means something completely different on an aware base of 90% than on one of 40%. Bases get compared carelessly, because every funnel stage sits on a different denominator and those denominators differ by brand. The size effect goes uncorrected, so a market leader appears superior on attributes it has no claim to, purely because more people know it. And the metric gets confused with the outcome it is supposed to predict.
This skill supplies the discipline. It builds the funnel on stated bases, computes the conversion ratios between stages where the diagnosis lives, and shows why a reach problem and a meaning problem need opposite investments. It corrects image data for brand size three ways, classifies attributes into hygiene and differentiating, and states the four limits that must accompany any perceptual map. It handles salience and category entry point coverage, and it separates what a brand measure describes from what anyone is assuming it predicts.
It produces a funnel and conversion table, a size-adjusted image view, and a diagnosis specific enough to be wrong.
Best used for
- Building a brand funnel with correct bases and reading conversion between stages
- Diagnosing which stage a brand loses people at, and for whom
- Correcting the size effect before comparing brands on image attributes
- Distinguishing hygiene attributes from genuine positioning opportunities
- Interpreting a perceptual map without over-reading it
- Assessing category entry point coverage and salience gaps
- Auditing a brand health report before it drives a marketing budget
Typical inputs
What you give it.
Exact question wording and structure for every brand metric, The brand list shown, in full, with rotation applied, Base definition and base size for every metric for every brand, The routing structure between funnel stages, Sample definition and quota structure, Competitor data on identical measures (effectively required for interpretation), Market share, penetration or volume data (optional), Category entry point or occasion data (optional), Previous waves and media or activity data (optional)
Typical outputs
What you get back.
Metric definition table reproducing question wording and bases, Funnel table with every cell carrying its own base, Conversion table between adjacent stages with numerators and denominators, Image table with raw, within-brand index and size-adjusted residual columns, Attribute classification into hygiene and differentiating, Perceptual map with explained variance and interpretive axis labelling, Salience and category entry point coverage table with measure type stated, A falsifiable diagnosis naming stage, audience and base, Explicit statement of what the metrics do and do not predict
Method coverage
What the skill works through.
- Why brand levels describe and conversion diagnoses
- Writing down the metric definitions before computing anything
- Building the funnel on stated bases, not the study base
- Conversion between stages: reach problems and meaning problems
- The base trap in cross-brand comparison
- The size effect: why big brands score higher on almost everything
- Three ways to correct for brand size in image data
- Differentiation against typicality: which attributes can be owned
- Perceptual maps and their four interpretation limits
- Salience, retrieval and category entry point coverage
- What a brand metric measures against what it predicts
- Building a diagnosis specific enough to be wrong
- The honest limits on connecting brand metrics to commercial outcomes
Download
Free skill. One file.
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How to install
Add the skill file and the five kernel protocols to a Claude Project, a ChatGPT Project, a Gemini Gem, or paste them at the top of any assistant conversation. Then give it your real research material, not a description of it.
Download skillQuestions
Common questions.
Why does my brand score lower than the market leader on every image attribute?
Most likely because they are bigger, not because they are better regarded. Larger brands score higher on almost every attribute, including ones they have no logical claim to, because more people know them and familiarity generates agreement. Before concluding anything about perception, recompute the attributes among those aware of each brand, index each attribute against the brand's own average, and where you have several brands, regress attribute score on awareness or penetration and read the residual. The residual is the honest measure of distinctive association.
What is the most useful number in a brand funnel?
The conversion between adjacent stages, not the level at any one. Two brands with identical consideration can have completely different problems: one converts a large aware base poorly, which is a meaning problem, and the other converts a small aware base extremely well, which is a reach problem. Those two diagnoses lead to opposite investments, and only the conversion ratio distinguishes them.
Why do funnel bases matter so much?
Because each stage sits on a different denominator, and the denominators differ by brand. A brand with 90% awareness has a far larger consideration base than one with 40%, so a side-by-side funnel chart across brands is comparing figures whose bases are not comparable. Compounding it, conversion ratios between two small numbers are the least stable statistic in the format: a considering base of 45 will not support a reliable considering-to-preferring ratio, however clean the arithmetic looks.
How should I read a perceptual map?
Carefully, and with four things stated. The axes are statistical dimensions, so naming them is human interpretation and should be shown as such. Brand-to-attribute proximity is read directionally from the origin, not as a simple distance score, and brand-to-brand distance does not mean the same thing. The map shows only the variance the two plotted dimensions capture, so report that proportion. And a brand near the origin is not average in a good way: it usually means undifferentiated, though it can also mean too few people rated it.
What is the difference between awareness and salience?
Awareness is recognition: whether someone knows the name. Salience, in the mental availability framing, is retrieval: whether the brand comes to mind in the buying situations that matter. A brand can have very high prompted awareness and be retrieved for almost no occasions, which is a specific and fixable problem that aggregate awareness hides entirely. Prompted agreement that a brand suits an occasion is a much weaker signal than unprompted retrieval, and the two should never be presented as the same measure.
Do brand health metrics predict sales?
That is an empirical question about your category and your brand, and it usually has not been tested. Where you have several waves and commercial data, correlate the series and report what you find, along with the common causes that were not controlled: distribution, price, seasonality, category growth, competitor activity. A few waves is not enough to estimate a relationship. Where the link has not been established, every claim about business consequence built on a brand metric is an assumption, and it should be labelled as one.
Which brand attributes are worth investing in?
Those with a large spread across brands in the category, where ownership is possible. Attributes on which every brand scores similarly are hygiene: a low score is a problem, but a high score is not an advantage, and building an association everyone already has returns nothing. Compute the spread per attribute before any recommendation, then look at your brand's size-adjusted residual on the high-spread attributes.
Can I compare brand results across markets?
Not on raw levels. Attribute agreement, scale use and advocacy measures vary with cultural response style at least as much as with brand perception, so a lower score in one market may be a response-style artefact. Compare within-market standardised scores or within-market ranks, and treat the interpretation as a judgement requiring local knowledge rather than an analytical output.
Where do brand category norms come from?
Often from nowhere checkable, which is a problem given how much weight they carry in a brand debate. Before quoting a benchmark, know its source, its category, the exact question wording behind it and its date. A norm from a different category, a different question or a different decade is not a benchmark, and an unsourced one should be treated as a fabricated source rather than a soft fact.
Can AI analyse brand tracking data reliably?
It handles the base arithmetic and the size correction consistently, which is genuinely valuable given how often both are done wrong by hand. The characteristic risks are importing category norms with no source, naming perceptual map axes confidently as though the labels were results, building conversion ratios through stages that were not routed, and letting the size-confounding caveat drift off the image chart into an appendix. Require the metric definition table first, the routing inspected in the data rather than assumed, and every caveat on the same page as the number it qualifies.
The skill chain
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