Brand Touchpoints Audit — South Africa (Free Spreadsheet)

Map every audience touchpoint, score what matters, and surface quick wins you can fix in two weeks. Built for SA NPOs & SMEs, with WhatsApp Business, Google Business Profile, HelloPeter, PayFast/Yoco, municipal permits and POPIA in mind.

Name your price: R0 (tips optional but appreciated 🙏).
Tips help me keep making these free resources for SA organisations.

What you get

• Spreadsheet template with ready-made tabs: Touchpoints, Dashboard, 2×2 Impact–Effort Matrix, Action Plan, Reviews, WhatsApp Audit, POPIA Checklist, Workshop, Scoring Guide.
• Auto-scoring model (1–5) and Quick Win flag (Impact ≥4, Effort ≤2).
• Action Plan views for “2-Week Fixes” and a 90-day backlog.
• SA-specific fields (POPIA notes, review SLAs, WhatsApp settings, donation/checkout, signage/permits).

Who it’s for

• South African nonprofits, social enterprises, SMEs, agencies and teams that want a fast, evidence-based way to tidy up brand contact points and improve conversion & trust.

How to use it (3 steps)

1. Lists tab: add your Owners/Stages/Types/Status.
2. Touchpoints tab: capture 10–20 real touchpoints (site, WhatsApp, GBP, reviews, donation/checkout, reception signage, permits) and score 1–5 using the Scoring Guide.
3. Open Action Plan → ship the Quick Wins in two weeks; review the Dashboard monthly.

Read the full guide & related links

• Post (step-by-step guide): Brand Contact Audit (South Africa)
• Resource Hub: romanosboraine.co.za/resources
• Free Downloads Hub: romanosboraine.co.za/resources/hub/free-downloads
• Book an audit / workshop: romanosboraine.co.za/contact

Licence

Free for personal and organisational use. Please don’t resell.
If you share it, link back to the post above.

Support & customisation

Need a done-with-you audit or a facilitated 90-minute workshop for your team? I can customise the template to your context (sector, channels, POPIA). → Contact

PS: If this helped, a tip on Gumroad goes a long way toward funding more SA-specific free tools.