Awareness can rise while fewer people consider your brand. Russell designs and improves tracking programs to investigate where performance is changing, which audiences are affected, and what your team needs to examine next.
Current customers, people who choose competitors, and people entering the category may have different reasons for considering your brand. A tracker needs to make those differences visible.
We start with the people eligible to make the category choice and the groups your team needs to understand separately. Prior audience research helps define those groups before we decide who to recruit or which measures to include.
Include the market beyond your customers
Customer interviews can explain experience and retention. Growth questions also require people who choose competitors or have yet to consider your brand.
Plan the comparisons before fieldwork
The overall sample may be large enough for a brand read but too small for a priority audience. Plan interviews around the groups your team needs to compare, including different buying roles where relevant.
Preserve comparable measures
Keep core questions and audience definitions consistent. Review changes in recruitment, weighting, and field timing before interpreting a shift as a change in brand performance.
When an audience definition or question changes substantially, a new baseline may be needed. We identify which historical comparisons remain useful.
Selected Tracking Engagements
These public examples show a long-running consumer brand tracker and a large B2B program focused on marketplace participation.
Starting a program and reviewing an established tracker require different work. For an existing program, the first step is to understand what your team uses and which historical comparisons need to survive.
Establish a baseline
New tracker design
Define the decisions, eligible audiences, competitors, and core measures before setting the sample and wave schedule. Establish a baseline and a reporting format your team can use at each review.
Review what to retain
Tracker modernization
Review the questionnaire, sample definitions, weighting, field dates, and recent reports. Identify measures to retain or revise, gaps in the analysis, and changes that need a parallel test or a new baseline.
For a focused question
Diagnostic add-on
Investigate a specific unresolved question using existing waves where possible. Add audience analysis, a focused question module, or follow-up interviews when the current data cannot explain enough.
For a tracker review, share your current questionnaire, latest report, and the questions they leave unanswered. We can then discuss which comparisons to preserve and what needs further testing before a change.
Investigating a change in brand performance
First check whether the movement is large enough to matter and whether the waves are comparable. Then choose the analysis that addresses the unresolved question.
MethodWhen it helps
Business decision
Method
Key driver analysis
When it helps
The team needs to examine which perceptions or experiences are associated with consideration or preference.
Business decision
Which perceptions or experiences deserve attention?
Method
Competitive scorecards
When it helps
Brand movement needs to be interpreted against market alternatives.
Business decision
Which competitors gained, on which measures, and among whom?
Method
Audience, campaign, and event overlays
When it helps
Movement may be concentrated in one group or tied to activity between waves.
Business decision
Where did the change occur, and what coincided with it?
Reporting for Different Users
An analyst checking an audience result needs different detail from a leadership team deciding where to focus. We agree the reporting scope with you: which views need to recur each wave, who will use them, and when a deeper investigation is warranted.
Brand health dashboardFor insights teams and regular brand reviews
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A recurring view of the agreed brand measures, with enough context to judge whether a movement deserves attention. Depending on the program, it can include:
Trends across waves for awareness, consideration, preference, and selected brand perceptions.
Audience and competitor comparisons, with sample bases and field dates visible.
Relevant business measures alongside survey results where periods and definitions support comparison.
Illustrative question
Is the consideration decline broad, or concentrated among people who currently choose a competitor?
Executive readoutFor brand leaders and executive teams
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A concise interpretation of the wave, organized around the decisions under review. The readout separates findings from possible explanations and identifies what the evidence supports doing next.
The movements that matter to the business, including important differences by audience.
How competitor results, previous waves, and related perceptions support or challenge the interpretation.
Recommended next steps and unresolved questions to investigate or monitor.
Illustrative question
Do we have enough evidence to revisit the offer, or should we investigate the decline before making a change?
Diagnostic deep diveFor teams investigating a specific performance question
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A focused analysis of an audience, perception, competitor, or stage of the purchase process. We start with the tracker data already available and identify where additional evidence is needed.
A clear definition of the problem and the groups or periods being compared.
Analysis of related measures and, where available, open-ended responses that help explain the pattern.
A recommendation for further analysis, a question module, or follow-up interviews if the tracker cannot resolve the question.
Illustrative question
Among prospects who know the brand, what separates those who consider it from those who rule it out?
Competitive scorecardFor brand strategy and marketing teams
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A comparison of your brand with the alternatives people actually consider. Consistent audiences and measures help distinguish a brand-specific change from movement across the category.
Your brand and competitors compared on the same core measures and reporting periods.
Differences in relative performance across priority audiences.
Market or campaign context recorded alongside the results, without assuming it caused the movement.
Illustrative question
Did our value perceptions weaken, or did a competitor improve while our position stayed steady?
Tracker design recommendationsFor teams launching or reviewing a tracking program
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A proposed research and reporting design tied to the decisions the tracker needs to inform. For an existing program, the recommendations identify which comparisons can continue and which changes need testing.
Core measures, competitor coverage, audience definitions, and sample priorities.
Wave timing and reporting views matched to planning dates and the category's purchase cycle.
Questionnaire revisions and continuity requirements, including parallel testing or a new baseline where needed.
Illustrative question
Which measures should we retain, and what would we need to test before changing the questionnaire?
Tracker Design Questions
Can Russell improve our existing tracker without losing the history?
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Yes. We start by reviewing the questionnaire, audience definitions, sampling, weighting, field dates, and historical reporting to identify which comparisons need to survive. Useful core measures can remain while diagnostic questions change around them. If a proposed change could affect the trend, we may recommend testing old and new versions alongside each other before switching. Some changes require a new baseline; we identify those explicitly rather than treating every result as directly comparable.
How often should brand tracking run?
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Match the schedule to when your team can act on the findings and how quickly the category changes. Research before and after a campaign or launch may answer a specific question; regular waves help follow longer trends. Continuous interviewing may suit markets with frequent activity, but reporting still needs enough interviews in each period to support useful comparisons. We also account for seasonality and purchase cycles so a change in timing is not mistaken for a change in brand performance.
Should we survey our customers or the wider market?
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If the question is where growth can come from, current customers alone leave out people who choose competitors or have not considered your brand. The core audience should reflect the people eligible to make the category choice. Additional customer interviews can provide more detail on experience and retention, with their contribution to the total handled explicitly. In B2B studies, we also distinguish buyers, users, and specifiers when their roles in the decision differ.
How many respondents do we need in each wave?
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Start with the smallest audience you need to make a decision about, not just the total sample. A study that supports an overall brand read may not support separate conclusions for each region, customer group, or segment. We plan around those comparisons, the size of change you need to detect, audience availability, and budget. Options include additional interviews with priority groups or combining reporting periods, with the tradeoff that pooled results are less specific to a single period.
Which brand measures and competitors should we include?
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We select measures against the decisions the tracker must inform. Awareness and consideration can show where a brand loses potential buyers; choice barriers, value perceptions, trust, or experience measures can help investigate why. Competitors should reflect the alternatives people actually consider, including substitutes outside your immediate product category where relevant. We review existing research before adding questions and keep a consistent core so the study remains useful across waves.
How do you tell whether a change in the scores matters?
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We examine the size of the movement, the uncertainty around it, and whether the audience and research design remained comparable. We then look at previous waves, competitor results, and related measures to see whether they support the same interpretation. A statistically detectable change may still be too small to affect a business decision. A large change in a small subgroup may need more evidence. The reporting should distinguish a finding worth acting on from one worth watching.
Can a tracker tell us whether a campaign worked?
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A tracker can measure campaign recognition and changes in the intended audience's awareness, perceptions, or consideration. Timing the research around the campaign and recording other market activity makes those findings more useful. A simple before-and-after comparison, or a difference between people who recall an ad and those who do not, does not isolate the campaign's effect. If attribution is the main decision, we discuss what comparison or additional study design is feasible before fieldwork begins.
Can you connect tracking results with sales, website, or customer data?
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Yes, where the available data supports a useful comparison. Russell's published tourism tracking example placed survey measures alongside hotel occupancy and website visits. For a new program, we review the time periods, geography, audience definitions, and data access before deciding what to combine. A shared view can help identify questions for further analysis, but measures moving together do not by themselves establish cause. Linking individual customer records is a separate design and permissions question.
What happens when a tracker identifies a problem?
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We first locate the change: which audience, stage of the purchase process, perception, or competitor is involved. Existing questions and prior waves may explain enough to inform a decision. Where they do not, the next step might be a focused module in the next wave, interviews with the affected audience, or a separate message or concept test. Russell's published B2B marketplace example followed barriers to participation over time, showing how a tracker can monitor a specific problem alongside broader brand measures.
What determines the cost and time needed to launch?
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The main considerations are who needs to be recruited, the markets and audience groups to report separately, questionnaire length, fieldwork frequency, and the analysis and reporting required. Taking over an existing program also requires time to review its history and test any changes. To scope the work, share your current questionnaire and latest report if available, the decisions you need to make, and your next planning or campaign date. We can then discuss a design, schedule, and budget against those requirements.
How can AI be used responsibly in brand tracking?
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AI may assist with coding open-ended responses, exploring data, or drafting summaries for researcher review. Its outputs need to be checked against the underlying responses and tables, especially when describing changes across waves. A faster summary does not resolve an inconsistent sample, a changed question, or an unsupported explanation for movement. Russell researchers remain responsible for interpreting the findings and separating evidence from possible explanations.
Calculate required sample, detectable differences, or statistical power for independent percentages and means. Compare assumptions and download your plan.
Tell us about the brand decision, the audiences involved, and when you need a first read. If you already have a tracker, bring the questions your current reporting leaves unanswered.