Brand Social Value (BSV) is designed to help brands understand who they are, who they serve, and how their marketing will be perceived before it goes live. This guide walks you through the full BSV workflow—from your first login to testing real marketing campaigns.


Step 1: Your Home Screen — What You See When You Log In

When you log into BSV, you land on the Home Dashboard. This screen gives you quick access to the three core building blocks of the platform:

1. Brand Personas

A list of all brand personas you’ve created, plus a Create New button to build a new one.

2. Buyer Personas

A list of buyer (ideal consumer) personas, used when real consumer data is unavailable or when you want to define your own target audience.

3. Marketing Strategy & Sentiment Analysis

A workspace where you create, analyze, and optimize marketing campaigns before publishing them.

Think of the Home Screen as your control center—everything starts here.


Step 2: Creating a Brand Persona (The Foundation of BSV)

What Is a Brand Persona in BSV?

In BSV, a Brand Persona is a structured, humanized representation of how consumers perceive your brand’s:

  • Social values
  • Product benefits
  • Priorities (profits, people, planet, community, employees, etc.)

This is not what you want your brand to be—it’s what your brand actually signals to consumers.

How to Create One

  1. Click Create New under Brand Persona
  2. Follow the guided prompts
  3. Answer each question as truthfully as possible

For example:

  • If your brand prioritizes profits over environmental impact, reflect that honestly.
  • If consumers do not perceive your brand as socially driven, don’t overstate it.

BSV works best when personas reflect reality, not aspiration.


Step 3: Understanding the Brand Persona Dashboard

Once your Brand Persona is created, you’ll be taken to the Brand Persona Dashboard.

Key Metrics You’ll See

  • Product Benefits Match
    How well your product benefits align with what consumers want.
  • Social Values Match
    How closely your brand’s social values align with consumer values.
  • Total Match
    A combined index measuring overall alignment between your brand and consumers.

By default, these scores are calculated for:

  • USA
  • Nationally representative sample
  • Consumers 18+

Going Deeper

Scroll down to explore:

  • Where your brand performs strongly
  • Where mismatches occur
  • How your brand compares to well-known brands in similar industries

This helps you see exactly where alignment is strong—and where risk exists.


Step 4: Changing Markets & Target Segments

Brands don’t speak to everyone the same way.

At any time, you can:

  • Change countries
  • Filter by age, income, education, ideology, gender, location, and more

Simply open Consumer Settings and adjust your target audience.

All scores instantly update based on the selected segment—allowing you to test how your brand performs across different markets and demographics.


Step 5: Chat With Your Brand Persona (AI Brand Agent)

Each Brand Persona comes with a custom AI agent.

This agent:

  • Speaks as your brand persona
  • Reflects your values, tone, and priorities
  • Helps you explore messaging, positioning, and trade-offs

You can use it to:

  • Test ideas
  • Ask how the brand would respond to issues
  • Explore strategic decisions from the brand’s point of view

Step 6: Comparing Brand Personas With Buyer Personas

You can also compare your Brand Persona against Buyer Personas to see how well they align.

This is especially useful when:

  • You want to see if your brand resonates with a specific ideal customer
  • You’re targeting different audiences with different messaging

Step 7: Creating Buyer Personas (When You Don’t Have Consumer Data)

What Is a Buyer Persona?

A Buyer Persona represents an ideal or hypothetical consumer you define yourself.

Use Buyer Personas when:

  • You don’t have access to real consumer data
  • You want to model a very specific target audience
  • You’re testing early-stage ideas

From the Home Screen:

  1. Click Create New Buyer Persona
  2. Define demographics, values, and preferences
  3. Use it later to test brand fit and campaign impact

Step 8: Creating a Marketing Campaign Strategy

Now you’re ready to test real marketing ideas.

How to Start

From the Home Screen:

  1. Click Create New Marketing Strategy
  2. Select:
    • Which Brand Persona the campaign is for
    • What type of campaign you’re creating (e.g., PR, influencer, event, ad)

Campaign Title & Keywords

You’ll be asked to enter:

  • A campaign title
  • Up to three keywords

These keywords are not just tags—they are key ideas, themes, and concepts that guide AI analysis.

The more descriptive, informative, and creative your title and keywords, the stronger the analysis and strategy output will be.


Step 9: Campaign Pitch — AI or Your Own

Next, you can choose between:

  • AI-generated campaign pitch
    Created using your brand persona, consumer preferences, title, and keywords

OR

  • Your own campaign pitch
    Written by your creative team and pasted directly into the platform

Both options work seamlessly with BSV’s analysis engine.


Step 10: Analyzing Campaign Impact

Once submitted, you’re taken to the Marketing Campaign Dashboard.

Total Impact Score Explained

Total Impact measures the potential effect your marketing content would have on overall alignment between:

  • The selected brand persona
  • The chosen consumer segment

How to Read the Scores

  • 20%+ (Star)
    Exceptional alignment and impact. Strong recommendation to publish.
  • 15–19% (Very Strong)
    Performs well in most situations. Safe to implement.
  • 10–14% (Solid)
    Generally effective, but improvements can increase impact.
  • 0–9% (Filler)
    Not bad, but not strong enough. Revise before publishing.
  • –1% to –10% (Weak)
    Likely underperforms. Do not publish without major changes.
  • Below –10% (High Risk)
    Poor alignment and potential backlash. Avoid publishing.

Step 11: Diagnosing Issues & Optimizing Strategy

Scroll further down the dashboard to see:

  • Where the campaign misaligns with brand identity
  • Where it clashes with consumer preferences
  • Which values or benefits are over- or under-emphasized

You’ll also see a full Marketing Campaign Strategy, including:

  • Clear creative guidelines
  • Strategic recommendations
  • Suggested changes and optimizations

This turns BSV from an evaluation tool into a decision-making and optimization engine.


Step 12: Exploring Consumer & Brand Databases

From the left-hand menu, you can also access:

Consumer Dashboard

Explore different consumer segments in depth to better understand:

  • Values
  • Preferences
  • Demographic differences

Brand Database

Explore personas of well-known brands, see how they perform across markets, and benchmark your brand against industry leaders.


Final Thought

BSV is designed to help brands:

  • Understand themselves clearly
  • Align with the right audiences
  • Avoid costly marketing mistakes
  • Build strategies grounded in real consumer perception

By following this workflow, you move from intuition to evidence-based brand and marketing decisions—before anything goes live.

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