Consistency beats quality
Step 130 minutes
By the end of this step
When you finish this step you will have one file listing every surface a customer sees, with four counts written at the top of it.
Words used in this step Surface · Link preview · Trading name · Incumbent · Audit
- Surface
- Any single place a customer meets your business. A page, an email, a quote, the side of a van. Each one counts on its own.
- Link preview
- The small card that appears when someone pastes your web address into a message. A title, a picture and the address, or a blank box.
- Trading name
- The name customers know you by. It can differ from the legal name on company paperwork. It should never differ from itself.
- Incumbent
- The version already in use in the most places. You standardise on it because it means changing the fewest things.
- Audit
- A written check of what exists right now, done before anybody changes anything. Here it is one file and a folder of screenshots.
Your site carries a logo in one weight and one shade of blue. Your invoice comes out of accounting software, so it carries whatever was typed in on setup day, which is the trading name spelled slightly differently and no logo at all. Your confirmation email is sent by a form tool and signs off with a name nobody uses out loud. Three surfaces reading as three businesses.
Nobody was careless. Each surface was built at a different time, in a different tool, in a different hurry. Every one of those decisions was reasonable on the day.
The cost never arrives as a complaint. No customer emails to say the invoice looked like a different company. They hesitate for a second and carry on, and a second of hesitation at the wrong moment is the whole margin on a small sale.
Built one at a time
- Logo in one shade of blue on the site
- Invoice with no logo and the name spelled differently
- Confirmation email signed by a name nobody uses
- Customers pause for a second and move on
Listed and counted
- Every surface in one file, eight or more
- A screenshot or a link beside each one
- Four counts written at the top
- The version in most places becomes the standard
The rules
A customer meets your identity four or five times before deciding, and never once in isolation. The search result, the link preview, the page, the email, the receipt. Each one is silently checked against the last. Consistency is the thing that makes that sequence read as one organisation.
Inconsistency does not read as sloppy. It reads as three businesses, or as one business nobody is running. Nobody thinks that consciously. They downgrade you slightly and move on.
Quality has a ceiling set by your taste. Consistency has a ceiling set by your attention. You cannot design past the first without hiring someone. You can take the second to everything you own this week, alone, for nothing.
Choose the version that already exists in the most places, not the best one. Changing things costs time you will not get back. A plainer identity applied to nine surfaces beats a better one applied to the homepage. Pick the incumbent and standardise on it.
A rebrand is the most expensive way to avoid an audit. The urge to redesign arrives the moment you see everything on one page. You do not have an identity problem yet. You have a distribution problem, and the two are not fixed by the same work.
Do it now
Open a file. List every surface a customer can see, and do not stop before eight. Start here and add your own:
Homepage
Search result for your business name
Link preview when your URL is pasted into a chat app
Automatic email: receipt, confirmation, password reset
Manual email: your normal signature
Invoice or receipt PDF
Social profile: avatar, banner, display name
Proposal or quote document
Checkout or payment page
Collect the evidence. Screenshot every one of them, or paste the link. Fix nothing yet.
Now count four numbers across the whole set and write them at the top of the file:
Distinct logo files, counting no-logo as its own version
Distinct spellings of your business name
Distinct colours used as the main colour
Distinct sign-offs on outgoing email
Every count above one is a decision you have not made. That is the output. Not a plan, not a mood board, four numbers and a list.
A worked example
Say you and a partner run a two-person garden landscaping firm called Tansy & Flint. The van was signwritten in the first year. Quotes come from a word processor template. The website came from a site builder with its own green. Invoices come out of accounting software, set up in a hurry on a wet Monday.
Nobody has ever put them side by side. This is the file after one evening with a phone camera.
Worked example
A two-person garden landscaping firm
Tansy & Flint. Two people, one van, and nine surfaces nobody had ever compared.
Distinct logo files, counting no-logo: 3 Distinct spellings of the business name: 4 Distinct main colours: 3 Distinct email sign-offs: 2 Van sides and back doors photo Homepage link Search result for Tansy & Flint screenshot Link preview in a chat app screenshot Booking confirmation email screenshot Email signature screenshot Quote document PDF saved Invoice PDF PDF saved Social profile screenshot
What to notice
The four spellings were Tansy & Flint, Tansy and Flint Ltd, T&F Gardens and tansyflint. The first is on the van, the site and the quotes, so it becomes the standard. Nothing gets redesigned.
Four counts, nine surfaces, nothing changed yet.
The failure you will hit
You will want to redesign. The audit puts everything side by side for the first time, and the honest first reaction is that all of it looks cheap. That reaction is correct and useless. A redesign resets the count to zero and leaves you with a handsome homepage and the same accounting software invoice. Finish the audit, then pick the incumbent. Judge whether it is ugly only after it is consistent, because most things that look cheap are not badly designed, they are applied four different ways.
Not for you if
You have a designer on retainer and a written guide that people actually follow. This step audits a problem you have already paid somebody to solve.
One list, four counts, nothing redesigned yet. Step two picks the faces and the colours. Step one of every track is open to anybody, and the rest sits inside Membership. The price is on the page.
Done means
The file lists at least eight surfaces, each with a screenshot or a link, and carries four counts at the top.
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Step 2, Two typefaces, five colours, one set of rules
What this step installs
When you finish this step you will have one block of text naming two typefaces and five colours, each colour with the job it is allowed to do.
45 minutes
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