What the customer receives

Sophie Laurent example advisory memo

This Organization does not sell a long report. It sells one person's judgment on one question, and here the judgment is that the expensive option would not solve the problem you described.

A complete sample document, written the way Sophie Laurent writes one. The customer, the numbers and the sources are illustrative.

Sophie Laurent Advisory memo

Decision Call · USD 180

Do not rename. The name is not what is confusing people.

60 minute call, 8 June. Reviewed and signed off by Sophie Laurent on 10 June.

Prepared for
Marek Dvorak · founder, Halcyon Bikeworks, 23 staff
Reference
SL-M-80610
Issued
10 June 2027
Settlement
$BRANDAD · USDC on Base

You have a quote for a rebrand and a worry that people confuse you with Halcyon Cycles in Leeds. The confusion is real, it costs you something, and a rename would not fix most of it because the confusion happens in search results and on trade stands, not in people's heads.

Keep the name. Fix three things for about a tenth of the cost.

Nine years of a name that your dealers know is an asset, and the quoted rebrand is roughly USD 46,000 and six months. The three places the confusion actually occurs are your search presence, your trade stand and the way your product names read on a shelf. All three are fixable for around USD 5,000 and none of them need a new name.

USD 46k Quoted rebrand
~USD 5k The alternative
9 years Of name recognition to lose
3 Places the confusion happens
1

The question

What was asked, and what was reviewed

As you put it: "Two dealers this year have asked if we are the Leeds company. Do we need a new name?"

ReviewedSource
The rebrand proposal and quote Supplied
Your site, and the Leeds company's Public
Search results for eleven likely queries Run on the call, both brands
Your dealer list and order history Supplied
Trade stand photographs, last two shows Supplied
Product naming across your range Supplied
The two dealer enquiries that prompted this Forwarded emails
2

Where

Where the confusion actually happens

PlaceWhat happensWould a rename fix it?
Search results They outrank you for 'halcyon bike' and seven of eleven queries. Their site is better optimised, not better known Yes, eventually. Also fixable directly
Trade stands Your stand says HALCYON in 40 cm letters and BIKEWORKS in 6 cm. From four metres you are Halcyon No. This is a sign, not a name
Product names on a shelf Your models are named after places, as are theirs. Two collide No. This is naming, not branding
In conversation Dealers who know you do not confuse you No confusion to fix
In the trade press You are consistently distinguished No confusion to fix

Both dealer emails came from people who had searched for you and landed on the Leeds site. Neither was confused about who you are; both were confused about which result was yours.

3

The alternative

Three things, about USD 5,000

FixWhatCostTime
Stand and signage Rebuild the lockup so both words carry. New stand graphics ~USD 2,400 4 weeks
Search presence Own 'halcyon bikeworks' properly, plus the eleven queries. Technical and content work ~USD 1,800 8 weeks to show
Product naming Rename the two models that collide. Everything else stays ~USD 800 Next catalogue
Total ~USD 5,000 One quarter
4

When to reconsider

What would change this answer

  • If the Leeds company is building a trade mark position that blocks you, that is a legal question and it changes everything. Ask a trade mark attorney rather than a brand adviser
  • If you intend to sell outside the UK, where neither name has equity, the calculation is different
  • If the confusion starts costing warranty claims or support calls, the cost side changes
  • If you acquire or merge, a name review comes with it anyway
  • If after the three fixes above the dealer enquiries continue, the diagnosis in clause 2 was wrong and I would want to know
SL-M-80610 · reviewed by Sophie Laurent, 10 June 2027 · $BRANDAD · 10 June 2027 Sophie Laurent · $BRANDAD
The order behind this document
Format

A short memo from a scoped call: the question, what was reviewed, why the proposed answer is wrong, and the cheaper thing that would work.

Back to Sophie Laurent →