Brand Research: The Step That Decides Who Wins

After discovery, customers research you on Amazon, Reddit, and AI tools before buying. Whether you sell products or services, learn what you can influence, what you can’t, and what to fix.

BONUS: To make this real, in our companion podcast episode, we invited Kevin Williams (PMP-certified project manager; 25+ years at Coca-Cola and UPS) to walk through Brand Research using a real “path to purchase”: upgrading a turntable.

Updated on
Brand Research: The Step That Decides Who Wins

Discovery is the first spark.
Brand Research is where trust is decided.

Once a prospect discovers your brand, they rarely convert immediately. In fact, many won’t even click your ad. They’ll do what modern buyers do:

They open a new tab and research your name on:

  • Google

  • Reddit

  • YouTube

  • and increasingly, AI tools like ChatGPT, Claude, Gemini, or Copilot

And depending on what you sell, they might also check Amazon.

Quick disclaimer: a few examples below lean product-heavy or service-heavy (and Amazon doesn’t apply to every service brand). But the core truth is universal:

You are not who you say you are. You are who other people say you are.

Brand Research is Step 2 of your Customer Journey. And it’s a core focus for our team because it quietly decides who gets the sale—or who gets ignored. We recommend starting with the Customer Journey Overview before diving in.


The hard truth: your advantages can be invisible during research

You can have:

  • a superior offer

  • better design

  • more ad spend

  • stronger messaging

…but those advantages may not show up during Brand Research.

Because this phase is built on outside validation:

  • what reviews say

  • what forums say

  • what AI tools summarize from public sources

  • what search results show

  • what photos and proof exist outside your site

If a competitor has “put in the work” to build stronger online reputation and social proof, you can lose the customer before they ever visit your site (or before they ever complete booking).

Real-life Brand Research example: the turntable rabbit hole (and why Audio-Technica keeps showing up)

In our companion podcast episode, we invited Kevin Williams (PMP-certified project manager; 25+ years at Coca-Cola and UPS) to walk through Brand Research using a real “path to purchase”: upgrading a turntable.

Here’s why this example works so well: turntables aren’t a one-click decision. They’re personal, nuanced, and full of preferences. That forces research.

Kevin put it simply from a project manager lens: Brand Research is the collection of influences that push someone toward a decision—and today that influence is coming from everywhere. Not just websites. Not just ads. It’s pulled from ratings, rankings, reviews, forums, videos, and now AI summaries that stitch together what the internet says about you.

And that’s the key: during Brand Research, your best advantages can be invisible. What shows up publicly becomes the deciding factor.

In the turntable world, “all roads” tend to lead to Audio-Technica because the brand is consistently validated across the places buyers actually research. Even better—buyers quickly discover “good, better, best” options within the same product line, which makes decision-making feel safer. That’s Brand Research doing its job: reducing doubt and building confidence before the buyer commits.

“In today’s world, most people are going to AI tools like ChatGPT. The question is—where is that information being pulled from? It’s pulled from the various platforms out there: ratings, rankings, reviews… That’s your path to purchase.” — Kevin Williams (PMP-Certified Project Manager)

Kevin described Brand Research in plain terms: it’s the full collection of influences that push someone toward a decision—pulled from the platforms people trust most.

Here’s what his real Brand Research process looked like (and why it applies to any business selling products or services):

1) Start with criteria (before the brand list)

Kevin didn’t start with “best turntable.” He started with what he needed to hear consistently from research surfaces:

Dependable. Reliable. Durable.
A product that lasts—and doesn’t become a “fix it” project.

Why this matters: buyers always have criteria. Brand Research is where they confirm whether you meet it.

2) Look for authenticity first (not brand claims)

His primary trust checkpoint wasn’t the brand site—it was reviewers and creators. Not necessarily the biggest accounts, but the ones that felt authentic.

Why this matters: if the messenger isn’t trusted, the message doesn’t land.

3) Go visual (proof beats persuasion)

Kevin goes to YouTube because he wants to see the experience, not just read claims. He wants the “real world” view.

Why this matters: most buyers want proof in the format that feels most real to them.

4) Cross-check with search + AI (the summary layer)

YouTube was #1 for him, but Google was still a core validator. And like most buyers now, AI summaries become another layer of “what does the internet say?”

Why this matters: Brand Research isn’t happening in one place. Your reputation is being assembled from multiple surfaces.

5) Take time (confidence grows with consistency)

Kevin shared a pattern many buyers won’t admit: when he doesn’t research enough, he buys quickly… and regrets it. So he slowed down.

His timeline was about two weeks of bouncing around sources.

Why this matters: many purchases are not same-day decisions. Brand Research is a window where consistency pays off.

6) Shortlist to 1–3 options

This is the “shortlist moment” buyers hit:
“These are the top 2–3 credible options.”

Then the question becomes: do these options meet the criteria I already set?

7) Validate in retail environments (“is this brand real?”)

Even if the final purchase isn’t on Amazon, Kevin still checks it—because it’s a credibility validator. He looks across where the product is sold and what the wider market says.

Why this matters: buyers validate you on surfaces you don’t control. Your job is to make those surfaces support your story.

8) Use the brand site for specs (not trust)

Kevin’s pattern is common:

  • reviewers for quick, plain-English clarity
  • the brand site for technical details and specs

Why this matters: don’t assume your website is where trust is built. Often, it’s where trust is confirmed.

9) “Good / Better / Best” reduces doubt

Here’s the detail that matters: Kevin’s shortlist wasn’t just “Audio-Technica.” It was three different Audio-Technica options.

Within one trusted brand, he could choose good/better/best based on his criteria (use case, sound, setup).

Why this matters: clarity reduces doubt. Doubt delays decisions.

“I want authenticity… you can kind of sniff out if they’re authentic or not.”
“I go to YouTube because I’m a visual person. I want to see the actual experience.”
“I always use Amazon as a validator—Is this brand real?” — Kevin Williams (PMP-Certified Project Manager)

Takeaway: you don’t need to control every platform. You need your story and trust signals to show up clearly across the platforms buyers already use.


Two types of Brand Research (and why both matter)

1) Bounce-around research (light touches)

Turntable research is a perfect example of how Brand Research shifts from quick validation to deep comparison once someone is serious.

This is quick validation:

  • skim a review rating

  • check social for legitimacy

  • glance at a few results

  • save for later

2) Decision research (deep, shortlist mode)

This happens when they’re finally committed—sometimes weeks or months later.

Now they’re narrowing to 2–3 options and asking:

  • “Is this brand legit?”

  • “What do people complain about?”

  • “Is it worth it for my use case?”

  • “Which one is best for me?”

This is where Reddit + AI comparisons become the shortlist machine.


Brand Research for 5 Business Types

Below are the same research behaviors, mapped to the five business models we serve—so you can see how prospects verify you before they buy or book.


1) Book & Show

(appointments, booking forms, “they must show up”)

Examples: wellness clinics, tours, destination experiences.

Person getting a massage representing book and show category of eCommerce like massage clinics

What research looks like

They’re asking:

  • “Is this legit and safe?”

  • “Will they actually show up / deliver?”

  • “What’s the experience like in real life?”

  • “Is booking easy? What happens if I need to reschedule?”

Where they verify

  • Google reviews + Maps listings

  • “Brand name + reviews” searches

  • local forums / Reddit threads

  • Instagram tagged photos, Reels, UGC

  • AI tools summarizing public review sentiment

Practical takeaways (high lift)

  • Google Business Profile is everything here. We have an entire blog on fixing it.

  • Add “what to expect” proof: photos, timeline, meeting point details, FAQs.

  • Show confirmation confidence: “instant confirmation,” “clear instructions,” “easy reschedule policy.”

For Book & Show, Brand Research is often the difference between “booked” and “I’ll keep looking.”


2) High Ticket

(premium, daily-used purchases with slow decisions)

Examples: mattresses, standing desks, TVs, high-consideration purchases.

Person with a camera and red ribbon standing between stacked vintage TVs on a white background, representing the high ticket eCommerce category

What research looks like

They’re asking:

  • “Is it worth the price?”

  • “What’s the real difference vs competitors?”

  • “What happens if I hate it?”

  • “What do long-term owners say?”

Where they verify

  • YouTube comparisons and reviews

  • Reddit threads

  • “brand vs brand” searches

  • AI tools for side-by-side comparisons

  • third-party review sites and forums

Practical takeaways (high lift)


3) Solo Product

(hero SKU brands where every touchpoint must pull its weight)

Examples: one flagship product with only a few variants.

A glass of orange juice on a wooden table with a juicer, half an orange, and a cucumber, representing Solo Product eCommerce category

What research looks like

They’re asking:

  • “Does this actually work?”

  • “Is it legit or hype?”

  • “What do real customers show, not just the brand?”

  • “Is there a cheaper alternative that’s basically the same?”

Where they verify

  • UGC photos and videos

  • influencer content

  • “brand reviews” searches

  • Reddit threads that call out pros/cons

  • AI tool summaries (which are only as good as your public proof)

Practical takeaways (high lift)

  • Build a proof library outside the site: creator demos, customer photos, short “use case” clips.

  • Make review prompts specific (“What changed after 2 weeks?”) so the research is convincing.

  • Ensure your “one sentence truth” is consistent everywhere (bio, captions, site hero).


4) CPG & Subscription

(first sale covers acquisition, profit starts later)

Examples: supplements, vitamins, oral care, reorder brands.

Toothbrush resting on a glass of purple mouth rinse representing Quip and other subscription and CPG ecommerce categories

What research looks like

They’re asking:

  • “Is it safe? Is it effective?”

  • “Do people stick with it?”

  • “Is cancelling easy?”

  • “Will I forget to reorder?”

Where they verify

  • reviews (especially long-term reviews)

  • “brand cancel subscription” searches

  • Reddit + forums

  • AI summaries of complaints/benefits

  • creator routines (“day in the life” usage proof)

Practical takeaways (high lift)

  • Be radically clear about subscription terms and cancellation—researchers look for that.

  • Highlight retention proof: “month 2–3 outcomes,” reorder rates, routine integration.

  • Make your FAQs and policies easy for AI tools to interpret (simple language, structured sections).


5) Immediate Need

(fast decisions, high urgency, trust + speed win)

Examples: plumbing/HVAC, rush replacement parts, emergency purchases.

A lady looking alarmed wearing a yellow lace top with a blue sky and clouds in the background, representing the Immediate Need eCommerce marketing category

What research looks like

They’re asking:

  • “Can they help now?”

  • “Are they trustworthy?”

  • “Will they answer the phone?”

  • “Will I get ripped off?”

Where they verify

  • Google Maps + reviews (often the #1 decider)

  • “near me” results

  • quick reputation checks

  • AI tools for “top options nearby” summaries

  • community posts (“anyone used this company?”)

Practical takeaways (high lift)

  • Like the Book & Show business type, Your Google Business Profile needs to be dialed in

  • “Immediate clarity” beats everything: hours, service area, response time, what happens next.

  • Proof has to be above the fold: reviews, badges, guarantees, and a clear call/booking option.


The universal Brand Research truth (for all 5 types)

Brand Research is an outside-world phase.

Your site can be perfect, but buyers still want confirmation from places you don’t fully control.

Your job is to improve what research turns up:

  • clearer search results

  • stronger reviews

  • more proof content

  • better “what to expect” clarity

  • consistent messaging everywhere


The Brand Research checklist (do this in 45 minutes)

1) Research your own brand like a skeptic

Search:

  • “[Brand] reviews”

  • “[Brand] vs”

  • “[Brand] Reddit”

  • “[Brand] customer service”

  • “[Brand] refund / returns / cancellation” (depends on your model)

Write down what shows up on page 1.

2) Identify your top 3 trust leaks

Common leaks:

  • outdated reviews

  • weak third-party proof

  • unclear policies (returns, cancellation, reschedule)

  • inconsistent photos and messaging

  • no comparison footprint

  • not enough “what to expect” clarity

3) Patch the top 3 leaks first

Don’t try to fix everything. Fix what loses sales now.


One practical “do this today” example (universal)

Brand Research win: consistency across every public surface

Make sure these match:

  • your one-sentence truth (who it’s for + what changes)

  • your top 5 photos (the recognizable “brain connection”)

  • your policies and expectations (what happens next)

When someone moves from social → Google → Reddit → AI → your site, the story should feel consistent.

Consistency doesn’t just look nice.
It reduces doubt.


Note on Amazon (when it matters)

For product brands, Amazon often acts as a validator—even if customers buy direct.
For many service brands, Amazon is irrelevant.

But the universal pattern still applies:

People will validate you somewhere you don’t control.
Your goal is to make sure those surfaces support your story.


What’s next in the journey?

Brand Research is "Step 2." Sort of.

Here’s the nuance most brands miss:

The first steps are non-linear.
A prospect may have already been on your site—maybe they clicked an ad, skimmed, bounced, and disappeared for weeks. Then later, when they’re finally serious, they start the real research loop: Google, Reddit, AI comparisons, reviews, “brand vs brand.”

And if you pass that trust test?

Brand Research sends them back to your site.

That’s when Step 3 takes over:

Onsite UX — where clarity and decision flow either convert them… or push them right back into research.

Because at this point they’re not browsing for fun. They’re trying to decide.
So your site has to meet the moment:

  • match what they just read elsewhere

  • confirm the promise fast

  • answer objections without hiding

  • and make the next step obvious

That’s why we do this in order—even when the customer doesn’t.

Read next: Customer Journey OverviewStep 3: Onsite UX


Research deep dives: Google Business Profile (GBP) / High Ticket Brand Research / ChatGPT + Google: Unified Strategy


Energize Your eCommerce. Book A Karma Call Today.

We’ll help you scale profitably by improving your customer journey—whether you sell products, services, or both.

Brand Discovery → Brand Research → Onsite UX → Conversion Flow → Follow-Up

Leave a comment

Please note, comments need to be approved before they are published.

Related Articles:

Step 1 - Discovery

All eCom Playbooks