Access Clients from Navigation:
Start by accessing the 'Clients' section from the navigation bar. This is where you'll manage all your client information.
Clients as Brands:
Remember, clients can be viewed as individual brands within BrandBuildr.ai. For each client or brand, you can create and manage different strategy models and create unique brand paths.
New Client Button:
To add a new client, click on the 'New Client' button. You'll find this on the right-hand side. You can also add a new client in the next available space in the block view which is the default view of the Client Page.
Company Logo:
Select a company logo with square dimensions, for example, 500x500 pixels or 1000x1000 pixels. If the client doesn't have a logo yet, you can upload a temporary image for identification purposes or leave the logo space blank and the space will assume the colour selected in the tag.
Company Details:
Enter the company details. This includes Company name, Key contact you'll be working with, along with their, Phone number, and email.
Customize Your Tag:
Customizing your tag provides an easy way to identify different brands or clients, especially as your portfolio grows.
Tag Name:
Choose a tag name. An abbreviated version of the company's name, such as CCL for Coca-Cola or NKE for Nike, works well.
Tag Colors:
Select the background and text colors for your tag. If the brand's identity is not yet defined, choose a temporary color scheme that you can easily identify.
Upload Documents:
You can upload any client documents that you might have, which AI Assist can reference later on. This includes company information, briefs, or any research documents.
Save:
Once all the information is entered and you've uploaded any necessary documents, hit 'Save'. Your new client profile is now ready, and you can start creating their first strategy model.
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