Implementation BlueprintExecution layer

Brandy White-Label Client Portal Rollout (5-7 days)

Agencies deploy Brandy as a white-label brand asset hub for one client, using custom domains, branding removal, and password-protected share links to replace ad-hoc file sharing with a governed portal. Time: 5-7 days.

By InnovaAI ResearchPublished

Brand Asset Management

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Blueprint

Brandy White-Label Client Portal Rollout (5-7 days)

Agencies deploy Brandy as a white-label brand asset hub for one client, using custom domains, branding removal, and password-protected share links to replace ad-hoc file sharing with a governed portal.

Prerequisites
  • Agency Brandy account on Pro ($5/mo), Business ($35/mo), or Premium ($100/mo) depending on client count and storage needs
  • Client brand assets collected: logos, color values, font files, and guideline documents
  • Client-approved custom domain or subdomain for the white-label portal
  • Named client-side contact who will own asset uploads and permission changes after handover
  • Internal decision on whether the portal is billed inside an existing retainer or as a standalone line item
Execution Timeline
  • 1.Create the agency Brandy account and select the plan tier that matches the client's brand space count and storage ceiling
  • 2.Upload the agency logo and set the custom URL so the login portal presents as the agency's own product
  • 3.Confirm branding removal is active on the plan tier before any client-facing link is generated
  • 1.Create the dedicated brand space for the client and name it to match the client's internal naming convention
  • 2.Upload logos, color values, fonts, and guideline documents into organized collections
  • 3.Set the brand space cover image and description so the portal reads as a finished product, not a file dump
  • 1.Configure advanced permissions so client staff see only the collections relevant to their role
  • 2.Apply password protection to any collection containing unreleased or embargoed assets
  • 3.Generate shareable links for the collections the client will distribute to vendors and contractors
  • 1.Use task mode to assign asset organization work to agency team members and track completion
  • 2.Run a storage usage check against the plan ceiling and flag any collection that needs pruning before handover
  • 3.Verify every shareable link resolves correctly on desktop and mobile before the client walkthrough
  • 1.Walk the client contact through the portal, covering asset upload, permission changes, and link generation
  • 2.Hand over the shareable brand link package the client will distribute to vendors and contractors
  • 3.Record the client's preferred cadence for asset audits and permission reviews
  • 1.Review brand analytics to confirm the client's team has accessed the portal and which collections get traffic
  • 2.Adjust collection structure based on the first week of access patterns
  • 3.Document the portal setup in the agency's internal runbook for reuse on the next client
  • 1.Send the client a one-page portal guide covering login, asset download, and how to request new assets
  • 2.Confirm the retainer line item or standalone invoice for the portal is issued
  • 3.Schedule the first monthly asset audit and storage review
$5/mo (Pro, 1 brand space, 50GB) to $100/mo (Premium, 50 brand spaces, 300GB) in USD, plus 8 hours of setup labor and roughly 2 hours per month for audits and permission reviews5-7 days
ROI Logic

A single client portal on the Pro plan costs $5/mo and supports one brand space with 50GB, so an agency billing the rollout at $300/mo keeps the tool cost under 2% of the retainer. On Premium at $100/mo, the 50 brand spaces and 300GB ceiling let an agency run the same playbook across dozens of clients without opening separate accounts, which is where the per-seat model stops punishing margin. The constraint is segmentation: agencies that put small clients on Premium and large clients on Pro invert the cost curve and erode the retainer.

Deliverables
  • White-labeled Brandy portal with agency logo, custom URL, and Brandy branding removed
  • Client brand space with logos, colors, fonts, and guidelines organized into permissioned collections
  • Shareable brand link package for the client to distribute to vendors and contractors
  • Password-protected access configuration for embargoed or unreleased assets
  • One-page client portal guide covering login, download, and asset request steps
Definition of Done

The client can log into the white-labeled Brandy portal, download every approved asset, and generate a shareable link for a vendor without contacting the agency for help.

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