AskCory Client Workspace Setup (Onboarding)

AskCory Client Workspace Setup (Onboarding)

1. 01

   Log into AskCory and navigate to the Teams & Workspaces section.

   Ensure you are on the Professional plan ($46/year per seat) to support up to 4 seats and 3 teams. This allows separate workspaces per client.

2. 02

   Create a new team for the client under the 'Teams' tab.

   Name the team after the client's business to keep data isolated. Each team can contain up to 12 workspaces.

3. 03

   Add a workspace within the new team and configure the client's brand voice.

   Select up to 10 custom tones of voice from the dropdown or create a new one. This ensures all generated content matches the client's style.

4. 04

   Input the client's business description and target audience into the workspace profile.

   Use the 'Business Context' fields to describe the client's industry, goals, and key differentiators. This data feeds AskCory's Bullseye Framework for channel recommendations.

5. 05

   Generate a sample marketing strategy using the 'Marketing Plan PowerPoint Generator' (Beta).

   Click 'Generate Plan' and select the client's workspace. Review the output for accuracy and adjust the business context if needed. This step validates the setup.

6. 06

   Integrate the workspace with HubSpot or SendPulse if the client uses either platform.

   Go to 'Integrations' in workspace settings, authorize the connection, and map fields. This allows AskCory to pull benchmarks and sync tactics directly into the client's CRM.

7. 07

   Export a white-label PDF of the generated plan and share with the client for approval.

   Use the 'Export to PDF' button, which strips AskCory branding. Deliver the PDF as a branded deliverable to confirm the workspace is ready for monthly retainer use.