BIGVU Client Workspace Setup (Onboarding)

BIGVU Client Workspace Setup (Onboarding)

1. 01

   Create a dedicated BIGVU workspace for the client under your agency account

   Use the agency master account to add a new workspace, then invite the client's social media manager as a viewer (not editor) so they can review without altering brand assets.

2. 02

   Connect the client's social accounts in BIGVU's publishing settings

   Authenticate YouTube, Facebook, Instagram, TikTok, LinkedIn, and Twitter via OAuth. Verify each channel shows 'Connected' before proceeding; a single expired token will block scheduled posts.

3. 03

   Upload the client's brand kit (logo, colors, intro/outro templates)

   BIGVU's brand kit supports one brand on the Starter plan ($12/mo) and multiple on AI Pro ($19/mo). For agencies managing several clients, assign each client to a separate workspace to avoid template bleed.

4. 04

   Configure the teleprompter default speed and font size for the client's primary presenter

   Set speed to 3-4 words per second and font size to 48pt for on-camera readability. Save these as workspace defaults so every new video starts with the client's preferred pacing.

5. 05

   Build a reusable AI script template from the client's top three sales objections

   Use BIGVU's AI script generator to draft a 60-second video script per objection, then save each as a template. This cuts scriptwriting time from 30 minutes to under 5 minutes per video.

6. 06

   Set up the publishing calendar with client-approved time slots

   Schedule the first month's videos (4 per month for the $520/mo Local Video Starter offer) directly in BIGVU's one-click publishing queue. Confirm each slot aligns with the client's audience time zone.

7. 07

   Run a test video through the full pipeline: record, auto-edit, caption, publish

   Record a 30-second test using the teleprompter, apply auto-captions, and publish as a private YouTube link. Review the output for eye-contact correction and caption accuracy before handing the workspace to the client.