Biteable Client Brand Profile Setup (Onboarding)
A checklist with 7 steps: Create a new workspace for the client.
By InnovaAI ResearchPublished Updated
What are the steps?
Biteable Client Brand Profile Setup (Onboarding)
- 01
Create a new workspace for the client
In Biteable, go to the workspace settings and create a dedicated workspace per client to keep assets and projects isolated.
- 02
Configure the custom brand profile
Under Brand Settings, upload the client's logo, set brand colors, and choose fonts to ensure all videos match their identity.
- 03
Invite client team members
Use the team management panel to add client stakeholders as viewers or editors, depending on their review needs.
- 04
Set up template library access
Browse the template library and save relevant templates to the workspace, so the team starts from approved layouts.
- 05
Enable AI voice-over and avatar features
In the project settings, activate AI text-to-speech and avatar clips, and select the appropriate voice from the available options.
- 06
Define export and publishing preferences
Set default export resolution (HD or 4K based on plan) and connect the client's social media accounts for direct publishing.
- 07
Document the workflow for the client
Create a handoff guide explaining how to use the workspace, including how to request edits and export final videos.
More on Biteable
- StrategyWhy Biteable Compounds for Agency LTV
- ConceptBiteable Retainer Margin Ladder
- Evaluation RuleBiteable Rule: Adopt Only When Client Video Volume Exceeds 10 Minutes Monthly
- Decision FrameworkBiteable: Buy vs Skip (Template Video Production for Agencies)
- Failure PatternWhy Agencies Fail With Biteable in Client Video Delivery
- Implementation BlueprintBiteable Client Onboarding Sprint (5-7 days)