Brandblast Client Workspace Setup (Onboarding)

Brandblast Client Workspace Setup (Onboarding)

1. 01

   Create a new brand workspace in Brandblast dashboard

   Click 'Add Brand' and enter the client's business name. Upload their logo, brand colors, and any brand guidelines PDF.

2. 02

   Train the AI on client brand voice

   In the 'Brand Voice' tab, paste the client's website URL and upload up to 3 brand documents (e.g., about page, style guide). Click 'Train AI' and wait for confirmation.

3. 03

   Connect client social accounts for auto-publish

   Navigate to 'Integrations' > 'Social Accounts'. Authorize Facebook, Instagram, and Google Business via OAuth. Verify each connection shows 'Connected' status.

4. 04

   Generate the first month content batch

   Go to 'Content Studio' and select the client brand. Set post frequency (e.g., 5 posts/week) and content themes. Click 'Generate Month' and review the draft calendar.

5. 05

   Review and approve generated posts

   In the 'Calendar' view, click each post to edit text, swap images, or adjust scheduling. Approve posts individually or use 'Approve All' after final check.

6. 06

   Set up recurring monthly generation

   In 'Settings' > 'Automation', toggle 'Auto-Generate Next Month' on. Choose a day of the month (e.g., 25th) for automatic generation and notification to your team.

7. 07

   Rebill client via HighLevel

   In HighLevel, create a new subscription product for Brandblast at your chosen price. Link the client's contact record and enable automated monthly invoicing.