Brew Client Workspace Setup (Onboarding)

Brew Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace and confirm the plan tier against send volume

   Free caps at 1K email sends and 500 AI credits per month with a Brew watermark; Growth at $99/month gives 50K sends, 10K AI credits and 10 brand workspaces; Pro at $249/month gives 200K sends, 25K AI credits and 50 brand workspaces. Match the tier to the client's monthly list size before uploading anything, since workspace count is the hard ceiling on how many accounts one agency subscription can hold.

2. 02

   Upload brand guidelines into the brand profile

   Load colors, fonts, voice notes and 3 to 5 reference emails the client already sends. Brew learns brand identity from these inputs, so weak reference material produces off-brand drafts that cost AI credits to regenerate.

3. 03

   Connect the client's existing ESP

   Authorize Klaviyo, HubSpot, Mailchimp, Brevo, Braze, Iterable, Customer.io or Mailjet from the integration settings, or send directly through Brew. Confirm which system owns the list before syncing so contacts are not duplicated across two senders.

4. 04

   Verify the sending domain

   Add the client's domain under sending domains (unlimited on every tier) and complete DNS authentication. Deliverability problems at this stage surface weeks later as inbox placement issues on the retainer.

5. 05

   Generate the first campaign from a natural language prompt

   Describe the campaign in plain English and let Brew draft it, then refine individual blocks with inline AI editing commands. Review every draft against the reference emails before it reaches the client for approval.

6. 06

   Build the first lifecycle sequence on the visual canvas

   Map a welcome series or abandoned cart flow as multi-step automation, test each branch, and confirm the audience segments written in plain English resolve to the right contacts.

7. 07

   Set the client-facing expectation on branding

   Brew publishes no white-label option, so any dashboard or screen the client sees carries Brew branding. Agree in the onboarding call that reporting is delivered as agency-branded exports rather than live client logins.

8. 08

   Record the handoff and credit budget

   Log the workspace name, ESP connection, domain status and monthly AI credit allocation in the client file, then hand the account to the delivery team with a recorded walkthrough of the prompt-to-draft workflow.