ContentFries Client Workspace Setup (Onboarding)

ContentFries Client Workspace Setup (Onboarding)

1. 01

   Create a new workspace for the client

   In the ContentFries dashboard, click 'New Workspace' and name it after the client. The free plan includes 1 workspace and 1 seat, so you will need to upgrade to a paid plan (Creator or higher) to add more workspaces and seats.

2. 02

   Invite the client as a seat

   Go to 'Settings' > 'Seats' and send an invitation to the client's email. This grants them access to their workspace, but note that the dashboard will display the ContentFries name since white-label branding is not available.

3. 03

   Upload client brand presets

   Navigate to 'Brand Presets' in the workspace and upload the client's logo, color palette, and font choices. These presets will be applied to all generated assets, including clips, thumbnails, and quote cards.

4. 04

   Connect the client's video source

   In 'Integrations', connect the client's YouTube channel or Google Drive. This allows you to import their long-form videos directly into ContentFries without manual downloads.

5. 05

   Configure the Opportunity Map settings

   Open the 'Opportunity Map' and adjust the detection sensitivity for hooks and proof moments. This determines which segments of the video are flagged for repurposing. Test with a sample video to calibrate the settings.

6. 06

   Set up Auto Kitchen preferences

   In 'Auto Kitchen', specify the types of assets to generate (clips, blog drafts, quote cards, thumbnails) and the quantity per video. Enable the learning feature so the platform improves future batches based on your edits.

7. 07

   Run a test batch and review outputs

   Upload a test video and run the Auto Kitchen. Review the generated assets in the visual editor, make any necessary adjustments, and save your changes. This trains the system for future batches.

8. 08

   Document the workflow for the client

   Create a simple handoff document explaining how the client will receive their assets (e.g., via Notion or Zapier) and how to request changes. Include the credit consumption per video so they understand usage.