ReelsBuilder AI Client Workspace Provisioning (Onboarding)

ReelsBuilder AI Client Workspace Provisioning (Onboarding)

1. 01

   Confirm the client's plan tier before touching the workspace

   Autopilot auto-posting is gated to Pro at $99.99/mo (or $49.99/mo billed annually); Starter at $24.99/mo ($14.99/mo annual) gives you the AI Video Generator, YouTube Clipper, and AI Story Generator but no scheduled publishing. Provisioning a client on Starter and promising a posting calendar is the most common onboarding failure.

2. 02

   Create the client workspace and set brand presets

   Load the client's tone, topic presets, and brand assets so every generated script and caption inherits the account voice rather than the agency's default. Do this before the first batch run, not after, because regenerating a month of content burns tokens you already paid for.

3. 03

   Connect TikTok, Instagram, and YouTube accounts to Autopilot

   Each destination needs its own authorization. Verify all three show as connected before scheduling anything, since a partial connection silently drops posts to the missing platform and the client sees a gap in cadence.

4. 04

   Run one test batch through the topic and URL inputs

   Generate a single video from a topic prompt and a second from the client's website URL. Check the script, stock clip selection, word-by-word caption highlighting, and AI voiceover model against the client's expectations before committing to volume.

5. 05

   Test viral clip extraction on one long-form asset

   Point the YouTube Clipper at a client podcast or webinar and confirm the auto-crop and captioning hold up on vertical. This is the feature that justifies the retainer for clients who already have long-form library sitting unused.

6. 06

   Set the monthly token budget against the content calendar

   Starter carries 10K tokens, Pro 40K, and Business 150K. Map the agreed posting volume to token consumption per video and flag to the client if the calendar exceeds the tier, because a mid-month upgrade request is an awkward conversation.

7. 07

   Schedule the first two weeks in Autopilot and hand off the calendar

   Queue posts at the optimized times Autopilot selects, then share the calendar view with the client. Two weeks of buffer absorbs review delays without breaking posting cadence during the first month.