Client Setup: Business, Look, Voice, Photos and Posting
The first time a client opens their dashboard, a short guided setup walks them through five steps. It takes about five minutes.
1. Business
- Enter the website, or find the business on Google. Type the business name and pick it from the suggestions. Both are optional.
- Click Auto-fill. We read the website and listing and fill in the description, services, areas, phone, address and call to action, and find the logo and brand colors.
- Add current offers. Offers are the only prices and deals posts will ever mention.
2. Look
Check the logo and colors, pick a font style, the tone of voice, whether to use emojis, up to 5 hashtags for every post, and anything posts should never mention or show.
3. Voice and Music
Listen to the voices and music styles and pick favorites. The voiceover and music can be changed on any video later.
4. Photos
Upload photos and short clips of real work, the team, vehicles and the place, or import them from the website. We mix them into posts so they look like the business. This step can be skipped.
5. Posting
- With Social Media Automation and connected accounts: choose the accounts, the days and up to 3 times a day, and whether the client approves each post or posts go out automatically.
- With Social Media Automation but no accounts yet: the client is shown how to connect them, with an I connected them button to check again.
- Without Social Media Automation: posts are ready to download. If you sell Social Media Automation, the client sees how to add it with an Add button that opens it on your store.
Clicking Create my first posts starts the first pack. It is usually ready within a few minutes, and the client gets an email when it is.