Adding new clients to your agency workspace is the first step in delivering tailored content, managing brand voices, and tracking SEO performance. When you add a client, the platform automatically kicks off a series of onboarding tasks—from analyzing their website to sending a physical welcome card.

This guide walks you through setting up a new client, understanding the automated onboarding process, and configuring their brand identity.

Adding a New Client

When you bring a new client on board, you'll need to provide some basic information to get their workspace ready.

1. 1

   Enter basic information

   Provide the client's Name, Industry, and Website.

   Every client in your account must have a unique website URL. The system will prevent you from adding a duplicate website to ensure data stays organized.

2. 2

   Assign a primary contact

   Add the main point of contact for the client. This is crucial if you have automated welcome gifts or notifications enabled.

3. 3

   Upload brand assets

   Upload the client's visual assets so they are ready for content creation. You can include:

   • Primary Logo & Alternate Logo

   • Social Logo (optimized for social media avatars)

   • Favicon

   • Brand Sample Images & Mascots

4. 4

   Set the client status

   New clients usually start in the Onboarding or Active status. See the status table below for more details.

The Automated Onboarding Flow

To save you time, the platform automatically triggers several background processes the moment a new client is saved. You don't need to manually start these—they happen like magic!

flowchart TD
    A["New Client Created"] --> B["Welcome Automation"]
    A --> C["Data Collection & Analysis"]
    A --> D["Account Management"]
    
    B --> B1["Trigger Handwrytten Card"]
    
    C --> C1["Sync NetSocial IDs"]
    C --> C2["Content DNA Analysis"]
    C --> C3["Initial SEO Audit"]
    
    D --> D1["Start 90-Day Evaluation Timer"]

Here is what happens behind the scenes:

1. Automated Welcome Cards: If configured, the system connects with Handwrytten to automatically send a physical welcome card to the client's Primary Contact.

2. Content DNA & Intelligence: The platform immediately begins analyzing the client's website and any approved content to learn their brand voice and industry context.

3. Social & SEO Sync: Background jobs sync the client's NetSocial IDs and prepare their initial SEO audit (which runs fully once onboarding is complete).

4. 90-Day Evaluation Cycle: A timer is automatically set for 90 days in the future to remind your team to re-evaluate the client's strategy and ensure they are getting value.

Team Roles and Approvals

Once a client is created, you can assign your agency team members to manage their account.

• Primary Team Member: Usually the Account Manager. This person is the main internal owner of the client.

• Content Approvers: You can designate specific team members who have the authority to approve scheduled content before it goes live.

Client Statuses

Keep your workspace organized by updating client statuses as your relationship evolves.

Advanced Configurations