Set up a new client, start to finish

Do this once per client. The better the set-up, the better every campaign after it.

1. Add the client (1 minute)

1. In the left-hand menu, click Clients.
2. In the empty card, type the client's name and press Add client.
3. You're now on their page.

2. Give us what you know (10 minutes)

1. Open the Files tab.
2. Drag in anything useful: their brand guidelines, an "about us", menus or price lists, past campaign images, reviews, product photos. PDFs, Word documents, images and text all work.
3. No documents? Press Paste text and write a few paragraphs: who they are, where they are, what they sell, who their customers are, how they like to sound, and anything that must never be said.
4. Give each file a type if we guessed wrong (for example Past campaign, Product photo or Review or testimonial). It changes how the team uses it.

3. Their products and services (5 minutes)

1. Open the Products & services tab.
2. Type their website address and press Save, then Read their website. In about two minutes we list what they sell, with prices and photos.
3. Check each one. Press Confirm on the right ones, Edit to fix anything, and the bin to remove what's wrong. Or press Confirm all.
4. Missing something? Add a product or service at the bottom.

4. Write the Client Guide (10 minutes to start, then it works on its own)

1. Open the Client Guide tab and press Create guide. It takes about 10 minutes; you can leave the page.
2. When it's ready you'll see questions. Tap an answer for each, or type your own. Most take one tap.
3. Press Update guide to fold your answers in.
4. When there are no questions left that block approval, press Approve guide.

5. Their brand (5 minutes)

1. Open the Brand tab.
2. Upload their logo: a white version for dark images and a dark version for light ones (transparent PNGs).
3. Under Look and voice, add their colours. Mark one as Accent and one as Dark. Add their fonts if they use Google Fonts.
4. Write how they sound (Voice) and how their pictures should look (Image style).
5. Pick the Voiceover voice and press Hear it to check it.
6. Press Save brand.

6. Who they're for (2 minutes)

1. Open the Audiences tab and press Suggest from the guide.
2. Keep the good ones, edit or remove the rest, and add their main competitors.

That's it. Now run a campaign.