Docs

Onboard your first client in ten minutes.

Everything a marketing agency operator needs to onboard their first client without asking us. Setup, voice calibration, content review, ad rollback, exports.

The first ten minutes

What the operator does on day one.

01 / 05
Add client
10 sec
Wizard opens from your client list. Slug, primary contact, agency assignment.
02 / 05
Configure
7 minutes
Industry, channels, billing, approval workflow. Skip any field your client hasn’t decided yet.
03 / 05
Provision
10 sec
Subdomain registered, dashboard branded, Stripe Connect linked, primary contact emailed.
04 / 05
Voice captured
Day 1
Voice profile seeded from business description and public writing. Your team refines on the SEO profile page.
05 / 05
First articles
48 hours
Editorial pipeline drafts and edits. Articles land in your review queue, ready to approve.
Sections

Pick where you are.

Setup
First 10 minutes
Sign in, connect Stripe, add your first client, generate the voice profile. The onboarding wizard does most of the work for you.
Content
Friday batch and review
What the weekly batch looks like, where to approve, when to reject, how to push a single article off the schedule.
Ads
The decision log
How to read the nightly decisions, when to override, when to let the loop run. What the auto-rollback fires on.
Outbound
Universes and caps
Defining a universe up front, setting daily caps per client, warming new domains, reading the pipeline funnel as Phase 1 progresses.
LinkedIn
Founder presence loop
Connecting the founder profile, calibrating to their writing, daily queue review, comment-thread surfacing.
Exports
What to give a leaving client
Voice model JSON, attribution CSV, article archive, subdomain DNS handover. One-click for each.
Billing
Wholesale and direct
Stripe Connect setup, agency-billing vs client-direct, revenue split, dunning, refunds. The full money flow.
Security
What to send procurement
Where to find the AES-256 / TLS / NIST posture statements, the per-client model claim, and the disclosure SLA.
Take it for a spin

Stuck on a step? Book a 20-minute walkthrough.