BrandAmps
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Manual Entry
Step through each question and fill in answers yourself
Start Survey
Upload Transcript
Paste a discovery call transcript and we'll extract the answers automatically
Use Transcript
Upload Transcript
Paste your discovery call transcript below. Claude will read it and pre-fill as many survey fields as it can find.
Client Info
Step 1 of 12
Click to upload logo
Content Channels
Step 2 of 12What channels will this client need?
Select all that apply
Client Location
Step 3 of 12Ideal Client
Step 4 of 12Drag to rank in order of importance
1
Nearing Retirement
%
2
Building Wealth
%
3
Living in Retirement
%
4
Business Owner
%
Total: 100%
Voice and Tone
Step 5 of 12Identify Client Groups
Step 6 of 12Select up to six ideal client groups, in order of importance.
1 of 6 selected
Services Categories
Step 7 of 12Personal Wealth
Business
Tax and Accounting
What Sets Your Firm Apart
Step 8 of 12Choose up to 4 (0/4 selected)
Client Worries
Step 9 of 12What Are Clients Most Worried About
Choose the most important concern
Retirement Activities
Step 10 of 12What Are Clients Doing in Retirement
Choose all that apply
Your Process
Step 11 of 12Do You Have a Process
Meeting Summary
Pulled from the sources. If you extracted from a transcript these are pre-filled — review and edit. Otherwise capture them here.
Platforms You Use
Step 12 of 12What Platforms Do You Use
Choose all that apply
Client
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Needs Name
Needs Logo
Needs Recruiting
Client can approve content
When on, this client sees Approve buttons and a feedback box on their review page. When off, their review page is view-only (no approve, no comments).
Compliance Required
When on, this firm's content is routed through compliance review after the client approves it — the last gate before it's cleared for scheduling. Off by default.
Posting Schedule
Which days of the week this client's social posts are scheduled on. Leave all unchecked to use the org-wide default in Settings.
Social Publishing
Connect this firm's Facebook, Instagram, LinkedIn & YouTube so approved posts publish automatically. Instagram must be a Business account linked to a Facebook Page; YouTube receives the final video.
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Holidays
Which holiday categories this client observes — only these types appear in their social calendar (e.g. a firm that wants Federal & Christian but not Jewish). All types apply unless you narrow it.
Monthly Client
When on, this client receives the automated lifecycle emails (in production, review/reminder, scheduled) and can be sent them manually. When off, no client emails are sent for this client.
Ideal Client
Voice and Tone
Client Groups
Select up to 6
Recruiting Advisor Types
Who does this firm want to recruit? (up to 4)
Services
Personal Wealth
Business
Tax and Accounting
What Sets the Firm Apart
Top Client Worry
Retirement Activities
Process
Notes
Meeting Summary
Pull from the sources (transcripts, notes, deck).
Company Summary
A strategic website brief for the design & PM team, generated from the discovery-call transcript.
Team
Employees for birthday & anniversary posts (and future bios & team pages). Import a CSV or add people manually.
Add team member
Bio
Answer the intake questions, then Generate. You can edit the bio after.
Content Channels
Platforms
Brand Identity
Logo
PNG with a transparent background works best.
Fonts
Brand colors
Complementary — derived from primary + secondary, editable
Social image template
How this client's branded post graphics are built.
Generate Brand Deck with AI
Select a prompt, choose a source, then generate.
Prompt
Source
Use Client Profile
Generate from survey answers
Use Transcript
Paste a discovery call
Vision
Detailed
Lofty
Mission
Positioning
Monster
Core Belief
Value Prop
Brand Behaviors
Core Values
Value 1
Value 2
Value 3
Value 4
Mood Board
A 12-image grid built from the profile (ideal client, client groups, retirement activities). Regenerate any tile, or drop in your own image. For a specific look on a tile, ask Roddy to write the image prompt for it. Included in the PowerPoint export.
Brand Overview
A shareable, non-proprietary summary of this firm's brand — safe to send to a Broker-Dealer or OSJ. Built from the survey answers; it never exposes the Brand Deck framework or the discovery transcript.
No Brand Overview yet
Generate a clean, shareable brand summary from this firm's survey answers — positioning, audience, differentiators, values, voice and visual identity.
Our Values
Visual Identity
Pulled live from the firm's own brand kit — always shareable.
Story · Copy Deck
The canonical narrative for this brand, written once and organized by your sitemap pages. Generated from the brand deck + profile so every website page stays on-message. Generating reads the latest sitemap.
Story Prompt
Throughline (one-line spine of the story)
No story yet
Build a sitemap first, then click Generate Story to write the canonical copy deck.
Sitemap Builder
Build your website structure — top-level pages, sub-pages, L2 pages, and footer links
Account Logins:
Add item
Pages
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Select or add a page
Each page uses a template to define its sections
Add a Page
How should we build it?
Template
Existing layout
Custom
Describe the page
PDF
Upload a design
Choose a Template
Describe the page you want
We'll lay out the right sections and write the copy from this client's brand.
Click to upload a PDF
We'll read its layout and rebuild it as an editable page
Build Website from Sitemap
Match each page to a template then create all at once
Monthly Content
All channels grouped by month
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No content yet
Generate content in any channel to see it here
Blog Articles
Monthly blog content for this client
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No articles yet
Generate blog articles for this client
New Blog
Select the Month
Blog Prompt
Select a prompt from the Prompt Manager
Article Details
Provide information about the blog article you want to create
Video Scripts
Monthly video scripts for this client
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No scripts yet
Generate video scripts for this client
New Video
Select the Month
Video Script Prompt
Select a prompt from the Prompt Manager
Script Source
Convert a blog article into a script, or write one from scratch
From Blog Article
Convert an existing article
From Scratch
Start with a topic
Paste a Script
Bring your own script
Video Details
Provide information about the video you want to create
Leave blank to use brand core values automatically
Emails
Monthly emails for this client
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No emails yet
Generate emails for this client
New Email
Select the Month
Email Prompt
Select a prompt from the Prompt Manager
Email Source
Base this email on existing content or write from scratch
Blog Article
From a blog post
Video Script
From a video script
From Scratch
Start with a topic
Email Details
Customize the email for your audience
SEO Pages
Long-form, search-optimized pages for this client — saved to the shared SEO Library
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No SEO pages yet
Generate an SEO page for this client, or reuse one from the library
New SEO Page
Select the Month
SEO Page Prompt
Select a prompt from the Prompt Manager
Page Details
Describe the SEO page you want to create
Content Calendars
Monthly social media calendars for this client
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No calendars yet
Create a content calendar to generate social media posts
New Content Calendar
Select the Month
Topics (12 posts pre-selected by ideal client mix)
Topic
Persona
Posts
Client Groups (2 posts for each of the firm's niches)
Choose a calculator post
Holidays & Events
Holidays falling in the selected month
Select a month to see holidays
Life Events
Life events based on your client's ideal client mix
Select a month to see life events
Team Celebrations
Birthdays & work anniversaries this month — each posts with the team member's photo
Select a month to see team celebrations
Total Posts for Month
0 / 30
Prompt Manager
Build and edit AI prompts by channel — saved to Airtable Skills table
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No prompt selected
Select a prompt from the list or create a new one
Model
Max Tokens
Temperature
1.0
PreciseCreative
Prompt
Use
{field} tokens to inject client data
Insert Client Data Tokens
Example PDF (sample wireframe — PDF or image)
No sample file yet.
Example Output (sample result — PDF, image or text)
No sample output file yet.
Description (optional)
Content Review
Reviewing
Channels
Your Feedback
Website Content
Website Content Generator
Select a client from the dashboard to generate homepage copy from their brand deck.
Social Media
Build content calendars and generate posts for your clients
Select the client
Select the Month
Month
Topics (12 posts pre-selected by ideal client mix)
Topic
Persona
Posts
Choose a calculator post
Holidays & Events
Holidays falling in the selected month
Select a month to see holidays
Life Events
Life events happening this month based on your client's ideal client mix
Select a client and month to see relevant life events
Total Posts for Month
0 / 30
Review & Edit
← Back
Approved
0 / 0
New Post
Select a post to edit
Client requested changes
Image
Click or drag to upload images or video
JPG, PNG, GIF, MP4, MOV · Multiple allowed · 100MB each
Team celebration — Photo drops in their headshot and the AI designs the layout around it (steer it in the hint, e.g. “photo in a circle with a laurel”). Illustration = AI art from your hint; Text = headline + subhead.
Band color:
Headline (on the graphic)
Subhead (on the graphic)
Copy (caption)
Hashtags
Link (optional)
Publish to Social
DraftPublish date & time (ET)
Leave blank or set a past time to post now.
Each network gets the right size automatically — Instagram & Facebook use the 4:5, LinkedIn uses the 1:1. Two designs at the same size post as a carousel. Instagram needs a graphic. If compliance is on, it goes to review first and posts automatically once approved.
Comments
Article
Edit the title or article below, then Save to Airtable.
Blog Image — 1200×630 (1.91:1)
A branded header / link-preview image for this article, built from the client's brand kit — same generator as social graphics.
Band color
Social Post for this Article
Headline
Subhead
Post Copy
Hashtags
SEO Page
SEO Metadata
Page Body
Video Script
Edit the title or script below, then Save to Airtable.
Social Post for this Video
Headline
Post Copy
Hashtags
Edit the subject or body below, then Save to Airtable.
Subject Line
Blog Review
← Back
Approved
0 / 0
Select an article to edit
Client requested changes
SEO Meta
Used for the published blog page's browser title and search snippet — kept out of the article body.
Moved an SEO block out of the article body into these fields. Save to keep the change.
Blog Image — 1200×630 (1.91:1)
Create or replace this article's branded header image — built from the client's brand kit. Saves to the post.
Band color
Video Review
← Back
Approved
0 / 0
Select a script to edit
Client requested changes
Email Review
← Back
Approved
0 / 0
Select an email to edit
Client requested changes
Internal Review
← Internal Review
Approved
0 / 0
Scheduled
0 / 0
Select any item to edit
Review and approve content before sending
Images
Client requested changes
Hashtags
Scheduled date & time (ET)
When this is scheduled to go out.
Post to YouTube
Not postedUses the Final Video (title card + disclosure) and this item's title. Publishes on the scheduled date/time, or now if it's blank/past. Needs YouTube connected in Ayrshare.
Compliance Cases
The last review before content is cleared for scheduling. Approve or request changes, with a full, printable audit trail.
| Case # | Firm | Title | Type / Channel | AI Score | Submitted | Status | Reviewed By |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Case
Content under review
Loading content…
AI compliance review · advisory — a principal is still the approver of record
Audit trail
Team & Access
Add people and set what they can see. Story Amplify admins manage everyone; each firm, OSJ and Broker-Dealer sees only its own.
Users
Loading…
Select a user to see and edit exactly what they can access — or Add a new one.
Settings
Holidays, posting schedule, calculators and integrations
Holidays & Events
Manage holidays by year — used when building social calendars
Editing holidays for selected year
Calculator Posts
Calculators available when building social calendars. The URL is a partial path (e.g.
/resource-center/retirement/...) that's appended to each client's website domain to build the post link.Profile Options
The selectable choices for client profiles — services, client groups, what sets the firm apart, worries, retirement activities, process, platforms and voice & tone. Edits apply to AI extraction now; the manual profile pickers follow.
Broker-Dealers & OSJs
The master list used everywhere firms are grouped for access & compliance. Assigning a firm to one of these is done on the firm's profile; this is where the list itself is managed. Sync from Airtable rebuilds the tree from each firm's Broker-Dealer / OSJ fields.
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AI Usage & Cost
Claude token spend per firm, rolled up to OSJ / Broker-Dealer, by month. List-price estimate for measuring cost — not billing. Visible to platform super-admins only.
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Integrations
API credentials are stored as Netlify environment variables — not in Airtable
How to update credentials
Go to your Netlify dashboard → Site → Environment variables and set:
CLOUDINARY_CLOUD_NAME
CLOUDINARY_API_KEY
CLOUDINARY_API_SECRET
AIRTABLE_API_KEY
AIRTABLE_BASE_ID
Cloudinary
Image & video uploads
Airtable
Database for all client data
Netlify
Hosting & serverless functions
Page Templates
Build reusable website page templates with ordered sections
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No template selected
Select a template or create a new one
Sections — drag to reorder
SEO Library
Every SEO page generated across clients — reuse any of them for another client
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No SEO pages yet
Generate SEO pages from a client's SEO Pages tab and they'll collect here
Modules
Reusable website section blueprints — fields and the copy rules used when generating pages
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No module selected
Select a module or create a new one
Fields
Each field becomes an editable slot on the page. The rules below guide the AI when it writes copy. Leave “Max words” at 0 for no limit.
Existing Calendars