BrandAmps

Total Clients

—

Active clients

Create a new client profile

Your Clients

Loading clients...

Fetching from Airtable

New Client Profile

How would you like to create this profile?

10%

Create Client Profile

Choose how you want to fill in this profile

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

Client Info

Step 1 of 12

Company Name *

URL

Upload Logo

Click to upload logo

Number of Advisors

Headquarters Location

Needs New Name?

Yes No

Needs New Logo?

Yes No

Content Channels

Step 2 of 12

What channels will this client need?

Select all that apply

Client Location

Step 3 of 12

Locally Regionally Nationwide

Ideal Client

Step 4 of 12

Drag 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 12

Casual Educator Professional Corporate

Identify Client Groups

Step 6 of 12

Select up to six ideal client groups, in order of importance.

1 of 6 selected

Your Process

Step 11 of 12

Do You Have a Process

Additional Notes (optional)

Meeting Summary

Pulled from the sources. If you extracted from a transcript these are pre-filled — review and edit. Otherwise capture them here.

Client / Brand Phrases (6–8)

Specific Details (at least 10)

Beliefs / Points of View (3–5)

Client

Prompt Manager

Build and edit AI prompts by channel — saved to Airtable Skills table

Loading...

No prompt selected

Select a prompt from the list or create a new one

Content Review

Reviewing

Channels

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

Review & Edit

← Back

Approved

0 / 0

Select a post to edit

Blog Writer

Generate thought leadership articles for your clients

Client & Month

Client

Month

Blog Prompt

Select a prompt from the Prompt Manager

Article Details

Provide information about the blog article you want to create

Main Topic

Angle / Perspective (Optional)

Target Word Count

Content Tone

Target Audience (Optional)

Key Points to Cover (Optional)

Article

Video Scripts

Generate video scripts for your clients

Client & Month

Client

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

Select Blog Article

Video Details

Provide information about the video you want to create

Duration

Ideal Client

Tone

Key Points to Cover (Optional)

Leave blank to use brand core values automatically

Video Script

Email Writer

Generate email campaigns for your clients

Client & Month

Client

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

Select Blog Article

Email Details

Customize the email for your audience

Ideal Client

Tone

Length

Email

Subject Line

Blog Review

← Back

Approved

0 / 0

Select an article to edit

Video Review

← Back

Approved

0 / 0

Select a script to edit

Email Review

← Back

Approved

0 / 0

Select an email to edit

Monthly Review

← Monthly Review

Approved

0 / 0

Select any item to edit

Review and approve content before sending

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

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

Open Console

Airtable

Database for all client data

Manage Tokens

Netlify

Hosting & serverless functions

Open Dashboard

Page Templates

Build reusable website page templates with ordered sections

Loading...

No template selected

Select a template or create a new one

Modules

Reusable website section blueprints — fields and the copy rules used when generating pages

Loading...

No module selected

Select a module or create a new one

BrandAmps

Loading clients...

New Client Profile

Create Client Profile

Upload Transcript

Client Info

Content Channels

Client Location

Ideal Client

Voice and Tone

Identify Client Groups

Services Categories

What Sets Your Firm Apart

Client Worries

Retirement Activities

Your Process

Platforms You Use

Client

Loading...

Sitemap Builder

Select the Month

Topics (12 posts pre-selected by ideal client mix)

Choose a calculator post

Holidays & Events

Life Events

Prompt Manager

Website Content

Website Content Generator

Social Media

Select the client

Existing Calendars

Select the Month

Topics (12 posts pre-selected by ideal client mix)

Choose a calculator post

Holidays & Events

Life Events

Review & Edit

Blog Writer

Client & Month

Article Details

Article

Video Scripts

Client & Month

Script Source

Video Details

Video Script

Email Writer

Client & Month

Email Source

Email Details

Email

Blog Review

Video Review

Email Review

Monthly Review

Settings

Page Templates

Modules