Set the client up once — and everything you make already knows them.

The whole walk · six stops

From a new account to a client every tool already knows

Every client you take on gets the same six stops. The rest of this page walks them one at a time — what you set up, what the kit does with it, and what changes for your team the moment it's there.

First: where is it?

Every walk on this site starts the same way — with the card you click and the page that opens.

Start here · Where you find it

From the dashboard, open Brand Kits and click New Brand Kit

On the dashboard, the card that reads Create a New · Brand Kit takes you to Brand Kits, one card per client. Click New Brand Kit, name the client, and you're in.

You won the account. Now give it a home.

Bellhaven Design + Build — the remodeler whose site you audited — just signed. Before the first campaign, the first email, the first video, everything you know about them needs one place to live. That place is the kit, and it takes an afternoon.

Step 1 · Create the kit

One client, one kit — and everything you can do for them, under one roof

Name it, and the kit exists — the website comes in one step later, when you teach it the brand. Its home page is the whole platform, arranged for this one client: the foundation you teach it, the ad generators, the studios, the boards and briefs your team works in, the channels it publishes to, every pulse and intelligence read, and the audiences you build for them. Everything your team makes for this client is filed here too, and any teammate with access opens the same work. Thirty-seven doors, one client.

Then you teach it who the client is.

Not a form. You hand over what you have — their guide, their site, your notes — and the strategy comes back drafted. You correct it. That's the anchor every generation reads from now on.

Step 2 · Teach it the brand

Drop in what you have, and the strategy drafts itself

Upload the client's brand guide or a brief, point it at their website, add a note or two — and Analyze & Populate writes the Brand Strategy as a full first draft, not a blank form. You read it, correct it, save it. From then on it's the anchor: the context every generation and every Claude session reads to understand who this client is.

Then the library — and this is where the kit starts doing things no folder does.

Every file you save gets looked at by an AI that writes down what it sees. That one idea is what the next scene is about.

Step 3 · Fill the library

Every asset gets looked at — and the AI writes down what it sees

Here's the idea. When you save a file to the kit — a photo, a clip, a logo, a track — an AI looks at it the way a person would and writes down what it saw: what's in it, what's written on it, the style, the colors, what's said, and where an ad could safely put text. That note stays on the asset. It's what makes the library searchable by description, and what lets every tool on the platform pick the right file on its own.

Then the small things that save the most re-explaining: the colors, and the facts.

Step 4 · Set the colors

The palette, set once — and it travels everywhere the platform makes anything

Add the swatches by hex, RGB or eyedropper, paste a list — or hand over the website and the palette is read from the client's actual pages, never guessed. From then on every generation, canvas, ad, caption and email starts from these colors. No re-pasting the brand blue into five tools.

Step 5 · Save what you know

The facts every writer needs, saved once — and corrected once

A Brand Topic is a named block of knowledge: a product spec, the client's process, a compliance rule, this month's campaign facts. Write one, save one from research, or let Claude draft a spec for every product on a connected store in one pass. From then on it feeds every generation. Change a fact and it changes everywhere from that moment — no stale copy floating around.

Then plug in where the work goes out.

Do this on the kickoff call, while the client is right there. The first campaign can publish the same week.

Step 6 · Connect the channels

Plug in the client's accounts, and the kit becomes the place work goes out from

Connect the ad accounts, the store, the email platform and the client's Google — each one once, each one to this kit. Existing campaigns pull in analyzed and searchable; new work publishes back out. The same connection that ran the SEO audit keeps feeding the traffic and search reads.

And now — everything reads it.

This is the moment the kit earns its afternoon. From here, every request starts already knowing the client.

Step 7 · Everything reads it

Now every request starts from the kit — and comes out already on brand

This is the payoff. Ask for an ad, a video, an email, a report — in the app or from Claude wherever you use it — and the kit is read first: the strategy, the palette, the topics, the assets and their rules, the live channels. The work comes out knowing the client. Nobody re-explains who Bellhaven is.

Set it up once. Then watch it get smarter.

Step 8 · The payoff, twice

Set it up once. Run it forever.

The kit pays off on the day the client arrives — and it keeps paying off, because everything your team adds from then on makes the next thing it makes more accurate.

• Assets saved before the automatic read existed aren't found by describing them until they're saved again. Everything saved now is read on the way in.
• Finding an asset by description takes a moment, not an instant — the whole kit is read against your words each time.
• Colors read from a website come from what the site actually ships. A site that draws its pages entirely in the browser may need the eyedropper instead.
• One kit connects to one client's accounts. Nothing crosses between clients. Ads publish paused; emails land as drafts; a person always makes the last click.
• With more than one kit on the account, Claude asks which client before it writes anything. That's deliberate — it's the rule that keeps one client's facts out of another's work.

Name it. Paste the site. Give the client a home.