Before you start
You need an owner, admin, account manager or marketer role. Select the client in the Client / brand selector. The Brand Profile is part of Content, which is available once GrowthPilot has switched on connected data for your agency.
How to do it
- Open Content and select the Brand Profile tab. (You can also edit it below the question box in AI Pilot.)
- Fill in what you know under About the business. Start with What the business does, Products and services and Target audience.
- Open Language and compliance to add words to avoid and compliance restrictions, for example regulated claims.
- Select Save Brand Profile. You'll see "Brand Profile saved."
Tips
- Be specific. "Family dental practice in Leeds offering check-ups, hygiene and Invisalign" is far more useful than "Dentist".
- Use Claims to avoid for anything the client cannot prove, such as "best in the UK".
- Use real names. GrowthPilot ignores names that look like internal or test labels.
- You can fill it in gradually. Three or more filled fields under About the business count as complete for onboarding, but more detail gives better results.