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● Setting up your business

Getting your brand
ready to post

Eleven steps, and the order matters. Everything we generate for you reads your brand profile, so until you've built it in step 4, nothing else will run.

At a glance

One step blocks everything after it

Two can only be done by you personally.

#StepWhat waits until it's done
1Create your accountEverything
2Check your businessEverything below
3Brand settings and logoNothing β€” but your posts come out unbranded
4Build your brand profileAll posts, schedules and pillar suggestions
5Set your content pillarsThemed rotation on your schedule
6Connect your social accountsPublishing β€” posts still get created
7Wallet or planPosts get created, then fail when charged
8Set your posting schedulePosting without you lifting a finger
9Create a post and approve itKnowing it all works
10Lead follow-ups (optional)Follow-up emails
11Invite your team (optional)Nothing β€” only needed if more than one person manages this brand
Before you start

Have these ready first

Gathering these now is what keeps this to one sitting rather than a fortnight of half-finished setup.

  • Your logo file β€” a PNG with a transparent background works best. A JPEG on a white square will show that white box behind your logo on every post.
  • Your brand colours β€” the hex codes if you have them, or anything printed we can match against.
  • Your website address β€” optional, but it saves you typing: we can read your site and fill in about a third of step 4 for you.
  • Your social account logins β€” you'll sign into Instagram, Facebook or LinkedIn yourself in step 6.
  • Half an hour of quiet β€” step 4 asks eleven questions about your business, and thoughtful answers are worth far more than fast ones. The full list is here.
Walkthrough

The steps

01

Create your account

Sign up with your email, then click the link we send you. Your account stays locked until you do β€” that's what stops someone registering with an address that isn't theirs.

The form also asks whether you're signing up as a Business or an Individual β€” this shapes everything after this.

  • Business β€” for a company, clinic, studio, anything with a name and identity separate from you personally. Posts default to speaking as the business ("we believe…").
  • Individual β€” for a solo consultant, coach, freelancer, or anyone whose work is them. Posts default to speaking as you, first person ("I've learned…"), and step 4's questions below are worded to ask about you rather than "your business".

Both are just a starting default β€” nothing here is locked in. You can switch how any single post sounds at generation time regardless of which you picked, and change this brand's default mode later from its Settings page.

What happens next depends on which you picked: pick Individual and the form also asks for your industry β€” write it the way you'd say it out loud, Dental clinic, Law firm, Interior design, and we match it against our design library so a recognisable trade gets you templates built for your profession β€” and your first brand is created automatically with it; see step 2. Business signups skip that question here and add their first brand themselves in step 2 instead, since your business name is very likely different from your own name, and guessing it for you would just mean an immediate rename.

If you registered yourself rather than being set up by us, you'll also have a few free posts waiting to try things out with.

What waitsEverything.
02

Check your business

If you signed up as an Individual, this is already done β€” signing up created your first brand automatically, using your name and the industry you chose in step 1. Open it to rename it if you'd like something other than your own name, or fix the industry if you picked the wrong one.

If you signed up as a Business, you'll land here to add your first one now β€” pick your industry and type the actual business name (not necessarily the same as the name you signed up with).

Either way, whether this brand is set to Business or Personal mode came from your step 1 choice β€” check it under Settings if you're not sure, and change it there if it's wrong. This is what step 4's question wording and your default posting voice follow, for this brand specifically.

If you run more than one business, or the agency set up the wrong number of brands for you, add each additional one from here too β€” they keep separate settings, schedules and accounts, and each can be its own mix of Business or Personal mode regardless of what the first one is set to.

What waitsEverything below.
03

Fill in your brand settings

Open the Settings tab and work down the page:

  • Tone of voice β€” three to six words describing how you want to sound. This reaches every post we write, so it earns its place.
  • Style reference images β€” if you have photos in the look you want (product shots, interiors, whatever's close to your brand), start here rather than typing colours by hand. Upload a few and press Re-suggest theme colours from these images. We read their palette and mood and fill in your colours and background automatically, sorted into a light theme and a dark theme so your feed still alternates rather than repeating one look. Do this first and the two fields below are already done for you.
  • Brand colour β€” only needed if you skipped style reference images above, or want to override what they set. Add more than one and we rotate through them in pairs across posts, which is what stops your feed looking like the same image every week.
  • Logo β€” upload it, then set the logo background colour and run the contrast check on that field. It'll tell you if your logo is about to disappear into its own background.
  • Image mood β€” leave empty unless you feel strongly; that lets each post's lighting vary naturally rather than repeating. If you used style reference images above and they gave you both a light and a dark theme, each post's lighting is matched to whichever theme it lands on automatically, so this setting won't apply. It only takes over once you have no image themes set.
  • Background style β€” leave empty if you used style reference images above; they've already set this together with your colours. Typing solid #FFFFFF background here by hand forces every single image flat and white.
  • Website address β€” worth entering even if your site is thin. Step 4 reads it.
  • Notifications β€” the email and WhatsApp number that should hear when a post is ready for you.
What waitsNothing β€” but posts created before this comes out unbranded and off-tone, so it's worth ten minutes now.
04

Build your brand profile

This is the one that unlocks everything else. We ask eleven questions, one at a time, and turn your answers into the profile that every future post is written from. Read the questions before you sit down to it. If this brand is set to Individual mode (from step 1), several questions are worded to ask about you directly rather than "your business" β€” same eleven questions either way, just phrased for who's actually answering.

  • Go to Settings → Brand profile → Start.
  • If you entered your website in step 3, press Read my website first. It fills in roughly a third of the answers, and you just check them rather than typing them.
  • Answer these yourself. What your customers ask, what they get wrong, why you started β€” nobody else can answer those, and a stand-in guess produces bland posts for months.
  • You don't have to finish in one go. After five answers you'll see an option to build the profile from what you've done so far, and you can come back to the rest later.
  • Finish by pressing Build brand profile. Answering the questions isn't enough on its own β€” the profile only exists once you've built it.
If an answer is too thin to write posts from, we'll ask you one follow-up question for a specific detail. It's worth answering properly β€” that second answer is usually the one that makes your posts sound like you.
What waitsEvery kind of post creation, adding anything to your schedule, and suggested content pillars. Your scheduled posting also stays paused until this is done.
05

Set your content pillars

Pillars are the handful of themes your posts rotate through, so you're not saying the same thing every week. Open the Pillars tab and either press Suggest pillars with AI β€” which reads the profile you just built β€” or write your own.

Read whatever comes back before you keep it. Every future post is built from these, so a pillar that isn't quite right shapes months of content rather than one weak post.

What waitsThemed rotation on scheduled posts. You can still create posts one at a time without pillars.
06

Connect your social accounts

Open Social Connections. Each one signs you into your own Instagram, Facebook or LinkedIn account, so you need to do this yourself β€” we never ask for and never hold your passwords.

  • Facebook and Instagram β€” you need to be an admin of the Facebook Page, and the Page needs to be visible to you in Business Manager.
  • LinkedIn β€” admin rights on your company page.
  • WordPress or Wix β€” only if you'd like blog posts published to your own website.
If Facebook says it can't find any Pages, don't start changing your account settings β€” that message is usually something we need to fix at our end. Send us a message and we'll sort it.
What waitsPublishing. Posts are still created and you can review them, which is a good way to see what you'll be getting before connecting anything.
07

Sort out your wallet or plan

Posts are charged either against a wallet balance or a plan with monthly quota. If you signed up yourself, you'll have a few free posts to try things with first.

This is the step that's easiest to forget, because nothing stops you until it's too late. With no balance and no free posts left, a post is still written and its image still generated β€” it only fails at the very end, when it's charged. That looks like something broke, when really it's just an empty wallet.

Sort this before your schedule goes live in step 8, or your first automatic post is the one that fails.
What waitsNothing you can see β€” which is exactly why it's worth checking rather than assuming.
08

Set your posting schedule

Open the Calendar tab and add a slot. Each one sets how often, what time of day, what kind of post, which pillars it rotates through, and which of your accounts it publishes to.

Start smaller than you think you want. Three posts a week that you're happy with is far easier to increase than five you're quietly embarrassed by.

What waitsAutomatic posting. You can't add slots at all until step 4 is done.
09

Create one post and approve it

Open Generate and press Quick generate. This is the test of everything you've just set up β€” your profile, your pillars, your colours and logo, your balance and your connected accounts, all in one go.

Then read it the way one of your customers would. If it feels generic, the profile is probably thin β€” go back to step 4 and add the detail rather than settling for it. That's much cheaper to fix now than after fifty posts.

What waitsNothing formally β€” but don't switch the schedule on until you've seen one post you'd happily put your name to.
10

Lead follow-ups β€” optional

Only if you're using the lead follow-up feature. Under Manage My Leads:

  • Connect the email account the follow-ups should come from β€” Gmail, or your own mail server. Like step 6, you sign in yourself.
  • Set your email signature. Keep it to your name and business: if your signature ends with "Best," and your templates do too, every email you send says it twice.
  • Choose or edit the follow-up messages and the order they go out in.
What waitsFollow-up emails only. Nothing else depends on this.
11

Invite your team β€” optional

Only if more than one person needs to help manage this. Open Team in the top bar β€” you'll only see it as the account owner β€” and invite someone by name and email.

  • Access is granted per brand, not account-wide: choose View or Edit separately for each brand, or leave it as No access.
  • View can see content, the calendar, analytics and leads for a brand, but not its billing or wallet balance.
  • Edit can also generate, approve and publish content β€” but brand settings and connecting or disconnecting social accounts stay with you, whatever access you grant.

They get their own login by email, separate from yours. Change or remove anyone's access at any time from the same page.

What waitsNothing. This is entirely optional and doesn't block anything else here.
Step 4, in full

The eleven questions

These are what step 4 asks you. Reading them beforehand is the difference between specific answers and "we provide quality service to our valued customers".

Shown below in Business wording. Six of the eleven are worded differently for a brand set to Individual mode β€” marked β—† below, with the Individual wording alongside. The other five ask exactly the same thing either way.

  1. What does your business do? Tell us in simple words. β—† Individual: "What do you do? Tell us in simple words."Sets the basic description used in everything
  2. What products or services do you offer? Mention the ones you most want to sell. β—† Individual: "What do you offer? Mention what you most want to be known for."Decides what gets posted about, and how often
  3. Who are your main customers? Be as specific as you can β€” rough age, where they are, what situation they're in. β—† Individual: "Who do you work with?" β€” same rest of the question.The only answer that shapes who appears in your images
  4. What problem do you solve for them, and how is their life better afterwards?Gives posts something to actually say
  5. Why do customers choose you instead of someone else? What do they tell you you're good at?What makes posts sound like you and not a competitor
  6. What questions or worries do customers come to you with again and again?Usually the richest source of post ideas you have
  7. What do customers usually get wrong, or simply not know, about your industry?Turns into the posts that make you look like the expert
  8. Why did you start this business, and what are you proudest of so far? β—† Individual: "Why do you do this work, and what are you proudest of so far?"Your story, and proof you're worth trusting
  9. How would you describe your brand in 3–5 words? β—† Individual: "How would you describe yourself professionally in 3-5 words?"Personality
  10. What do you want social media to achieve β€” enquiries, awareness, trust, something else?Sets what every post asks the reader to do
  11. Is there anything we should never say or post about your business? β—† Individual: "...about you or your work?"The answer that keeps you out of trouble
Two things worth knowing before you start. Plain words beat polished ones β€” we're not marking your writing, we're learning your business. And one real example beats a general statement every time: "three of my last five clients came to me after a bad experience elsewhere" is worth more than a paragraph about being customer-focused.
Troubleshooting

If something doesn't look right

Three things account for nearly every question we get during setup.

What you're seeingWhat it almost always is
The Generate buttons are greyed outStep 4 isn't finished. Answering the questions isn't enough β€” you have to press Build brand profile at the end.
Your posting has quietly stoppedSame thing. Scheduled posting stays paused while there's no brand profile.
A post was created, then failedNo wallet balance, no plan quota, and no free posts left. Step 7.

Stuck on any of this?

Send us a message rather than working around it β€” most setup problems take us a couple of minutes and are worth not guessing at.