Adding a new client brand
The background-extract walkthrough for agencies onboarding a new retainer client. Brand caps per tier, naming conventions, and the post-extract review checklist.
Adding a client brand is the same flow as your first brand, with one extra step at the end: sign off the DNA before the first campaign runs.
The background-extract flow
- From the workspace switcher (top-left on Professional and Studio), click New brand.
- Paste the client’s brand URL.
- Brandflux extracts palette, type, voice, and imagery references in the background, usually in under a minute. You can close the tab.
- We email you the moment the DNA is ready. Open the email link to land on the DNA review screen.
The 15-minute review
Before any campaign for this client runs, do a review pass. The eight-item checklist is in the rollout guide. Senior designer or account lead signs off; the DNA is now the anchor.
Sign-off matters because it is what prevents downstream brand-bleed. A draft DNA is editable by any designer in the workspace; once signed off, the DNA can only be edited by an owner or by the assigned brand lead.
Brand caps by tier
- Freelancer: 1 brand.
- Small Team: 3 brands.
- Professional: 10 brands.
- Studio: unlimited.
Brand caps are the main upgrade trigger for agencies. When you hit the cap, the New brand flow shows the upgrade modal with the tier delta priced (Studio at $249/mo unlimited brands).
Naming conventions
Use the client’s preferred internal name, not the legal entity. The brand name appears in workspace switchers, file exports, and reviewer comment threads. “Cascade Coffee” is more useful than “Cascade Coffee Roasters Pty Ltd”.
Next: Preventing brand bleed for the safeguards that keep client A’s DNA out of client B’s variations.