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Practical guides for every part of BrandOps, written for founders who want to understand their data, run leaner operations, and stop guessing what to do next, whatever business type you run.
Getting Started
(5)Getting Started with BrandOps
Sign up, pick your business type, build your brand kit, and land on your Daily Ops dashboard.
6 min read
Choosing Your Business Type
How Ecommerce, SaaS, Consulting, Freelance, Content/Media, and Other change your entire sidebar.
5 min read
The Daily Ops Dashboard
Business-type-specific task groups, daily/weekly resets, and your 7-day streak history.
5 min read
Your Account & Profile
What you can edit on your profile: name, password, and login method.
3 min read
Install BrandOps as an App
Add BrandOps to your home screen as a PWA, with offline support and push alerts.
4 min read
Content & Growth
(8)Content Pipeline
Track every post from idea to published on one Kanban board, with real transition rules.
7 min read
Social Calendar
A visual publishing schedule tied directly to your Content Pipeline and Approvals.
5 min read
Content Analytics
Views, reach, engagement rate, watch time, and pipeline health for posted content.
6 min read
AI Content Generator
How AI Articles will draft source-backed, SEO-ready posts with optional images.
5 min read
Keyword Finder guide
Trending topics, opportunity scoring, and Search Console gaps, from keywords to articles.
5 min read
Website Intelligence
A real technical audit across SEO, performance, security, accessibility, and AI readiness.
8 min read
Brand Hub: Your AI CMO
Site health, competitor benchmarks, and an AI chat that knows your real numbers.
6 min read
Brand Kit
Logo, colours, fonts, and tone of voice: the source AI captions and briefs pull from.
5 min read
Marketing & Outreach
(8)Marketing Overview
A tour of the Marketing hub: ad spend, email, outreach, sequences, templates, and campaigns.
4 min read
Ad Spend Tracking
Log spend across Meta, Google, TikTok, LinkedIn and more; auto-sync from Google Ads.
5 min read
Email Campaigns
Build, personalize, schedule, and send a one-off promo email to clients or subscribers.
6 min read
Campaigns & GMV
Group creators, content, and a promo code to measure real GMV (Gross Merchandise Value) from delivered orders.
6 min read
Outreach & Cold Email Leads
Track cold-email leads from first contact through conversion, with bulk import.
6 min read
Outreach Sequences
Multi-step, A/B-tested follow-up sequences that self-optimize by opens and clicks.
7 min read
Outreach Templates
Build reusable DM and email scripts shared across Outreach, Sequences, and Campaigns.
4 min read
Lead Finder: Automated Search
Search Google Maps for real contact emails and import the leads you want.
5 min read
Operations & CRM
(9)Operations guide
Run your daily ecommerce order workflow: packing queues, returns, and customer issues.
8 min read
Orders
Search, filter, and manage the Orders table: status, payment method, and inventory.
5 min read
Influencer CRM
Every creator you've worked with, from first DM to posted reel and real ROI.
6 min read
Clients, Projects & Invoicing guide
Track clients, run projects, log hours, and generate invoices for consulting and freelance.
7 min read
Subscriptions & MRR guide
Track subscribers, read your MRR (Monthly Recurring Revenue) trend, monitor churn, and catch renewals.
6 min read
Task Management
Status columns, priority and category, checklists, recurring tasks, and the Today view.
5 min read
Posting Approvals
Review content submitted for approval, approve with a publish date, or send it back.
4 min read
WhatsApp & Instagram Inbox
Reply to DM conversations as real two-way threads without leaving BrandOps.
5 min read
Audit Log
Every action taken across your workspace, who did it, when, and how to search it.
4 min read
Analytics & AI
(3)Analytics guide
Every metric explained: CTR, conversion, influencer ROI, engagement, and efficiency.
10 min read
AI assistant guide
Daily briefings, content ideas, viral hooks, and creator insights from your live data.
7 min read
Reports & Exports
Download Creator ROI, Orders, and Content Performance CSVs, plus the weekly digest.
5 min read
Integrations
(8)Integrations guide
How to connect Google, Instagram, and Twitter/X, and what each unlocks.
6 min read
Connecting Shopify
Webhook setup, what syncs automatically, and how order status maps once connected.
5 min read
Connecting Google
One OAuth login covering YouTube, GA4, Search Console, and Google Ads.
5 min read
Connecting WhatsApp
Webhook and verify token setup, and how incoming messages become orders.
5 min read
Connecting X (Twitter)
OAuth 2.0 PKCE setup, what data syncs, and how reconnecting works.
4 min read
Connecting Facebook & Instagram
Two separate Meta connections explained: your own account vs. Creator Insights.
5 min read
Email Suppression List
What triggers a suppression, how it's enforced org-wide, and why it's read-only.
4 min read
Exporting Your Data
Every CSV export BrandOps offers, what columns each includes, and where to find them.
4 min read
Team, Billing & Support
(8)Team & Roles
The Owner/Admin/Member/Viewer hierarchy, and org-wide admins vs. per-brand team.
5 min read
Organization vs Brand Settings
What's shared across your whole workspace and what's specific to one brand.
4 min read
Multi-Brand Workspaces
Run multiple brands or client accounts from one organization on the Agency plan.
5 min read
Plans & Billing
Choosing, upgrading, and cancelling a plan, and what happens when a trial ends.
5 min read
Payments & Invoices
The mechanics behind BrandOps payments: Razorpay checkout, GST, and webhooks.
5 min read
Plan Limits Explained
Exactly what each plan caps: CRM records, team size, searches, and sends.
4 min read
Notifications
The Activity and Comments tabs, plus how push alerts get enabled.
4 min read
Troubleshooting Common Issues
Fixes for expired integrations, suppressed emails, locked trials, and more.
6 min read
Frequently asked questions
Does BrandOps have help guides for every business type?
Yes. The Help Centre covers all six business types: Ecommerce/D2C order operations, SaaS subscription and MRR tracking, Consulting/Freelance client and project invoicing, Content/Media publishing, and the marketing, outreach, and AI tools every business type shares.
What does the BrandOps Operations module do?
For ecommerce brands, the Operations module gives you a Kanban-style order pipeline, a daily packing queue, return management with reason codes, and a customer issue ticketing system, all without switching between Shopify, email, and spreadsheets.
How does the AI assistant use my brand data?
The AI reads a live snapshot of your brand before every response: revenue, orders or invoices, creator or client performance, and content metrics. It never gives generic advice that ignores your numbers. No data is stored externally; context is assembled fresh from your database on each request.
Does BrandOps support agencies running multiple brands?
Yes. The Agency plan supports unlimited multi-brand workspaces from one organization, with shared org-wide billing and admins alongside per-brand team access.
Ready to set up your brand?
BrandOps takes under 10 minutes to set up. No credit card needed for the 14-day trial.
Start free trial