Getting started with BrandOps

Creating an account with email/password or Google starts a 14-day trial automatically, with no card required up front.

• Your organization's trialEndsAt is set to 14 days out the moment your account is created.
• If your first brand hasn't been created yet, BrandOps routes you straight into the onboarding wizard; there's no empty dashboard to land on first.
• Sign up with Google and your organization name is auto-filled as a placeholder from your Google account, but the onboarding form leaves that field blank so you type a real one instead of quietly keeping the guess.
• Only the account owner can run onboarding. If you invite teammates before finishing it yourself, they're bounced to the dashboard rather than shown the wizard.

The first onboarding step is where you name your brand and tell BrandOps what kind of business it is. This single choice shapes almost everything that follows.

• Pick from six business types: E-commerce / D2C, SaaS / Software, Consulting / Agency, Freelance, Content / Media, or Other. Each has its own description shown as a tooltip on the pill.
• What you call the thing you're setting up changes with your business type too: "brand" for Ecommerce/Content-Media, "product" for SaaS, "company" for Consulting, "practice" for Freelance.
• Ecommerce brands must also pick a niche (Skincare, Beauty & Makeup, Food & Beverages, and so on, or a custom "Other" value); every other business type gets an optional free-text Category field instead.
• You'll also flag your biggest current challenge (tracking influencers, content workflow, order operations, team coordination, analytics, or your own custom answer). This doesn't gate any feature; it's just context.
• Hitting Continue actually creates your draft Brand record right away, before the later steps need one to attach sample data to.

Describe what your brand/product/company does, pick a brand colour, and optionally upload a logo, then let BrandOps generate a starter identity kit.

• Generate my brand kit calls out to produce domain suggestions (checked live via DNS/RDAP, so "available" really means available), social handle ideas, and content starters for your niche.
• Your chosen brand colour live-previews across the onboarding UI immediately by updating the app's CSS theme variables.
• Logo upload accepts PNG, JPEG, WebP, or SVG up to 5 MB, and can be swapped or removed before you continue.
• Everything generated here (domains, colour, tone) feeds straight into your durable Brand Kit, so it's not thrown away once onboarding ends (see the Brand Kit guide).
• This whole step is skippable if you'd rather set it up later from Settings.

A short step tailored to your business type, so your dashboard isn't completely empty the moment you land on it. Content/Media and Other business types skip straight to Step 4 since neither has a matching entity yet.

• Ecommerce: add your first Instagram creator (name + handle), and they land in your Influencer CRM with status Not Contacted.
• Consulting or Freelance: add your first client (just a name), and they're created with status Lead.
• SaaS: add your first subscriber (customer name, optional plan), created with status Trial and MRR of 0, ready to fill in later.
• Any failure here just shows a toast; it never blocks you from continuing, since these records can always be added later from their own pages.

The last step adds one task to your list and then calls the onboarding-completion endpoint, which finalizes your brand.

• Pick a task title and a category. The category list is filtered to what actually matters for your business type (e.g. Consulting/Freelance see Client Delivery, Content, Other; SaaS never sees Packing or Amazon).
• "Add task & finish" or "Skip for now" both call the same completion step, so you're never stuck without a way to reach your dashboard.
• Completing onboarding pushes your new brand into your session immediately, so the dashboard you land on already reflects it with no extra reload needed.
• The finish screen recaps everything you set up (brand name, niche, brand kit, first creator/client/subscriber, first task) before you click through.

Your dashboard at /dashboard adapts to the business type you picked: same shell, different widgets.

• Every business type gets a KPI strip, a Brand Health widget, AI operational insights, and a Today's Focus section with your tasks.
• Today's Focus adds a matching follow-ups widget next to Tasks: Influencer follow-ups for Ecommerce, Client follow-ups for Consulting/Freelance, Subscription follow-ups for SaaS.
• Ecommerce and Content/Media brands additionally see a Content Calendar and Reel Tracker section. Every other business type has no content pipeline feeding those widgets, so they're hidden rather than shown empty.
• Ecommerce brands get a Revenue & Orders section (weekly analytics + pending orders); SaaS brands get an MRR trend section instead.
• A Setup Guide widget appears for new brands to nudge you toward the next few things worth doing; it goes away on its own once you're past the early setup phase.