To ensure all ads, landing pages and messaging are tailored specifically to each client’s business, tone and offers.This must be completed for every new onboarding client. <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Process</h2><h3 class="PlaygroundEditorTheme__h3" dir="ltr">1. Create the Client Copy</h3><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Open the master Brand Profile template</li><li value="2" class="PlaygroundEditorTheme__listItem">Click File → Make a Copy</li><li value="3" class="PlaygroundEditorTheme__listItem">Rename to: [Client Business Name] – Brand Profile Document</li><li value="4" class="PlaygroundEditorTheme__listItem">Move it into the client’s Google Drive folder</li><li value="5" class="PlaygroundEditorTheme__listItem">Remove any highlighted placeholder text</li></ul> <h3 class="PlaygroundEditorTheme__h3" dir="ltr">2. Send in Client Slack Channel</h3>Post the approved message provided by Tom. Replace:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">@[Client Name]</li><li value="2" class="PlaygroundEditorTheme__listItem">[Insert Link]</li></ul> :new: Brand Profile Document - Please fill this out! Hi @[TAG], as we look to make all of our advertising, landing pages, and overall copy we produce for your business as relevant to your actual business as we possibly can, we've just created this new brand profile document that includes almost everything we need to know about your business. We won't lie, it's a pretty long document, and may take 30-60 minutes to complete - but doing so will not only make your advertising even more laser targeted and focused on your actual tone, brand, style of voice and your services &amp; offering, but it will make your advertising more effective &amp; compelling due to how alike we can make it to how you speak to your customers across your other forms of communication. There's no rush to get this back, but the sooner you can, the better! View your brand profile document here: [INSERT LINK] We've also attached this as a link inside your Slack channel &amp; will also pin this message to the chat, so if you would like to edit it at any point, you can do. However after any edits you do make, please be sure to keep us updated by replying in this thread. If you get any questions, please do not hesitate to let us know.' <h3 class="PlaygroundEditorTheme__h3" dir="ltr">3. Pin the Message</h3>Pin the message in Slack so it’s easy to find. <h3 class="PlaygroundEditorTheme__h3" dir="ltr">4. Save the Link</h3>Add the document link to the Slack channel bookmarks/files. <h3 class="PlaygroundEditorTheme__h3" dir="ltr">5. Follow Up (If Needed)</h3>If not completed within 5–7 days, send a polite reminder in the thread.

To ensure all ads, landing pages and messaging are tailored specifically to each client’s business, tone and offers.

This must be completed for****every new onboarding client****.

## Process

### 1\. Create the Client Copy

* Open the master Brand Profile template
* Click****File → Make a Copy****
* Rename to:  
****\[Client Business Name\] – Brand Profile Document****
* Move it into the client’s Google Drive folder
* Remove any highlighted placeholder text

### 2\. Send in Client Slack Channel

Post the approved message provided by Tom.  
Replace:

* @\[Client Name\]
* \[Insert Link\]

****:new: Brand Profile Document -****Please fill this out!  
  
Hi @\[TAG\], as we look to make all of our advertising, landing pages, and overall copy we produce for your business as relevant to your actual business as we possibly can, we've just created this new brand profile document that includes almost everything we need to know about your business.  
  
We won't lie, it's a pretty long document, and may take 30-60 minutes to complete - but doing so will not only make your advertising even more laser targeted and focused on your actual tone, brand, style of voice and your services & offering, but it will make your advertising more effective & compelling due to how alike we can make it to how you speak to your customers across your other forms of communication.  
  
There's no rush to get this back, but the sooner you can, the better!  
  
View your brand profile document here: \[INSERT LINK\]  
  
We've also attached this as a link inside your Slack channel & will also pin this message to the chat, so if you would like to edit it at any point, you can do. However after any edits you do make, please be sure to keep us updated by replying in this thread. If you get any questions, please do not hesitate to let us know.'

### 3\. Pin the Message

Pin the message in Slack so it’s easy to find.

### 4\. Save the Link

Add the document link to the Slack channel bookmarks/files.

### 5\. Follow Up (If Needed)

If not completed within 5–7 days, send a polite reminder in the thread.

Brand Profile Document – Setup Process

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