Step 1: Enter Basic Brand Information
To start, navigate to the Brand Setup section within your workspace. Here, you will enter the basic details of your brand:
Step 2: Review your brand details and publish your Brandbook.
At this stage, you've successfully filled out all the necessary fields in your Brandbook—congratulations! Now, it's time to take a moment and review the details you've provided. Ensure everything aligns with your brand's vision, mission, and identity. Once you're confident everything looks perfect, go ahead and click Publish Brandbook.
By publishing your Brandbook, you will create a professional, cohesive representation of your brand that can be easily shared with your team, stakeholders, or even publicly. This is the moment where your hard work comes together, giving your brand a polished, unified presence across all touchpoints. Take the next step towards growing your brand!
Planbrand.com/brandbook/xpoda-inc
What you see above is an example of an online brandbook, generated with one click based on the input from your Planbrand dashboard—ready to share with the world.
This brandbook includes your brand’s foundational elements, such as core brand assets, all accessible and synced with your dashboard for future updates. It also allows anyone to share the page, find your social media profiles, and even book a call with the brand representative you choose.
Pricing Strategy and Visual Identity
Select the product type and develop your pricing strategy. Define your monthly or hourly rates, and ensure your pricing aligns with your brand's goals and audience.
Finalising Packaging and Availability
Summarise your product’s features and benefits, add usage instructions, and set purchase limits. This ensures your product is properly packaged and available for customers to order.
Review and publish your product.
Review the essential aspects of your product before going live. Ensure that all settings, including SEO and order capabilities, are complete. Once everything is set, publish your product page, making it publicly available under your brand’s identity and ready to accept orders and form submissions.
Published product page.
What you see above is a product page, automatically generated for each product you publish from your Planbrand dashboard. Built using your brand data and synced with any future updates, it features your product’s key elements and allows you to collect order forms directly into your pipeline. Each lead is tagged with relevant persona and product information, guiding you on the exact journey to take for each unique lead.
Create Your First Persona to Guide Your Brand Strategy
Use the persona creation tool to customise a persona from the templates provided. Personalise it to reflect the unique goals, challenges, and traits of your audience. When you're satisfied, save it as a PDF and add it to your Planbrand persona library to enhance your marketing and customer journey strategies.
Create Your First Persona to Guide Your Brand Strategy
Use the persona creation tool to customise a persona from the templates provided. Personalise it to reflect the unique goals, challenges, and traits of your audience. When you're satisfied, save it as a PDF and add it to your Planbrand persona library to enhance your marketing and customer journey strategies.
Persona Profiles Overview
View and manage all your personas in one centralised location. Easily filter, edit, or create new personas to align with your brand strategies and target audiences. Stay organised and refine your personas to better address your market's needs.
Linking or Creating Products for Your Persona
Now that your persona is defined, it’s time to personalise the experience by linking them to relevant products. If no suitable product exists, you can create a new one tailored to their needs.
Crafting Persona Journeys and Stages
In Planbrand, you have the flexibility to create unique personas and define detailed stages for their customer journey. For each stage, you can assign up to three conditions or actions, helping you track and guide each customer based on their persona tag. These stages and conditions can be manually marked by users, giving you full control over customer interactions and ensuring no important step is missed.
Drafting a New Backlink
Quickly create a new backlink and fill in essential details later. Add visitor identifiers, potential traffic, and refine once the deal is confirmed. Manage the entire process—from contacting the backlink owner to tracking the status of your deal—all within Planbrand.
Manage all your backlinks (Traffic sources)
Find, contact, and negotiate with new backlink opportunities. Whether it’s a newsletter, a WhatsApp group, or an article on a well-known website, diversify your backlink sources to expand your traffic potential and reach.
Backlink Acquisition & Deal Tracking
Oversee every step of your backlink acquisition, from initial negotiation to final invoice. Track offers, proposals, and traffic potential, while keeping all necessary documents and contact details in one place for a seamless process.
Backlink Content Creation & Tracking
Create, manage, and track the content for your backlinks. Ensure your content is optimized and ready to be published, with progress tracking for approvals and live status updates. Keep your message clear and impactful to drive maximum traffic.
Collaborate on Backlink Progress
Engage your team in real-time to review, edit, and finalise backlink agreements. Track negotiations, align your timeline with campaigns, and ensure all content is approved before going live. Add comments, tag teammates, and share documents or media to streamline your workflow.
Manage Your Customers at a Glance
Gain a bird's-eye view of your customers, automatically fed into your pipeline through form submissions from product and flow pages. Keep track of each customer's journey, their progress through the pipeline, and key insights to optimize engagement.
Customer Overview - Table View
Explore and manage your customers from a clear, detailed table. Easily switch between the pipeline and table views to track progress and access customer insights with just one click.
Tailored Customer Journey Management
Track and personalize each customer’s journey with unique insights. From the product they engaged with to the flow and backlink that led them to you, every step is tailored and adjustable to meet individual needs.
Track and Guide Customer Actions for Optimal Engagement
Monitor your customer's journey with real-time updates on completed actions and suggested next steps, all based on their assigned persona type. This auto-updated history ensures that you always know what actions have been taken and which are up next to keep your customer on track.
Flows Overview: Manage, Create, and Optimise Your Campaigns
View all your Flows in one place. Easily create new ones or refine existing campaigns. Filter by brand or persona to keep your marketing aligned with your strategy and goals.With Planbrand's Flows, managing your lead generation and customer acquisition strategies becomes seamless. Quickly customise or create new Flows and drive targeted traffic using integrated backlinks, placements, and forms, all while tracking performance in real-time.
Draft Your Flow: Quick Setup for Success
Kickstart your Flow by setting its foundation. Select the flow type, assign it to a brand, and define your primary goal. This initial setup will shape the strategy for your campaign, which you can refine in more detail later.
Tailored Customer Journey Management
Track and personalize each customer’s journey with unique insights. From the product they engaged with to the flow and backlink that led them to you, every step is tailored and adjustable to meet individual needs.
Review and Publish Your Flow
What you see above is an example of a flow landing page, created specifically to target a defined persona and feature a specific product. It automatically combines elements from your brandbook, product, and persona data to generate this page, while allowing you to customise and edit any content for maximum conversion. When a form is submitted on this flow page, the lead’s details are instantly sent to your Planbrand dashboard pipeline, tagged with the backlink they came from, the product they submitted for, their persona, and the landing page where they were converted.
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