BrandAmps

Total Clients

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Active clients

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Your Clients

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Advisors

Advisors on this team — each carries the company brand and their own target.

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New Client Profile

How would you like to create this profile?

10%

Create Client Profile

Choose how you want to fill in this profile

Manual Entry

Step through each question and fill in answers yourself

Start Survey

Upload Transcript

Paste a discovery call transcript and we'll extract the answers automatically

Use Transcript

Client Info

Step 1 of 12

Company Name *

URL

Account owner

Owner Name (who holds this account)

Contact Email (login & notifications)

Phone

Address (for billing, later)

Upload Logo

Click to upload logo

Number of Advisors

Headquarters Location

Needs New Name?

Yes No

Needs New Logo?

Yes No

Needs a Recruiting Section?

Yes No

Client Location

Step 3 of 12

Locally Regionally Nationwide

Ideal Client

Step 4 of 12

Drag to rank in order of importance

1

Nearing Retirement %

2

Building Wealth %

3

Living in Retirement %

4

Business Owner %

Total: 100%

Voice and Tone

Step 5 of 12

Casual Educator Professional Corporate

Identify Client Groups

Step 6 of 12

Select up to six ideal client groups, in order of importance.

1 of 6 selected

Your Process

Step 11 of 12

Do You Have a Process

Additional Notes (optional)

Meeting Summary

Pulled from the sources. If you extracted from a transcript these are pre-filled — review and edit. Otherwise capture them here.

Client / Brand Phrases (6–8)

Specific Details (at least 10)

Beliefs / Points of View (3–5)

Client

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Prompt Manager

Build and edit AI prompts by channel — saved to ATDB Skills table

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No prompt selected

Select a prompt from the list or create a new one

Content Review

Reviewing

Channels

Website Content

Website Content Generator

Select a client from the dashboard to generate homepage copy from their brand deck.

Social Media

Build content calendars and generate posts for your clients

Select the client

Review & Edit

← Back

Approved

0 / 0

Select a post to edit

Image

Click or drag to upload images or video

JPG, PNG, GIF, MP4, MOV · Multiple allowed · 100MB each

Band color:

Headline (on the graphic)

Subhead (on the graphic)

Copy (caption)

Hashtags

Link (optional)

Publish to Social

Draft

Facebook Instagram LinkedIn

Publish date & time (ET)

Leave blank or set a past time to post now.

Each network gets the right size automatically — Instagram & Facebook use the 4:5, LinkedIn uses the 1:1. Two designs at the same size post as a carousel. Instagram needs a graphic. If compliance is on, it goes to review first and posts automatically once approved.

Comments

Article

Edit the title or article below, then Save to ATDB.

Meta Title (~60 chars · firm name added on save)

Meta Description (~155 chars)

Blog Image — 1200×630 (1.91:1)

A branded header / link-preview image for this article, built from the client's brand kit — same generator as social graphics.

Band color

Show the headline on the image

SEO Page

SEO Metadata

Page Title

Meta Title (~60 chars · firm name added on save)

Meta Description (~155 chars)

URL Slug

Page Body

Video Script

Edit the title or script below, then Save to ATDB.

Email

Edit the subject or body below, then Save to ATDB.

Subject Line

Blog Review

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Approved

0 / 0

Select an article to edit

Video Review

← Back

Approved

0 / 0

Select a script to edit

Email Review

← Back

Approved

0 / 0

Select an email to edit

Internal Review

← Internal Review

Approved

0 / 0

Scheduled

0 / 0

Select any item to edit

Review and approve content before sending

Compliance Cases

The last review before content is cleared for scheduling. Approve or request changes, with a full, printable audit trail.

	Case #	Firm	Title	Type / Channel	AI Score	Submitted	Status	Reviewed By
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Leads

Everyone who submitted a form on a client's website — captured here first, so a lead is never lost.

Team & Access

Add people and set what they can see. Story Amplify admins manage everyone; each firm, OSJ and Broker-Dealer sees only its own.

Users

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Select a user to see and edit exactly what they can access — or Add a new one.

Broker-Dealers & OSJs

The master list used everywhere firms are grouped for access & compliance. Assigning a firm to one of these is done on the firm's profile; this is where the list itself is managed. Sync from ATDB rebuilds the tree from each firm's Broker-Dealer / OSJ fields.

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Settings

Holidays, posting schedule, calculators and integrations

Holidays & Events

Manage holidays by year — used when building social calendars

Editing holidays for selected year

Page Templates

Build reusable website page templates with ordered sections

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No template selected

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SEO Library

Every SEO page generated across clients — reuse any of them for another client

Modules

Reusable website section blueprints — fields and the copy rules used when generating pages

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BrandAmps

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Advisors

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New Client Profile

Create Client Profile

Upload Transcript

Client Info

Content Channels

Client Location

Ideal Client

Voice and Tone

Identify Client Groups

Services Categories

What Sets Your Firm Apart

Client Worries

Retirement Activities

Your Process

Platforms You Use

Client

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Sitemap Builder

Select the Month

Article Details

Select the Month

Script Source

Video Details

Select the Month

Email Source

Email Details

Select the Month

Page Details

Select the Month

Topics (12 posts pre-selected by ideal client mix)

Client Groups (2 posts for each of the firm's niches)

Choose a calculator post

Holidays & Events

Life Events

Team Celebrations

Prompt Manager

Website Content

Website Content Generator

Social Media

Select the client

Existing Calendars

Select the Month

Topics (12 posts pre-selected by ideal client mix)

Choose a calculator post

Holidays & Events

Life Events

Review & Edit

Article

SEO Page

Video Script

Email

Blog Review

Video Review

Email Review

Internal Review

Compliance Cases

Leads

Team & Access

Settings

Page Templates

SEO Library

Modules