Run a client content calendar without losing control
Plan the month, approve the week, and have each slot drafted in the client's voice. Nothing posts until a person presses the button.
Onboard a new client so the AI knows who they are
Four guided steps, a client page that shows what is missing, and facts the AI may use only after a person checks them.
The problem
What goes wrong without a system.
Onboarding is where most agency work quietly goes wrong. The brief is half in an email, the brand guide is a PDF nobody reads, and the first week of drafts comes back generic because the writer never learned what is true about the client.
How YuktiBOS handles it
5 steps, with a person at every decision.
- Add the clientOnly the name is required to start. Tick the services they bought and set their channels.
- Follow four guided stepsThe business story, the areas and monthly fee, who signs in, then a welcome and first week. Upload a file and the AI pulls answers out of it. Draft answers survive a refresh.
- Find and verify factsPress Find facts in the client's documents. Each fact comes with the exact quote it came from. Mark each right, wrong or edit it. Writers read only verified facts.
- Approve a voice guideUse the Brand finder and Voice and tone tools so every post sounds like the client. Only an approved version is used.
- Watch the set-up chipsThe client list shows Configured, Partial or Not set for services, keywords, dream outcome and communication strategy.
Features and tools used
What is behind each step.
Clients and CRM
Every client and every lead, and where each one stands.
Client knowledge and facts
The AI only says what has been checked.
Brand and voice
What you believe and how you sound, in a form the writers read.
Client portal
Clients see their own reports, tickets and plan, and nothing else.
Free tools that help here
Questions people ask
What if the client cannot give us everything?
Nothing blocks. The page shows what is still missing so you can chase it or fill it in later.
Who can see a client's data?
Each client's data is kept separate, and you choose which areas each client gets and who signs in.
Related use cases
Write down what you believe and how you sound, once
Beliefs cannot be written for you, but they can be found. Then every post, email and proposal can be checked against them.
Want this running on your business?
Tell us what you do and what you would like off your plate. We will say what exists, what is half built and what is not started.