Brand Setup
Set up or update a brand profile.
Marketing teams lose hours to ad-hoc, inconsistent brand setup work — Set up or update a brand profile. Use when: new brand onboarding, client setup, brand switching, context update. This playbook turns the process into a repeatable, brand-aware workflow.
Who it's for: digital marketers, marketing managers, growth marketers
Example
"Run /brand-setup for our brand" → Brand Setup workflow output with brand context, structured inputs captured, process steps executed, and a complete deliverable ready for review.
New here? 3-minute setup guide → | Already set up? Copy the template below.
# Brand Setup
# Brand Setup — Interactive Brand Profiling
## When to Use This Skill
- User says "set up a new brand" or "create a brand profile"
- User mentions a new client or project for marketing
- User wants to switch between brands (agency use case)
- User wants to update brand voice, audiences, or goals
- First time using any marketing skill without an active brand
## Setup Modes
### Quick Setup (5 questions — recommended for getting started fast)
If the user wants to get started quickly, or says "quick setup", ask only these 5 essential questions:
1. **Brand name** — "What's your brand or business name?"
2. **What you do** — "In one sentence, what does [brand] do?" (extract industry, business model, USP)
3. **Target audience** — "Who is your primary customer?" (extract B2B/B2C, demographics)
4. **Brand voice** — "Pick 3 words that describe how your brand communicates" (map to formality/energy/humor/authority scales)
5. **Primary channel** — "Where do you primarily market? (social media, email, SEO, paid ads, etc.)"
From these 5 answers, intelligently populate the full profile:
- Infer industry, business model type, and compliance requirements
- Map voice descriptors to the 1-10 scales (e.g., "professional" → formality: 8, "fun" → humor: 7)
- Set sensible defaults for everything else
- Tell the user: "Quick profile created! You can refine it anytime with /dm:brand-setup --full"
### Full Setup (17 questions — comprehensive profiling)
Use the full setup when:
- User explicitly asks for detailed/full/comprehensive setup
- User says "/dm:brand-setup --full"
- User wants to update specific sections of an existing profile
## Process (Full Setup)
### Step 1: Brand Identity
Ask the user one question at a time (don't overwhelm):
1. **Brand name**: "What's the brand/company name?"
2. **Elevator pitch**: "In one sentence, what does [brand] do?"
3. **USP**: "What makes [brand] different from competitors?"
4. **Mission/Values**: "What's the brand's mission? What values drive it?"
### Step 2: Business Model
5. **Business type**: Present options:
- B2B SaaS / Software
- B2C eCommerce / DTC
- B2B Services / Consulting
- Local Business
- Agency (managing multiple clients)
- Creator / Personal Brand
- Enterprise
- Non-Profit
- Marketplace
6. **Revenue model**: subscription, transactional, freemium, marketplace commission, donation, retainer, advertising
7. **Price range and sales cycle**: "What's your typical deal size and how long does it take to close?"
### Step 3: Industry & Compliance
8. **Industry**: "What industry are you in?" (match to industry-profiles.md)
9. **Regulated?**: "Are you in a regulated industry? (healthcare, finance, legal, alcohol, cannabis, etc.)"
10. **Target markets**: "What countries/regions do you sell to?" (triggers compliance rules)
### Step 4: Brand Voice
11. **Voice dimensions** — Ask user to rate 1-10 or describe:
- Formality (1=very casual like a friend, 10=very formal like a law firm)
- Energy (1=calm and measured, 10=enthusiastic and bold)
- Humor (1=never use humor, 10=humor is core to the brand)
- Authority (1=peer-level, friendly guide, 10=expert thought leader)
12. **Personality traits**: "Pick 3-5 words that describe the brand's personality" (e.g., witty, empathetic, direct, bold, thoughtful, playful, authoritative, warm)
13. **This-Not-That**: "Give me examples of how you'd say something vs. how you wouldn't" (e.g., "We say 'Let's figure this out together' not 'Contact our support team'")
14. **Sample content**: "Share 2-3 URLs or text snippets of content you think nails your brand voice"
### Step 5: Channels & Goals
15. **Active channels**: "Which marketing channels are you currently using?" (website, Instagram, LinkedIn, Twitter, TikTok, YouTube, Facebook, Pinterest, Email, Google Ads, Meta Ads, etc.)
16. **Goals**: "What's your #1 marketing goal right now?" + target KPIs + budget range + team size
### Step 6: Competitors
17. **Competitors**: "Name 3-5 competitors (direct or aspirational)"
- For each: name, URL, relationship (direct/indirect/aspirational), known strengths/weaknesses
### Step 7: Save & Confirm
After collecting all information:
1. Run: `python3 scripts/setup.py --create-brand "[brand name]"`
2. Update the created profile.json with all collected data
3. Confirm to user: "Brand profile created for [brand_name]. All marketing modules will now use this context. You can update it anytime by saying 'update my brand profile.'"
## Switching Brands
When user says "switch to [brand name]":
1. Run: `python3 scripts/setup.py --list-brands`
2. Find matching brand
3. Update `~/.claude-marketing/brands/_active-brand.json`
4. Confirm: "Switched to [brand_name]."
## Updating a Brand
When user wants to update specific fields:
1. Load current profile from `~/.claude-marketing/brands/{slug}/profile.json`
2. Ask about the specific field(s) to update
3. Write updated profile back
4. Confirm changes
## Important Notes
- NEVER skip the brand voice section — it's what makes all content outputs on-brand
- For agencies: each client should be a separate brand profile
- Store voice samples as markdown files in the brand's voice-samples/ directory
- Auto-detect industry compliance rules based on the industry and market selections
What This Does
Set up or update a brand profile.
Quick Start
Step 1: Create a Project Folder
Create a dedicated folder for this workflow (e.g. ~/marketing/brand-setup).
Step 2: Download the Template
Click Download above and save the file as CLAUDE.md in that folder.
Step 3: Run the Workflow
Open the folder in Claude Code and describe your goal. Claude will prompt you for any missing inputs, follow the structured process, and produce a complete deliverable.
Inputs You'll Need
Claude will prompt for the brand context, objective, and any asset references needed to produce the deliverable.
How It Works
Claude loads the active brand profile, gathers inputs, executes the defined workflow, and produces the structured deliverable.
What You Get
A complete, brand-aligned deliverable ready to review, share, or hand off to execution.