Brand Snapshot
Everything that makes your brand sound like your brand — identity, voice, colors, type, and your hard rules — packaged into one export, plus four ready-to-send workflow templates already written in your voice.
What's inside
Brand identity & voice, exported
Your brand name, promise, positioning, tagline, voice attributes, and preferred/banned vocabulary — pulled straight from your workspace, not reinterpreted.
A CRM-ready field set
Primary, secondary, and accent colors; display and body fonts; tagline; value proposition; target audience; tone words; banned words — the standard fields any CRM's custom-field system can hold.
Four workflow templates, already in your voice
New-lead welcome email, appointment confirmation + reminders, form-submission qualification (with an AI-agent prompt written in your voice), and pipeline-stage updates — each with the merge-field placeholders your CRM expects.
Your hard rules, included
Every Anchor — banned words, tone don'ts — travels with the snapshot, so whoever plugs it in can't accidentally ship something off-brand.
Exported as one clean, versioned JSON file — portable, and readable by any CRM or ESP that can import custom fields and templates.
How it works
Your brand lives in the Portal
Ontology, voice, and anchors set up in your workspace — or we set it up together if you don't have one yet.
Generate your Snapshot
One click inside your workspace assembles everything above into a single versioned package.
Plug it into your CRM
Import the fields and templates into GoHighLevel or any CRM/ESP that accepts custom fields and message templates.
Where this stands today
Brand Snapshot generation lives inside the Portal today, for workspaces already using it. A one-click native GoHighLevel install is on the roadmap but not built yet — today it's a portable export. This page is how we're gauging interest before opening it up further. Request early access below and we'll reach out.