Set brand styling from a website link or a plain-language description, preview it on a sample page, and save preferred delivery formats so future plugin pages and documents follow the chosen look and format.
Sets and updates the owner's brand look and output preferences, which every page and document the plugin produces then follows automatically. Captures the brand from a pasted website link or a plain-words description — never a hex code, color picker, or upload — previews it on a sample page, asks how they want their outputs delivered (visual artifacts, Word docs, markdown, Notion pages, Canva Docs, or best-for-the-skill), and saves both to the business profile. Runs inside smb-onboard on first setup and stands alone forever after. Use when the owner says "update my brand," "we rebranded," "change my colors," "make the reports match our new look," "change how you give me reports," "I want Word docs instead," or anything about the look or format of what the plugin hands them.
Review the instructions the agent will receive before you install.
One place the owner controls how everything looks and how everything is delivered. Set once during onboarding, changed any time after with one sentence.
Read the ## Business context block. If Brand colors, Logo, or Output
preference exist, play them back in plain words first: "Right now your pages
use a deep green and cream with your leaf logo, and you get visual pages.
What's changing?" An owner updating one thing should not re-answer the rest.
If nothing is stored yet (first run, usually inside smb-onboard), skip
straight to capture.
Two paths, both costing the owner almost nothing:
../smb-onboard/reference/website-research.md.Never ask for hex codes, color pickers, or file uploads. Branding costs one pasted link or one spoken sentence, nothing more. "Skip" is always an answer and means the clean house default.
Render a small sample page as an HTML artifact in the house style
(../../shared/artifact-style.md) with the candidate brand applied — a
title, one stat tile, a short table, a status pill — so the owner sees the
look on real components, not a color swatch. Ask one question: "Match?"
If they adjust ("darker green," "less cream"), apply and re-preview. This loop is cheap; a wrong brand on every future page is not.
The six-way choice, as a multiple choice (skip if the owner only came to change colors and the preference is already stored):
list-brand-kits and ask once which brand kit to apply, or none; if not, the first skill that delivers to Canva asks)Store the answer verbatim as one of: visual artifacts, docx, md,
notion, canva, best for skill. If they pick Notion or Canva and that
connector is not connected, store it anyway, say deliverables fall back to
visual artifacts until it is connected, and offer to help connect it.
Show what will be stored — Website, Brand colors, Logo, Output preference,
and Canva brand kit (name and id) when the preference is Canva — and wait
for the yes. Then update only those fields in the
## Business context block, using the exact field names in
../smb-onboard/reference/onboard-checklist.md.
Never touch the other fields, and never overwrite silently.
Close with the effect, not the mechanics: "Done — every page and document from here on uses the new look."
One line on what changed. The natural next step is seeing it live: offer
"Monday brief" (/monday-brief) or "how's the business doing?"
(business-pulse) so the first branded page arrives immediately. Never more
than three offers; never repeat one declined this session.
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Review a design or web page against WCAG 2.1 AA, an accessibility standard. Organize findings on contrast, keyboard access, forms, and screen reader behavior, with severity levels and practical recommendations for fixes.
Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.
Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.
Research prospective companies and contacts, check existing customer records, and assess fit against your ideal customer profile. Receive a sourced brief covering recent developments, likely priorities, outreach talking points, and a suggested next step.
Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.
Score and group accounts by customer fit and engagement, such as recent contact and open sales opportunities. Identify where to focus sales effort, choose next actions, and spot promising accounts with neglected outreach or missing information.