How to add a client and fill in the strategic profile

To add a client, open Clientes (Clients) in the menu, click Novo Cliente (New client), fill in at least the Nome Fantasia (Trade name), and click Salvar Cliente (Save client). Once saved, the profile gets the files, Brand Kit, reports, and calendar tabs.

Step by step

  1. In the side menu, click Clientes.
  2. Click Novo Cliente.
  3. In the Empresa (Company) tab, fill in Nome Fantasia (required) and, optionally, CNPJ (Brazilian company tax ID), Razão Social (legal name), Segmento (industry), Porte da Empresa (company size), Site (website), address, and social media.
  4. In the Estratégia (Strategy) tab, fill in the strategic profile (see below).
  5. In the Gestão (Management) tab, choose the Responsável de Atendimento (Account manager) and the Status do Cliente (Client status): Ativo (Active), Pausado (Paused), or Cancelado (Canceled).
  6. Open the Contrato e Acessos (Contract and access) section if you need to record the client's scope, plan, and logins.
  7. Click Salvar Cliente.

The strategic profile

The Estratégia tab holds what your team needs to know to work well with that brand:

  • Diretrizes de Comunicação (Communication guidelines): Tom de Voz (tone of voice), Palavras-chave da Marca (brand keywords), Diretrizes Obrigatórias (mandatory guidelines), Restrições de Comunicação (communication restrictions), Temas Prioritários (priority topics), Temas Proibidos (forbidden topics), and Referências Visuais (visual references).
  • Mercadológico (Market): Posicionamento da Marca (brand positioning), Produtos / Serviços Principais (main products/services), Público-alvo (target audience), Diferenciais (differentiators), Concorrentes (competitors), Objetivos de Marketing (marketing goals), Dores Comerciais (business pain points), and Sazonalidades (seasonality).

The more complete, the better: the client list shows a Score with the profile's completion percentage. AI agents also use this information when working for the client.

Client contacts

In the Empresa tab, the Responsáveis (Contacts) block stores the client's contact people. Click Adicionar (Add) and enter name, job title, email, Telefone / WhatsApp (Phone / WhatsApp), and Tipo de Contato (Contact type). You can mark the Responsável principal (Primary contact) and the Responsável pelo pagamento (Billing contact), only one per client. If you want this person to log in to Scrumboards, see Client portal.

Frequently asked questions

I don't see the New client button. Why?

Creating clients depends on the create-clients permission in your role. Each profile tab (Company, Strategy, Management, Reports, Calendar, etc.) also has its own permission. If you don't have access to a tab, it simply doesn't appear. Ask your company's administrator.

Is there a client limit?

Yes, the number of clients depends on your company's plan. See Plans and limits.

How do I find a client later?

On the Clientes screen, search by name, email, company, CNPJ, industry, or account manager, or filter by owner and status.