DFY Offer Set-Up: Managing Client’s Content in Scripe

• You own the client’s setup, content creation, and publishing.
• The client only provides input, approvals, or goals.
• You manage Scripe under your Pro or Agency account. You take over the Scripe subscription fees, integrating the cost into what you bill your client.

​

DFY Scripe Set-Up

1. Get familiar with Scripe – follow this step-by-step guide to set up your own workspace and learn the platform inside out.
2. Join our Partner Office Hours – bring questions, learn best practices, and get support on how to run DWY offers successfully with Scripe.

​

1. Choose your Client Set-Up

​

2. Scripe Setup Checklist

1

Create a new workspace for your client so you can invite them if needed.

To manage or create new workspaces, open the menu by clicking on your workspace name in the top left corner and select Switch workspace. There, you’ll see a list of all your workspaces and the option to Add Workspace.When creating a new workspace, you’ll:

1. Name the workspace.
2. Add users immediately (or skip and do this later).

2

Add and Set Up the Personal Brand(s) for your client.

To add a new personal brand to your current workspace, click Add Personal Brand. You’ll then go through the same onboarding steps as you did during the initial setup of your account:

• Install the Scripe Extension (you or the client)
• Finish Product Onboarding (theme, language, etc)
• Dashboard Set Up (connect LI account, create content strategy, upload min. 2 files to the Knowledge Base)

Want to give even more value to your client? Use our ICP Questionnaire template to define their ICP, fill it out together, and then upload it to the Knowledge Base.Get your template in:

• German
• English

Best practices to fill it out:

• Avoid generic answers (“we target tech companies”). Get really specific.
• Use the client’s own language — how do they describe their challenges?

3

Invite Members to the workspace.

1. Go to your Settings.
2. Navigate to the People tab.
3. In the Members section, click on the Invitations tab.
4. Click Invite in the top-right corner.
5. Enter the user’s email and assign a role.
   • Admin – Full access to everything: settings, profiles, analytics, publishing.
   • Team Manager – Access to all personal brands and analytics, but no publishing.
   • Content Assistant – Supports one personal brand only, with limited access.
   • Personal Brand – Access is limited to their own Personal Brand dashboard.
   • Personal Brand + Team Insights – Own PB dashboard plus team analytics and calendar.
   • Client – Basic access to Posts, Calendar, and Analytics only.
6. Send the invite.

Once the invite is accepted, assign the member to their Personal Brand(s):

1. Go to the Assign users to projects section (just below the members list).
2. For each user, choose which Personal Brand(s) they should have access to.
3. You can assign multiple users to the same brand, or assign one user to several brands.

4

Keep Analytics Updated

• If the client installed the Extension: They just need to open LinkedIn normally and analytics will update automatically.
• If you’re managing it via Chrome profile: Open LinkedIn in the client’s profile periodically to trigger syncing.

​

3. Onboard your client to Scripe

• Invite your client to a Scripe Onboarding Call.
• Meet in the call and guide the client through the Scripe Platform.

1

Ensure Scripe Extension is installed & the LinkedIn account is connected.

Both badges on the Scripe dashboard need to show as green:

• Analytics badge confirms that the Chrome/Edge extension is installed.
• Scheduling badge confirms the client’s LinkedIn account is connected.

When you assign your client the Client role, their access is limited to Posts, Calendar, and Analytics. They won’t see the dashboard — so only you can verify that everything is set up correctly.
In this scenario, you should always keep your client’s LinkedIn login credentials to ensure the connection remains active.

Note that the LinkedIn connection may occasionally expire; Scripe will flag this on the Personal Brand dashboard, prompting you to refresh it when needed.

2

Explain the Content Strategy and give guidance if needed.

Explain to the client that the content strategy settings define what types of posts will be published, how often, and who they’re trying to reach.It allows you (and Scripe) to recommend the best post formats for their goals and measure content performance in a way that actually makes sense to reach these goals.

When you assign your client the Client role, they won’t see the Content Strategy. So you can skip this step or present it differently.

3

Get assets from your client to the Knowledge Base.

When meeting with your client, explain that you’ll need as many relevant input materials as possible to fully understand their business and create tailored content.Use the call to gather assets such as:

• Sales decks or one-pagers
• Case studies or success stories
• Website copy, landing pages, or blog posts
• ICP or persona descriptions
• Recorded calls, webinars, or podcasts

To go deeper, we recommend using our ICP Questionnaire template. Fill it out together with your client during the meeting, then upload it to the Knowledge Base.

Get your ICP Questionnaire template in:

• German
• English

Best practices to fill it out:

• Avoid generic answers (“we target tech companies”). Get really specific.
• Use the client’s own language — how do they describe their challenges?

Once all materials are uploaded, Scripe will begin generating weekly AI-powered Content Suggestions (done-for-you post ideas).

When you assign your client the Client role, they won’t see the Knowledge Base. You are responsible for collecting and uploading everything on your side.

4

Walk the Client through their Scripe account.

If your client has the Client role, walk them through the parts of Scripe they can access:**Posts tab **→ Explain the different views:

• Review: Posts awaiting their feedback. Show them how to approve or reject each one.
• Scheduled: all posts that are lined up and scheduled to publish.
• Published: a record of all posts that have already gone live (including all existing posts published on their LinkedIn even before Scripe).

Calendar tab

• Show them how to add content notes directly to the calendar.
• Switch between monthly and weekly view so they can track upcoming posts more easily.

Analytics tab

• Finally, guide them through the Analytics Dashboard. Highlight that this is where they’ll see the impact of all the content you’re creating and managing for them.

5

Guide the client to connect Scripe with their WhatsApp

Guide your client to install the WhatsApp integration to instantly send ideas or content snippets straight into Scripe whenever inspiration strikes.To install the WhatsApp integration, you can guide your client like this:

1. Go to your Settings in Scripe and click on the Personal Brand you want to connect.
2. Under WhatsApp Connections, click Add Connection.
3. A QR code will appear.
4. Scan the QR code with your phone to connect.

​

4. Ongoing Collaboration within Scripe

• To level up your collaboration: Visit our Guide for Collaboration Workflows here.
• Pro Tip: Record meetings or content calls with your client and upload them as content sources to create multiple posts.