Creating Your First Client

Setting up your first client

Every tool on Ccyfer works better with client context. Creating a client workspace takes 2 minutes and dramatically improves AI output quality.

Step by step

1. From your Dashboard, click the "New Client" button
2. Enter the client name — this appears in all outputs and reports
3. Select the niche — this determines which benchmarks are used (Healthcare, Real Estate, D2C, etc.)
4. Write a business description — 2-3 sentences about what the client does. This is injected into every AI prompt.
5. Describe the target audience — who the client wants to reach
6. List products/services — what they offer. Campaign Planner uses these for campaign structure.
7. Set the monthly budget in INR — used for budget allocation recommendations

What happens next

Once created, select this client when running any tool. The AI automatically:

• Uses the business description for context
• Selects industry-specific benchmarks
• Tailors language to the target audience
• Remembers outputs for cross-tool intelligence

Tips

• Be specific in the business description. "Multi-speciality hospital in Pune offering orthopaedic, cardiac, and neurology treatments" is much better than "hospital."
• Run the Audience Mindset tool immediately after creating the client — it builds the psychology foundation that improves all other tools.