Collateral
The Collateral Engine generates AI-powered branded assets for your business — social media kits, business cards, email signatures, proposals, QBR decks, brand guidelines, and more. All outputs use your brand colors, logo, typography, and voice settings.
Accessing Collateral
- Navigate to Brand Library
- Open a brand
- Click the Collateral tab
All previously generated assets are listed here with their type, creation date, and a download link. Click Generate New to create a new asset.
Available Asset Types
Social Media Kit
Generates a complete set of branded social media images:
Included sizes:
| Platform | Image Type | Size |
|---|---|---|
| Profile Photo | 400×400 | |
| Cover Photo | 1584×396 | |
| Twitter/X | Profile Photo | 400×400 |
| Twitter/X | Header | 1500×500 |
| Profile Photo | 170×170 | |
| Cover Photo | 820×312 | |
| Profile Photo | 320×320 | |
| YouTube | Channel Art | 2560×1440 |
How to generate:
- Click Social Media Kit
- Optionally enter a tagline to overlay on header images
- Click Generate
- Download the ZIP containing all images
Business Card
Generates business card designs in two orientations (landscape/portrait) and three styles:
| Style | Description |
|---|---|
| Modern | Clean layout with logo top-left, contact info bottom-right, accent color strip |
| Classic | Logo centered, contact info stacked below, white background |
| Minimal | Logo and name only on front; contact details on back |
How to generate:
- Click Business Card
- Enter the contact details for this card:
- Name, Title, Email, Phone, Website
- Select a style
- Click Generate
- Download the PDF (front and back on separate pages, print-ready at 3.5×2 inches / 300 DPI)
Email Signature
Generates an HTML email signature compatible with Gmail, Outlook, and Apple Mail:
- Click Email Signature
- Enter:
- Name and title
- Email, phone, and website
- Which logo variant to use (Primary / Icon)
- Click Generate
- The result shows a live preview and the raw HTML
- Click Copy HTML and paste it into your email client's signature settings
Brand Guidelines
Generates a PDF brand guidelines document — useful for agencies, designers, and employees:
Sections included:
- Brand story and values
- Logo usage rules (clear space, minimum size, don't do's)
- Color palette with hex, RGB, and CMYK values
- Typography specimens
- Correct/incorrect usage examples
- Contact for brand questions
How to generate:
- Click Brand Guidelines
- Add optional notes for each section (or leave blank for AI-generated content)
- Click Generate
- Download the PDF
QR Code
Generates branded QR codes with your logo embedded in the center:
| Type | Description |
|---|---|
| Standard | Plain black-and-white QR code |
| Branded | QR code with brand primary color fill |
| Logo Center | QR code with logo embedded in the center (error-correction: high) |
- Click QR Code
- Enter the destination URL
- Select a style
- Click Generate
- Download as SVG or PNG
Proposal
Generates a branded proposal document for sending to prospects:
- Click Proposal
- Select the CRM Deal (optional — pulls contact name, company, and deal details)
- Or enter proposal details manually:
- Client name and company
- Services being proposed
- Pricing tier
- Problem statement
- Recommended solution
- Click Generate
- The AI writes a complete proposal using your brand voice and the provided details
- Download as HTML or PDF
Sales Presentation
Generates a branded sales slide deck from a CRM deal:
- Click Sales Presentation
- Select a CRM Deal — the AI pulls company info, contact name, and deal context
- Click Generate
- The presentation is generated as HTML slides with your brand colors and logo
- Download the HTML and open in any browser to present, or convert to PDF
Slides generated:
- Title slide
- Problem / pain points
- Your solution overview
- Services breakdown
- Case study / social proof
- Pricing overview
- Next steps and CTA
QBR Presentation
The QBR (Quarterly Business Review) deck is one of the most powerful collateral types — it pulls real data from across the One Stack to generate a data-driven QBR for a specific client:
- Click QBR Presentation
- Select the client (from your Brand Library or PSA client list)
- Select the quarter (auto-defaults to last complete quarter)
- Click Generate
The AI assembles data from:
- PSA — Ticket volume, SLA performance, recurring contract value
- RMM — Device health, patch compliance, uptime stats
- Security (Defend) — Threats detected, incidents, security posture score
- Books — Total billed, open invoices, YTD spend
- Backups — Backup success rate, restore tests, data protected
Slides generated:
- Executive summary
- Key wins this quarter
- IT health scorecard (RMM)
- Security summary (Defend)
- Backup and continuity status
- Support overview (PSA)
- Financial summary (Books)
- Roadmap and recommendations
- Next quarter priorities
Presentation Template
Creates a generic branded presentation template for ad-hoc use:
- Click Presentation
- Enter a title and optional subtitle
- Select the number of blank slides to include (5 / 10 / 15 / Custom)
- Click Generate
- Download the HTML presentation with brand styling, ready to fill in
Managing Generated Collateral
All generated assets are saved in the Collateral tab:
- Each entry shows: type, name, date created, and file format
- Click Download to re-download any previously generated asset
- Click Regenerate to create a fresh version (previous version is retained)
- Click Delete to remove an entry (the file is also removed from storage)
Brand Consistency Score
After generating collateral, check the Consistency Score on the brand:
- Open the brand → click Consistency Score
- The score analyzes:
- Are all color values matching the brand palette?
- Are logo URLs resolvable and returning the correct asset?
- Are all products using consistent typography?
- Score is 0–100 — aim for 80+ before going live with clients
A low score typically means some collateral or products are using cached versions of old brand values — re-propagate and regenerate.