Overview and Account Setup
BuildRunKit is an all-in-one business operating system designed for founders, entrepreneurs, and growing teams. It bridges the gap between high-level strategy and daily execution by providing a unified workspace for planning, building, and running every aspect of a modern business.
Landing Page Controls & Hero Callouts
Top Navigation Bar: Direct links to Pricing, Community, Free Tools, Compare Us, language selection (EN), theme toggle, Sign In, and Sign Up.
Primary Call-to-Action: Start for free! (no credit card required) button directing users directly to registration without upfront payment.
Pricing Highlight: Promotional banner displaying bundled platform access ($11.99 for 2 users) replacing individual tool costs across Tasks, Strategy, Guidance, CRM, Projects, and Invoices.
Social Proof: Press badge bar featuring coverage logos (e.g., Business Insider, Yahoo Finance, AP News, MarketWatch, Benzinga).
Creating Your Account:Account

How to Sign Up: Startingup your journeyaccount with BuildRunKit is quick and easy. Follow these steps to setregister upand access your newworkspace:
What You Need
A valid email address
A secure password of your choice
Agreement to the platform Terms of Service and Privacy Policy
How to Sign Up
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Enter Personal Details: Type your First name and Last name in the top fields.
Email Address:Address: Enter your primary email address in the Email address field.
Create a Password:Password: EnterType a strong, secure password.password Useinto the Password field. Click the eye icon on the right to double-check your typing.
Terms & Privacy:Privacy: Review the Terms of Service and Privacy Policy, then check the box next to "I agree to the Terms of Service and Privacy Policy, then check the box to confirm your agreement.Policy". This step is required to proceed.
Complete Registration:Registration: Click the blue SignCreate Upaccount button to createfinish setting up your account.profile.
Alternative Registration Options
AlternativeSingle Options:Sign-On You(SSO): canClick alsoeither the Google or GitHub button at the bottom of the form to register instantly using your existing Googleaccounts.
Already byHave clickingan Account?
If you already have a profile, click the buttonsSign in link at the bottom.
Already a User? If you accidentally landed on this page, click "Sign in here" atof the bottompage to go backreturn to the standard login screen.
Accessing Your Workspace
Logging
Howin to Sign In: Accessing BuildRunKit isgives simpleyou andimmediate secure.access to your entire integrated tool suite. Follow these steps to logsign inin:
What You Need
Your registered email address
Your account password (or connected Google/GitHub account)
How to yourSign account:In
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Email
& Password:Address: Enter your registeredworkemail addressandin the Email address field.
Password: Type your account password in the providedPassword fields.field. You can clickClick the eye icon inon the right to toggle password fieldvisibility toand verify your entry.typing.
SocialSubmit Login:Credentials: ForClick fasterthe access,blue youSign canin choosebutton to signaccess your workspace.
Alternative Sign-In Options
Single Sign-On (SSO): Click either the Google or GitHub button under the "or continue with" section to log in instantly using your Googleconnected orthird-party GitHub account by clicking the respective buttons at the bottom.credentials.
Troubleshooting & New Users
Forgot Password:Password: If you’veyou forgottencannot remember your credentials,password, click the "Forgot your password?" link justdirectly above the Sign Inin button to receivetrigger a password reset link via email.
New Users:Users: If you don'tdo not have an account yet, click the "SignCreate upone for free"free link located next to "Don't have an account?" at the verytop bottomright of the form to beginswitch yourto registration.the registration page.
Initial Brand Onboarding & Role-Based DashboardsSetup
After completingsigning your registrationup or signinglogging in for the first time, you are greetedguided withthrough the multi-step Build Your Brand Profile onboarding wizard to define your business identity.
What You Need
Your company or project name
A short catchy tagline (optional)
A brief summary or mission statement describing your business
Step 1: Basic Information
Brand Name: Enter your official business or project name in the Brand Name field (e.g., Acme Corporation).
Tagline: Enter your primary catchphrase or slogan in the Tagline field (e.g., Empowering Innovation).
Description: Provide a streamlined,summary wizard-styleof interface.what Thisyour walkthroughbusiness allowsdoes youin the Description text box (e.g., A comprehensive platform for entrepreneurs to instantly input your basic information, select your initial User Type,build and startgrow configuringtheir your personal brand right from the start.businesses).
ThemeNavigation & Device Compatibility: The onboarding screens and all subsequent dashboard components are engineered to ensure smooth responsiveness across all devices and perfect compatibility with both Light and Dark themes.
The 4 Role-Based Dashboards: Once onboarding is complete, the platform provides 4 distinct, role-based dashboard architectures. Each layout filters out background noise to highlight the exact workspace metrics and tools most relevant to your specific job type:Submission:
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FounderClickView:NextTailored>forathigh-levelthestartupbottomexecutionright to save your details and advance to Step 2.
Skip Option: If you prefer to set up your brand details later, click Skip and go to Dashboard at the bottom of the screen to head straight to your workspace.
Step 2: Brand Voice
Step 2 of the Build Your Brand Profile onboarding wizard helps define the overall tone and communication style of your brand.
What You Need
A clear idea of the communication style and personality that best aligns with your target audience
How to Select Your Brand Voice
Choose a Personality Card: Click one of the preset tone options to set your primary brand voice:
Friendly: Casual and approachable tone.
Professional: Formal and authoritative tone.
Innovative: Creative and forward-thinking tone.
Luxurious: High-end and exclusive tone.
Playful: Fun and light-hearted tone.
Navigation Controls:
Click Next > at the bottom right to save your selection and advance to Step 3.
Click < Previous at the bottom left to return to Step 1 and edit your basic details.
Skip Option: Click Skip and go to Dashboard at the bottom of the screen to bypass setup and enter your workspace immediately.
Step 3: Target Audience
Step 3 of the Build Your Brand Profile onboarding wizard defines the primary group that best represents your ideal customers.
What You Need
An understanding of your primary audience segment or ideal buyer persona
How to Select Your Target Audience
Choose Preset Audience Categories: Click one of the preset options to select your primary target group:
Entrepreneurs
Small Business Owners
Startup Founders
Marketing Professionals
Freelancers
Consultants
Tech Professionals
Young Professionals
Decision Makers
Innovators
Service Providers
E-commerce Owners
Add Custom Target Audience: If your specific customer demographic is not listed, type your custom audience into the Add a custom target audience field and click Add.
Verify Selection: Check the counter below the input field (e.g., 0 of 1 selected) to ensure your chosen target group is applied.
Navigation Controls:
Click Next > at the bottom right to save your selection and advance to Step 4.
Click < Previous at the bottom left to return to Step 2 and adjust your brand voice choices.
Skip Option: Click Skip and go to Dashboard at the bottom of the screen to enter your workspace immediately.
Step 4: Core Values
Step 4 of the Build Your Brand Profile onboarding wizard defines the core principles and values that drive your brand and decision-making.
What You Need
The foundational principles and values that represent your business oversight.operations and company culture
How to Select Your Core Values
Choose Preset Core Values: Click the options that represent your brand principles (up to 5 values):
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ExecutiveInnovationView:
Integrity
Excellence
Collaboration
Sustainability
Transparency
Creativity
Empathy
Resilience
Accountability
Passion
Diversity
Add Custom Core Values: If a specific value is missing, enter it into the Add a custom core value field and leadershipclick oversight.Add.
Verify Selection: Review the counter below the input box (e.g., 0 of 5 selected) to track your chosen principles.
Navigation Controls:
Click Next > at the bottom right to save your selections and advance to Step 5.
Click < Previous at the bottom left to return to Step 3 and modify your target audience options.
Skip Option: Click Skip and go to Dashboard at the bottom of the screen to enter your workspace immediately.
Step 5: Visual Identity
Step 5 of the Build Your Brand Profile onboarding wizard establishes your visual branding by uploading your official brand logo.
What You Need
An image file of your brand logo (JPG, PNG, GIF, or WebP format, max 5MB)
How to Set Up Your Visual Identity
Upload Brand Logo: Click the Select Image button to open your device file browser and select your logo graphic.
Review Image Requirements: Ensure your image meets the supported format specifications (JPG, PNG, GIF, WebP) and file size limit (5MB max).
Navigation Controls:
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Click Next > at the bottom right to upload your asset and advance to Step 6.
Click < Previous at the bottom left to return to Step 4 and adjust your core values choices.
Skip Option: Click Skip and go to Dashboard at the bottom of the screen to enter your workspace immediately.
Step 6: Brand Colors
Step 6 of the Build Your Brand Profile onboarding wizard defines your visual palette across primary, secondary, and accent colors.
What You Need
Hex color codes for your brand's primary, secondary, and accent shades
How to Set Up Your Brand Colors
Primary Color: Click the color picker box or type a hex code into the Primary Color field (e.g., #0070f3).
Secondary Color: Select a color or enter a hex code in the Secondary Color field (e.g., #1a1a1a).
Accent Color: Select a color or enter a hex code in the Accent Color field (e.g., #f4c600).
Color Preview: Review the real-time Color Preview blocks below the fields to verify how your Primary, Secondary, and Accent colors look side by side.
Navigation Controls:
Click Next > at the bottom right to save your color palette and advance to Step 7.
Click < Previous at the bottom left to return to Step 5 and update your visual identity assets.
Skip Option: Click Skip and go to Dashboard at the bottom of the screen to enter your workspace immediately.
Step 7: Typography
Step 7 of the Build Your Brand Profile onboarding wizard establishes the typographic identity for your headers and body copy.
What You Need
Preferred primary font styles for your brand headings and body content
How to Set Up Your Typography
Heading Font: Click a font card to select your primary heading font (e.g., Inter, Roboto, Helvetica, Arial, Open Sans, Lato, Montserrat, Poppins, Source Sans Pro, Nunito, Raleway, Work Sans).
Body Font: Click a font card to select your primary body font (e.g., Roboto).
Typography Preview: Review the live preview box at the bottom to see how your selected Heading Font and Body Font render together.
Navigation & Completion:
Click Complete this stage at the bottom right to finalize and save your entire brand profile.
Click < Previous at the bottom left to return to Step 6 and modify your color palette.
Skip Option: Click Skip and go to Dashboard at the bottom of the screen to enter your workspace without saving font preferences.
Initial Onboarding & Role-Based Dashboards
After completing initial account setup, BuildRunKit provides 4 role-based dashboard architectures (Founder View, Executive View, Business Coach View:View, Structuredand Worker View). Each view filters workspace metrics to match specific operational roles.
Role View Switcher & Universal Shortcuts
Change Visualization Dropdown: Located at the top right of the dashboard (e.g., set to Founder View), allowing users to switch views on demand.
Where To Now? (Shortcuts Bar): Quick action navigation tiles:
Finish Onboarding: Directly access pending profile setup steps.
Manage Workspaces: Switch or edit organization environments.
Subscription: View and update billing or tier details.
Your Brands: Jump directly to configured brand assets.
See Deals: View active sales pipeline items in the CRM.
Check Invoices: Inspect billing and client payments.
Founder Dashboard Breakdown
Recent Activity & Your Brands Panels
Recent Activity: Stream showing recently generated outputs, brand profile edits, or stage logs with timestamps (e.g., Sep 15, 2026).
Your Brands: Quick overview cards displaying active brand profiles (e.g., BuildRunKit, Untitled Brand, Funky Town) along with associated taglines, descriptions, and color swatches.
Your Recent Journeys
Journey Cards: Progress cards displaying active strategic tracks (e.g., Creating Blueprint for Go-To-Market), last updated dates, stage completion percentages, current stage names (e.g., Welcome to the Founder Journey), and blue Continue action buttons.
Workspace Overview Metrics
Strategy Hub: Displays key counts for active Tasks (719), Issues (46), Notes (209), and last updated dates.
CRM: Displays real-time sales pipeline numbers: Deals (11), Contacts (108), Tasks (23), and total Pipeline value ($116,069).
Projects: Tracks active operational progress: Active projects (3), Milestones (10), total Tasks (43), and Progress percentage (4%).
Invoices: Summary of financial status: Outstanding (0), Pending (0), Overdue (0), and Paid MTD ($0).
Recent & Recommended Tools
Recent Tools: One-click quick-launch buttons for frequently accessed features (e.g., Brand Profiles, CRM Deals, CRM Contacts, CRM Company, Strategy Item, CRM Webforms, CRM Tags, Project Milestone, Projects, Journeys).
Recommended Tools: Feature cards with direct launch buttons for platform utilities (e.g., Business Name Generator, Budget Calculator, Wordcloud Generator, Slogan Generator, Text to Speech).
Executive Overview Breakdown
The Executive Dashboard is tailored for corporate leadership to analyze high-level OKRs, budget approvals, pipeline health, and overall organization financials.
Role View Switcher & Executive Shortcuts
Change Visualization Dropdown: Positioned at the top right (set to Executive View) to switch role-based dashboard views.
Where To Now? (Shortcuts Bar): Quick navigation tiles for executive actions:
Finish Onboarding: Complete any remaining setup tasks.
Manage Workspaces: Access and configure organizational workspaces.
Follow Up Projects: Direct link to monitor project progress.
Manage Milestones: View key deadlines and deliverable goals.
Check Projects Tasks: Drill into specific project tasks.
See Deals: Review active sales pipeline deals.
Recent Activity & Brand Assets
Recent Activity: Timestamped log of recent updates, brand profile edits, or system entries (e.g., Sep 15, 2026).
Your Brands: Overview cards highlighting active company profiles (e.g., BuildRunKit, Untitled Brand, Weekly Check Brand, Funky Town) complete with descriptions and visual color palettes.
Workspace Pipeline
Workspace Selector Tab Bar: Filter pipeline data across specific accounts (e.g., All Workspaces, DespachoMio & Asociados, Official BuildRunKit Employee Workspace, Bernadette.F's Updated Workspace, Training & Demo).
Pipeline Summary: High-level deal metrics showing Total Pipeline ($3.09M), Weighted Value ($1.70M), and Active Deals (104), with a View Details link for deeper reporting.
Revenue Analysis
Financial Status Cards: Real-time billing metrics including Total Invoiced ($0.00), Paid ($0.00), Pending ($0.00), and Overdue ($0.00).
Period Highlights: Tracks Paid This Month ($0.00) and YTD Paid ($0.00).
Comparative Charts: 12-month visual breakdown charts for Invoiced and Paid trends.
Overdue Customers: Dedicated status area highlighting accounts requiring collection follow-ups (currently showing No overdue customers).
Projects, Recent & Recommended Tools
Projects: Active status cards displaying project names (e.g., New project, FIC project - Ecovill..., BuildRunKit Websit...), owner names (Brent Whistler), progress indicators, and due dates.
Recent Tools: One-click quick links to key features (e.g., Brand Profiles, CRM Deals, CRM Contacts, Crm Company, Strategy Item, CRM Webforms, CRM Tags, Project Milestone, Projects, Journeys).
Recommended Tools: Dedicated utility cards with direct Launch tool buttons (e.g., Invoice Generator, Text to Speech, QR Code Generator, QR Code Reader, Business Name Generator).
Business Coach Overview Breakdown
The Business Coach Dashboard is structured for mentorship tracking, strategyclient planning,portfolio management, coaching templates, and cohortstrategic calendar overviews.
Role View Switcher & Coaching Shortcuts
Change Visualization Dropdown: Positioned at the top right (set to Business Coach View) to easily switch between user role perspectives.
Where To Now? (Shortcuts Bar): Direct shortcut links tailored for coaching workflows:
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Finish Onboarding: Complete profile or brand setup.
Your Personal Brand: Jump directly to personal or agency brand configurations.
Continue Journeys: Resume active coaching and strategy programs.
Manage Contacts: Access the client directory.
Contacts Activities: Track client communications and engagements.
Strategy Problems: Review strategic roadblocks and action items.
Recent Activity & Your Brands
Recent Activity: Stream logging recent updates, client edits, and profile actions with timestamps (e.g., Sep 15, 2026).
Your Brands: Overview cards highlighting managed brand identities (e.g., BuildRunKit, Untitled Brand, Weekly Check Brand, Funky Town) along with associated taglines, descriptions, and color palettes.
Client Workspaces
Dedicated client cards summarizing cross-account operational metrics for active coaching cohorts:
Bernadette.F's Updated Workspace (Owner: Bernadette.F): 263 Tasks, 10 Contacts, 1 Deal, 73 Projects.
Training & Demo (Owner: Bernadette.F): 882 Tasks, 14 Contacts, 18 Deals, 68 Projects.
DespachoMio & Associados (Owner: Brent Whistler): 5 Tasks, 26 Contacts, 15 Deals, 2 Projects.
Projects, Recent & Recommended Tools
Projects: Active status overview cards (e.g., New project, FIC project - Ecovill..., BuildRunKit Websit...) displaying owner names (Brent Whistler), progress indicators, and due dates.
Recent Tools: One-click launcher buttons for frequently used modules (e.g., Brand Profiles, CRM Deals, CRM Contacts, Crm Company, Strategy Item, CRM Webforms, CRM Tags, Project Milestone, Projects, Journeys).
Recommended Tools: Feature cards with direct Launch tool action links (e.g., Wordcloud Generator, Logo Generator, Slogan Generator, Text to Speech, Invoice Generator).
Worker View:Workspace FocusedBreakdown
The Worker Dashboard is focused on day-to-day task execution, direct workflows, individual assignments, and directimmediate workflows.operational access.
Role View Switcher & Execution Shortcuts
Change Visualization Dropdown: Located at the top right (set to Worker View) to switch role-based dashboard perspectives.
WhereUniversal Shortcuts: No matter which of the 4 dashboards you are using, each home screen features a dedicated "Shortcuts" section. This allows you to rapidly launch specific tools and jump directly to different sections of the application with a single click.
Onboarding & First-Time Setup
Brand Logo Asset Uploads The brand identity phase of the initial setup sequence handles digital media assets directly from local storage:tasks:
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DirectFinishLocalOnboarding:FileCompleteInput:profileUploadorainitialcorporatesetuplogosteps.file
Continue Journeys: Jump directly frominto youractive device'sstrategic fileor pickeronboarding duringworkflows.
Check step,Projects replacingTasks: theView fieldassigned requiringproject anaction externalitems imageand webdeliverables.
Manage Contacts: Access and update CRM customer records.
Check Invoices: Review current billing and payment statuses.
Add New Invoices Items: Quickly create new billable line items or invoices.
Recent Activity & Your Brands
Recent Activity: Real-time log showing recent workspace edits, stage updates, and profile activity with timestamps (e.g., Sep 15, 2026).
Your Brands: Managed brand cards (e.g., BuildRunKit, Untitled Brand, Weekly Check Brand, Funky Town) featuring brand summaries, visual swatches, and taglines.
Workspace Overview Metrics
Strategy Hub: High-level execution board metrics tracking Tasks (719), Issues (46), Notes (209), and last updated timestamps (9/16/2026).
CRM: Real-time record summary showing Deals (11), Contacts (108), Tasks (23), and Pipeline total ($11,606.91).
Projects: Operations progress overview tracking Active projects (3), Milestones (10), Tasks (43), and Progress completion percentage (4%).
Invoices: Financial snapshot displaying Outstanding (0), Pending (0), Overdue (0), and Paid MTD ($0).
Recent & Recommended Tools
Recent Tools: Quick-launch shortcut buttons for daily application tools (e.g., Brand Profiles, CRM Deals, CRM Contacts, Crm Company, Strategy Item, CRM Webforms, CRM Tags, Project Milestone, Projects, Journeys).
Recommended Tools: Execution utility cards with direct Launch tool action links (e.g., Invoice Generator, QR Code Generator, QR Code Reader, Text to Speech, Logo Generator).

















