Tech Brains · Internal Tool
DBC Client Onboarding
Fill immediately after closing a deal · Saves to Sheet & Drive
Agents Only
Deal
2
Client
3
Card
4
Team
5
Social
6
Media
7
Pay
8
Services
9
Stats
10
Delivery
Deal Information
Basic deal details — agent, date, plan sold

Update this later once the card URL is live

Step 1 of 10
Client Information
Contact details of the business owner / primary contact
Step 2 of 10
Card Content
Text and branding shown on the digital business card

Shown in About section. Keep it concise and professional.

Step 3 of 10
Team Members
People in the rotating orbit showcase on the card
First member = primary contact in center orbit. Collect Drive photo links in Step 6. Accent colors set each person's gradient bubble.
1
Team Member 1 Primary
Card Accent Colors
Step 4 of 10
Social Media & Links
URLs for Connect, Directions & Share sections of the card
Online Presence
Location & Reviews

Right-click on Maps → Share → Copy link

Step 5 of 10
Media & Assets
Google Drive share links for all files needed to build the card
Upload all files to the client subfolder in Tech Brains Drive. Paste "Anyone with link can view" share links below.

Transparent bg, min 200x200px

Name files: profile-firstname.jpg

Use embed format: youtube.com/embed/VIDEO_ID

Step 6 of 10
Payment & UPI
Details for the Scan & Pay section on the card

Used for GPay / PhonePe / Paytm deep links

Upload the QR code image in Step 5 (Media). Paste that Drive link in the UPI QR Code Image field there.
Step 7 of 10
Services
What the client offers — displayed as service cards on the DBC
Max 6 services. Find Bootstrap icon names at icons.getbootstrap.com (e.g. bi-building, bi-cart-fill).
 Service 1
Step 8 of 10
Stats & Business Focus
Animated counters and focus bars in the hero section
Animated Counter Stats (4 boxes)
Business Focus Bars (must total 100%)
Step 9 of 10
Delivery & Handoff
Final instructions before handing over to the tech team

Pre-submit checklist

  • Client name, phone and company filled
  • At least one team member added with phone
  • Logo & profile photos uploaded to Drive
  • At least one service added with description
  • Stats reviewed and confirmed with client
  • Social media links collected from client
Step 10 of 10 — Final Step