How it works

From research to work that fits.

Follow one client engagement through discovery, strategy, creation, and review. You decide what becomes the brand's published foundation.

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One engagement

Build the foundation, then put it to work

Build the strategy step by step. Once you publish it, use it wherever the engagement needs it.

Foundation, in order

  1. Project setup
  2. Discovery
  3. Research
  4. Workshops
  1. Messaging
  2. Visual Foundation
  3. Strategy Review
  4. Brand Intelligence

Connected uses, in any order

  • Halo Chat
  • Halo Studio
  • Brand Standards
  • Client delivery
  • Governance

The workflow

See the whole engagement.

Watch how research becomes strategy, how you decide what gets published, and how that foundation carries into the next piece of work.

Eklipsa Brand Intelligence for a client engagement, showing approved strategy the strategist can carry into later work

The foundation

From project setup to published Brand Intelligence

These steps follow one client engagement. Visual Foundation belongs with strategy building—not only as a final handoff step.

  1. Step 1 of 7

    Set up the engagement

    Bring the objective, business goals, project phase, and deliverables into one workspace. Capture the client's context, assumptions, and open questions in Discovery.

  2. Step 2 of 7

    Make research useful

    Collect evidence and review the findings. Approve the takeaways you want Workshop AI to use as you develop the strategy.

  3. Step 3 of 7

    Lead the workshop

    Work through Brand Core, Positioning, and Persona with research-informed AI assistance. Use a suggestion, edit it, or write your own answer.

  4. Step 4 of 7

    Shape the messaging

    Develop a positioning anchor, messaging pillars, proof points, and pitch from the foundation work. Keep the reasoning connected as the strategy takes shape.

  5. Step 5 of 7

    Build the visual foundation

    Organize logos, color, typography, and imagery alongside the strategic foundation. Setup and access differ from Halo Studio; not every generation path is unlocked on day one.

  6. Step 6 of 7

    Review. Refine. Publish.

    Inspect the draft strategy and its supporting context in Strategy Review. Edit what needs work, defer what is unresolved, and publish the decisions you are ready to use.

  7. Step 7 of 7

    See the foundation clearly

    Brand Intelligence brings published strategy into view, alongside coverage and gaps. Check what is ready and return to unfinished areas when you need to. Context is selected and bounded—not every file in every prompt.

Two approval boundaries

Working inputs are not the same as published strategy

Eklipsa keeps these distinctions visible so later work does not quietly inherit drafts or raw research.

Before workshops

Approved research for workshops

You review findings and approve takeaways for Workshop AI. Those takeaways inform facilitation—they do not automatically become Halo Chat or Halo Studio brand context.

Before downstream work

Published strategy for downstream work

You inspect drafts in Strategy Review, edit or defer unresolved areas, and publish when ready. Published decisions become Brand Intelligence; saving a draft or sharing a deliverable for client feedback does not publish the strategy.

Connected uses

After publication, carry the foundation into everyday work

These capabilities use published Brand Intelligence where supported. Use them in the order that fits the engagement—they are not another mandatory sequence.

Halo Chat

Explore ideas, plan campaigns, and draft with published brand context when enabled. You still review the result; responses are not guaranteed to be factually perfect or to cite every source.

Halo Studio

Use task-specific workflows, such as a social media calendar, with the same brand foundation and the task details you supply. Studio forms are not automatically filled with all brand information.

Delivery

Deliver with the context intact

Turn published strategy into client-ready work without rebuilding it from scratch.

Brand Standards

A living reference built from published strategy and Visual Foundation. Draft edits do not silently change what is published.

Gamma decks

Generate a presentation-ready deck when you need one. Exported decks are snapshots and do not update on their own.

Client review

Share selected deliverables in the client portal and keep each version's feedback attached to the work. Brand Standards is not shared automatically.

Governance

Check what happens next

Turn strategy into active governance rules that later work can be checked against.

Governance checks the work you evaluate. It does not monitor everything published outside Eklipsa or certify compliance.

  1. Generate rules from published strategy, add your own, and choose which are active.

  2. Evaluate work against the active rules.

  3. Use recorded checks to spot recurring issues and changes in alignment.

Client access

Reviewers see what you share

Invite client reviewers to the portal for the work you choose to share.

Selected work only

Reviewers see the projects and deliverables you share, not your full account.

Feedback in context

Comments stay with the work under review.

No staff seat

Client reviewers do not use a paid seat.

A founder can be your client. The person who applies for the pilot is the strategist or agency.

Try the workflow with a real client.

Apply for the Professional Pilot. Your 30 days begin when your qualifying client workspace is activated. No credit card required.

Apply for Pilot