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Projects

projects

Organize content by website, client, or campaign. Each project keeps your research, articles, and team separate—across both Traffic and Lead Generation in one dashboard.

What Are Projects?

Projects are your unified workspace for both Traffic and Lead Generation. Each project is a single scope for one website or client—everything for that scope lives in one place.

Traffic (per project): Website analysis (business, brand voice, SEO insights), author bio, SEO & AI research, SERP analysis, content briefs, and generated articles. Team members and publishing settings are also scoped to the project.

Lead (per project): Leads (total, contacted, replied, qualified), email workflows and campaigns, verified sending domains, and brand assets. So one project can drive both your content and your lead pipeline.

Perfect for agencies managing multiple clients or businesses with multiple websites. Projects are a dedicated limit: each project you create uses one slot from your plan; to get more, upgrade your plan or remove an existing project.

3 minutes to complete

Before You Begin

  • An active fivebucks.ai account
  • Your website URL ready
  • An available project slot (Projects are a dedicated limit; creating a project consumes one slot—see Billing & Subscriptions for details)
1

Navigate to Create Project

From your dashboard, click "Create Project" in the sidebar, or click the + icon next to the project dropdown at the top.

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The project creation form will open, ready for you to enter your details.

2

Enter Project Information

Fill in the basic details about your project:

Project Name: A clear name like "Main Website" or "Client: ABC Corp"

Project Name: A clear name like "Main Website" or "Client: ABC Corp"

max 100 characters

Description: Brief description of what this project is for

Description: Brief description of what this project is for

max 500 characters

  • Company Name: The business this content is for
  • Website URL: The website where content will be published
  • Website Language: Primary language of your website (auto-detected)
  • Industry: Select the relevant industry category

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Pro Tip

Pro Tip: Use descriptive project names if you manage multiple clients. Examples: "Client: ABC Corp - Main Site", "Holiday 2024 Campaign", "Blog - Tech Reviews"
3

Add Author Information (Optional)

Add author details that will appear in your article bylines. This section is optional but recommended for building credibility:

  • Author Name: Name that appears on articles
  • Professional Title: e.g., "SEO Specialist", "Marketing Director"
Areas of Expertise: Topics you're knowledgeable about

Areas of Expertise: Topics you're knowledgeable about

minimum 2

Years of Experience: How long you've worked in this field

Years of Experience: How long you've worked in this field

LinkedIn Profile: Professional profile URL

LinkedIn Profile: Professional profile URL

  • LinkedIn Profile: Professional profile URL

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Note

Note: When you enable "Show Author Bio", our AI automatically enhances your bio with additional credibility markers and professional language. This happens in the background after project creation.
4

Add Team Members

When you first create a project, you'll only be able to add yourself to the project. You can revisit (edit) the project once your team members are added, to add him/her to the project.

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Team members you add will be able to:

  • View all research and content for this project
  • Generate articles and run SEO research
  • Publish content (if they have publishing permissions)
  • Manage content approvals (based on their role)

Pro Tip

Pro Tip: For agencies: Create a separate project for each client and add only the team members working on that account. This keeps client work completely separate.
5

Create Your Project

Click "Create Project" to finish. The system will:

  1. Create the project and set it as your active project
  2. Add selected team members with appropriate permissions
  3. Enrich your author bio in the background (if enabled)
  4. Initialize your onboarding checklist
  5. Redirect you to connect your website platforms

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6

View Your Website Analysis

After creating your project with a website URL, our AI automatically analyzes your website and generates comprehensive insights. This analysis helps the system understand your business, brand voice, and SEO needs for better content generation.

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Analysis tabs:

Summary

High-level overview of your business, including what you do, who you serve, and your unique value proposition. Quick snapshot cards show key business information, brand voice traits, and SEO opportunities.

Business Details

Comprehensive business information including products/services, target audience, business model, competitive advantages, industry niche, and location details. This helps the AI understand your business context.

Brand Voice

Your writing style, tone, key messaging, and brand personality. Includes personality traits, tone sliders, CTA style, reading level, and sentence structure. Used to match your voice in generated content.

SEO Analysis

Current SEO strengths and opportunities, including seed keywords, intent themes, topical entities, audience pain points, and content opportunities. Helps identify gaps and optimization recommendations.

Note

Note: Website analysis takes 1-2 minutes after project creation. The analysis appears automatically in your project dashboard. You can refresh the analysis anytime if your website content changes significantly.

Pro Tip

Pro Tip: The website analysis is project-specific, so each project can have different website insights. This is especially useful for agencies managing multiple clients with different websites and brand voices.
7

Switch Between Projects

Use the project dropdown at the top of any page to switch between your projects. Your entire dashboard updates to show that project's content.

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When you switch projects, you'll see:

  • Traffic: That project's website analysis, author bio, SEO research, content briefs, and articles only; team members and connected platforms for that project; approval workflows.
  • Lead: That project's leads, email workflows, verified domains, and brand assets only.

Pro Tip

Pro Tip: The project switcher is available on every page, so you can quickly jump between client work without returning to the dashboard.