Whether you track one business or dozens of clients, this guide covers creating brands, moving between them and keeping the list tidy.
You create your first brand when you set up your account: its name and website are all it takes to run the first report. The rest of its settings fill in as you run reports, and you can edit them any time in Brand settings.
Brand limits by plan: Free 1, Starter 1, Pro 10, Agency 50, Agency Plus 500. An account over its limit keeps its brands. At the limit, upgrade from Plans (the gear at the foot of the sidebar, then Plans).
Open the brand switcher in the top bar and choose Create brand. Or choose All brands and click New brand on the Brands page.
Field | Required | What it does |
|---|---|---|
Brand name | Yes | The name reports look for in AI answers (up to 150 characters) |
Website | Yes | Your own site. Rank Prompt checks that it answers and tells you if it can't reach it |
Primary country | No | The country new reports use |
Primary language | No | The language of reports and content |
Local business | No | Yes when customers come to its place or it serves one area, like a dentist or a plumber; Detect it lets the brand research decide. New reports then advise adding a city |
First place | No | Shows when Local business is Yes: the place's name and its city, enough to measure it from day one. The address, phone and Business Profile link can come later from Brand settings > Places |
The country and language are your brand's Market. They start from the website's domain ending, your app language and your time zone; pick a country and its usual language follows.
The form also has Tags, on every plan. On Agency and up it also has Client contact (who the brand belongs to).
Click Create brand. The next screen offers Run my first report, or Edit details to go back to the form. For a local business it also offers Connect Business Profile, to bring in the address, phone and hours of its places.
The description, aliases and categories are not in this form. They fill in as the brand runs reports and brand analysis, and you edit them in Brand settings.
Click the brand switcher in the top bar
Search, or pick a brand from the list
The page you are on reloads with that brand's data
Pin brand keeps the brands you use most at the top of the list.
Tip: Every page shows the brand selected in the switcher. If numbers look wrong, check the switcher first.
Choose All brands in the brand switcher to see every brand you can access.
Column | What it shows |
|---|---|
Brand | The logo, name and website |
Reports | How many reports the brand has |
Visibility | The latest Visibility score, with its trend |
Last report | When the brand last ran a report |
Added | When the brand was created |
Search brands finds a brand by name or website (press / to jump to it)
Click Brand, Reports or Added to sort by that column
Click a row to open that brand's Brand settings
A Tags column, a tag editor on each row and a tag filter above the table let you group and filter brands, on every plan. The editor suggests the tags you already use.
Switch to the brand
Go to Brand > Brand settings in the sidebar
Click Edit brand, make your changes, then Save changes
Owners and editors can edit a brand. Viewers see the settings but cannot change them. If you leave with unsaved changes, the app asks first.
See Brand settings for every section.
Only the Owner can delete a brand.
Go to Brand > Brand settings
Click Delete
Confirm with Delete brand
The brand disappears right away and a notice says Brand scheduled for deletion: "Deleted for good in 48 hours." Click Undo on that notice to bring the brand back. After 48 hours the brand and all its data are removed: reports, prompts, answers, Scheduled Reports, outreach and the rest. A hosted blog on the brand goes offline (archived) as soon as you delete it, and comes back if you click Undo.
Use the name customers and AI actually use (HubSpot, not HubSpot Inc.)
Put other names in Brand aliases, not in a second brand
Don't rename a brand often: reports look for the name it has when they run
Agencies:
One brand per client
A consistent name pattern, like "Keller Williams (Austin)"
Tags to group clients
Companies with several products:
One brand per major product line
Or one brand with categories for each product
Use the main domain: https://www.hubspot.com, not https://www.hubspot.com/products/crm
Subdomains of it, like a blog, already count as your own site
Only the owner of the brand can delete it. Editors and viewers don't see the button.
Without a logo of your own, the brand shows your website's icon. If the site blocks it, a placeholder shows instead. Set a logo with Change logo in Brand settings > Brand, or check that the website there is right.
Check the brand switcher in the top bar and pick the right brand.
Action | Where |
|---|---|
Create a brand | Brand switcher > Create brand, or All brands > New brand |
Switch brands | Brand switcher in the top bar |
See every brand | Brand switcher > All brands |
Edit a brand | Brand settings > Edit brand |
Delete a brand | Brand settings > Delete (owner only, 48 hours to undo) |
Email [email protected] and I'll help.
