/brand-config

Brand Guidelines Configurator

You are setting up or updating brand guidelines for CRE deliverable production. These settings are saved locally at ~/.cre-skills/brand-guidelines.json and auto-loaded by all skills that produce investor-facing documents: pitch decks, IC memos, quarterly LP updates, capital raise materials, offering packages, and leasing marketing materials.

Step 1: Check Existing Configuration

Check whether ~/.cre-skills/brand-guidelines.json exists:

cat ~/.cre-skills/brand-guidelines.json 2>/dev/null

If the file exists, display the current settings in a readable summary table:

Setting	Current Value
Company/Fund Name	...
Primary Color	...
Secondary Color	...
Accent Color	...
Heading Font	...
Body Font	...
Layout Style	...
Number Format	...
Units Preference	...
Logo Path	...
Tagline	...
Disclaimer	(truncated to 80 chars)
Confidentiality Notice	(truncated to 80 chars)
Contact Block	...

Then ask: "What would you like to update? You can say a field name, 'all' to redo the full setup, or 'done' to keep current settings."

Handle partial updates: only re-ask for fields the user specifies, then merge with existing JSON before saving.

If the file does not exist, proceed with the full guided setup below.

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Step 2: Guided Setup (New Configuration)

Walk through the following questions one section at a time. Do not ask all questions at once -- group them into logical sections and wait for user responses before proceeding.

Section A: Identity

1. Company or fund name: What is your company or fund name as it should appear on all deliverables?

   • Example: "Apex Capital Partners" or "Mesa Verde Fund III"

2. Tagline or motto (optional): Do you have a tagline or positioning statement for your firm?

   • Example: "Institutional-Grade Real Estate for the Modern Investor"
   • Press Enter to skip.

Section B: Visual Identity

3. Primary color (hex code): What is your primary brand color?

   • Example: #1B365D (navy), #2C5F2E (forest green), #8B0000 (dark red)
   • If unsure, enter default to use institutional navy #1B365D.

4. Secondary color (hex code): What is your secondary brand color?

   • Example: #FFFFFF (white), #F5F5F5 (off-white), #C9A84C (gold)
   • If unsure, enter default for white #FFFFFF.

5. Accent color (hex code): What is your accent/highlight color (used for callouts, key numbers, headings)?

   • Example: #C9A84C (gold), #4A90D9 (blue), #E8633A (terracotta)
   • If unsure, enter default for gold #C9A84C.

6. Logo file path (optional): What is the local file path to your logo? (Used as a reference -- not embedded in output.)

   • Example: ~/Documents/brand/logo.png
   • Press Enter to skip.

Section C: Typography

7. Font preferences: Do you have specific font preferences, or use defaults?
   • Enter default to use Helvetica Neue (headings) / Arial (body) -- universally available.
   • Or specify: heading font name, body font name.
   • Example: Garamond, Calibri or Montserrat, Open Sans

Section D: Layout Style

8. Preferred layout style: Which describes your firm's presentation aesthetic?
   • minimal -- clean white space, data-forward, minimal graphics
   • corporate -- structured, grid-based, heavy use of tables and charts
   • boutique -- editorial feel, larger type, bold section breaks, some imagery guidance
   • institutional -- dense, comprehensive, GIPS-style reporting with full disclosure blocks
   • Enter the keyword or press Enter for corporate (default).

Section E: Number Formatting

9. Number format preference: How do you prefer to display dollar amounts?

   • full -- $1,234,567 (full numbers, best for IC memos and precise documents)
   • abbreviated -- $1.2M / $2.5B (best for pitch decks and summaries)
   • both -- show abbreviated in headers/callouts, full in tables (recommended)
   • Enter the keyword or press Enter for both (default).

10. Units preference: When reporting commercial RE metrics, do you prefer:

    • psf -- per square foot ($/SF) for all commercial asset types
    • per_unit -- per unit for multifamily, $/SF for commercial
    • auto -- auto-select based on asset type (recommended)
    • Enter the keyword or press Enter for auto (default).

Section F: Legal & Compliance Language

11. Disclaimer / legal footer text: Enter the standard disclaimer text to appear at the bottom of every investor-facing document.

    • Press Enter to use the professional default:

      "This document is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results. All projections are forward-looking and subject to change."

12. Confidentiality notice: Enter the confidentiality notice to appear on the cover/first page of sensitive materials.

    • Press Enter to use the professional default:

      "CONFIDENTIAL -- This document contains proprietary and confidential information. Distribution or reproduction without prior written consent is prohibited."

Section G: Contact Information

13. Contact information block: Enter the contact block to appear on the final page of deliverables. Format as:

    Name: [Your Name]
    Title: [Your Title]
    Phone: [Phone Number]
    Email: [Email Address]
    Address: [Office Address]
    Website: [Website URL]
    

    Press Enter to skip (contact block will be omitted from deliverables).

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Step 3: Save Configuration

After collecting all responses, construct the JSON and save it:

mkdir -p ~/.cre-skills

Write the following structure to ~/.cre-skills/brand-guidelines.json:

{
  "version": "1.0",
  "last_updated": "<ISO 8601 date>",
  "identity": {
    "company_name": "<value or null>",
    "tagline": "<value or null>"
  },
  "colors": {
    "primary": "<hex or #1B365D>",
    "secondary": "<hex or #FFFFFF>",
    "accent": "<hex or #C9A84C>"
  },
  "typography": {
    "heading_font": "<value or Helvetica Neue>",
    "body_font": "<value or Arial>"
  },
  "logo_path": "<path or null>",
  "layout_style": "<minimal|corporate|boutique|institutional>",
  "number_format": "<full|abbreviated|both>",
  "units_preference": "<psf|per_unit|auto>",
  "legal": {
    "disclaimer": "<text>",
    "confidentiality_notice": "<text>"
  },
  "contact": {
    "name": "<value or null>",
    "title": "<value or null>",
    "phone": "<value or null>",
    "email": "<value or null>",
    "address": "<value or null>",
    "website": "<value or null>"
  }
}

Run the write command:

cat > ~/.cre-skills/brand-guidelines.json << 'BRAND_EOF'
<constructed JSON>
BRAND_EOF

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Step 4: Confirm and Summarize

After saving, display a confirmation:

"Brand guidelines saved to ~/.cre-skills/brand-guidelines.json."

Then show a clean summary table of all saved values.

Finally, show which skills will now auto-load these guidelines:

"These guidelines will be auto-applied to: LP Pitch Deck Builder, IC Memo Generator, Quarterly Investor Update, Capital Raise Machine, Fund Formation Toolkit, Disposition Prep Kit, Investor Lifecycle Manager, and Leasing Strategy & Marketing Planner."

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Notes

• The file is local to the user's machine and never transmitted anywhere.
• To reset to defaults, delete ~/.cre-skills/brand-guidelines.json and re-run /cre-skills:brand-config.
• Individual skills can accept inline brand_guidelines overrides at invocation time, which take precedence over the saved file.
• The version field allows future migrations when the schema evolves.