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Sign-up is a guided, seven-step wizard. Each step builds the workspace identity, connects the tools you already use, and confirms billing before you land in your new workspace.

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The seven steps

1

Profile

Tell us how you work so we can tailor the workspace.
2

Account

Create login credentials and your agency identity.
3

Ad platforms

Connect the ad networks you manage.
4

CRM

Link your customer data source.
5

Other tools

Add reporting, analytics, and collaboration apps.
6

Plan & seats

Pick a plan and the number of seats your team needs.
7

Review

Confirm everything before your workspace is created.

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Step 1: Select your profile

Pick the option that matches how you’ll use The Agency Engineer. We use this to customise your workspace and the tips you see during onboarding.
  • I’m an agency — Manage multiple client accounts with centralised oversight. Unlocks the multi-client dashboard, team collaboration, and white-label reports.
  • I’m a business — Run your own marketing and lead-gen campaigns at scale. Unlocks a single-account focus, deep funnel insights, and revenue optimisation.
Already have an account? Use the Sign in link in the top-right corner instead of completing the wizard.

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Step 2: Create your account

This step captures the essentials: your login plus the agency’s workspace identity.

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Choose a sign-in method

Pick one of the following to authenticate. You can add the others later from account settings.
  • Continue with Google — Use your Google Workspace or Gmail identity.
  • Continue with Facebook — Sign in with your Facebook account.
  • Email and password — Enter a work email and a password to create a standalone login.

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Your details

Provide a few fields about you:
FieldRequiredNotes
Work emailYesUsed for login and account recovery.
PasswordYesRequired when not using a social provider.
Full nameNoShown to teammates and clients.
PhoneNoOptional, used only for account recovery.

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Your agency

The workspace identity is what your team and clients will see.
FieldRequiredNotes
Agency nameYesDisplayed across the workspace and in reports.
Workspace subdomainNoWe suggest one based on your agency name. You can customise it.
WebsiteNoOptional link shown on shared client surfaces.
CountryNoUsed for currency and tax defaults.
Avoid signing up with a shared inbox or distribution list. If nobody owns the mailbox, account recovery becomes much harder later.

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Step 3: Which ad platforms do you run?

Pick any ad networks you use today. Facebook & Instagram is fully integrated; selecting others helps us prioritise the roadmap and you’ll be first to know when they ship.
PlatformDescriptionStatus
Facebook & InstagramMeta Ads ManagerLive
Google AdsSearch & DisplaySoon
YouTube AdsVideo campaignsSoon
TikTok AdsShort-form videoSoon
LinkedIn AdsB2B targetingSoon
X (Twitter) AdsPromoted postsSoon
Pinterest AdsVisual discoverySoon
Snapchat AdsGen Z reachSoon
You can Skip for now and add platforms later from workspace settings.

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Step 4: Which CRM keeps your pipeline?

GoHighLevel works today. Selecting any other CRM tells us yours so we can sync contacts and pipelines once that connector ships.
CRMDescriptionStatus
GoHighLevelFull integrationLive
HubSpotSales & marketingSoon
SalesforceEnterprise CRMSoon
PipedrivePipeline-firstSoon
Zoho CRMAll-in-one suiteSoon
ActiveCampaignMarketing automationSoon
CloseInside salesSoon

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Step 5: What else is in your stack?

Optional — pick anything you use. It helps us prioritise integrations that matter to you. All categories below are marked Soon.

Email marketing

Mailchimp, Klaviyo, SendGrid

Analytics

GA4, Mixpanel, Amplitude

Automation

Zapier, Make, n8n

Communication

Slack, MS Teams

E-commerce

Shopify, WooCommerce

CMS / Website

WordPress, Webflow

Scheduling

Calendly, Cal.com

Payments

Stripe, PayPal, Square

SMS / Voice

Twilio, OpenPhone

Forms & surveys

Typeform, Jotform

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Step 6: Choose your plan

Switch billing intervals anytime. Add or remove seats as your team grows. Toggle between Monthly and Yearly (save 20%). Every plan starts with a 7-day free trial.

Starter — $9/mo

Up to 5 seats · 10K free tokens every monthWhat’s included
  • Ad Accounts Management
  • KPI Dashboard Support
  • Ads Manager
  • GHL & Facebook Account Integration
  • Contact Management

Premium — $20/mo (Popular)

Up to 30 seats · 50K free tokens every monthWhat’s included
  • Ad Accounts Management
  • KPI Dashboard Support
  • Ads Manager
  • GHL & Facebook Account Integration
  • Contact Management

Maxium — $100/mo

Up to 50 seats · 200K free tokens every monthGreat for bulk AI processes for marketing operations.What’s included
  • Ad Accounts Management
  • KPI Dashboard Support
  • Ads Manager
  • GHL & Facebook Account Integration
  • Contact Management
Not sure which plan to pick? Start on Premium during the 7-day free trial — you can downgrade to Starter before the trial ends with no charge.

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Next steps

After Step 6 you’ll land on Step 7: Review to confirm your selections, then your workspace is created.

Connect Slack and CRMs

Set up the integrations referenced in Steps 3–5.

Compare plans

Detailed comparison of the plans shown in Step 6.