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.
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.
Step 2: Create your account
This step captures the essentials: your login plus the agency’s workspace identity.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.
Your details
Provide a few fields about you:Your agency
The workspace identity is what your team and clients will see.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.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.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
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
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.