> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theagencyengineer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create your account

> Sign up, verify your email, and choose the right organization type for your team.

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.

## The seven steps

<Steps>
  <Step title="Profile">
    Tell us how you work so we can tailor the workspace.
  </Step>

  <Step title="Account">
    Create login credentials and your agency identity.
  </Step>

  <Step title="Ad platforms">
    Connect the ad networks you manage.
  </Step>

  <Step title="CRM">
    Link your customer data source.
  </Step>

  <Step title="Other tools">
    Add reporting, analytics, and collaboration apps.
  </Step>

  <Step title="Plan & seats">
    Pick a plan and the number of seats your team needs.
  </Step>

  <Step title="Review">
    Confirm everything before your workspace is created.
  </Step>
</Steps>

## 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.

<Tip>
  Already have an account? Use the **Sign in** link in the top-right corner instead of completing the wizard.
</Tip>

## 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:

| Field      | Required | Notes                                      |
| ---------- | -------- | ------------------------------------------ |
| Work email | Yes      | Used for login and account recovery.       |
| Password   | Yes      | Required when not using a social provider. |
| Full name  | No       | Shown to teammates and clients.            |
| Phone      | No       | Optional, used only for account recovery.  |

### Your agency

The workspace identity is what your team and clients will see.

| Field               | Required | Notes                                                           |
| ------------------- | -------- | --------------------------------------------------------------- |
| Agency name         | Yes      | Displayed across the workspace and in reports.                  |
| Workspace subdomain | No       | We suggest one based on your agency name. You can customise it. |
| Website             | No       | Optional link shown on shared client surfaces.                  |
| Country             | No       | Used for currency and tax defaults.                             |

<Warning>
  Avoid signing up with a shared inbox or distribution list. If nobody owns the mailbox, account recovery becomes much harder later.
</Warning>

## 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.

| Platform             | Description      | Status |
| -------------------- | ---------------- | ------ |
| Facebook & Instagram | Meta Ads Manager | Live   |
| Google Ads           | Search & Display | Soon   |
| YouTube Ads          | Video campaigns  | Soon   |
| TikTok Ads           | Short-form video | Soon   |
| LinkedIn Ads         | B2B targeting    | Soon   |
| X (Twitter) Ads      | Promoted posts   | Soon   |
| Pinterest Ads        | Visual discovery | Soon   |
| Snapchat Ads         | Gen Z reach      | Soon   |

<Tip>
  You can **Skip for now** and add platforms later from workspace settings.
</Tip>

## 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.

| CRM            | Description          | Status |
| -------------- | -------------------- | ------ |
| GoHighLevel    | Full integration     | Live   |
| HubSpot        | Sales & marketing    | Soon   |
| Salesforce     | Enterprise CRM       | Soon   |
| Pipedrive      | Pipeline-first       | Soon   |
| Zoho CRM       | All-in-one suite     | Soon   |
| ActiveCampaign | Marketing automation | Soon   |
| Close          | Inside sales         | Soon   |

## 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**.

<Columns cols={2}>
  <Card title="Email marketing">
    Mailchimp, Klaviyo, SendGrid
  </Card>

  <Card title="Analytics">
    GA4, Mixpanel, Amplitude
  </Card>

  <Card title="Automation">
    Zapier, Make, n8n
  </Card>

  <Card title="Communication">
    Slack, MS Teams
  </Card>

  <Card title="E-commerce">
    Shopify, WooCommerce
  </Card>

  <Card title="CMS / Website">
    WordPress, Webflow
  </Card>

  <Card title="Scheduling">
    Calendly, Cal.com
  </Card>

  <Card title="Payments">
    Stripe, PayPal, Square
  </Card>

  <Card title="SMS / Voice">
    Twilio, OpenPhone
  </Card>

  <Card title="Forms & surveys">
    Typeform, Jotform
  </Card>
</Columns>

## 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**.

<CardGroup cols={3}>
  <Card title="Starter — $9/mo">
    **Up to 5 seats** · 10K free tokens every month

    **What's included**

    * Ad Accounts Management
    * KPI Dashboard Support
    * Ads Manager
    * GHL & Facebook Account Integration
    * Contact Management
  </Card>

  <Card title="Premium — $20/mo (Popular)">
    **Up to 30 seats** · 50K free tokens every month

    **What's included**

    * Ad Accounts Management
    * KPI Dashboard Support
    * Ads Manager
    * GHL & Facebook Account Integration
    * Contact Management
  </Card>

  <Card title="Maxium — $100/mo">
    **Up to 50 seats** · 200K free tokens every month

    Great for bulk AI processes for marketing operations.

    **What's included**

    * Ad Accounts Management
    * KPI Dashboard Support
    * Ads Manager
    * GHL & Facebook Account Integration
    * Contact Management
  </Card>
</CardGroup>

<Tip>
  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.
</Tip>

## Next steps

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

<CardGroup cols={2}>
  <Card title="Connect Slack and CRMs" icon="plug" href="/getting-started/integrations">
    Set up the integrations referenced in Steps 3–5.
  </Card>

  <Card title="Compare plans" icon="credit-card" href="/getting-started/billing/compare-plans">
    Detailed comparison of the plans shown in Step 6.
  </Card>
</CardGroup>