How it works

From sign-up to first client

  1. 01

    Create your account

    Pick a plan. You start on Starter and can upgrade any time.

  2. 02

    Brand your agency

    Set your agency name, colours and service packages.

  3. 03

    Win clients

    Generate a clearly-labelled demo and share it with prospects.

  4. 04

    Add clients & assign services

    Each client gets their own workspace, tasks and approvals.

  5. 05

    Deliver and report

    Use the AI modules, track revenue, expenses and profit.