Step 1 of 6 in the Setup Wizard · ← Back to the overview
You've opened the Setup Wizard and you're on the first step, Company Info. It only has three fields, but they shape how your clients first see your business, so it's worth taking a moment to get them right.
Company Name
Enter the name of your agency, exactly as you want your clients to see it. Check the spelling and capitalisation carefully, as this is how your business will be presented on your platform.
Tagline
Your tagline is a short line that describes what your agency does.
It appears on your platform's login page, so it's one of the first things your clients will see. A good tagline is short, clear and explains the value you offer. For example:
"Smarter marketing for local businesses"
"AI tools to help your business grow"
"Marketing made simple for coaches and consultants"
Please choose your tagline carefully. At the moment, it can't be changed after setup, but we're working on adding the option to update it.
Industry
Select the industry your agency works in from the drop-down list. For most agencies, this will be Marketing & Advertising.
All three fields done?
Click Next below to move on to Step 2: Domain Setup.
Setup Wizard Overview
Step 1: Company Info
Step 2: Domain Setup
Step 3: Email Config
Step 4: Branding
Step 5: Payment Setup