How it works

From your business goals to a digital marketing team.

Tell us about your business, connect your marketing channels, set goals and permissions, and let your digital specialists work together within the limits you define.

Guided onboardingYou set the permissionsAdjustable as your needs change
Interactive walkthrough

From setup to execution in 7 steps.

Switch between ecommerce and lead generation. Expand technical details when you need them.

Step 1

Add your business

We ask for the essential information needed to start the initial analysis.

Business name & website
Basic identification
Ready
Business model
Ecommerce / lead generation / agency
Input
Primary goal
Revenue, profit or lead quality
Goal
What happens in the background?

Your website and the information you enter build the initial business profile. No external actions take place before integrations and permissions are configured.

Onboarding — Business profile

Website analysed
Proposition and offer identified
Ready
Business model
E-commerce
Confirmed
Main goal
Profitable revenue growth
Input
1. Add your business

Business name, website, business model, offer and main goal.

2. Build your Business Brain

Automated analysis, focused questions and manual corrections.

3. Connect integrations

Meta Ads, Google Ads, Klaviyo, Shopify and GA4.

4. Set goals

KPIs, limits and priorities.

5. Define permissions

Advice, approval, automatic execution or not allowed.

6. Activate your team

An initial scan and strategy proposal, followed by your confirmation.

7. Measure & learn

KPIs, actions, impact and next recommendations.

Step 2

Business Brain builds the context.

Automated analysis, focused questions and your corrections build a shared memory of your business.

Collected automatically

  • Website and offer
  • Brand and proposition language
  • Available channel data
  • Historical performance

Confirmed by you

  • Audiences and competitors
  • Strategic priorities
  • Brand preferences
  • Important business rules
Step 3

Connect the systems behind your marketing.

Integrations provide data and support execution. Actions are limited to the permissions you configure.

Meta AdsRead performance data + campaign actions
Google AdsSearch/Shopping + budgets/campaigns
KlaviyoFlows/campaigns + email actions
ShopifyOrders, revenue, products and customers
GA4Behaviour, conversions and funnel data

And more integrations to come. These are examples of marketing and data sources Profit Agent is being designed to work with. Availability depends on supported integrations and the platform's development stage.

Steps 4 & 5

You set the goals and the limits.

Goals

CPA
Maximum acquisition cost
≤ €25
ROAS
Efficiency target
≥ 4.0
Priority
What matters most?
Profit first

Permissions

Meta budget ≤ 10%
Within the configured limit
Automatic
New Google campaign
New spending commitment
Approval
Price change
Business decision
Not allowed

Goals, permissions, integrations and Business Brain can be updated later.

Step 6

A scan and strategy first. Execution follows.

The team starts with a broad scan and an initial proposal. You confirm the starting strategy and permissions before execution automations begin.

Initial scan — example

Opportunity
Shopping campaigns outperform prospecting on social
Opportunity
Needs attention
Lead quality falls in the mobile funnel
Check
Proposal
Reallocate budget + start a CRO test
Approve
Handled for you / decided by you

Automate while staying in control.

Handled by the platform

  • Analyse data
  • Identify signals and opportunities
  • Allocate tasks
  • Execute authorised actions
  • Report results

Decided by you

  • Business goals and priorities
  • Budget and risk limits
  • Which agents are active
  • Which actions need approval
  • Final strategic decisions
Step 7

Action → result → learning → next action.

Results feed back into Business Brain and inform future decisions.

1. ActionAn authorised optimisation is carried out.
2. ResultKPIs and funnel trends are tracked.
3. InsightWhat worked, what did not, and under which conditions?
4. Next stepA new recommendation, test or automatic action.
What happens next?

Your digital marketing team keeps working.

ContinuouslyMonitor performance and anomalies.
When neededAutomatic actions or approval requests.
PeriodicallyStrategic reviews and new opportunities.
You do not need perfect data to start

Missing information? We make that clear.

Missing data only blocks progress when it is essential. Where possible, continue and add it later.

What happens if an integration fails?

A clear error message, likely cause, recovery steps and an option to reconnect.

Can I change my onboarding setup later?

Yes. Goals, Business Brain, integrations, agents and permissions remain adjustable.

From goals to execution

Build your digital marketing team.

Connect your business, set the rules and let marketing specialists work from shared context — while you retain final control.