Resources

Getting started with Margo

How to add a new company in Margo


Adding a new company in Margo is easy peasy. 


1. Log into your Margo account

  • Enter your email address
  • Check your email inbox for your login code
  • Pop the code in to continue

2. Create the company

Click + Create company and fill in a few quick details:

  • First name
  • Last name
  • Your relationship to the company you want to profile in Margo
    (e.g. agency /freelancer, or in-house marketer)

3. Tell Margo about the company

You’ll be asked whether the company already has a website:

If it has a website

  • Select “Yes, it has a website or landing page”
  • Add your URL

Margo will scan the site and generate a short elevator pitch for the business.

Take a moment to check it:

  • Click the ✏️ to edit
  • Click the 👍 to approve

You’ll need to approve this before moving on.


If you don’t have a website yet

  • Select “No, it doesn’t have a website or landing page yet”
  • Answer a few simple questions about your business

No pressure here — you can:

  • Keep it short
  • Use bullet points
  • Add rough notes

The more you share, the better Margo can support you, but even a little is enough to get started.


4. Add more detail (optional)

Next, Margo will ask: “Would you like to add anything else about your company?”

You can:

  • Select “No thank you, take me to the dashboard”
  • Or choose “Yes” and add more context

Again, this can be as detailed or as scrappy as you like — Margo will make sense of it.


5. Let Margo do her thing

Once you’re done, Margo gets to work ✨

  • She’ll start building out the company dashboard
  • You’ll get an email when everything’s ready

That’s it 🎉

You’re all set.