Everything an agency does — audited, planned, and gated
MarketingOS runs the audit, builds the strategy, and turns it into an execution roadmap. Autopilot keeps it simple for owners; Expert Mode opens the hood for professionals.
A full-funnel audit that finds the money you're leaving on the table
20 specialist agents analyze your market, competitors, audience, channels, and website — using your live platform data when connected. The output isn't a score; it's a diagnosis with evidence.
- Channel-by-channel current-state audit
- Competitor landscape and positioning gaps
- ICP and audience segmentation
- Website & CRO assessment
Output: a 22-section strategy report with confidence scores, evidence blocks, and a board-ready PDF export.
For owners who want answers and pros who want to check the work.
A 30/60/90-day plan, prioritized by impact — not a list of ideas
Every recommendation becomes a scored backlog item with priority, effort, and owner. The Action Center turns strategy into this week's three most important moves.
- 30/60/90-day phased roadmap
- Scored, filterable action backlog
- Budget guidance per initiative
- Progress tracking over time
Output: a phased roadmap, scored backlog, strategic themes, and an approval-linked execution queue.
For teams that need strategy to survive Monday morning.
AI proposes. You approve. Nothing runs without sign-off.
Every action with budget or publishing impact stops at an approval gate with full context: what's being approved, budget impact, risk summary, and linked evidence. Every decision is logged.
- Zero autonomous spend, enforced in the platform
- Approve, reject, or request changes
- Configurable review gates per workspace
- Optional senior human reviewer workflow
Output: an approval queue with audit trail — who approved what, when, and why.
For anyone who wants AI leverage without AI surprises.
Grounded in the platforms you already run
Connect Google Ads, GA4, Search Console, Meta, LinkedIn, TikTok, HubSpot, Shopify, Stripe and more via OAuth — or import CSVs. Honest connector states show exactly what's live, mock, or unconfigured.
- 30+ connectors across ads, analytics, CRM, commerce
- Safe mock mode for evaluation
- Encrypted credentials (AES-256-GCM / Fernet)
- Connector health monitoring
Output: analysis built on your real spend, traffic, and revenue — with mock vs. live labels on every insight.
For businesses that want recommendations based on their numbers.
How a report is actually produced
Orchestrated phases with a quality gate before delivery — the same discipline you'd expect from a senior agency team.
Onboard
Profile your business context, goals, and market — the intake analyst assesses data readiness before anything runs.
Agents: Business Intake Analyst, Data Readiness Analyst
Connect
Plug in your ad, analytics, CRM, and commerce platforms — or run safely in mock mode while you evaluate.
Agents: Connector health & sync engine
Analyze
Market research, competitor intel, audience & ICP, SEO, content, paid media, creative, CRO, lifecycle, compliance — all in parallel.
Agents: 12+ specialist agents
Synthesize
Merge all specialist outputs into a unified, internally-consistent strategy with budget scenarios and a phased roadmap.
Agents: Senior Marketing Strategist, Budget Forecast Analyst
Quality Gate
Cross-section consistency check, evidence validation, confidence scoring, and unsupported claim detection.
Agents: Quality Gate Supervisor
Review & Approve
Every recommendation requires explicit human approval with full context, risk assessment, and linked evidence.
Agents: You + your team
Understand the business
Research every channel
Build one coherent plan
Verify before delivery
You approve every action
Marketing that works — even if you've never done it before
Smart defaults handle everything. You just review and approve.
3-minute setup
Business name, website, goals. AI fills in industry analysis, audience profiling, and competitor research automatically.
One-click strategy report
Press one button and get a complete plan — prioritized actions, budget guidance, step-by-step roadmap. No jargon.
Simple dashboard
What's working, what's not, and what to do this week — in one clear view instead of twelve charts.
Optional human expert review
Add a real marketing specialist's review of your AI report before you act on it, for extra confidence.
Full transparency and control for professionals
Every agent, every source, every score — plus multi-client operations for agencies.
Full agent transparency
Per-agent confidence, token usage, duration, and provenance for every section — see exactly how each insight was produced.
22-section deliverable
Board Summary through Appendix with evidence blocks, scoring rubrics, and deliverables per section.
Multi-tenant operator portal
Client portfolio health, report pipelines, connector operations, and cross-client approval queues in one place.
RBAC & custom controls
Six roles, middleware-enforced portal separation, custom prompt overrides, model selection, per-workspace toggles.
Action Center views
Recommendations, Roadmap, Backlog, and Scorecards — filter by priority, effort, owner, and status.
Audit logging everywhere
Every state change recorded with actor, action, target, and timestamp. Agent runs tracked end to end.
The baseline, whichever mode you use
Human approval gates
Zero autonomous spend. AI recommends, you decide.
30+ integrations
Google, Meta, LinkedIn, GA4, HubSpot, Shopify, Stripe, and more.
Mock mode testing
Evaluate everything safely before connecting live data.
PDF export
Download the full strategy as a board-ready deliverable.
Confidence scoring
Every recommendation shows how confident the AI is, and why.
Enterprise-grade security
TLS 1.2+, AES-256-GCM, tenant isolation, RBAC, audit trails.
Ready to see it in action?
Start with a free audit or explore the finished demo. Switch between Autopilot and Expert mode anytime.