What is the Your Agency card in Settings for?

What each part does

• Agency type buttons: SEO Agency, Web Design / Dev, Local / GMB Agency, Ads / PPC Agency, Social / Influencer, Email / CRO Agency, Reputation Mgmt and AI Automation Agency. Click one to turn it on (purple) or off. New accounts start with SEO Agency on. If exactly one type is on, New Search opens on that type's problem filters instead of All Agency Types.
• Your Name: the name the AI signs your emails and replies with, unless you have filled in Signature (used exactly as written) under Writing Style.
• Company Name: your agency's name, used as the sender's company.
• Currency: USD ($), GBP (£), EUR (€), CAD (CA$) or AUD (A$). It is used for proposals, reports and payments to your clients, and it sets the symbol next to every price in My Services. Your Legiit Leads plan and the Legiit marketplace still bill in USD.
• Anything else about your offer (optional): your positioning, guarantees and who you work best with. The AI adds this after your My Services list when it describes what you sell. If you have no services yet, this box is all it has to go on.
• Send me the morning pipeline digest (follow-ups due, prospects reading, market alerts): ticked by default. Untick it and save to stop the digest email.

Answers from the setup wizard

The onboarding wizard's What do you sell? step asks for Your offer, Your name and Company. Those answers fill in Anything else about your offer (optional), Your Name and Company Name here, so it is worth checking them once.

Steps

1. Click Settings in the sidebar and find the Your Agency card.
2. Click the agency types that match you, then fill in or correct Your Name, Company Name, Currency and your offer.
3. Scroll to the bottom and click Save Settings. Saved ✓ appears beside it for 2 seconds. If you leave the page first, your changes are lost.

Good to know

• This Your Name is your sender name, not your login name. See why there are two Your Name fields.
• Changing Currency changes the symbol on your services but does not convert prices you have already typed. If your connected Stripe account settles in a different currency, a warning appears under the box, and existing proposals keep the currency they were published in.