How Margentic works

From your data to your Next Best Growth Move

Margentic assesses your business, recommends clear next steps with the numbers behind them, and then its AI co-workers prepare the next move week after week: your marketing channels, customer journeys, briefs and on-brand content. Your team reviews and decides. The more you use it, the smarter it gets.

1

Assess

We learn your business and audit your systems.

2

Learn

It remembers your business and every decision you make.

3

Recommend

Next best moves and the right marketing channels, with a business case.

4

Prepare

AI co-workers draft journeys, briefs and on-brand content.

5

Approve

Your team decides. Nothing runs on its own.

6

Track & learn

Outcomes and decisions sharpen the next round.

1 · Intelligence Assessment

Start with the full picture

A guided company profile plus an automated Systems Audit of your connected tools. You get an executive summary, a Systems Health Score and the opportunities worth the most — across sales, retention, customer experience and loyalty.

  • Guided assessment with an executive summary and a 90-day plan
  • Systems Audit of your connected tools
  • Website and competitor scan
  • Your biggest opportunities ranked by expected impact

Illustrative example with a fictional company

2 · Recommendations

Every recommendation is a business case

Not “open rate is down”, but a clear next step you can act on with confidence: the evidence from your own data, the expected impact as a range, the effort and cost, payback, risk and the KPI to track.

  • Problem, evidence, impact, effort, cost, risk and KPI on every item
  • An independent review step double-checks every recommendation and removes weak ones
  • Quick wins separated from bigger initiatives
  • Benchmarks so you know what good looks like

Illustrative example with a fictional company

3 · Channel Advisor

The right channels now, and the next ones as you grow

Email is rarely the whole answer. Margentic looks at your industry, business model, stage and budget and recommends which marketing channels to use across owned channels, paid media, organic and earned channels, and sales.

  • Each channel marked focus now, test next or add as you grow
  • The signal that tells you when to add a channel, such as a budget or customer milestone
  • Paid search, paid social, professional-network ads and short-video ads alongside email, SMS and your website
  • Review the mix whenever your business changes; every brief and journey uses it

Illustrative example with a fictional company

4 · Journey Designer

Customer journeys across your channels

Pick a journey, such as welcome, first to second purchase, win-back, lead nurture or trial to paid. Margentic drafts it step by step across the channels in your mix, ready for your team to review and build.

  • Trigger, timing, channel and message for every step
  • The KPI to watch and the exit rules for the journey
  • Brand-checked like every other draft
  • Turn any approved recommendation into a journey in one click

Illustrative example with a fictional company

5 · Briefs, content and approval

Your team stays in control

AI co-workers turn approved moves into campaign briefs and on-brand content with A/B variants. Every draft gets a brand check and lands in one inbox, where an approver decides in one tap. Nothing is sent or published automatically.

  • Approve, ask for changes or reject, with one-tap reasons and an optional note
  • Changes requested? The draft is revised from the reviewer's note
  • Owner, approver, editor and viewer roles, with version history
  • Approved work is ready to copy into your tools

Illustrative example with a fictional company

6 · Learns your business

The more you use it, the smarter it gets

Margentic is an ongoing growth partner, not a one-off report. It builds up an understanding of your business — your customers, brand voice, offers, competitors and goals — and learns from every recommendation you approve or reject. Month by month, its advice fits your business better.

  • Remembers what you approved, rejected and why
  • Keeps one shared profile of your business for every co-worker
  • Uses your own documents, such as brand guidelines and price lists
  • Stops suggesting things you have already ruled out

Illustrative example with a fictional company

7 · Outcomes

See what your decisions were worth

When a recommendation is done, your team records whether it worked, and Margentic follows up so nothing is forgotten. Those results feed back in, so the next recommendations get sharper.

  • Worked, partly worked or no effect, recorded on every completed move
  • An Intelligence Score that shows your progress over time
  • An estimate of the team hours saved and how fast work moves through review

Illustrative example with a fictional company

The channels Margentic can work across

The right channels today, and the next ones as you grow. Margentic weighs up every family below — recommending what to focus on now, what to test next and what to add later — then builds the journeys and content that use them together.

Owned

Email, SMS, WhatsApp, push notifications, website and landing pages

Paid media

Search ads, paid social, professional-network ads, short-video ads, video ads, retargeting

Organic & earned

Organic social, SEO and content, creators, PR and partnerships, referrals, reviews

Sales & in person

Sales outreach, phone, events and webinars, in-store

Illustrative examples · fictional company

Growth is more than marketing

Margentic looks for revenue across the whole customer journey — wherever the evidence says the upside is.

Sales & pipeline

Stalled deals, forecast risk, hand-offs from marketing to sales.

Retention

Second purchase, win-back, churn signals, lifecycle flows.

Customer experience & loyalty

Onboarding, reviews, loyalty programmes and advocacy.

Acquisition & content

Channel mix across owned, paid and organic channels, customer journeys, briefs and on-brand content.

Pricing & offers

Discount dependency, bundles and offer strategy.

Data & systems

Tracking gaps, CRM hygiene and tools you pay for but don’t use.

An AI co-worker team that does the work

Every license comes with a full growth team. Each one produces approved deliverables, week after week — not chat answers.

Foundation

Included in every license: assessment, business profile, brand voice, marketing channel advice, market scan and quality checks.

Strategy & Insights

Recommendations with business cases, weekly growth brief, 90-day plan.

Briefing & Content

Campaign briefs, customer journeys across channels and on-brand content with A/B variants.

See how teams are packaged

Pricing
Ask Margentic

Follow-up questions, right where you work

Anyone on your team can ask Margentic in Slack, Microsoft Teams or the web app — grounded in your live data. Unlimited askers on every license.

marketing
S
Sarah Chen9:41 AM
@Margentic how did last week's welcome flow perform?
M
MargenticAPP9:41 AM
Welcome flow — last 7 days
  • • Open rate: 48.2% (+6 pts WoW)
  • • Click rate: 7.4% (above 4.1% benchmark)
  • • Conversions: 187 (€24,560 attributed)
  • • Top variant: Welcome v3 (+12% CTR)
Want a breakdown by segment?
Show by segmentCompare to last month
Message #marketing

Slack

Native app with threaded replies, in the channels your team already uses.

Campaigns
PostsFilesWiki
S
Sarah Chen9:42 AM
@Margentic which deals are at risk this quarter?
M
MargenticBOT9:42 AM
At-risk deals · Q2
3 deals · €135,500 total
Globex Corp — €45,000
no activity for 23 days
Initech — €28,500
stuck in Negotiation 14 days
Hooli — €62,000
contact left, replacement not assigned
Draft follow-upsNotify owners
Type a new message

Microsoft Teams

One-click install in any channel or chat, with cards and action buttons.

margentic
S
What were our top 5 customers by revenue last month?
M
Top 5 customers — March 2026
1.
Vertex Ltd
€82,400
↑ 14%
2.
Northwind Inc
€71,200
↑ 9%
3.
Globex Corp
€58,900
↓ 4%
4.
Stark Industries
€54,150
↑ 22%
5.
Wayne Enterprises
€49,720
↑ 6%
Vertex moved up two spots. Want me to pull the underlying campaign drivers?
Show driversEmail this report

Web app

For deeper sessions: assessments, approvals, saved insights and chart-rich answers.

What changes

Less busywork. More decisions.

A plan that keeps up

Get a prioritised plan from your own data in minutes — then refresh it whenever your business changes, so your strategy never sits still in a doc.

Spot issues before they hurt

Margentic benchmarks every answer against your own past data, so you notice drops early instead of at month-end.

Your team will actually use it

No training needed. If they can use Slack, Teams or a web browser, they can use Margentic Intelligence.

Faster decisions

Ask a question in the meeting. Get the answer before the meeting ends. It’s that fast.

Built for trust

Your data, your decisions.

Read about security

Human approval

Nothing is sent, published or changed without an approver.

Read-only access

We read your systems to analyse them — we don’t write to them.

Encrypted & isolated

Credentials encrypted at rest; each customer’s data kept separate.

No model training

Your data is never used to train AI models. GDPR, DPA on request.

See it in action

Book a 30-minute demo and we will show you the product live and answer your questions. Prefer to explore on your own? Start a free 14-day trial.