The agency workflow
Most AI visibility tools stop at a dashboard. Agencies need something they can sell, deliver and prove. Here is how the workflow runs end to end:
| Step | What you do | What TrendlyAI produces |
|---|---|---|
| 1. Pitch audit | Run a one-off audit on a prospect’s domain | One-page white-label PDF: score, where competitors win, top cited sources |
| 2. Onboard | Add the client as a tracked brand with competitors | Weekly (Solo) or daily (Pro) scans on 3 engines, 3 samples per prompt |
| 3. Fix | Open a gap and generate a fix draft | Comparison page, FAQ + schema, Reddit answer, llms.txt, best-of list or product page rewrite |
| 4. Prove | Publish, add the URL to the draft | Won-citation detection when an engine starts citing the page |
| 5. Report | Send the monthly report | White-label PDF or share link with score change, gaps closed and citations won |
1. Open the conversation with a pitch audit
Before the first call, run a pitch audit on the prospect's domain. TrendlyAI asks ChatGPT and Perplexity five buyer questions for their category and turns the answers into a one-page PDF with your logo: their score, the prompts where a competitor is recommended instead, and the sites the engines cite. “Here is what ChatGPT tells your buyers” is a stronger opener than another SEO audit. Want to try it before signing up? The free check runs the same kind of snapshot on any domain and gives you a pitch PDF by email.
2. Track the client properly
Once they sign, add the client as a tracked brand. Every prompt is asked three times on ChatGPT, Perplexity and Google AI Overviews, so you report a mention rate rather than a lucky screenshot — see the methodology for exactly how the score is calculated. Gaps show which prompts a named competitor wins and which sources the engine trusted.
3. Ship fixes, not just findings
Each gap comes with a one-click fix draft in the format most likely to be cited for that prompt: a comparison page, an FAQ page with schema markup, a Reddit answer, an llms.txt file, a best-of list or a product page rewrite. Drafts are a starting point your team edits — they turn “you have a problem” into billable deliverables.
4. Prove it with won citations
When you publish a draft, add its URL. After each scan TrendlyAI checks whether an engine now cites that page for the prompt it targeted and flags it as a won citation. That is the line in the monthly report clients remember.
5. Report under your brand
Set your agency name, logo and colour once. Reports come out as white-label PDFs or read-only share links, with the engines, prompt count, samples and data date printed on every report so the numbers stand up to questions.
Pricing per client brand
- Solo — $19/mo: 1 brand, 25 prompts, weekly scans, 5 pitch audits a month, white-label reports. Right for a freelancer with one retained client, or for piloting the service.
- Pro — $49/mo: 3 client brands, 50 prompts each, daily scans, 20 pitch audits a month, unlimited drafts. That is about $16.33 per client brand per month (about $13.00 billed yearly).
- More than 3 clients: talk to us about an agency plan.
If you resell AI visibility reporting as a monthly line item, one client typically covers the whole subscription. Both plans start with 7 days free, no card. Full details on the pricing page; for how we compare with other tools, see TrendlyAI vs Otterly, vs Peec AI and vs LLMrefs.
Design-partner offer
First 20 agencies: Pro for $19/mo for life.
In exchange for honest feedback — a short call once a month while we build the agency features you actually need. All Pro features, 3 client brands, daily scans, locked at $19/mo for as long as you stay subscribed.
Apply as a design partnerAgency questions
Can I put my agency’s logo on the reports?
Yes, on both plans. Set your agency name, logo and brand colour once; every PDF report and share link uses them. TrendlyAI branding is not shown on the client-facing report.
Do I need to add a prospect as a brand to audit them?
No. Pitch audits run on any domain without using a tracked-brand slot: 5 buyer prompts on ChatGPT and Perplexity, turned into a one-page white-label PDF. Solo includes 5 a month, Pro 20.
What if I manage more than 3 clients?
Pro covers 3 client brands. For more, contact us and we will set up an agency plan priced per client brand.
Can clients log in?
Not yet. Clients get white-label PDF reports and read-only share links, which most small agencies prefer to another login.
Run a pitch audit on your next prospect — free.
Enter their domain, get their AI visibility score in ~30 seconds, and unlock a one-page PDF you can add your agency name to.
Run the free checkOr see pricing — 7 days free, no card.