B2B AI visibility your clients will pay a retainer for.
For configured client domains, RankEcho audits ChatGPT, Claude, Gemini, Perplexity and Google AI, turns missing prompts into reviewable fix briefs, then re-tests the same prompts so reports can distinguish observed movement from completed work.
Concierge onboarding adds guided domain, prompt, and rival setup to the Agency plan. Fix briefs remain reviewable proposals until your team approves and deploys them.
The agency workflow
One loop per client, repeatable across the portfolio. Every step produces a client-visible artifact.
Audit the client domain
Sitewide and page-level audits build the prompt × engine matrix: where the client is cited, where rivals replaced them, and which prompts carry demand.
Deliver the fix brief
Each gap becomes a deployable package: answer block, JSON-LD schema, content brief, off-site source plan, and a launch sequence their team or CMS can execute.
Re-test the same prompts
Daily proof loops re-run the exact prompts after the fix ships. Movement is sampled and time-stamped - the before/after lives in the data, not the deck.
Send the client report
Shared report links, portfolio CSV exports, and Markdown briefs package the matrix, the fixes, and the proof timeline for the retainer review.
The white-labeled client layer
Agency-plan branding controls apply to the shared client surfaces listed below.
Branded rooms & reports
Your logo, agency name, and accent color on shared client workspaces, client reports, and downloadable briefs - "Prepared by your agency" on every page. On the Agency plan, RankEcho disappears from client-facing surfaces entirely.
Client portal logins
Give each client a standing read-only login to their live workspace - no expiring links to babysit. Viewer seats are unlimited and never count against your plan seats.
Client-facing notes
Pin your narrative next to the evidence - "shipped the pricing fix Tuesday" - and it renders on the portal card, shared rooms, and every exported brief and CSV.
Weekly branded digests
Opt-in Monday email to client viewers in your sender identity: latest observed evidence, movement since the previous audit, and your pinned note. One-click unsubscribe built in.
What your client sees
A shareable report per domain: score, citation rate, the gaps that matter, and the proof timeline after each fix. The block below is a static sample - your reports render from live audit data.
Want the full artifact? See a complete sample fix package → · Explore the live report demo →
Run the whole book of business from one screen
Client workspaces group each domain's audits, fixes, and proof loops. The portfolio view ranks who needs attention this week - and everything exports.
| Client | Score | Citation rate | Open gaps | Proof status |
|---|---|---|---|---|
| client-saas.example | 61 | 44% ↑ | 6 | 2 wins this week |
| fintech-app.example | 38 | 19% | 11 | fix brief delivered |
| b2b-tools.example | 72 | 58% ↑ | 3 | holding across re-tests |
Click around it yourself: portfolio demo · workspace demo · proof loop demo.
What the Agency plan includes
- Agency plan: 2,500 tracked prompts, 25 client domains, 10 team seats
- Daily Proof Loop re-tests on every tracked prompt
- Client portfolio command center + per-client workspaces
- Shared client report links, CSV and Markdown exports
- Off-site citation source playbooks per fix
- Truth Layer brand-accuracy monitoring
- Monday Brand Pulse digest per client
- Optional concierge onboarding for domain, prompt, and rival selection
- White-label-ready Markdown briefs for client delivery
- Public API access
- Guided portfolio and initial audit configuration
- Prompt, rival, and domain-selection support
- Cancel anytime - the plan is month to month
Your Monday, automated
Sample dataEvery Monday, Brand Pulse re-audits each client domain and emails the movement: score delta since the last read, the current top gap, and the link into the full audit. This is the actual digest template on deterministic sample rows.
Your weekly Brand Pulse digest
Automated re-audits completed since your last digest, with movement against each client's previous read.
Scores reflect sampled prompts at re-test time. Movement is correlation alongside your controls - not a guarantee of AI behavior.
Rendered by the same code that sends the real digest - the preview cannot drift from the product. Recolored here to match the page; the email itself arrives light-themed in the inbox.
Questions agencies ask
Can we white-label the deliverables?
Yes. Agency-plan branding controls cover shared client rooms, reports, briefs, the client portal login, and the weekly digest sender identity.
What if we need more than 25 client domains?
The standard Agency plan includes up to 25 client domains and 2,500 tracked prompts. Teams that need more can discuss a sales-assisted Scale configuration with custom domain, tracked-prompt, seat, and Brand Pulse limits. Book a call. Comparing platforms? RankEcho vs. AgencyAnalytics.
How do you measure "it worked"?
The same prompt is re-tested on the same engines after your fix ships. A win is a sampled citation appearing and holding across re-tests - dated observations, not vibes. No-movement results stay visible too - a proof page that hides misses would prove nothing.
What does onboarding actually cover?
Concierge onboarding covers portfolio configuration, selection of 10-25 domains, initial prompt sets, and named rivals per client. Your team reviews and deploys any generated fix briefs.
Is the Agency plan month to month?
Yes. The plan is month to month and can be canceled at any time. Concierge onboarding is a one-time service, separate from monthly plan access.
Set up a repeatable agency workflow.
Bring the client domains and prompt panels you want to monitor. RankEcho keeps audits, fix briefs, matched re-tests, and client reporting in one workflow.
Want the reselling toolkit? The GEO service kit has the margin calculator, client templates, and delivery SOP. Prefer the long-form read? The agency deep-dive covers the GEO landscape and delivery model in detail.