Everything you need to sell AI visibility as a retainer.
The kit agencies use to package RankEcho: a retainer margin calculator, client email templates for pitching, reporting, and upselling, the week-by-week delivery SOP, and live sample deliverables. RankEcho should make you money, not just save you time.
Open the kit
Enter a work email to open the calculator, templates, and SOP on this page.
Retainer margin calculator
Illustrative calculation: the $399/mo Agency plan plus $1,500 optional concierge onboarding spread over 12 months. It excludes agency labor, taxes, client acquisition, and other delivery costs; adjust the inputs to model your own offer.
Client email templates
Three moments that sell the program: the cold pitch, the monthly report, and the retainer upsell. Merge fields in {{braces}}.
1 · The one-prompt pitch
Subject: One prompt your brand is losing in AI search
Hi {{first_name}},
Quick test: ask ChatGPT "{{test_prompt}}". Right now the answer recommends {{rival_or_nobody}} - not {{client_brand}}.
We now run AI visibility as a monthly service: we find the buyer prompts where AI engines skip you, ship the specific fix, then re-test the same prompts and send you the before/after. Measured movement, not a pitch deck.
Worth 20 minutes to see your baseline report?
{{your_name}}2 · The monthly proof report
Subject: {{client_brand}} - AI visibility report, {{month}}
Hi {{first_name}},
This month's report is attached (live link below). Three things worth your attention:
1. Movement: {{cited_now}} of {{prompts_total}} tracked prompts now cite {{client_brand}}, up from {{cited_before}} at baseline.
2. Shipped: {{fix_shipped}} - the re-test observations since ship day are in the proof timeline.
3. Next: the top remaining gap is "{{top_gap_prompt}}" - the fix brief is ready for your team.
Live report: {{share_link}}
Every figure is a sampled observation; the report shows the observation counts on their face.
{{your_name}}3 · The retainer upsell
Subject: Adding AI visibility to your {{client_brand}} retainer
Hi {{first_name}},
Buyers increasingly ask ChatGPT and Perplexity before they ever search Google. We have added an AI visibility program to our retainers: monthly audits across the prompts that shape your category, deploy-ready fixes, and re-tests that show whether each fix moved the citation.
For {{client_brand}} the starting scope is {{n_prompts}} tracked prompts across four engines, one fix cycle per month, and a Monday movement digest.
Can I add the baseline audit to this month's work?
{{your_name}}Implementation SOP - the first month
- Week 1 - Baseline. Run sitewide audits for each client domain from the workspace. Send the one-prompt pitch to stakeholders using the top gap the audit found.
- Week 2 - First fixes. Generate the fix package for each client's #1 gap. Ship the answer block and schema through their CMS (or sell the done-for-you option). Start tracking the same prompt the day it ships.
- Week 3 - Proof accrues. Daily re-tests run automatically. Check the proof timeline mid-week; forward early movement, and say so plainly when nothing has moved yet.
- Week 4 - Report and renew. Share the client report link, walk the prompt-by-engine matrix, and pick next month's gap. The Monday digest keeps you in the inbox between reports.
Sample deliverables
These demos use sample data to show the available report, portfolio, and proof-loop formats:
Sample client report → Sample portfolio → Sample proof loop →
Need setup help? Optional concierge onboarding covers portfolio configuration and initial domain, prompt, and rival selection.
