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
Tell us where to send updates as the kit grows - the calculator, templates, and SOP unlock right here.
Retainer margin calculator
Assumes the $399/mo Agency plan with the $1,500 pilot onboarding amortized over 12 months. Your delivery time is not modeled - most agencies budget 1-2 hours per client per month once the loop is running.
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 are the live demo surfaces on sample data - the exact artifacts your clients receive:
Sample client report → Sample portfolio → Sample proof loop →
Ready to run it with help? The Agency Pilot includes concierge onboarding for your first 10-25 domains.
