Run clients in your own name.

Get started in three steps. Everything else an agency does is below, one short flow at a time, with a picture of every screen.

Get started in 3 steps

Free forever. No scan, no card. You pay only for clients.

  1. Get started, step 1: Open your free agency account

    Tap Open free agency account, type your work email on the Run an agency tab, then the code we email you and your agency's name.

    The sign-in screen on its Agency tab, a work email typed in and the Email me a code button circled
  2. Get started, step 2: Add your first client

    Tap Add a client, paste its link, pick its plan and your price, then pay for it or send the client its checkout link.

    Add a client: the client's plan, our platform cost, a 100% markup as your price and your profit
  3. Get started, step 3: Put your name on it

    In Settings, Agency, White label, add your name, logo, brand color and business address, then tap Save white label.

    White label in Settings, Agency: your display name, logo, brand color and business address, and the box that hides Powered by Proofsource

Pitch a prospect, free

A free pitch scan of a prospect's brand, and a report in your name to show them.

  1. Pitch a prospect, free, step 1: Open Prospects

    Tap Prospects, then Add a prospect. Each prospect uses one free pitch scan. You start with 10, and get 2 more for every client that pays.

    Prospects with the free pitch scans left and the Add a prospect button circled
  2. Pitch a prospect, free, step 2: Type the prospect's website

    Under This brand is, pick A prospect I’m pitching. Paste their link and tap Scan this brand. The scan shows what AI says about them, and who it names instead.

    The add wizard with A prospect I'm pitching picked and the prospect's website typed in
  3. Pitch a prospect, free, step 3: Send the pitch report in your name

    Tap Share on the prospect's row, or open Pitch kit and tap Make one under Pitch report. It is a live scan of the brand, with your name on it.

    The Pitch kit with the Pitch report, a live scan of the client in your name, and its Make one button circled
  4. Pitch a prospect, free, step 4: Need more pitch scans? Buy a pack.

    On Prospects, under Buy pitch scans, tap a pack. It is paid once, and unused pitch scans never expire.

    Buy pitch scans on Prospects: four packs, each paid once, and unused pitch scans never expire

Back to every flow

Turn a prospect into a client

When a prospect says yes, its pitch scan becomes day one of its history.

  1. Turn a prospect into a client, step 1: Tap Make client, then pick its plan and price

    On Prospects, tap Make client on the prospect's row. Pick the plan: engines, questions, how often. Then set your price, as a Markup or a Fixed price. You see our platform cost and your profit as you type.

    Add a client: the client's plan, our platform cost, a 100% markup as your price and your profit
  2. Turn a prospect into a client, step 2: Send the checkout link

    Tap Copy checkout link and send it to the client. It pays on a checkout in your name, at your price, and its scan starts once it pays. If you pay for the client yourself, it joins your bill instead.

    The Stripe checkout Anthe pays on, in the agency's name, logo and color, at the agency's price

Back to every flow

Add many clients at once

A whole list of clients, or every location of a chain, on one plan and one price.

  1. Add many clients at once, step 1: Paste their websites

    Tap Add many clients. Paste websites, one per line, or tap Upload CSV. Each one gets a first scan.

    Add many clients: three client websites pasted, one per line, beside Upload CSV
  2. Add many clients at once, step 2: Pick one plan and one price for the batch

    Under Plan for each client, pick the plan. Then enter your price for these clients: a markup, or a fixed price of at least our platform cost. Then tap Add, which counts them: Add 3 clients.

    Add many clients: one plan and a 100% markup for every client in the batch, with our platform cost, your price and your profit, and the Add 3 clients button
  3. Add many clients at once, step 3: Pay, or copy each checkout link

    Each row then shows how it gets paid: Pay for this client if you pay, or Copy checkout link to send to the client. Every client is also in Plan & billing, with Pay now beside any you pay that is still unpaid.

    Plan & billing: each client's plan, who pays, our cost, your price and your profit

Back to every flow

Set your price and get paid

Your price on every client, and the way each one pays.

  1. Set your price and get paid, step 1: Set a markup or a fixed price

    On each client's plan, pick Markup or Fixed price. You see our platform cost, your price and your profit as you type. Your price must be at least our platform cost.

    Add a client: the client's plan, our platform cost, a 100% markup as your price and your profit
  2. Set your price and get paid, step 2: Pick how clients pay

    In Settings, Agency, under Client billing, pick One invoice or Clients pay you: you pay the platform cost and bill clients yourself. Or Clients pay at your price: each client pays you on a checkout in your name, and we keep the platform cost plus 20% of your profit.

    Client billing in Settings, Agency: One invoice, Clients pay you and Clients pay at your price
  3. Set your price and get paid, step 3: See every client's money in one table

    Open Settings, Plan & billing. Each client shows its plan, who pays, our cost, your price and your profit. Change a plan or price there, and tap Pay now for a client you pay that is still unpaid.

    Plan & billing: each client's plan, who pays, our cost, your price and your profit

Back to every flow

White label everything

Reports, emails, client logins and sign-in pages in your name, on your own address.

  1. White label everything, step 1: Add your name, logo and color

    In Settings, Agency, under White label, type your display name, tap Upload logo (a PNG, SVG or JPG up to 2MB), pick your brand color and add your business address. Tap Save white label.

    White label in Settings, Agency: your display name, logo, brand color and business address, and the box that hides Powered by Proofsource
  2. White label everything, step 2: Hide Powered by Proofsource

    Tick Hide the “Powered by Proofsource” line on reports, PDFs and your sign-in page. Clients then see only your name.

    The box in White label that hides the Powered by Proofsource line on reports, PDFs and your sign-in page
  3. White label everything, step 3: Send client emails from your own domain

    Under Sender, type the sender name and reply-to email. Under Sending domain, type a subdomain like mail.youragency.com, tap Save domain, add the records at your DNS provider and tap Verify now.

    Sender in Settings, Agency: who client digests come from, and client sign-in codes sent from your own domain
    Sending domain in Settings, Agency: a subdomain typed in, so client digests, reports and receipts come from your own domain
  4. White label everything, step 4: Use your ready address, or your own domain

    Under Your addresses, your ready address, youragency.proofsource.co, is live at once for reports and client logins. Or type your own domain and tap Add.

    Your addresses: the ready address kovoslabs.proofsource.co, live for reports and client logins

Back to every flow

Give clients their own login

Each client signs in to see only its own brand, read-only, in your name.

  1. Give clients their own login, step 1: Invite the client

    In Settings, People, under Invite by email, type the client's email. Under Invite as, pick Client login, choose the client, and tap Send invite. The link works for 7 days.

    Invite by email in Settings, People: the client's email typed, Invite as Client login, Fastmailtracker chosen and the Send invite button circled
  2. Give clients their own login, step 2: Sign-in codes come from you

    Codes always go out in your name. Turn on Send client sign-in codes from your own domain to send them from your sending domain once it is verified.

    Sender in Settings, Agency: who client digests come from, and client sign-in codes sent from your own domain
  3. Give clients their own login, step 3: Turn on single sign-on

    In Settings, Single sign-on, tap Add a connection. Type the email domain, pick who new people join as, and add your identity provider's details.

    Single sign-on in Settings: your team signs in with an email code until you add a connection

Back to every flow

Portfolio and client view

Your agency level for every client at once, and each client's full dashboard one tap away.

  1. Portfolio and client view, step 1: See every client on Portfolio

    Portfolio is your agency's home. Every client shows side by side, with how often AI names it. Tap a client to open it.

    Portfolio at agency level: Kovoslabs' three clients, Fastmailtracker, Anthe and Liftback Kovoslabs, side by side
  2. Portfolio and client view, step 2: Open a client, and go back

    Tap a client on Portfolio, or pick it in the switcher. You get that brand's full dashboard. The switcher names the client and your agency, so one tap takes you back.

    Fastmailtracker's own dashboard at client level, with the Kovoslabs breadcrumb back to the agency circled

Back to every flow

Use the pitch kit

Everything you need to sell AI visibility, filled with your name and a client's real numbers.

  1. Use the pitch kit, step 1: Open Pitch kit and pick a client

    Tap Pitch kit and pick a client or prospect at the top. Every piece fills in with your name and that brand's numbers.

    The Pitch kit, filled with Kovoslabs' name and one client's numbers, with the client picker at the top
  2. Use the pitch kit, step 2: Send the piece you need

    Pitch report, One-pager PDF, 10-slide deck, 3 emails, Service menu, Answers to objections, a Demo workspace that opens with no sign-in, and a Joint case study once a client moves.

    The Pitch kit's pieces: a one-pager PDF, a 10-slide deck, 3 emails and a service menu, each with its button

Back to every flow

Get certified and earn more

A certificate for your team, a listing new brands find, and 20% of every payment from brands you refer.

  1. Get certified and earn more, step 1: Take the course

    Tap Get certified. Read six short lessons, then tap Take the quiz: 15 questions, 12 right to pass.

    Get certified: six short lessons and a 15-question quiz that lists your agency in Find an agency
  2. Get certified and earn more, step 2: Get listed in Find an agency

    In Settings, Agency, list your agency on Find an agency, and put the free AI-check widget on your own site. Every check becomes a lead.

    The Find an agency listing in Settings, Agency, with what it takes to be listed
    The AI-check widget for your own website: every check becomes a lead and a prospect
  3. Get certified and earn more, step 3: Refer brands you don't run

    Tap Earn, then Get my link, and share it. When a brand you send pays, you get 20% of every payment, for as long as it pays.

    Earn: 20% of every payment from brands you refer, for as long as they pay, and the Get my link button

Back to every flow

That's it. Start now.

Free forever. You pay only for clients.

Questions

Is the agency account free?

Yes, forever, with no trial. You pay only for clients. Unlimited clients and team members.

What is a client?

One brand. Each client has its own plan, paid from its first scan. Only prospects get a free scan.

How many free pitch scans do I get?

10 to start, and 2 more for every client that pays. They never expire. Need more? Buy a pack on Prospects.

What do you keep?

The platform cost of each client, which is its plan's price on our pricing page. When clients pay your price on a checkout in your name, we also keep 20% of your profit.

Kovoslabs and its clients are a demo agency on our own test stack. Your screens show your names. Read the full agency terms, see what an agency account includes, or find an agency.