Agency client onboarding, from signed deal to first scan
Agency mode turns a Proofsource workspace into an agency workspace where every brand is a client or a prospect. Add clients one by one or import a list, see the line each adds to your next invoice, set how clients pay and the credit price they pay through you, and scope your team by client group. Built for agencies offering AI visibility, GEO and AEO services.
Agency client onboarding, in short
The facts, ready to quote.
- Agency mode
- Every brand is a client or a prospect
- Adding clients
- One at a time or bulk import from a list
- Billing
- See each client's line on your next invoice; no extra checkout
- How clients pay
- Through your agency plan, or on their own checkout at your price
- Team
- People, Roles and Sign-off tabs; access scoped by client group
- Credits
- Agency credit pools with allowances per client or member
Agency client onboarding for AI visibility, explained
Agencies that sell AI visibility work, often called GEO or AEO services, need more than a dashboard per client. They need to add clients quickly, keep prospects separate from paying clients, know what each client costs them, and give staff access to the right accounts only.
Proofsource agency mode reshapes the workspace around that. Setup asks for the agency's name and website instead of scanning it, because every brand you add is a client or a prospect. When you add a brand you mark it as one or the other, and you see the pitch scans you have left for prospects. Adding a client shows the line it adds to your next invoice, with no separate checkout.
Clients can be paid for on your plan, or pay on their own checkout at the price you set, with a wait screen and a link to send while they pay. Once paid or won, you set the client up fresh, editing website and places before anything is measured. Team access is managed in one Team page with People, Roles and Sign-off, and client groups scope who sees which clients.
How it works
Switch your workspace to agency mode, add clients and prospects one by one or in bulk, see what each adds to your invoice, and set how clients pay.
Turn on agency mode
Name the agency, add a website if you like and choose how clients pay.
Use the first 5 minutes
Brand kit, mailbox, your niche, prospect radar and a first drafted pitch, sent for sign-off.
Add clients and prospects
Add one or import a list. Mark each as client or prospect and see the invoice line before you confirm.
Get paid
Bill on your plan, or send the client a checkout link at your price and watch for payment.
Scope your team
Group clients, assign roles and choose who signs off client-facing work.
See it in the product
Screens from the Proofsource app, drawn with sample data for an example brand.
| Brand | Website | Group | Status |
|---|---|---|---|
| Driffle | driffle.ai | SaaS | Ready |
| Notewise | notewise.app | SaaS | Ready |
| Brightsmile Dental | Google Maps place | Local | Ready |
| Person | Role | Client group |
|---|---|---|
| ana@northwind.agency | Account lead | SaaS |
| raj@northwind.agency | Strategist | Local |
| kim@northwind.agency | Admin | All |
Every capability, live today
27 shipped capabilities behind agency client onboarding, each in the product now.
Agency mode
Switch the workspace into agency mode and set how clients pay.
Agency setup step
Name the agency and add an optional website; no scan, because every brand is a client or prospect.
Agency first 5 minutes
Brand kit, mailbox, niche, prospect radar and a drafted first pitch, sent for sign-off with a running clock.
Client or prospect
Mark each brand as client or prospect, with pitch scans left shown.
Invoice line on add client
See the line a new client adds to your next invoice, in a plan row, with no extra checkout.
Bulk client import
Import many brands from a list at once; each becomes a client brand in your agency workspace.
Awaiting client payment
A wait screen with a link to send when a client pays on its own checkout.
Client set-up after payment
Set up a paid client fresh, editing website and places.
Won client set-up
Set up a won pitch client fresh before anything is measured.
Client prices
Set the credit price each client pays through your agency.
Agency plan and billing
Agency plan, client billing and credit pools on their own page.
Agency usage
A credit usage page for the agency workspace.
Allowances
Credit allowances per client or member.
Out-of-credits dialog
One dialog for paid agency actions: add credits or contact support.
Agency plan
An agency plan with a profit share and pitch scans that grow as you add clients.
Pitch scan pricing
Prospect pitch scans are charged in credits by questions asked on ChatGPT.
Client groups
Organize clients into groups and scope team access by group.
Agency team page
People, Roles and Sign-off as tabs of one Team page.
Agency roles
Custom roles for agency staff.
Agency sign-off
Choose who approves client-facing work.
Services catalog
The services your agency offers its clients.
Lead data settings
Settings for lead data used in pitch prospecting.
Agency payout step
Set up payout details for agency earnings.
Agency menu counts
Inbox, today and waiting counts beside each agency menu item.
Inbox, work and leads tabs
One set of tabs across the agency inbox, work and leads screens.
Clients pay your price
Clients pay at the price you set for them, and you can see client billing in one place.
Client billing for agencies
See each client's line on your agency's plan and billing, including the client's checkout brand.
Who it is for
Launch an AI visibility service
Agency mode, a services catalog and a drafted first pitch get you selling quickly.
Move a client book over
Import client brands from a list instead of adding each by hand.
Know each client's cost
Every new client shows its invoice line, and client prices are set per client.
Right people on the right clients
Client groups and roles keep staff on their accounts, with sign-off for client-facing work.
Why it matters
Fast client setup
Bulk import and any-link onboarding cut setup to minutes.
No billing surprises
Each client's invoice line shows before you add it.
Flexible payment
Clients pay through you or on their own checkout at your price.
Controlled access
Client groups, roles and sign-off for every client.
Google AI OverviewsGoogle AI Mode
Agency client onboarding: Proofsource and other tools
Most AI visibility tools now offer an agency setup. From each company's own public pages:
| Capability | Proofsource | Peec AI | AthenaHQ | Otterly.AI | Scrunch |
|---|---|---|---|---|---|
| Separate client workspaces | YesEvery brand is a client or prospect in one agency workspace | YesIsolated project per client; unlimited client workspacesSource | YesMany brands in one platform with team permissionsSource | YesSeparate team, reports, prompts per clientSource | YesUnified workspace for multiple clients with prefilled dashboardsSource |
| Prospects kept apart from clients | YesMark prospect or client; pitch scans for prospects | YesFree 7-day prospect workspaces, converts to client projectSource | YesPre-built workspaces with AI search insights for proposalsSource | Not listed | Not listed |
| Resell or set client prices | YesSet the credit price each client pays through you | Not listed | YesDiscounted licenses to resell alongside servicesSource | Not listed | Not listed |
| Bulk client import | YesImport many client brands from a list | Not listed | Not listed | Not listed | Not listed |
| Team roles and client-group access | YesCustom roles for staff, with access scoped by client group | YesCompany-wide members view with role-based access and CSV exportSource | YesUnlimited seats with roles on Starter and EnterpriseSource | RelatedRead-only member roleSource | YesRBACSource |
| Shared credits and allowances | YesAgency credit pools with allowances per client or member | Not listed | RelatedPlans meter usage in credits; credit calculator pageSource | Not listed | Not listed |
Where each of them shines
Peec AI offers unlimited client workspaces and free pitch projects that convert to client projects. Compare in full
AthenaHQ backs agencies with reseller licenses, GEO certification and routed client leads.
Otterly.AI gives each client its own team, reports and prompts. Compare in full
Scrunch provides a unified multi-client workspace with prefilled dashboards and a partner program. Compare in full
Questions about agency client onboarding
What is agency mode in Proofsource?
A workspace setting that treats every brand as a client or a prospect, adds agency billing and team tools, and lets you set how clients pay.
Can I import many clients at once?
Yes. Bulk import adds client brands from a list.
How do I know what a new client costs me?
When you add a client, Proofsource shows the line it adds to your next invoice before you confirm.
Can clients pay you directly through Proofsource?
Yes. A client can pay your agency price on its own checkout. You send the link and Proofsource waits for payment before setup.
How do prospects differ from clients?
Prospects use pitch scans to build a case before they sign. Once won, you set the client up fresh before anything is measured.
Can I limit staff to certain clients?
Yes. Group clients and scope team access by group, with custom roles and a sign-off setting for client-facing work.
Which engines do client scans use?
Client tracking runs every engine on the client's plan, up to 10 AI engines: ChatGPT, Perplexity, Claude, Google AI Overviews, Google AI Mode, Gemini, Microsoft Copilot, Grok, DeepSeek and Meta AI. Prospect pitch scans ask ChatGPT.
Keep exploring
Try it on your own brand.
Proofsource is live: scan your brand and see agency client onboarding at work with your own answers, competitors and sources.
Google AI OverviewsGoogle AI Mode