A prospect pipeline built for selling AI visibility
The Proofsource prospect pipeline puts every brand your agency is pitching on one board, in five lanes from found to client. Each card shows how often AI named the brand, whether a competitor was named instead and whether the report was opened. A morning brief lists what moved overnight, and Make client turns a prospect into a client while keeping its first scan as day one.
| Found (2) | Pitched (2) | Replied (2) | Proposal (1) | Client (2) |
|---|---|---|---|---|
| Northwind Bikes | Lumen Labs | Driffle • | Harbor Legal • | Bluepeak |
| Cedar Dental | Kite CRM • | Liftback | Cobalt Notes |
• waits on you
Prospect pipeline, in short
The facts, ready to quote.
- Lanes
- Five lanes from a new prospect to a signed client, with counts
- Signals per prospect
- How often AI named the brand, whether a competitor was named, whether the report was opened
- Waiting on you
- A dot marks every card where the next step is yours
- Morning brief
- A ranked list of what moved overnight, emailed and on the Today home
- Make client
- Moves a prospect onto your plan and keeps its first scan as day one
- Add a prospect
- Type a brand name or paste its site into one box
What is an agency prospect pipeline for AI visibility?
A prospect pipeline is the list of companies an agency is trying to win, sorted by how far each has come. For an agency selling AI visibility, the best signal of fit is the data itself: a brand that ChatGPT or Perplexity rarely names, while it names a competitor, has a clear reason to talk.
Most agencies keep this in a CRM and a spreadsheet of audit results. The two drift apart, and nobody knows which prospect opened the report or which follow-up is overdue.
Proofsource keeps the pitch data and the pipeline in one place. Every pitch scan feeds its prospect card, every opened report and reply moves the card, and the board marks what waits on you. When a prospect signs, Make client keeps the pitch scan as the client's first data point, so the before picture starts on the day you pitched.
How it works
Every prospect you pitch on one board by stage, with AI visibility signals, a morning brief of what moved and a one-click Make client.
Add a prospect
Type a brand or paste its site. It lands in the first lane with its AI visibility signals once scanned.
Pitch
Start a pitch from the card. The card moves as the email is sent, opened and answered.
Read the morning brief
Each morning the brief ranks what moved overnight across prospects and clients.
Act on the dots
A dot on a card means the next step is yours: approve, reply or follow up.
Make client
When they sign, one click puts them on your plan with the pitch scan as day one.
See it in the product
Screens from the Proofsource app, drawn with sample data for an example brand.
| Prospect | AI named them | Competitor named | Report opened | |
|---|---|---|---|---|
| Driffle | 4 of 24 | Otter, Fireflies | Yes, twice | Make client |
| Lumen Labs | 1 of 24 | Fathom | No | Make client |
| Kite CRM | 9 of 24 | None | Yes | Make client |
1. Driffle opened your report again and replied. Draft answer ready. 2. Liftback: Otter now named in 2 more ChatGPT answers. 3. Harbor Legal proposal is signed, payment pending. 4. Weekly win for Bluepeak waits on your approval.
- Reply to Driffle (draft ready)
- Approve Bluepeak weekly win
- Follow up Lumen Labs (day 7)
Every capability, live today
6 shipped capabilities behind prospect pipeline, each in the product now.
Pipeline board
Every brand your agency is pitching on one board, in five lanes from found to client, with counts and a dot on whatever waits on you.
Prospects list
Type a brand or paste its site to add it. Each prospect shows how often AI named the brand, whether a competitor was named and whether the report was opened.
Make client
Turns a prospect into a client on the plan and keeps its first scan as day one, so the before picture is already there.
Today home
Your pitch pipeline, a today list, a live feed and suggested next steps on one home, with roles controlling who can do what.
Morning brief
A ranked list of what moved overnight, with Today tiles and a live feed. It also arrives as an email, and each member turns that email on or off in Settings, Notifications.
Prospect pitch pipeline
Build and send prospect pitch pages and plans from one pipeline. Pitches awaiting approval are reviewed and moved along automatically.
Who it is for
Know which pitch to chase
A prospect who opened the report twice and is named in 4 of 24 answers is the call to make today.
Run the week from one board
Replies, follow-ups and proposals waiting on you are marked, so nothing slips.
Start the before picture early
Make client keeps the pitch scan, so the client's progress starts from the day you pitched.
Why it matters
Signals, not guesses
Each prospect carries real AI answer data and report opens.
Nothing waits unseen
Dots and the morning brief show every step that is yours.
Day one kept
The first scan becomes the client's baseline, so the proof covers the whole engagement.
Less admin
Cards move on their own as emails are sent, opened and answered.
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Prospect pipeline: Proofsource and other tools
AI visibility tools that serve agencies are strong on data; this table shows what each lists publicly for working prospects.
| Capability | Proofsource | Peec AI | AthenaHQ | Otterly.AI | Scrunch | SE Ranking |
|---|---|---|---|---|---|---|
| Prospect workspaces | YesPitch scan per prospect, kept as day one if they sign | YesProspect pitch projects that convert to a client projectSource | YesPre-built agency workspaces with AI search insights for proposalsSource | Not listed | Not listed | Not listed |
| Pipeline board by stage | YesFive lanes with counts and a dot on what waits on you | Not listed | Not listed | Not listed | Not listed | Not listed |
| Report-opened signal | YesShows when a prospect opened the pitch report | Not listed | Not listed | Not listed | Not listed | Not listed |
| Morning brief of overnight moves | YesRanked list in the app and by email | Not listed | Not listed | Not listed | Not listed | Not listed |
| Client workspaces once they sign | YesMake client turns the prospect into a client workspace | YesIsolated project per client; unlimited client workspacesSource | YesAgency page: many brands in one platform with team permissionsSource | YesSeparate team, reports, prompts per clientSource | YesUnified workspace for multiple clients with prefilled dashboardsSource | YesManage team and client accounts in one platformSource |
| Scheduled summary of what moved | YesMorning brief in the app and by email, with an on or off switch | RelatedVia MCP workflows posting to client Slack channelsSource | Not listed | Not listed | RelatedScheduled reportsSource | RelatedBranded reports with scheduled automatic sendingSource |
Where each of them shines
Peec AI gives agencies pitch projects for prospects that convert to client projects. Compare in full
AthenaHQ offers pitch-ready agency workspaces with AI search insights for proposals.
Scrunch gives agencies one workspace for many clients, with prefilled dashboards and scheduled reports. Compare in full
SE Ranking offers a lead generator widget and multi-client management from its SEO platform.
Questions about prospect pipeline
What is an AI visibility sales pipeline?
It is a list of brands you are pitching, sorted by stage, where each brand carries data on how often AI engines name it. Proofsource builds it from your pitch scans, so the pipeline and the evidence stay together.
What do the five lanes mean?
They follow a prospect from found, through pitched and replied, to proposal and client. Each lane shows a count.
What does the dot on a card mean?
The next step is yours, such as approving a pitch, answering a reply or sending a follow-up.
What happens when I click Make client?
The prospect moves onto your plan and its first pitch scan becomes the client's day one, so the before and after covers the whole engagement.
Which engines do the prospect signals come from?
From the engines in the pitch scan. A free pitch scan runs ChatGPT, Perplexity, Gemini, Copilot and other AI engines; paid plans track up to 10 engines.
Can I turn off the morning brief email?
Yes. Each member can turn the morning brief email on or off in Settings, Notifications. The Today home always shows it.
Does it replace my CRM?
It covers the AI visibility sales motion end to end: prospects, pitches, replies, proposals and clients. Many agencies use it as the pipeline for this service line.
Keep exploring
Try it on your own brand.
Proofsource is live: scan your brand and see prospect pipeline at work with your own answers, competitors and sources.
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