GEO proposals clients sign, pay and start
Proofsource proposals take an agency from a good call to a running client. Build the proposal from your Watch, Fix and Grow service menu, your price and your call notes, get sign-off, and send it. The client reads the scope, first month and what to expect, then signs and pays on a page in your look. A signed proposal becomes a client with a kickoff checklist and a guided setup.
GEO proposal software, in short
The facts, ready to quote.
- Built from
- Your Watch, Fix and Grow service menu, your price and call notes
- Pricing help
- A calculator prices engines, questions, cadence and fixes from the credit list, for agency eyes
- Client page
- Scope, first month and expectations; sign and pay in your agency's look
- After signing
- The client gets a login invite, and the brand becomes a client
- Kickoff
- Login, Search Console and GA4, site access and the first full scan, with who acts on each
- Reminders
- A payment link reminder for signed proposals not yet paid
GEO proposal software, explained
GEO proposal software helps an agency turn interest in generative engine optimization, or AI visibility work, into a signed engagement. A good GEO proposal says what will be measured (which buyer questions, which engines, how often), what will be fixed each month, what the client should expect in the first month, and how results will be proven.
The usual path is a slide deck, a separate e-sign tool, a separate payment link and a kickoff email that loses half its items. Each handoff is a place where a deal stalls.
Proofsource keeps it in one flow. The proposal is built from your service menu and your price, with a calculator that shows what a plan uses so you price with confidence. It goes through sign-off, then to a public page in your look where the client signs and pays. Once paid, the client is told a login invite is on its way and from whom, and a kickoff checklist tracks login, Search Console and GA4, site access and the first full scan.
How it works
Build a GEO or AI visibility proposal from your service menu, have the client sign and pay on a page in your look, then run a kickoff checklist.
Set your service menu
Define Watch, Fix and Grow once. Proposals and settings write from it.
Build the proposal
Pick services, set your price and add call notes. The calculator shows what the plan uses.
Sign off and send
Your team approves the exact version, then it goes to the client.
Client signs and pays
The client reads scope, first month and expectations, then signs and pays in your look.
Kick off
The brand becomes a client, gets a login invite and a kickoff checklist with who acts on each item.
See it in the product
Screens from the Proofsource app, drawn with sample data for an example brand.
- Scope: weekly tracking on 10 AI engines such as ChatGPT, Perplexity, Gemini and Copilot; 2 fixes a month
- First month: kickoff, setup and the first full scan
- What to expect: first report in 7 days; fixes checked again after they ship
| Step | Who acts | State |
|---|---|---|
| Client login | Driffle | Invite sent |
| Search ConsoleGA4 | Driffle | Waiting |
| Site access | Bluefin Studio | Done |
| First full scan | Proofsource | Runs after login |
Coach: Maya has not opened the login invite. Remind her.
Every capability, live today
12 shipped capabilities behind GEO proposal software, each in the product now.
Proposal builder
Build from the service menu, your price and call notes; sign-off, then send to sign. Create and send proposals to prospects from your agency workspace.
Proposals list
Every proposal with its state; a signed proposal becomes a client.
Service menu
Your Watch, Fix and Grow menu, which proposals and settings write from.
Proposal price calculator
Prices engines, questions, cadence and fixes from the credit list, so you see your price and what you keep; agency eyes only.
Public proposal page
The client reads scope, first month and expectations, then signs and pays, in your look.
Proposal to kickoff
One flow from proposal to e-signature, checkout and a client kickoff list: build the proposal from the service menu and your price, ask the client to sign, then start the kickoff.
Pay-link reminder
Emails the client a reminder with the payment link when a signed proposal has no payment yet.
Checkout done page
The paid or canceled return page wears your agency's mark.
Login notice after payment
After a signed proposal is paid, the client is told a login invite is emailed and from whom.
Client kickoff checklist
Login, Search Console and GA4, site access and the first full scan, with each row naming whether the agency or the client acts next.
Client kickoff page
A kickoff page per client with a coach line: send the invite or remind the client.
Client setup guide
The client's login walks one guided step at a time, with Skip and an all-set state.
Who it is for
Close while the call is fresh
Turn call notes into a proposal the client can sign and pay the same day.
Price with confidence
The calculator shows what a plan uses before you set your price.
Start clean
The kickoff checklist shows who owes what, so setup does not drift.
Why it matters
Fewer handoffs
Proposal, e-sign, payment and kickoff in one flow.
Your look
The proposal and checkout pages carry your agency's mark.
Clear first month
Scope, first month and expectations are written into every proposal.
No stalled deals
Pay-link reminders and coach lines move signed deals to running clients.
Google AI OverviewsGoogle AI Mode
GEO proposal software: Proofsource and other tools
AI visibility tools support agency sales in different ways; here is what each lists publicly for proposals and onboarding.
| Capability | Proofsource | AthenaHQ | Peec AI | SE Ranking | Scrunch |
|---|---|---|---|---|---|
| Material for proposals | YesProposals built from your service menu and the prospect's scan | YesPre-built agency workspaces with AI search insights for proposalsSource | YesProspect pitch projects that convert to a client projectSource | Not listed | Not listed |
| Client signs and pays online | YesPublic proposal page with e-sign and checkout in your look | Not listed | Not listed | Not listed | Not listed |
| Guided setup help | YesClient setup guide, one step at a time | RelatedWhite-glove setup with a GEO specialist on EnterpriseSource | Not listed | Not listed | RelatedDedicated go-to-market team on EnterpriseSource |
| Client pages in your branding | YesProposal, checkout and done pages in your look | Not listed | RelatedAgency branding is designed in Looker Studio; a named white label is not listed on its public pagesSource | YesBranded cover, colors, logo, header and footer; scheduled automatic sendingSource | Not listed |
| Multi-client workspace | YesA signed proposal becomes a client in your workspace | YesAgency page: many brands in one platform with team permissionsSource | YesIsolated project per client; unlimited client workspacesSource | YesManage team and client accounts in one platformSource | YesUnified workspace for multiple clients with prefilled dashboardsSource |
Where each of them shines
AthenaHQ prepares pitch-ready workspaces for proposals and offers white-glove setup on Enterprise.
Peec AI's pitch projects convert straight into client projects when a prospect signs. Compare in full
SE Ranking gives agencies white-label reports and client guest seats for ongoing service.
Scrunch offers a dedicated go-to-market team on Enterprise. Compare in full
Questions about GEO proposal software
What should a GEO or AI visibility proposal include?
Which buyer questions and engines you will track and how often, which fixes you will ship each month, what happens in the first month, what results to expect, and how you will prove them. Proofsource proposals carry each of these.
Can clients sign and pay online?
Yes. The client signs and pays on a public proposal page in your agency's look.
How do I price an AI visibility retainer?
The proposal calculator prices the plan's engines, questions, cadence and fixes from the credit list, so you can set your own price knowing what the plan uses. The calculator is visible to your agency, never to the client.
What happens after the proposal is paid?
The client is told a login invite is on its way and from whom, the brand becomes a client, and a kickoff checklist starts.
What is on the kickoff checklist?
Client login, Search Console and GA4, site access and the first full scan, each showing whether the agency or the client acts next.
What if a client signs but does not pay?
Proofsource emails a payment link reminder for signed proposals.
Does the proposal need internal approval?
Proposals go through the sign-off room, where everyone named approves the exact version before it is sent.
Which AI engines does Proofsource track?
Proofsource tracks up to 10 AI engines, depending on your plan: ChatGPT, Perplexity, Claude, Google AI Overviews, Google AI Mode, Gemini, Microsoft Copilot, Grok, DeepSeek and Meta AI. The free scan and free trial run four of them: ChatGPT, Perplexity, Claude and Google AI Overviews.
Keep exploring
Try it on your own brand.
Proofsource is live: scan your brand and see GEO proposal software at work with your own answers, competitors and sources.
Google AI OverviewsGoogle AI Mode