Pitch projects for prospects
A pitch project shows a prospect how AI models talk about their brand before they become a client. It runs up to 100 prompts once, across your account's AI models, and keeps that single run as a snapshot. It does not use a project slot, and its prompts do not count against your prompt quota.
Who can use pitch projects
Pitch projects are for agency and platform accounts on the Scale tier or higher, once the subscription has started. They are not part of a trial.
You do not need to ask for them. The account type comes from the answer you gave when you signed up, and the account owner or an account admin can change it in Account Settings > Profile, under Account type. While the account is on a lower plan or a trial, Account Settings > Pitch projects says when they turn on.
Monthly allowance
Each plan includes a number of pitch projects per month:
| Plan | Pitch projects per month |
|---|---|
| Scale | 3 |
| Scale+ | 5 |
| Scale++ | 8 |
The allowance resets on the first day of each month, and unused pitch projects do not carry over. Creating a pitch project uses one: deleting it or converting it later does not give it back. Account Settings > Pitch projects shows how many you have created this month.
Create a pitch project
- Open the Dashboard and switch to the Pitch projects tab.
- Click Create pitch project.
- Enter the prospect's website, country and language, then add between 1 and 100 prompts and the competitors you want to compare.
- Confirm. The prompts run right away across your account's AI models.
The website cannot be one your account already tracks, or one that had a pitch project in the last 90 days.
While the answers come in, the project card and the banner inside the project show the progress. Once every AI model has answered, the project is ready to show.
What you see inside a pitch project
Every page shows the single run: the date range is fixed to it, and a banner says when the pitch project will be deleted. Charts that usually show a trend show one snapshot instead.
Once the run starts, the website, brand, matching names, country, language and prompts are fixed. Some features are only for tracked projects: data connections (Search Console, AI traffic, agent traffic), alerts, date comparison and scheduled report emails. You can still build a custom report and send it by hand.
Deletion after 90 days
A pitch project and all of its data are deleted 90 days after it is created. The account owner gets an email a week before. The project card shows how many days are left.
Convert a pitch project into a tracked project
When the prospect signs, click Convert on the project card or in the project's banner. The project:
- keeps its answers and metrics, and is no longer deleted;
- takes a project slot, and its prompts count against your prompt quota;
- runs on your account's schedule from the next run.
Converting cannot be undone. If your account has no project slot or not enough prompts left, the dialog says which limit is full and how to make room.
Team members
Team members see the pitch projects they have access to. Converting one needs permission to create projects.
Prospect report
Once every AI model has answered and the sentiment analysis is done, we generate a PDF report you can send to the prospect. It appears in Exports, and the account owner gets an email when it is ready. The report covers the brand's visibility and AI Visibility Score, visibility by AI model, share of voice against competitors, a map of every prompt by model, the prompts where competitors appear and the brand does not, the sources the AI models cite, short example answers, sentiment and how the data was collected.
Click Prospect report on the project card or in the project's banner to download it. There you can also add an introduction and a closing text, choose the report's language, and click Generate again to include the changes. Generating the report needs permission to create exports, and writing its text needs permission to update projects. Like any export, the file is kept for 7 days, and you can generate it again while the pitch project exists.
Prospect report branding
On an agency or platform account, the account owner or an account admin can add the agency's name and logo in Account Settings > Pitch projects, under Prospect report branding. The report cover then shows them first and names us as the data source; without them, the report keeps our cover. This section is not shown when your account already has white-label branding, and the report then uses that branding.
Pitch projects in the API and MCP
Project lists in the API and MCP leave pitch projects out unless you ask for them, so your automations and BI tools only see tracked projects. See the API documentation for the pitch parameter.
