For Agencies

Scale AI Optimization for Clients

Manage AI search visibility and content optimisation across all your client portfolios. Demonstrate measurable ROI with unified dashboards and white-label reporting.

Multi-Client Dashboard
Client Portfolio Overview
4 active clients
+18.2%
Acme Corp
88%PositiveActive
TechFlow
74%PositiveActive
Bloom Health
61%NeutralNeeds Attention
Nova Finance
79%PositiveActive
75.5%
Avg. Score
4
Total Clients
+18.2%
Overall Trend

Scaling AI optimization is hard without the right tools

Scaling AI search visibility across multiple clients introduces unique challenges that demand purpose-built solutions.

Managing Multiple Client Portfolios

Juggling AI optimization across dozens of client brands requires efficient tooling. Without a unified platform, agency teams waste hours switching between accounts and manually compiling cross-client insights.

Demonstrating Measurable ROI

Clients demand proof that AI optimization delivers results. Without clear attribution and reporting, agencies struggle to justify retainers and demonstrate the tangible value of their AI search services.

Staying Ahead of AI Trends

The AI search landscape evolves weekly. New models, changing citation patterns, and shifting algorithms mean agencies need to continuously adapt strategies while managing day-to-day client work.

Efficient Reporting at Scale

Creating professional, data-rich reports for each client is essential but time-consuming. Manual reporting doesn't scale when managing 10, 20, or 50+ client accounts simultaneously.

How Seerly Helps Agencies

A purpose-built platform to manage, improve, and report on AI search visibility across your entire client portfolio.

Multi-Domain Management

Multi-Domain Dashboard

Manage all client domains from a unified interface. See cross-client performance at a glance, identify which clients need attention, and drill into individual brand analytics without switching accounts.

  • Unified view of all client portfolios
  • Quick-filter by performance status
  • One-click drill-down into client details
Multi-Client Overview
Acme Corp
88%+12%Active
TechFlow
74%+8%Active
Bloom Health
61%-3%Needs Attention
Nova Finance
79%+15%Active
Report Preview
Your Agency Logo
Monthly AI Report
Jan 2025
Acme Corp - AI Visibility Report
+24%
Visibility
+31%
Citations
92%
Sentiment
Branded. Automated. Scheduled.PDF & Web
Branded Reports

White-Label Reporting

Generate branded reports showcasing AI optimization wins. Customizable templates with your agency's branding, automated scheduling, and beautiful visualizations that make your results shine.

  • Custom branding and logo placement
  • Automated monthly report scheduling
  • PDF and interactive web formats
AI-Powered Content

Content Generation at Scale

AI-powered content recommendations for all clients simultaneously. Batch-generate optimization suggestions, content calendars, and competitive insights across your entire portfolio.

  • Batch content recommendations
  • Per-client content calendars
  • Cross-portfolio competitive insights
Content Recommendations
Acme Corp8 items queued
High
TechFlow5 items queued
Medium
Bloom Health12 items queued
High
Nova Finance3 items queued
Low
28
Total Items
20
High Priority
+15%
Est. Impact

Your AI Optimization Workflow

A proven cadence that keeps all your clients ahead in AI search results.

1
Weekly

Cross-client performance overview

Quick review of all client portfolios from the unified dashboard, flagging accounts that need attention.

2
Monthly

Optimization sprints per client

Dedicated optimization work for each client based on their latest AI visibility data and competitive insights.

3
Automated

Competitive benchmarking

Continuous automated monitoring of each client's competitive landscape with alert-based notifications for significant changes.

4
Quarterly

Strategy sessions with data

Data-driven quarterly business reviews with clients using white-label reports to demonstrate progress and plan ahead.

Results Agencies Achieve

Scale your AI optimization services with measurable impact across every client.

0+
Client Portfolios
managed from one dashboard
0 min
White-Label Reports
typical generation time per client
0°
Cross-Client Benchmarking
automated competitive analysis
0x
Agency Efficiency
typical improvement vs manual workflows

Frequently Asked Questions

Common questions about AI search visibility and organic growth workflows for your team.

Seerly keeps each client brand as its own tracked domain with its own prompt set, competitor set, and history, and rolls them into one portfolio view so an account team can scan every client at once.

That removes the usual agency tax of logging in and out of separate tools to answer a simple question about how a client is doing this week.

  • A portfolio overview across all managed client domains
  • Filtering by performance status, to surface accounts needing attention
  • One-click drill-down from the portfolio view into a single client
  • Separate prompt sets and competitor sets per client, kept apart

Client data stays scoped to its own domain, so nothing from one account appears inside another.

See how plans scale across clients

Seerly produces client-ready reports covering visibility, sentiment, competitive position, and citation sources, with the underlying AI responses available behind each number when a client pushes back.

The evidence trail is the part that matters in a client review, because the first question after any chart is where the number came from.

  • Visibility, sentiment, and citation counts broken out per engine
  • Share of voice against the competitor set defined for that client
  • Rolling comparisons across 7 days, 30 days, and 3 months
  • The verbatim AI response behind any point in the report

Reports describe what was measured between two dates rather than projecting where a client will land next quarter, which is a safer position to defend in a renewal conversation.

How reporting works

Yes. Seerly reports support agency branding, including custom logo placement, so a client review deck can carry your agency identity rather than the platform behind it.

Reports can also be produced on a schedule, which is what stops a monthly reporting cycle from consuming an analyst week every month across a portfolio of clients.

  • Custom branding and logo placement on client reports
  • Automated monthly report scheduling, configured per client
  • PDF and interactive web formats
  • Per-client competitor benchmarking included in the same report
  • Visibility, sentiment, and citation detail broken out per engine

Enterprise plans cover custom scope where a large portfolio needs something beyond the standard configuration, including custom prompt volume and run frequency.

Compare plans for agency use

Seerly records a baseline on the first run for every client and keeps every run after it, so retainer value is argued from a measured before-and-after on a fixed set of prompts.

A fixed prompt set is what makes the claim defensible. The comparison uses the same questions and the same engines every time.

  • Baseline captured on the client first run, kept permanently
  • Movement in visibility, sentiment, and citation count over rolling windows
  • Share of voice against the competitor set the client cares about
  • Prompts where the client entered an answer they were previously absent from

Gains compound as published work is crawled and picked up, so the strongest case is usually the trend across several months rather than one run.

How visibility tracking works

A new client can be onboarded in minutes. Seerly needs only a domain, and the first audit completes in roughly 3 to 5 minutes with no credit card required to run it.

Because nothing is installed on the client site, onboarding does not wait on their engineering team, their CMS admin, or an access request.

  • No code, no tracking pixel, no DNS change, and no SDK
  • No access to client analytics, CMS, ad accounts, or customer data
  • Public website pages and public AI engine responses only
  • A 7-day free trial, with a 30-day money-back guarantee and cancel anytime

Agencies often run the free audit during the pitch, because the baseline itself makes the case for the engagement.

Run a free analysis

Team access depends on the plan. Pro includes 5 seats along with priority support, Basic seats are priced individually, and Enterprise plans include unlimited seats.

Seat count usually decides the plan for an agency, since strategists, writers, and account managers all need to sit in the same workspace as the client data rather than passing exports around.

  • Basic: seats priced per seat
  • Pro: 5 seats included, plus priority support
  • Enterprise: unlimited seats and custom scope
  • Agent chat allowance: 100 messages per month on Basic, 500 on Pro, unlimited on Enterprise

Prompt volume, run frequency, and audit depth scale with the plan as well, which usually matters more than seat count alone once a client portfolio grows past a handful of domains.

Compare seats and limits by plan

Yes. Each client has their own competitor set, and Seerly measures every brand in it on the same prompts and the same runs, so the benchmark is a like-for-like comparison.

Because competitors come from the same runs as the client, there is no separate data pull to reconcile before a review.

  • Share of voice across the client tracked prompt set, per engine
  • Prompts where a competitor is recommended and the client is absent
  • The citation sources driving each competitor mention
  • Movement between runs, so a new entrant surfaces early

The gap list tends to become the next sprint of work for that account, which is what makes the benchmark useful in a client review rather than decorative.

How competitive benchmarking works

Seerly runs three agents per client that handle the repetitive parts of a retainer, and every output lands in an approvals queue so an account team reviews it before anything reaches the client.

Nothing publishes autonomously, which is what makes the agents usable on client accounts where the agency carries the reputational risk.

  • Visibility Agent: tracks where the client appears, where rankings move, and which competitors take positions
  • Trend Agent: mines X and Instagram for emerging conversations in the client industry
  • Content Agent: turns gaps and trends into publish-ready drafts
  • Approvals queue: every draft waits for a person before it moves

Most agencies use the agents to prepare the work and keep the judgment calls with the account team.

How the agents work

Ready to scale AI optimization for clients?

Join agencies already using Seerly to manage AI search visibility across their entire client portfolio.