Solutions · By team

The AEO retainer, ready to sell.

Your clients are already asking what AI says about them. Prefer gives you the answer as a product: one workspace per client, a ranked queue per retainer, and reports that carry your brand, not ours.

Multi-client workspacesWhite-label reporting52% of delivery automated

The portfolio view

Every retainer, one screen.

Eight clients, each with their own workspace, queue and baseline. This is the view you open before the Monday pipeline call.

app.tryprefer.com / portfolioNorthbound Digital · portfolio · Mon 3 Aug
Active retainers8 1One workspace per client
Avg client visibility6.2% 0.5%Weighted across the book
Wins this month46 9New prompts cited, all clients
Delivery automated52% 3%Agent-shipped actions
Three retainers, first 12 weeks
0%2.5%5%7.5%10%Bloom DTC 8.4%Acme Fintech 7.2%Kepler Health 4%W1W3W5W7W9W11

Every line is a client's first quarter. The pitch deck writes itself: this is what the retainer buys.

Across the book this week
Acme Fintech cited on 4 new banking promptsChatGPT first, Perplexity followed
Bloom DTC entered AI Overviews shopping answers3 category prompts
Kepler Health blocked GPTBot in a replatformAgent shipped the fix same day, client never noticed
Portfolio health
On track 75%Watch 17%At risk 8%

One client at risk: crawl health dropped after a replatform. The fix is already in their queue, with the evidence attached for the call.

Every client view white-labels to your brand in one click

The client calls

The three calls every agency gets now.

Clients are reading their own ChatGPT answers. These are the conversations that follow, and the screen you share in each one.

01

“Why is my competitor recommended and we're not?”

Your answerYou answer with the receipt open: the sources every answer leans on, and which ones list the competitor. The scope of work falls straight out of that screen.

The receipt
g2.comCited in 5 of 7 answers, competitor listed, client absent
reddit.comTop thread recommends the competitor by name
competitor.comTheir comparison page is the quoted table
02

“What are we paying you for?”

Your answerA number that moved, and the log behind it. Acme Fintech's visibility went 3.1% to 7.2% in the first quarter, and every step in the report is a shipped action with a date.

The receipt
3.17.2% visibility, Acme Fintech, 12 weeks
Every step tied to a shipped action in the monthly report
03

“Should we even be doing this AI stuff?”

Your answerRun the free audit before the meeting. When a prospect sees a rival recommended to their own buyers, the question changes from whether to how fast, and the baseline goes straight into the contract.

The receipt
The pitchOpen the audit live. 58% of their buyers' questions recommend a rival
The closeBaseline in the deck, targets in the retainer

The service line

Margin lives in what you stop doing by hand.

Prefer runs the monitoring, scoring and technical delivery across every client overnight. Your strategists keep the judgement and the relationship.

Who does the work

The honest split of a typical queue.

Prefer runs itTracking, scoring, briefs, schema, robots and freshness fixes, across all eight clients, every night.52%
Your strategistsReview drafts, run outreach and PR, present the monthly report, own the roadmap.31%
The clientApprovals and access. Everything else stays off their plate, which is why they keep paying.17%
Where it routes

Briefs land with evidence, scored by impact.

Kepler HealthFix robots.txt after the replatform, 12 pages unreadable96
Acme FintechPublish the banking API comparison hub92
Bloom DTCPitch the two roundups AI Overviews keeps citing84

One queue per retainer, ranked by impact. A strategist runs four clients from this screen in a morning.

White-label reporting

Your brand on the report. Zero analyst hours in it.

The monthly client report assembles itself: the number, what shipped, what it won, what's next. Your logo, your domain, your methodology.

Email preview
Northbound Digitalreports.northbound.co · 1 Aug
Auto-sent

Acme Fintech · Monthly AEO report: visibility 5.9% → 7.2%

HeadlineVisibility up 1.3 pts this month, rank 19 of 86 tracked brands
ShippedComparison hub live, 6 technical fixes deployed by the agent
Won4 new prompts cited, G2 profile entered the retrieval set
NextMigration guide and pricing schema, expected +3 prompts
Open in PreferEvery number links to the answer it came from
White-label PDFYour logo and domain, per client
Client portalRead-only live dashboard per retainer
QBR packQuarterly, baseline to date, one page per market
Margin viewAgent hours saved, per client per month

Clients see outcomes. The methodology, the tooling and the margin stay yours.

The book of business

From one pilot to a service line in six months.

Northbound Digital, a 14-person performance agency. AEO went from a slide in the deck to the fastest-growing retainer on the books.

  1. First retainerMonth 1One pilot client, the free audit closed the deal in the room
  2. Playbook formsMonth 2The pilot's queue becomes the delivery template for every pitch
  3. Three retainersMonth 3White-label reports ship monthly with zero analyst hours
  4. A service lineMonth 6Eight retainers, one strategist per four clients, renewals at 100%
8retainers on Prefer52%of delivery automated4clients per strategist100%renewal rate to date

The pitch is one screen: we open the audit and the prospect watches a competitor get recommended to their own buyers. The meeting changes shape immediately. Prefer does the delivery; we sell the outcome.

Marco ReyesFounder, Northbound Digital

Questions

Asked plainly.

Can agencies white-label Prefer?

Yes. Client reports, the read-only portal and scheduled digests all carry your logo and domain. Clients see your brand and your methodology; Prefer stays behind the curtain.

How does multi-client pricing work?

Per client workspace, on agency tiers that get cheaper as the book grows. Pausing a workspace between engagements costs nothing, so pilots and audits stay cheap to run.

How do I pitch AEO to a client?

Run the free audit before the meeting. It shows which AI answers recommend a competitor to their buyers, with the sources behind each one. The baseline goes in the deck and the targets go in the retainer.

Can I keep my own methodology?

Yes. Prefer supplies the measurement and the ranked queue; how you package, price and present the work is yours. Most agencies wrap it in their existing SEO or content retainers.

How many clients can one strategist run?

Northbound runs four retainers per strategist. The agent handles monitoring, scoring and technical fixes across all clients overnight, so people spend their hours on judgement and relationships.

Do clients get access?

A read-only portal per retainer, scoped to their own data. They see the number, the report and the shipped work, never your other clients or your margin.

Get your free AI visibility report
in about 10 minutes.

See how answer engines describe your brand today, and where the openings are to outpace the competition.