# Prospecting Mode

Prospecting mode lets agencies use AI Visibility Reports as a sales tool. Instead of adding one property at a time, you paste or upload a list of prospect domains (or product URLs), and Spyglasses creates a property for each, runs a full AI Visibility Report, and collects the results in a dedicated **Prospects** view — separate from your real clients. Lead with a baseline of a prospect's current AI visibility plus a set of concrete recommendations, and use it to win the account.

This feature is available on **active Agency plans**. It isn't available on trials.

## What You'll Learn

- How prospects differ from clients
- How to add a single prospect or bulk-import a list
- How input validation works before a run starts
- How long reports take and how you're notified
- Where to open, download, and present the results

## Prospects vs. Clients

A **prospect** is a full-fledged property, just flagged for convenience so it doesn't clutter your client list. From the organization dashboard, use the **Clients ↔ Prospects** toggle at the top to switch views:

- **Clients** shows your managed properties in the usual card grid.
- **Prospects** shows a paginated list built for scanning a sales pipeline: each prospect's name, location, brand mention count, share of voice, report status, and links to open the report or download the PDF / PowerPoint.

Everything that makes a property a property still applies to a prospect — there's nothing stopping you from opening a prospect's full dashboard. If a prospect converts, it's already a real property; there's no migration step.

## Adding Prospects

In **Prospects** view you have two options:

### Add one

**Add prospect** opens the same dialog as adding a property, limited to **Brand** (a root domain) and **Product** (a page URL) subjects, with an optional **location**. On submit, Spyglasses creates the property and immediately starts its AI Visibility Report.

### Bulk add

**Bulk add** opens an importer where you can **paste** a list or **upload a CSV**. Each line is a brand domain or product URL, with an optional location after a comma:

```
acme.com
competitor.com, United Kingdom
https://example.com/products/widget, us
```

For CSV, include a column named `domain` or `url`, and an optional `location` column (or separate `city` / `region` / `country` columns). A value with a path (like `/products/widget`) is tracked as a **product**; a bare host is tracked as a **brand**.

A single import is capped at **20 prospects** (each one kicks off a full report, and very large batches slow report generation across the platform). Separately, your plan includes 10 free prospect reports per month — see [Billing](#billing).

### How locations are read

Everything after the **first** comma on a line is treated as the location, so `sunrun.com, Miami, FL` keeps "Miami, FL" together. Each location is then resolved against our geocoder:

- **City-level**: enter a city (with optional state/country), e.g. `Miami, FL` or `Berlin, Germany`. The report is scoped to that city.
- **Country-level**: enter just a country name, e.g. `Germany` or `United Kingdom`. When the text matches a country exactly, we resolve it to the whole country rather than a same-named town.
- **No location**: leave it blank to run a national (US-default) report.

You don't have to get the format perfect. In the **review step** every prospect's resolved location is shown and is fully editable: pick from the **close matches** we found, or use the **City ↔ Country** toggle and search box to set exactly the right place. Correct as many rows as you like before starting — you never have to cancel and re-paste.

### Review before you run

Unlike a plain importer, bulk add **validates every row before anything runs**. After you paste or upload, Spyglasses checks each row and shows a review table marking any problems:

| Status | Meaning |
|--------|---------|
| **Ready** | The domain/URL is valid — this row will run (its location can still be adjusted) |
| **Invalid domain/URL** | We couldn't read a valid domain from the value — fix or remove it |
| **Already exists** | A property for this domain already exists in your organization |

Rows that aren't **Ready** are skipped. Fix the value and re-validate, or remove the row, then start the run. Only **Ready** rows count toward the 20-per-import limit. Locations never block a row — they're resolved separately and can always be corrected (or left national) in the review step.

## How Long It Takes & Notifications

AI Visibility Reports are thorough — they run your prompts across multiple AI platforms, analyze mentions and citations, and score competitors. A large batch **can take a few hours** to finish.

You don't have to wait around:

- An **in-progress banner** on the Prospects list tracks the batch and updates as reports complete.
- When the **entire batch finishes**, we send a **completion email** to the address that started the import, linking back to the Prospects view.

## Billing

On an active Agency plan you get **10 free prospect reports per calendar month**. Within that allowance, reports auto-unlock, so you can immediately open them and export to PDF / PowerPoint with no extra step.

Beyond 10 in a month, each additional prospect report is charged **15 credits**, billed as a one-off overage. The bulk-import review step (and the single "Add prospect" dialog) shows how many free reports you have left and how many of the reports you're about to start are likely to be charged, so there are no surprises before you commit. The allowance resets at the start of each calendar month.

You're only charged for reports that **complete** — a report that fails partway never consumes a free slot or incurs a charge. The quota applies to both single "Add prospect" runs and bulk imports. (The pre-start estimate also counts reports still in progress, so it may show fewer free slots than you're ultimately billed for.)

## The Prospects List

| Column | What it shows |
|--------|--------|
| **Prospect** | Company name and domain (or product URL) |
| **Location** | City / region / country, if set |
| **Brand mentions** | Total brand mentions from the latest report |
| **SOV** | Share of voice — the share of AI responses that mentioned the brand |
| **Status** | Report progress: queued, running, complete, or failed |
| **Actions** | Open the report, download PDF, or download PowerPoint |

Prospects with no report data yet show `—`. PDF and PowerPoint downloads become available once a report is complete.

## Related

- [AI Visibility Reports](/docs/dashboards/ai-visibility-reports) — What's inside each report you generate
- [Locations](/docs/dashboards/locations) — Track an existing client's visibility across markets
- [Competitors](/docs/dashboards/competitors) — How share of voice is computed against rivals