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 100 prospects.

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:

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 100-prospect 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, the first report for each prospect is free — the same first-report-free rule that applies to any new property. Reports auto-unlock, so you can immediately open them and export to PDF / PowerPoint with no extra step.

Re-running a report on the same prospect within the standard refresh window is charged like any other refresh, but for one-report-per-prospect prospecting that won't come up.

The Prospects List

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

Related

• AI Visibility Reports — What's inside each report you generate
• Locations — Track an existing client's visibility across markets
• Competitors — How share of voice is computed against rivals