For agencies

Every client’s AI visibility, from one account.

Your clients are asking whether ChatGPT recommends them. Refine gives you the answer for each of them, the work to change it, and the proof that it changed — without a second login per client.

We read

You publish to

One login, every client. Separate prompts, competitors and reports per brand; one place to see who moved this week.

Your agency

All clients · last 7 days

  • Client A

    B2B SaaS

    +12

  • Client B

    E-commerce

    +6

  • Client C

    Fintech

    -4

  • Client D

    Healthcare

    +19

Illustrative data

Why agencies use it

Three things it changes for an agency

01

A new line on the proposal

Clients now ask whether ChatGPT recommends them. You answer with a number, a trend, and the competitors it names instead — for every client, every week, without a manual check.

02

Proof that the work worked

Every article you ship gets a before-and-after: the prompts where the client was absent, and where they are cited now. The retainer conversation gets much shorter.

03

The work, done faster

The agents draft from the client’s own data — Search Console, GA4, the gaps the engines show. Your team edits, and publishes straight to the client’s WordPress, Webflow, Shopify or Next.js site.

The Scale plan

Built for many brands, not one brand many times

Scale is the plan agencies run on. It is quoted on the number of brands, and everything here is included.

Compare every plan

  • Every client in one account

    Multi-brand: switch between clients without logging out, with separate prompts, competitors and reports per brand.

  • Unlimited prompts

    Track the whole buying journey for each client, not the fifty prompts that fit a plan.

  • Connectors per brand

    Google Search Console and GA4 on every brand and property, so each client’s gaps are computed from their own numbers.

  • Agents without a meter

    Content strategy, content creation and Reddit agents, unlimited runs, across all your brands.

  • Custom reporting

    Reports shaped to how you present to clients, not to how the dashboard happens to look.

  • Publishing to each client’s site

    WordPress, Webflow, Shopify, and Next.js through GitHub or @getrefine/next. Credentials encrypted, revocable by the client at any time.

  • SSO/SAML and priority support

    A Slack channel or an email SLA with the team that builds the product, and dedicated onboarding for your account.

A week on the account

What the retainer looks like

  1. Monday

    What changed

    Each brand opens on the week’s biggest movement: a prompt gained, a prompt lost, a new competitor, a new source the engines started citing.

  2. Tuesday

    Where to act

    Citation gap lists the pages the engines cite where the client is absent, with a recommended play and the contacts to reach. Prompts are ranked by the search demand their absence costs.

  3. Wednesday

    Ship the content

    The agents draft against the client’s brand knowledge; your team edits and publishes to the client’s CMS from the same screen.

  4. End of month

    Show the impact

    Before-and-after visibility for what was posted, AI traffic attributed by assistant, and the report your client actually reads.

Questions agencies ask

Before the call

How is Scale priced?
By the number of brands you run and the support you need. A short call settles it faster than a form — bring your client count and we will quote on the spot.
Can we start with one client?
Yes. Autopilot covers a single brand with the connectors and the agents. When the second client comes, we move you to Scale and nothing is re-done.
Which engines and which CMSs?
ChatGPT, Gemini and Perplexity on every plan; Claude and Google AI Overviews on Autopilot and Scale. Publishing to WordPress, Webflow, Shopify and Next.js sites.
How do you handle client credentials?
Google connections go through a managed OAuth service and we never hold the refresh token; CMS tokens are encrypted with AES-256-GCM before storage and can be revoked by the client at any time. The details are on the security page.

Already running GEO for clients? Read how Corma made AI search a third of its inbound — the same work, for one brand.