Agency Growth March 2026 · 6 min read

How Agencies Use Indaeo to Grow Their Client Portfolio

The data you're collecting for existing clients is also a prospecting engine. Here's how to use it.

Most agencies think of Indaeo as a monitoring tool — something you run for a client to track how their brand appears in AI responses. That's true. But there are two views inside the platform that go far beyond monitoring. Used strategically, they become the most effective prospecting and partnership tools in your stack.

Neither requires extra setup. The data is already there every time you run a tracking session for an existing client.

The Brands page: your niche prospecting list, pre-built

When Indaeo tracks prompts for a client — say, a plumbing company — it surfaces every brand that AI models mention in response to those prompts. Not just your client. Every competitor, every related brand, every business that shows up when a potential customer asks "who should I hire for a plumbing emergency in [city]?"

That list of non-client brands is your next prospect list.

Think about what you already know about each brand on it:

  • They operate in the same niche as your current client
  • They're already showing up — or failing to show up — in AI-generated recommendations
  • They almost certainly have no agency managing their AI visibility
  • You have proof, right in front of you, that AEO work in this niche produces results

This is cold outreach with warm data. You're not walking into a sales call with a generic pitch about AI search — you're walking in with a specific report showing exactly where they rank versus the brand you're already helping, in the exact queries their potential customers are typing into AI assistants.

"You already have a report on their AI visibility. Showing it to them is the pitch."

The workflow is simple: after running a tracking session for any client, open the Brands page and filter by the prompts most relevant to that client's niche. Every brand appearing there that isn't already in your portfolio is a conversation worth having. Set a threshold — brands appearing in 3 or more prompts, for example — and you have a prioritized outreach list generated automatically as a byproduct of work you're already doing.

For agencies that specialize in a vertical (healthcare, hospitality, home services, B2B SaaS), this compounds over time. The more clients you add in a niche, the richer your Brands data becomes — and the sharper your prospecting gets.

The Sources page: build your editorial ICP before the campaign starts

When AI models answer a question about a brand or category, they draw on sources — editorial articles, review platforms, trade publications, forums, and UGC communities. The Sources page in Indaeo shows you exactly which of these are being cited in your client's niche.

This is valuable for two reasons that most agencies haven't thought through yet.

First: these aren't random publications. They're the sources AI models have already determined are authoritative for this topic. A mention in one of these publications doesn't just reach human readers — it feeds directly into the training and retrieval signals that shape what AI models say about brands in this space. Getting your client mentioned on a source the AI already trusts is worth more than a hundred mentions on sources it ignores.

Second: it tells you where to focus outreach before you've spent a single hour on pitching. Instead of building a media list from scratch or relying on generic domain authority metrics, you're building it from evidence — the actual sources that are shaping AI responses in your client's niche right now.

"If a publication is being cited in AI responses for your client's niche, a mention there is worth 10x what it was worth two years ago."

In practice, the Sources page gives you a prioritized editorial ICP: the publications, communities, and platforms whose coverage would have the most direct impact on your client's AI visibility. Use it to build your outreach list, structure your link-building campaigns, and identify partnership opportunities — whether that's contributed content, product reviews, expert quotes, or brand mentions in roundups.

For clients in competitive niches, the Sources view also reveals the gap: which sources are citing your competitors but not your client? That's your content and PR roadmap in one screen.

A simple expansion workflow

Here's how to fold both into your monthly process without adding significant overhead:

  • After each tracking run: open the Brands page, filter for the client's core prompts, and flag any non-client brands appearing consistently. Add to a CRM or prospecting doc with the relevant prompt context attached.
  • At campaign start: before pitching any content or link-building strategy to a client, pull the Sources page for their primary tracked prompts. Export the top 10–15 sources as your priority outreach targets. Let the AI data determine the editorial ICP — not intuition.
  • In new business pitches: show up with the Brands data already run on their niche. Demonstrate that you know who they're competing with in AI search, and that you have a playbook for gaining ground.

Neither technique requires building anything new. The data is already there — you just have to start reading it differently.


Agencies who treat their Indaeo data as a business intelligence asset — not just a monitoring dashboard — will grow their AEO practice faster than those who don't. The same data that proves value to existing clients is the evidence that wins new ones.

If you're not yet tracking AI visibility for your clients, Indaeo is the data layer that makes this possible — per-brand tracking, competitive benchmarks, and source intelligence out of the box.

See it live on one of your clients' niches

Book a demo and we'll run a live Brands and Sources analysis for a niche you're already working in — no prep required.

Book a demo