How We Use Promptwatch Pitch Projects to Audit Prospects

A prospect rarely knows how they show up in ChatGPT. They might have tried a few questions themselves, and the answer depended on what they typed that afternoon. What changes the conversation is a week of real data: their share of voice against competitors they name themselves, the prompts where rivals appear and they don't, and how the answers describe them when they do appear.

We build that view before the first proposal using pitch projects in Promptwatch, the platform we run client programs on. This is how we do it. The mechanics come from Promptwatch's agency playbook, read October 15, 2026.

What a pitch project is

A pitch project is a full Promptwatch project you set up for a prospect before they sign. It behaves like any other project, with one difference built for sales: it can stop itself on an end date, so a demo doesn't run forever. While it runs, its monitoring draws from your regular usage quota.

On the agency plans, Kick-off ($199/mo), Growth ($399/mo), and Scale ($799/mo), pitch projects are unlimited, alongside unlimited client projects and 10 seats. The response allowance is the real constraint: 10,000 on Kick-off, 25,000 on Growth, 65,000 on Scale. Every pitch project spends from that pool, so we keep them small.

Creating one is an organization owner action. In the create-project flow, turn on Is this a pitch project? and set an end date. Everything else is normal setup.

How we size the audit

The temptation is to build the prospect's whole program during the pitch. We don't. A pitch project needs to be convincing, not complete. Ours usually have:

One or two monitors on the prompts that matter commercially in the prospect's category. We write these from the prospect's own sales language where we have it, not from a template.
Their real competitors, the ones they named on the first call. A competitor list we made up would produce a share-of-voice number they'd dismiss.
An end date about two weeks out, which gives enough scheduled runs to read a trend rather than a single day.

If the prospect is willing to connect their site, crawler and citation data make the audit sharper. We don't push for it at this stage. The visibility data alone is usually enough to start the conversation.

Reading the audit

Once the monitors have collected, we read the data the way the prospect will care about it, in this order:

Share of voice against the named competitors. This is the number that lands, because it's relative to brands they already worry about.
The prompts where rivals appear and they don't. These become the first workstream in the proposal.
Sentiment in the answers that do mention them. Being named next to an outdated complaint is a different problem from not being named.

We don't promise results from this. A pitch audit shows where a brand stands. It doesn't predict what a program will achieve, and we say so in the meeting.

Sending it

Prospects won't log in, so they get a PDF. On the dashboard, click Export, stay on the Instant report tab, and generate the report. It carries the brand logo, the date range, and the visibility charts, and it makes the case on its own. One check from Promptwatch's report documentation: PDF reports are listed on Professional and above, which includes every agency plan.

When they sign

We don't rebuild anything. In Settings, open Projects under Organization settings, open the pitch project's menu, and choose Convert to normal project. Conversion clears the monitors' end dates and resumes their schedules, so the history from the pitch carries into the engagement. The baseline the prospect saw in the meeting becomes the baseline we report against. Conversion is one-way and an owner action.

When a prospect doesn't sign, the end date stops the project and the quota goes back to client work.

One plan note for agencies comparing tiers: the agency plans don't include 360 Insights or shopping insights. Those sit on the brand plans. For pitch audits that hasn't mattered to us, because prompt visibility, share of voice, and sentiment carry the conversation.

If you want us to run an AI visibility audit on your brand, write to hello@1001seomedia.com. Send the three competitors you lose deals to.