Agency & Bulk Pricing: Portfolio Plan ($500/mo, 20 Jobs)

Quick answer: Portfolio plan is $500/month for 20 jobs of Surmado reports (AI Visibility, Site Audit, Strategy, any mix). Perfect for agencies. API and webhook support enables automated recurring reports via API and teams running 20+ jobs/month. Month-to-month subscription, cancel anytime. Members can buy extra jobs for $25 each (valid 30 days). Clean-label reports included (removes Surmado branding). Contact hi@surmado.com for custom pricing if you need 5-15 jobs/month (in between pay-as-you-go and Portfolio).

Reading time: 7 minutes

What you’ll learn:

• Portfolio plan overview: $500/month for 20 jobs, extra jobs $25 each on Pro/Portfolio, covers AI Visibility, Site Audit, Strategy in any mix
• Real agency use case scenarios with margins: 20 clients on monthly retainer running AI Visibility Pro ($500/month Surmado cost, charge clients $3,000/month retainer, $59K margin), reseller offering clean-label AI Visibility Pro at $150/job running 20/month ($500 cost, $3,000 revenue, $2,500/month margin = $30K/year)
• What’s included beyond 20 jobs: informal priority support (2-4 hour response vs 24-48 hours), dedicated support contact (not generic hi@surmado.com), monthly account check-ins (usage review, feature requests), clean-label reports included (removes Surmado branding from PDFs)
• Best-for vs not-best-for clarity: agencies with 15+ clients managing monthly reports (20+ jobs/month), investment firms evaluating 12+ acquisition targets/month, resellers running 20+ jobs/month clean-labeled; NOT for small agencies under 10 clients (8 jobs x $50 = $400/month pay-as-you-go cheaper), businesses testing themselves only (4 quarterly = $200/year vs $6K/year Portfolio)
• Flexibility features: month-to-month cancellation with 30 days notice (no penalty, can restart later), can pause subscription during slow season, can downgrade to pay-as-you-go anytime (no penalty or lock-in), annual prepay discount available (10-15% off, contact hi@surmado.com)

20 jobs/month. Predictable cost. Maximum value for high-volume users.

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What You Get for $500/Month (Portfolio Plan)

20 Jobs Per Month

Run up to 20 jobs per month:

• AI Visibility ($50/job): Included
• Site Audit ($50/job): Included
• Strategy ($50/job): Included
• Any mix of products

Extra jobs: $25 each on Pro/Portfolio plan.

Flexible product mix and usage patterns.

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Month-to-Month

Cancel anytime:

• No annual contract required
• No penalty for canceling
• Just email hi@surmado.com 30 days before next billing

Pause and resume:

• Slow month? Pause subscription
• Busy season? Resume anytime
• Flexibility for variable workloads

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Clean-Label Reports (Included)

Included with Portfolio plan — removes Surmado branding.

Clean-label branding:

• Your agency logo (not Surmado logo)
• Your color scheme (not Surmado blue)
• Custom cover page with your agency info
• Footer with your contact info (not hi@surmado.com)

What’s clean-labeled:

• PDF visual branding
• Report cover page
• Contact information

What’s NOT clean-labeled:

• Intelligence Token format (still SIG-2025-11-XXXXX)
• JSON data (includes "provider": "Surmado" in backend)

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Value Analysis

When Does Portfolio Plan Make Sense?

Portfolio plan: $500/month for 20 jobs ($25/job). Extra jobs $25 each.

AI Visibility ($50 each PAYG):

• 20 jobs/month in Portfolio = $500 vs $1,000 PAYG
• If you run 10+ AI Visibility jobs/month: Portfolio saves money

Site Audit ($50 each PAYG):

• 20 jobs/month in Portfolio = $500 vs $1,000 PAYG
• If you run 10+ Site Audit jobs/month: Portfolio saves money

Strategy ($50 each PAYG):

• 20 jobs/month in Portfolio = $500 vs $1,000 PAYG
• If you run 10+ Strategy jobs/month: Portfolio saves money

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Example Scenarios

Scenario 1: Agency with 20 clients:

• Run AI Visibility monthly for all 20 clients
• Pay-as-you-go cost: 20 × $50 = Portfolio plan ($500/mo, 20 jobs)
• Portfolio plan cost: $500/month (20 jobs included)
• Savings: $500/month ($6,000/year)

Scenario 2: Agency with 15 clients:

• Run quarterly reports for 15 clients (so 3-4 clients/month)
• Month 1: 4 jobs × $50 = $200
• Month 2: 4 jobs × $50 = $200
• Month 3: 4 jobs × $50 = $200
• Average: $200/month (pay-as-you-go is cheaper)
• Don’t buy Portfolio (volume too low)

Scenario 3: Consultant using Strategy for clients:

• Run 20 Strategy jobs/month (advising clients on strategic decisions)
• Pay-as-you-go cost: 20 × $50 = Portfolio plan ($500/mo, 20 jobs)
• Portfolio plan cost: $500/month (20 jobs included)
• Savings: $500/month ($6,000/year)

Scenario 4: Variable monthly volume:

• Month 1: 25 jobs ($1,250 pay-as-you-go) → Portfolio saves $750
• Month 2: 10 jobs ($500 pay-as-you-go) → Portfolio costs same
• Month 3: 20 jobs ($1,000 pay-as-you-go) → Portfolio saves $500
• 3-month average: 18.3 jobs/month → Portfolio plan saves money

Rule of thumb: If you consistently run 10+ jobs/month, Portfolio plan ($500/mo, 20 jobs) is worth it.

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Who Should Buy Portfolio Plan?

Best For

Agencies managing 15+ clients:

• Run AI Visibility monthly for each client (15 × $50 = $750 PAYG)
• Run Site Audit quarterly for clients (5 × $50 = $250 PAYG)
• Total: $1,000+ value/month → Portfolio plan at $500/mo saves significantly

Consultants advising multiple clients:

• Run Strategy for 20+ strategic questions/month
• Portfolio $500/mo vs $1,000+ pay-as-you-go

In-house teams at multi-location businesses:

• 20 locations, run AI Visibility monthly for each
• Run Site Audit quarterly across locations
• Run Strategy for expansion decisions
• Total: Portfolio plan covers 20 jobs/month

Investment firms evaluating deals:

• Run AI Visibility + Site Audit + Strategy for 12+ acquisition targets/month
• Portfolio $500/mo vs $1,200+ pay-as-you-go

Resellers offering Surmado as a service:

• Run 20+ jobs/month for customers
• Clean-label reports (your branding)
• Charge customers $200-500/job, pay Surmado $500/month Portfolio

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NOT Best For

Small agencies (under 10 clients):

• Run 8 AI Visibility jobs/month (8 × $50 = $400)
• Pay-as-you-go is cheaper ($400 vs $500)

Businesses testing themselves only:

• Run 4 AI Visibility jobs/year (quarterly tracking): 4 × $50 = $200/year
• Pay-as-you-go is far cheaper ($200/year vs $6,000/year for Portfolio)

Variable/unpredictable volume under 10/month:

• Some months 5 jobs, some months 8 jobs
• Average under 10/month → pay-as-you-go cheaper

If you’re unsure: Contact hi@surmado.com for custom pricing (we can find middle ground for 5-15 jobs/month).

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Pay-As-You-Go vs Portfolio Plan: Side-by-Side

Feature	Pay-As-You-Go	Portfolio Plan ($500/mo)
AI Visibility	$50/job	20 jobs included
Site Audit	$50/job	20 jobs included
Strategy	$50/job	20 jobs included
Per-job billing	Yes (charged per job)	No (flat $500/month for 20 jobs)
Extra jobs	$50/job	$25/job
Minimum commitment	None (buy 1 job)	Month-to-month
Cancel anytime	N/A	Yes (30 days notice)
Best for	Under 10 jobs/month	10+ jobs/month
Clean-label	Not available	Included

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Agency Use Cases

Use Case 1: Monthly Client Reporting

Agency: 20 clients on monthly retainer

Workflow:

• Run AI Visibility monthly for all 20 clients (track AI visibility improvements)
• Deliver clean-label report: “Your Presence Rate improved from 28% to 34% this month”
• Charge clients: $3,000/month retainer (includes monthly AI visibility report)

Cost:

• Pay-as-you-go: 20 AI Visibility × $50 = Portfolio plan ($500/mo, 20 jobs)
• Portfolio plan: $500/month (20 jobs included)
• Savings: $500/month ($6,000/year)

Agency margin: $60,000/month revenue - $500/month Surmado cost = $59,500 margin

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Use Case 2: Client Onboarding Package

Agency: 5 new clients/month

Workflow:

• New client signs: Run AI Visibility + Site Audit + Strategy (3 jobs per client)
• Deliver clean-label report: “Here’s your AI visibility + technical audit + strategic assessment”
• Charge client: $2,000-5,000 for onboarding deliverable

Cost:

• Pay-as-you-go: 15 jobs × $50 = $750/month
• Portfolio plan: $500/month (15 of 20 jobs used)
• Portfolio saves $250/month and leaves 5 jobs for ad-hoc work

Better: Portfolio plan makes sense at 10+ jobs/month.

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Use Case 3: Competitive Intelligence for Clients

Consultant: 15 clients, each needs quarterly competitive analysis

Workflow:

• Run AI Visibility on client + 3 competitors (4 jobs per client)
• Deliver quarterly competitive intelligence package
• Charge client: $1,500/package

Cost per quarter:

• 15 clients × 4 AI Visibility = 60 jobs/quarter / 3 months = 20 jobs/month average
• Pay-as-you-go: 20 × $50 = Portfolio plan ($500/mo, 20 jobs) average
• Portfolio plan: $500/month (20 jobs included)
• Savings: $500/month, Portfolio gives budget certainty

Consultant margin: 15 clients × $1,500 = $22,500/quarter - $1,500 (3 months × $500) = $21,000 margin/quarter

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Use Case 4: Reselling Surmado as a Service

Reseller: Offering AI visibility reports to customers

Workflow:

• Charge customers $150/job for clean-label AI Visibility
• Run 20 AI Visibility jobs/month for customers
• Pay Surmado $500/month Portfolio

Cost:

• Pay-as-you-go: 20 × $50 = Portfolio plan ($500/mo, 20 jobs)
• Portfolio plan: $500/month (20 jobs included)
• Savings: $500/month ($6,000/year)

Reseller revenue: 20 jobs × $150 = $3,000/month

Reseller margin: $3,000 - $500 = $2,500/month ($30,000/year)

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How to Get Portfolio Plan

Step 1: Contact Hi@Surmado

Email: hi@surmado.com

Include:

• Agency/business name
• Number of clients (current)
• Expected monthly job volume (estimated)
• Primary use case (client reporting, onboarding, competitive analysis)
• Clean-label needed? (yes/no)

Response time: 24-48 hours (business days)

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Step 2: Needs Assessment

We’ll ask:

• How many clients do you manage?
• Which products? (AI Visibility, Site Audit, Strategy, or mix?)
• Current monthly volume (if you’re already using Surmado pay-as-you-go)
• Do you need clean-label reports?

Goal: Confirm Portfolio plan is right fit (not over-paying for low volume).

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Step 3: Setup & Onboarding

Contract includes:

• $500/month Portfolio plan (20 jobs)
• Month-to-month terms (cancel anytime with 30 days notice)
• Payment method (credit card auto-charge or ACH transfer)
• Clean-label reports included (removes Surmado branding)

Onboarding:

• Clean-label branding setup (your logo, colors)
• Team training (how to run reports at scale)
• Dedicated support contact

Timeline: 1-2 days from payment to first Portfolio job (clean-label setup adds 3-5 days).

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Custom Pricing for 5-15 Jobs/Month

In between pay-as-you-go and Portfolio?

Contact hi@surmado.com for custom pricing.

Current plans:

• PAYG: $50/job
• Pro: Contact for details
• Portfolio: $500/month for 20 jobs

We’re flexible. If your volume doesn’t fit pay-as-you-go or Portfolio, let’s find a middle ground.

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Frequently Asked Questions

Can I mix products with Portfolio plan?

Yes. Portfolio plan covers all Surmado products (AI Visibility, Site Audit, Strategy).

Example monthly usage:

• 10 AI Visibility ($50 each = $500 value)
• 5 Site Audit ($50 each = $250 value)
• 5 Strategy ($50 each = $250 value)
• Total value: $1,000 → you pay $500 (save $500)

Mix and match based on client needs each month.

Is there a limit on how many jobs I can run?

Portfolio plan includes 20 jobs/month. Extra jobs are $25 each on Pro/Portfolio.

Typical agency usage: 15-25 jobs/month (well within Portfolio plan, with a few extra jobs as needed).

Can I share my Portfolio plan with another agency?

No. Portfolio plan is per agency/business (not transferable).

Multiple agencies under one parent company: Contact hi@surmado.com for enterprise pricing.

What happens if I cancel?

30 days notice required:

• Email hi@surmado.com 30 days before next billing cycle
• Subscription ends after 30-day notice period
• No penalty, no refund for unused days in final month

Restart later: If you cancel and want to restart, just email hi@surmado.com (no penalty, same $500/month pricing).

Can I downgrade from Portfolio to pay-as-you-go?

Yes. Just cancel Portfolio subscription, then buy jobs pay-as-you-go.

No penalty for downgrading.

Example:

• Month 1-6: Portfolio plan (busy season, 20 jobs/month)
• Month 7-12: Pay-as-you-go (slow season, 8 jobs/month × $50 = $400/month)
• Savings: $100/month during slow season

Does clean-label cost extra?

No. Clean-label reports are included with the Portfolio plan at no additional cost. Clean-label removes Surmado branding from your reports.

What’s included in clean-label:

• Your logo on PDF reports
• Your color scheme
• Custom cover page
• Your contact info (not hi@surmado.com)

What’s NOT clean-labeled:

• Intelligence Token format (still SIG-2025-11-XXXXX)
• JSON data provider attribution

Can I get a discount for annual prepay?

Maybe. Contact hi@surmado.com.

Typical annual prepay discount: 10-15% off (pay $5,100-5,400 upfront vs $6,000 over 12 months).

Trade-off: Lose month-to-month flexibility (locked in for 12 months).

What if my volume drops below 20 jobs/month?

You’re still paying $500/month (no pro-rated refunds for low usage months).

Options:

1. Keep Portfolio (peace of mind, lower per-job cost)
2. Cancel and switch to pay-as-you-go (better if consistently under 10/month)
3. Pause subscription (if temporary slow season)

Flexibility: Month-to-month means you can cancel/pause anytime.

Do I get priority support with Portfolio?

Yes, informal priority support:

• Faster response times (2-4 hours vs 24-48 hours for pay-as-you-go)
• Dedicated support contact (not generic hi@surmado.com)
• Account check-ins (monthly usage review, feature requests)

Not included: On-site training, custom feature development (enterprise-only).

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Ready for Portfolio plan? Email hi@surmado.com with your agency name, client count, and expected monthly volume. We’ll confirm if the Portfolio plan ($500/mo, 20 jobs) is the right fit or recommend custom pricing.