Pitch Projects

A pitch project is a time-boxed snapshot of AI visibility: it collects data daily for 7 days and then stops automatically. Pitch projects use no credits, which makes them a good fit for agency pitches, quick audits, or trying Surfacd on a new brand before committing to ongoing monitoring.

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How the 7-Day Window Works

1. Create the pitch. In the project wizard, choose the Pitch project type (instead of the default, Ongoing monitoring), then set up your brand and platforms as usual.
2. Add prompts. The clock starts when your first prompts are collected, not when the project is created. A pitch with no prompts never starts its window.
3. Daily collection for 7 days. From the day of that first collection, the project collects once per day for seven calendar days.
4. The window closes. Collection stops automatically. All reports stay fully visible; the project just stops collecting new data.

You can follow the window from the projects list. Pitch projects carry a purple Pitch tag in the Type column, and the Last Update column shows where the window stands: “Awaiting first collection” before the clock starts, “Collecting: N days left” while it runs, and “Pitch complete” once it ends (hover the pill for the exact end date).

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Limits

Pitch projects don’t use credits. Instead they have their own limits, set for your team: Pitch projects don’t count toward your plan’s project limit, and your regular projects don’t count toward your pitch allowance.

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What’s Fixed on a Pitch

To keep pitches simple and free, a few settings are locked while a project is a pitch:

• Schedule: always daily for the 7-day window; it can’t be changed.
• Prompt limit: fixed at your team’s pitch prompt cap.
• Platforms: limited to your team’s pitch platform list.

You can still edit prompts, brands, competitors, and tags at any time, including after the window ends (edits after the window don’t trigger new collection).

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Converting to Ongoing Monitoring

Once the 7-day window has ended, you can convert the pitch into a regular ongoing project. Every prompt, brand, and all the data already collected is kept. The convert action appears in a few places:

• On the projects list: the convert icon next to the “Pitch complete” status (or the Convert to ongoing button in card view)
• On the project dashboard: a banner offering to convert the completed pitch
• In the project header: the convert icon next to the “Pitch complete” pill

Each opens the same dialog:

1. Pick Daily or Weekly monitoring (the choices offered depend on your plan)
2. Click Convert

Credits are reserved for the new schedule from that moment, and collection resumes on the schedule you picked. Converting needs a free project slot and enough available credits. If credits are short, the dialog tells you exactly how many you need versus how many you have. Free up credits, adjust other projects, or upgrade, then try again.