Our process has five stages: onboarding (48 hours), audit and 90-day plan (week 1), monthly execution with a live task log, branded monthly reporting, and quarterly strategy reviews. Your agency approves the plan, and we do the work under your brand.
1. Onboarding (within 48 hours)
For each new client you complete a short intake form covering the business, services, locations, target customers, competitors and goals. You grant access to:
- Google Search Console and Google Analytics 4
- Google Business Profile (manager access, for local clients)
- The website CMS, if you want us to implement changes
We sign an NDA covering your agency and client details before you share anything.
2. Audit and 90-day plan (week 1)
We complete a full technical, on-page, content and local audit and turn it into a prioritized 90-day roadmap. Both are delivered under your branding for you to present to the client. Nothing starts until you approve the plan.
3. Monthly execution
Each month we work through the roadmap, typically covering:
- Technical fixes and on-page optimization
- Content: new pages, blog posts and refreshes
- Local SEO: Business Profile updates, citations and reviews process
- Link building through manual outreach
Every task goes into a shared, unbranded task log as it's completed, so you can see progress at any time.
4. Branded monthly reporting
In the first week of each month you receive a branded report covering leads and conversions, traffic, rankings, work completed and next month's priorities, plus a live dashboard on Growth and Scale plans. You review it and send it to the client as your own.
5. Quarterly strategy review
Every 90 days we review results against goals, update the roadmap and flag upsell opportunities: new locations, more content, AI search optimization or PPC. On request, we can join the client review call as members of your team.
How we communicate
- A named account manager for your agency
- Email, Slack or your project management tool, whichever you prefer
- Replies within one US business day
- Immediate alerts if something needs your attention, such as a site outage, a Business Profile suspension or a sudden ranking drop