How To Brief An AI SEO Agency Properly

Get the Basics Right Before Anything Clever Once access is confirmed, check that content actually exists for a crawler to read. Load your important pages with JavaScript disabled. If your specifications, pricing, service areas or contact details vanish, they are effectively absent from this channel regardless of how permissive your robots file is.

Accept What Cannot Be Measured Start here, because every credible measurement framework in this channel begins with a subtraction. You cannot count how often you were named. No provider publishes it, and no third party tool can do more than sample.

It is also worth recording the reason for every rule you keep. A disallow line with no explanation gets preserved indefinitely through migrations and redesigns because nobody dares remove something they do not understand. A one line comment saying who added it and why turns a permanent mystery into a decision that can be revisited.

State What You Sell in Concrete Terms Price range, lead time, geography, capacity, what you decline. This feels commercially sensitive and it is the material that makes your pages quotable, so an agency that does not have it will write vague content by necessity.

A frequently quoted comparison showing assistant referrals converting several times better than search came from a vendor selling the service, across 312 business to business brands. A widely shared claim about explosive referral growth rested on nineteen analytics properties. Both are legitimate observations and neither supports the confident generalisation usually attached to them.

Watch the source list as closely as the mention rate, because it usually moves first. New citations from a directory you corrected are a leading indicator, and they typically appear a month or two before any change in whether you are recommended.

Deciding Whether to Block Anything There is a legitimate argument for restricting training crawlers, particularly for publishers whose archive is the product. That is a commercial and editorial decision and it deserves a real discussion rather than a default.

This means a single answer is a sample. Being absent once is not evidence of a problem and being named once is not evidence of success, and treating either as a result is the most common analytical error in this field.

You also cannot cleanly attribute a purchase to a recommendation the buyer received three weeks earlier in a conversation you never saw. That influence is real, it is often the main value of the channel, and it will not appear in any report you own.

Define Success and Define Failure Most briefs specify what good looks like and never specify what would count as this not working. The second is more useful, because it is the one nobody wants to discuss in month eight.

One presentational point makes this considerably easier to defend. Put the limitations on the first page rather than in a footnote. A report that opens by stating what cannot be measured is read as careful, while the same information discovered later is read as something that was concealed, and the difference determines how the numbers around it are treated.

Save the document and the date. In three months you will run the same ten prompts again, and the comparison is the only thing that will tell you whether anything you did in between mattered. ai search optimization

It does not contain a return on investment figure calculated from an assumed conversion rate applied to an estimated mention volume. That calculation looks rigorous and is a chain of guesses, and it will not survive the first person who asks where the first number came from.

Log the conditions with every run, including which assistant, which mode, whether web access was enabled and the date. When a result moves sharply, the conditions log is usually what tells you whether the world changed or your setup did.

These names go directly into the prompt set and into any comparison content, and getting them wrong sends the entire measurement effort in the wrong direction. If you lose to a low cost regional operator rather than to the market leader, say so.

Measure Position Change in the Prompt Set This is the closest thing to an output metric that you can genuinely audit, because you own the instrument. Run a fixed prompt set on a fixed schedule under fixed conditions, and track four things:

Use the Soft Signals Deliberately Two free signals carry more information than their informality suggests. Add a how did you hear about us question to your enquiry form and read the free text monthly rather than the categories.

State who signs off, how fast, and what is off limits. An agency that knows the constraints will build a plan that fits them. One that finds out gradually will spend the retainer producing work that never ships. ai search optimization

If you will not name competitors, say that too, and understand it removes the highest performing content format from the plan. Better to have that argument in the brief than to have a comparison page written and then killed.