What should you prepare before starting?
- Make sure your HaloX workspace and target site are ready.
- Keep GSC/GA4 access and any existing SEO or meeting notes nearby.
- Decide where the output will live: internal note, client report, or weekly operating document.
How do you verify the result?
| Check | Healthy state | Next action |
|---|---|---|
| Workflow completed | The requested audit or reporting task is finished | Reflect the result in Strategy Map and the right report |
| Priority selected | The next keyword, page, or content opportunity is clear | Assign an owner and due date |
| Evidence recorded | The metrics and reasoning can be reused in the next meeting | Track the same signals next week |
What commonly blocks teams?
| Problem | Cause | Fix |
|---|---|---|
| Scores are visible but next steps are unclear | Metrics were not translated into execution units | Start from Strategy Map GAP types and priority clusters. |
| It is hard to explain to customers | Technical signals were not converted into business language | Add cause, impact, and next action to every report item. |
| Results do not change immediately | AI answer surfaces need time to recrawl and reassess sources | Track the same prompt set and metrics weekly. |
Questions that repeatedly came up in meetings
| Client question | Public answer | Where to look in HaloX |
|---|---|---|
| How do we productize GEO/AIO diagnosis? | Package it as a diagnostic report strategic prompt set content execution plan and weekly report instead of a one-off education session. | Dashboard Site Audit Strategy Map Weekly Reports |
| Are Naver ChatGPT and Gemini the same? | No. Separate search visibility, AI-answer visibility, and owned-media readiness by channel. | Prompt sets, citation tracking, Strategy Map |
| How do we explain technical metrics simply? | Translate mention/source/citation into: does the brand appear, is it used as evidence, and is it cited as a link? | Citation rate, top AI questions, Content Factory Trust Report |
| What belongs in the first proposal? | Scope current weaknesses priority questions content types to fix and a 2–4 week execution plan. | Export, Weekly Reports |
Recommended workflow
1. Establish the client baseline
Use the Dashboard to inspect AVI Overall Score and Web Health first. In the first report, explain weak areas and why they matter rather than over-emphasizing the score.
2. Design prompt sets in client language
Separate brand and non-brand questions first. Keep comparison, buying and location questions as distinct prompt groups.
3. Check technical readiness
Use Site Audit to inspect AI bot access, structured data, metadata quality and page performance. If SEO fundamentals are weak, propose SEO recovery before GEO expansion.
4. Prioritize in Strategy Map
Read AIO, GEO and SEO signals together with gap type and urgency. Questions where competitors are repeatedly cited usually create the strongest client case.
5. Turn strategy into deliverables in Content Factory
Strengthen definitions and FAQ pages first, then add comparison tables, evidence blocks and source links. For agencies, this is where analysis becomes visible execution.
Agency service packages
| Package | Includes | Client-facing deliverable |
|---|---|---|
| One-page diagnosis | Dashboard KPIs, Site Audit issues, AI-answer brand/competitor visibility | Current state, top risks/opportunities, next actions |
| 2–4 week sprint | 20–50 strategic questions, urgent clusters, content improvement plan | Prompt set, priority content list, sample fixes |
| Monthly operations | Repeated audits, Content Factory execution, citation and visibility reporting | Weekly/monthly reports and meeting summaries |
| Joint execution model | Agency runs PR/content; HaloX provides diagnosis, strategy, and verification | Role map, execution calendar, verification report |
Customer FAQ
Is GEO a separate project from SEO?
Usually no. GEO sits on top of SEO readiness. Technical SEO, content structure and bot access affect whether AI systems can use a brand as a source. HaloX connects Site Audit, Strategy Map, and Content Factory into one operating loop.Is a brand mention enough?
No. Mentions are only the first layer. Track whether the brand is named, used as evidence, and cited against the right prompt set. The stronger question is not “did the brand appear?” but “was the brand used as evidence for the right questions?”How should we explain metrics to clients?
Mention means the brand appears. Source means the brand asset is used as evidence. Citation means the answer shows the asset as a link or reference. AVI should be positioned as an operating signal for AI-search visibility, not as a public fixed formula.Do we need revenue attribution in month one?
Not necessarily. First establish the baseline: AI visibility, citation health, competitor gaps and Site Audit progress. Revenue attribution is a later-stage measurement layer.Reporting example
Related pages
Proposal language by scenario
Agencies should turn GEO into deliverables customers can approve: a diagnostic report, an execution sprint, monthly movement reporting and content briefs.| Proposal section | What to include | Related doc |
|---|---|---|
| Current state | Weak areas across AVI citation rate source visibility and web health | Reading scores |
| Priority prompt set | Branded non-branded comparison local and buying-review questions | Prompt analysis |
| Execution asset | FAQ comparison table entity hub newsroom or blog improvements | Content Factory |
| Verification | Weekly movement across the same prompts and citation URLs | Reports |