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HaloX client proposal template summarizing diagnosis, strategy, execution, and reporting packages
A client proposal should not explain GEO in the abstract. It should define what you will diagnose, what you will produce, and how the customer will receive decisions and reports.

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Copyable proposal skeleton

Document title: [Client] AI Search Visibility Operations Proposal

## 1. Client situation
- Current problem:
- Main site/service:
- Competitors/alternatives:
- Priority prompt groups:

## 2. Diagnosis scope
| Scope | HaloX screen | Deliverable |
|---|---|---|
| Site foundation | Site Audit | Technical/content issue list |
| AI answer status | Prompt Status / Analysis | Brand mention and source table |
| Sources / citations | Citation Tracking | Official/competitor/external citation comparison |
| Execution priority | Strategy Map | Monthly clusters and action list |

## 3. Operating package
- Weekly: metric change and issue review
- Biweekly: content brief and draft review
- Monthly: executive/client report and next priorities

## 4. Deliverables
- Diagnosis report:
- Content brief:
- Publish/update recommendation:
- Weekly report:
- Monthly summary:

## 5. Success criteria
- Brand mentions:
- Official URL citations:
- Prompt coverage:
- Site issue reduction:
- Content shipped:

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Package wording by customer type

Customer typeProposal sentenceHaloX screens
B2B SaaS“We will help the brand appear in non-brand problem and comparison prompts.”Strategy Map, Prompt Analysis, Content Production
Agency“We will add AI-answer mention, source, and citation metrics to the existing SEO reporting rhythm.”Dashboard, Citation Tracking, Weekly Report
PR / brand team“We will verify whether official messaging and newsroom assets are used as AI-answer evidence.”Site Audit, Citation Tracking, Evidence Library
Local / multi-location“We will track regional prompts and location URLs separately.”Prompt Status, Site Audit, Content Production

Customer meeting scenarios

Turn customer questions into scope.

Weekly GEO report template

Add the reporting format.

Content brief template

Connect execution deliverables.

Agency GEO operations

Expand into an agency package.