> ## Documentation Index
> Fetch the complete documentation index at: https://docs.haloxlabs.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Client proposal template: package HaloX GEO operations

> A proposal template for agencies and consultants that turns HaloX site audit, prompt analysis, Strategy Map, content production, and weekly reports into scope, deliverables, operating rhythm, and success criteria.

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  <img src="https://mintcdn.com/afterworklab/lupD4-jE5SvWCVgz/images/concepts/page-thumbnails/en-guides-client-proposal-template.png?fit=max&auto=format&n=lupD4-jE5SvWCVgz&q=85&s=1cdd38af0c073a17268829a26f99dbe4" alt="HaloX client proposal template summarizing diagnosis, strategy, execution, and reporting packages" width="1600" height="900" data-path="images/concepts/page-thumbnails/en-guides-client-proposal-template.png" />
</Frame>

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.

## Copyable proposal skeleton

```md theme={null}
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:
```

## Package wording by customer type

| Customer type          | Proposal sentence                                                                                   | HaloX 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     |

## Related docs

<CardGroup cols={2}>
  <Card title="Customer meeting scenarios" icon="messages-square" href="/en/guides/customer-meeting-scenarios">Turn customer questions into scope.</Card>
  <Card title="Weekly GEO report template" icon="file-text" href="/en/guides/geo-report-template">Add the reporting format.</Card>
  <Card title="Content brief template" icon="pen-nib" href="/en/guides/content-brief-template">Connect execution deliverables.</Card>
  <Card title="Agency GEO operations" icon="briefcase" href="/en/guides/agency-geo-operations">Expand into an agency package.</Card>
</CardGroup>