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Thumbnail summarizing the HaloX guide page Data readiness checklist: prepare GSC, GA4, and question sets as five workflow cards
HaloX analysis is not a “paste one URL and wait” workflow. Align representative URLs, monitoring data, question sets, source candidates, and owners first so Dashboard, Prompt Analysis, and Weekly Reports use the same baseline.

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What should you prepare

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When should you use this guide?

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Workflow

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1. Read the current state in Lite first

In Lite mode the sidebar shows Dashboard, Strategy Map, Content Production, and Site Audit. Use it to read AVI, citation rate, web health, and report readiness quickly.
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2. Click Pro and open analysis menus

Click the Pro button in the sidebar and confirm Keyword Status, Keyword Analysis, Prompt Status, and Prompt Analysis are visible. Prepare question sets from this Pro surface.
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3. Confirm GSC/GA4 in Monitoring Dashboard

Open /app/monitoring and check properties, recent periods, query signals, and page signals. If data is empty, fix connection and permissions before reporting.
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4. Split question sets in Prompt Status

Separate brand, comparison, buying, and problem-led questions. Record each set name and purpose so teams do not measure different things.
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5. Fix the baseline for Weekly Reports

Record baseline questions, URLs, competitors, and source candidates in Weekly Report. Future movement should be explained against that baseline.

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How do you verify the result?

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Copyable readiness table

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What commonly blocks teams

No. GSC and GA4 describe search traffic and user behavior, while HaloX AVI, citation rate, and source visibility describe how the brand and sources appear in AI answers. They support the same operating decision but use different measurement units.
Keep baseline questions, but add separate sets when products, competitors, or buyer questions change. Do not overwrite the baseline; split the comparison axis so weekly reports can explain the cause of movement.
Move evidence into Weekly Report and Exports, and convert actions into Content Production briefs or Site Audit issues. In meetings, report the question group, source gap, and next action together, with the score.

Connect GSC/GA4

Align data connections first.

Prompt Status

Review question sets and run status.

Monitoring Dashboard

Read query and page signals.

GEO report template

Move the baseline into a report.