> ## 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.

# HaloX adoption planning and operating plans

> Use team type, operating goal, data readiness, and the first 30-day scope to decide where to start with HaloX.

<Frame>
  <img src="https://mintcdn.com/afterworklab/lupD4-jE5SvWCVgz/images/concepts/page-thumbnails/en-introduction-plans.png?fit=max&auto=format&n=lupD4-jE5SvWCVgz&q=85&s=38a79c972913b4da1884b4f5700f1d1e" alt="HaloX Docs page thumbnail summarizing HaloX adoption planning and operating plans in five cards" width="1600" height="900" data-path="images/concepts/page-thumbnails/en-introduction-plans.png" />
</Frame>

Before adopting HaloX, decide the **operating goal and the first 30-day scope**. AI search optimization is not a one-time report. It is a loop across diagnosis, measurement, strategy, execution, and reporting.

## Questions to answer first

| Question                                   | Why it matters                                                                         | Related doc                                       |
| ------------------------------------------ | -------------------------------------------------------------------------------------- | ------------------------------------------------- |
| How many sites will you manage?            | Site count changes diagnosis, reporting, and content priority.                         | [Quickstart](/en/introduction/quickstart)         |
| Do you already use GSC or GA4?             | Existing search and traffic signals improve interpretation.                            | [Connect GSC and GA4](/en/guides/connect-gsc-ga4) |
| Which questions should mention your brand? | Brand<br />non-brand<br />comparison<br />and buying questions need different actions. | [Prompt analysis](/en/features/prompt-analysis)   |
| Who receives the report?                   | Executives, clients, and SEO teams need different language.                            | [Weekly reports](/en/guides/reports)              |

## Starting plans by team type

| Team type                     | First goal                                | Start with                                | First output                         |
| ----------------------------- | ----------------------------------------- | ----------------------------------------- | ------------------------------------ |
| In-house marketing or SEO     | Find questions where the brand is missing | Dashboard, site audit, keyword clusters   | AI search optimization checklist     |
| PR or brand team              | Understand how AI describes the brand     | AVI, citation tracking, source visibility | Brand mention and source report      |
| Agency                        | Package GEO as a client service           | Meeting scenarios, weekly reports         | Proposal and monthly operating loop  |
| B2B SaaS                      | Appear in comparison and buying questions | Strategy map, content factory             | Content brief, FAQ, comparison table |
| Local or multi-location brand | Manage local recommendation questions     | Local GEO guide, site audit               | Location question set                |

## First 30-day operating sequence

<Steps>
  <Step title="Week 1: create the baseline">
    Connect the site and run the first site audit. Check web health, AI bot access, schema, performance, metadata, and official pages that can be cited.
  </Step>

  <Step title="Week 2: segment the question market">
    Separate brand, non-brand, comparison, buying, and local questions. Pick priorities in the strategy map.
  </Step>

  <Step title="Week 3: strengthen content and sources">
    Use Content Factory to create citation-ready structures with definitions, FAQs, comparison tables, evidence, and source links.
  </Step>

  <Step title="Week 4: report and choose the next action">
    Summarize AVI, citation rate, source visibility, and question coverage changes, then assign the next operating actions.
  </Step>
</Steps>

## Adoption readiness checklist

| Item                             | Why it helps                                              | If it is missing                                                  |
| -------------------------------- | --------------------------------------------------------- | ----------------------------------------------------------------- |
| Main site URL                    | Enables crawl, bot access, and schema diagnosis.          | Start with the most important landing page.                       |
| Product description              | Gives a reference for how AI should explain the brand.    | Use the current website intro as a temporary baseline.            |
| Main competitors or alternatives | Makes comparison questions measurable.                    | List three alternatives customers mention.                        |
| GSC or GA4 access                | Connects GEO signals to existing search and traffic data. | Start with [data readiness](/en/guides/data-readiness-checklist). |
| Reporting audience               | Shapes the depth and language of the report.              | Begin with an internal operating summary.                         |

## Next docs

<CardGroup cols={2}>
  <Card title="Quickstart" icon="rocket" href="/en/introduction/quickstart">See what to check in the first 30 minutes.</Card>
  <Card title="Data readiness checklist" icon="database" href="/en/guides/data-readiness-checklist">Prepare access, sites, and question sets.</Card>
  <Card title="AI search optimization checklist" icon="list-checks" href="/en/guides/ai-search-optimization-checklist">Review actions before and after adoption.</Card>
  <Card title="Client proposal template" icon="file-signature" href="/en/guides/client-proposal-template">Turn GEO operations into proposal language.</Card>
</CardGroup>