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Process
A repeatable system, from discovery to scale.
The same six stages run every engagement. Here's what happens at each — and exactly what you receive.
PROCESS · SAMPLESix stages
Live✓DISCOVERDONE
✓AUDITDONE
↻STRATEGYRUNNING
·BUILDNEXT
·OPTIMIZENEXT
01
Stage 01
Discover
Understand the business, the economics and the goal.
- Goals & KPI definition
- Unit economics review
- Historical data & analytics audit
- Stakeholder & sales interviews
STAGE 01 · SAMPLEDiscover
Live1
Goals & KPI definitionDeliverable
✓2
Unit economics reviewDeliverable
✓3
Historical data & analytics auditDeliverable
✓4
Stakeholder & sales interviewsDeliverable
✓02
Stage 02
Audit
Diagnose every layer of search and AI visibility.
- Full-site crawl & log-file analysis
- Core Web Vitals & rendering review
- On-page & content quality assessment
- Backlink profile & toxicity
STAGE 02 · SAMPLEAudit
Live✓Full-site crawl & log-file an…DONE
✓Core Web Vitals & rendering r…DONE
↻On-page & content quality ass…RUNNING
·Backlink profile & toxicityNEXT
·Local visibility auditNEXT
03
Stage 03
Strategy
Turn findings into a roadmap tied to revenue.
- Keyword-to-revenue map
- Opportunity model & forecast
- Prioritized initiative backlog
- 12-month roadmap with milestones
STAGE 03 · SAMPLEStrategy
LiveKeyword-to-revenue mapPDF
Opportunity model & forecastXLSX
Prioritized initiative backlogLIVE
04
Stage 04
Build
Execute across technical, content, authority and local.
- Technical fixes (implemented or spec'd)
- Content briefs & production
- On-page optimization
- Schema & structured data
STAGE 04 · SAMPLEBuild
Live1
Technical fixes (implemented or spec'd)Deliverable
✓2
Content briefs & productionDeliverable
✓3
On-page optimizationDeliverable
✓4
Schema & structured dataDeliverable
✓05
Stage 05
Optimize
Measure, refine and compound.
- Monthly rank, CTR & conversion analysis
- Content refresh cycle
- CRO tests
- AI visibility tracking across engines
STAGE 05 · SAMPLEOptimize
Live✓Monthly rank, CTR & conversio…DONE
✓Content refresh cycleDONE
↻CRO testsRUNNING
·AI visibility tracking across…NEXT
·Technical health monitoring &…NEXT
06
Stage 06
Scale
Expand into new topics, markets and channels.
- New topic clusters
- New geographic markets
- Expanded authority & PR programs
- Additional service lines
STAGE 06 · SAMPLEScale
LiveNew topic clustersPDF
New geographic marketsXLSX
Expanded authority & PR programsLIVE
Timeline
What the first 90 days look like.
Weeks 1–2
Discovery, access setup, audit begins, baseline measurement.
Weeks 3–6
Audit delivered, roadmap built, quick wins shipped.
Weeks 7–12
Strategy sprint complete, execution cadence established, first results visible.
FAQ
Questions, answered.
How long is the first phase?
Discovery and the initial audit typically take 1–2 weeks, followed by a strategy sprint that produces your 90-day roadmap by week 4–6.
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