Scope the engagement around a buying decision
Choose one client category and market first. Agree which services and competitors belong in the comparison. Collect the questions the client actually hears in sales calls. A short, relevant baseline is more useful than hundreds of loosely related prompts.
Deliver a report a client can check
Show the original answer, the prompt and date, whether the client appeared and which sources were cited. Explain the sample size and limits. Compare like-for-like runs instead of presenting selected screenshots as a trend.
- Separate a brand mention from a cited link and a recommendation.
- Include missing and unfavourable answers, not only positive examples.
- Keep one consistent reporting method across review periods.
Price the work you can deliver
Define research, content, website changes and outreach as explicit deliverables. Assign an owner, approval step and due date to each. Set your fee from the work and capacity required, rather than an invented industry retainer range or a promised AI ranking.
Use one workflow across client profiles
Prezlo supports multiple client profiles and connects measurement to follow-up work. Before committing to a client package, confirm profile limits, credits, roles and required integrations in the official plan details. Do not assume white-label reports or reseller rights are included.
Product reference: Official Prezlo website. See our editorial policy.