Two parts. The first is the email the account manager sends the client the day they sign. The second is the internal checklist for the account manager.
Email to the client
Subject: Next steps for [Client]'s AI visibility
[First name],
Thanks for the go-ahead. Here's what happens now.
First
- You'll get a short questionnaire from me: ten minutes about your business, in your own words. Everything we write comes from it, so the more you put in, the better the content.
- [Web person's name] connects your Search Console and analytics so the monthly report has the full picture.
- The first scan runs. It asks eight AI assistants the 20 questions your customers ask.
Then
- I'll send you your first battle map and walk you through it on our call.
- We pick the first question to earn and write the content. You'll see it before it goes live. Nothing publishes without your yes.
Every month after that
Your map, your report, three tasks done from the map, and a one-page handout for your desk.
One thing to know up front: nobody can promise what AI says. What we promise is the work, every month, and a map that shows you what moved.
[Name]
Internal checklist (account manager)
- Add the account from the partner home: website, industry, plan, buyer questions if the client gave any
- Send the client the handoff email above
- Send the context interview link to the owner
- Web person connects Search Console and GA4 (checklist items 1 and 2 on the account)
- Confirm or edit the 20 buyer questions with the client on the first call
- Pick up to five watchlist questions
- First scan runs; open the map and the accuracy file
- Mark the facts AI states as right or wrong, or send the list to the client to mark
- First client call: hand over the printed map, walk the report, agree the first question to earn
- Open the Start-here task, copy the prompt, write or assign the content, run the draft check, send for approval, publish, mark shipped
- Put the monthly meeting on the calendar for after the first of the month