Ask for a question panel, collection schedule, saved evidence, approved implementation allowance, review process and handover terms. Give every deliverable a concrete acceptance check.
Write the observation scope in plain language.
Identify the business, domains, languages, markets and selected surfaces. Define the questions and competitors used in comparisons, and record when the scope can change. If the collection uses an API, say so rather than presenting it as a consumer-interface observation.
Ask how unavailable or failed checks are reported. A denominator that silently excludes inconvenient results can make a trend misleading. Keep the question set and collection method visible alongside any summary metric.
Make a monthly plan inspectable.
- 01ScopeQuestions and surfaces.
- 02ObserveDated evidence.
- 03DeliverApproved work.
- 04ReviewCompleted and unresolved items.
Separate recommendations from completed work.
An approved page correction, a proposed brief and a published article are different deliverables. Name the item, its owner and what completion means. A plan should explain what happens when an approval or required source is missing.
Arrow’s published GEO scope includes defined observations and approved improvements. Other proposals should be assessed on their own terms. Do not assume a similarly named package includes the same work or responsibility.
A useful report separates these records.
Activity
Checks and review work.
Delivery
Completed approved changes.
Observation
What appeared in later answers.
Use an acceptance checklist for each month.
For a recorded check, request the question, time, surface and response evidence. For a published change, request the URL, approved claim and completion record. For an unresolved issue, request the blocker and the person who can resolve it.
The fictional monthly summary below makes those distinctions explicit. It does not invent a traffic result or promise that the completed correction immediately changes the next AI answer.
What does “done” actually mean?
“Visibility improved this month.”
No scope or completion record.
Named checks, response evidence and completed URLs.
Unresolved approvals and later observations reported separately.
Clarify work that changes the price.
Ask about additional properties, languages, questions, large page rebuilds and external-profile corrections. Check whether data connections, exports and review calls are included in the chosen scope. Agree the process for approving additional work before it starts.
State the reporting and cancellation terms. The buyer should understand where records live and what can be retained or exported. An attractive initial package is incomplete if its limits and exit terms remain unclear.
Review progress without inventing causation.
Use a monthly meeting or written review to compare agreed scope with completed work and unresolved decisions. Then inspect comparable answer observations as a separate evidence stream. A factual correction can be worthwhile even before a measurable discovery change appears.
Link visits and qualified enquiries only where the attribution evidence supports the join. Use the attribution method and the benchmark protocol for consistent reporting.
Sources and editorial scope
This is Arrow AI editorial guidance. Diagrams and examples illustrate a method, not client results or platform ranking factors. Clear information and source access do not guarantee a recommendation. Platform-specific facts are attributed to the sources below.
The Arrow read
Make the next decision clearer.
See what your customers can understand today, then improve the source or workflow that answers their next question. Start with a free GEO audit.
