AI search optimization: monthly tiers by workload

4 checks logged before booking

4 checks before booking set the report and first work list. We review your target pages, priority markets, audience questions and approval owners. That shows what we can check and who can move changes forward.

The report can log each question and visible answer context. It can also record source references, completed edits and open recommendations. A chart without its prompt or page context tells you less. For a wider service view, see AI search visibility.

Before booking, send a sample of your priority pages. We use that list to flag missing inputs. It also helps identify whether a local, SaaS or enterprise plan fits.

Which tier matches your operating footprint?

3 tier shapes fit different content, markets and coordination needs. Local work centers on a defined service area and core pages. SaaS work often covers product details, use cases and buyer comparisons.

Enterprise work can span products, regions, languages and approval groups. Start with the smallest tier that covers the pages your team can act on.

• Local: 1 service area, core offerings and location information.
• SaaS: product pages, use cases, category explanations and comparisons.
• Enterprise: multiple products, regions or teams with shared review needs.

Use the ChatGPT visibility page or Perplexity optimization page to assess platform-specific reviews. A broader plan can include several named search experiences. Each needs a clear question set and reporting purpose.

Ask for proposed pages, markets and owners in writing. If a proposal lists every product and region, request a first-phase list. That makes the monthly workload easier to review. It also ties the first work list to business needs.

3 monthly tiers, 3 different workloads

A monthly plan should name the work, owner and report artifact. The tier label matters less than the work you receive. Confirm whether that means analysis, content support or implementation help.

• Research: review agreed pages, audience questions and visible answers.
• Content: create page recommendations, edits or new material as agreed.
• Technical notes: give your web team specific observations to review.
• Implementation: state whether we make changes or your team does.
• Reporting: record completed work, observations and next priorities.

Separate outside content production or media costs from agency work. State how revisions, approvals and urgent requests will work. These details distinguish a short analysis plan from ongoing writing or technical changes.

For SaaS, confirm who verifies product facts and comparison claims. For local work, confirm included service and location pages. For enterprise, ask who sets priorities across teams. The Google AI Overviews page can help define whether that experience belongs in your review set.

5 steps from intake to final report

5 steps take your request from first message to monthly plan. Each step ends with an item for you to review.

1. Send the inputs: share priority pages, markets, audience questions and search experiences.
2. Check the baseline: we review those pages and record visible answers to agreed questions.
3. Set the monthly plan: confirm the work list, owners, review cycle and exclusions.
4. Run the work: we complete agreed research, content support or implementation tasks.
5. Review the report: you receive completed work, observed answers and next priorities.

The first check also identifies gaps in access, product facts or approvals. We flag those before they delay the work list. You can review proposed pages and questions before recurring work begins.

A written quote arrives within 2 working days after we receive the core inputs. The pricing overview explains how other services are presented. Here, the quote should connect each activity to a named page, owner or report item.

What can an AI search retainer actually control?

An AI search retainer controls agreed checks, page work and reporting. It cannot control how ChatGPT, Perplexity or Google AI Overviews select sources. Those platforms also control how answers appear. No agency can promise a specific page for every question. The commitment is the agreed work and report.

That distinction should appear in the quote. Ask it to separate completed changes from observations. Ask it to show the question and page behind each observation. A report should help your team choose the next edit. One check does not represent every search experience or user.

Prepare these 3 items for a practical review:

• 3 priority pages or product areas.
• The markets and buyer questions that matter first.
• A contact who can verify facts and approve changes.

DigitalMedia1 checks pages and owners before booking. We then log each question and visible evidence in the report. Send your 3 inputs and preferred search experiences through contact. We’ll return a written plan. It will name the monthly work and its owner.

How it works

1. 1. Send the inputsShare priority pages, markets, audience questions and preferred search experiences. Name the people who can verify facts or approve changes.
2. 2. Check the baselineWe review the agreed pages and questions. You get a record of starting observations and any missing inputs.
3. 3. Set the monthly planConfirm the work list, owners, review cycle and exclusions. The written quote separates research, content and implementation support.
4. 4. Run the agreed workWe complete approved research, edits or implementation tasks. Open decisions stay visible in the work record.
5. 5. Review the reportYou receive completed work, observed answers and next priorities. Use that record to confirm the following month's work list.