Wf geo client service

GEO Client Service Workflow

Full agency workflow for GEO service delivery — prospect to recurring revenue.

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Phase 1: Prospect Intake

Step 1A — Add Prospect

Invoke geo-prospect to:

• Create prospect record (domain, contact, deal value)
• Set pipeline stage to "Lead"

Step 1B — Initial Crawl Assessment

Invoke geo-crawlers for a quick:

• AI crawler access map
• robots.txt review
• First impression of GEO readiness

Gate: Qualify prospect — move to "Qualified" if site has GEO potential.

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Phase 2: Full Audit

Step 2A — Comprehensive GEO Audit

Invoke geo-audit which orchestrates:

• geo-citability — passage-level AI citation scoring
• geo-crawlers — full crawler access analysis
• geo-llmstxt — llms.txt assessment/generation
• geo-brand-mentions — brand authority scoring
• geo-content — E-E-A-T for AI citability
• geo-schema — structured data for AI discoverability
• geo-technical — technical audit with GEO checks
• geo-platform-optimizer — per-platform optimization

Step 2B — Traditional SEO Layer (optional)

Invoke seo-audit in parallel if client wants combined SEO+GEO:

• Technical SEO, content quality, schema, sitemap, images

Output: GEO Score (0-100) + SEO Health Score (if applicable).

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Phase 3: Reporting & Proposal

Step 3A — Client Report

Invoke geo-report to produce:

• Professional narrative report (3,000-6,000 words)
• Score breakdowns, findings, prioritized actions

Step 3B — PDF Report

Invoke geo-report-pdf:

• Visual PDF with score gauges, charts, tables
• Client-ready deliverable

Step 3C — Service Proposal

Invoke geo-proposal:

• Executive summary with audit highlights
• Three service tiers (Basic/Standard/Premium)
• Timeline and deliverables per tier
• Terms and pricing

Step 3D — Update Pipeline

Invoke geo-prospect to:

• Update stage to "Proposal Sent"
• Attach audit results and proposal

Gate: User sends proposal to client. Wait for response.

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Phase 4: Implementation (post-sale)

Step 4A — Update Pipeline

Invoke geo-prospect to move to "Won" with deal value.

Step 4B — Generate llms.txt

Invoke geo-llmstxt in generation mode:

• Create deploy-ready llms.txt for client

Step 4C — Schema Implementation

Invoke geo-schema or schema-markup:

• Generate all recommended JSON-LD blocks
• Implementation guide for client's tech stack

Step 4D — Content Optimization

Invoke geo-citability on key pages:

• Passage-level rewrites for AI citation potential

Step 4E — Platform-Specific Optimization

Invoke geo-platform-optimizer:

• Per-platform action plan execution

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Phase 5: Monthly Reporting (recurring)

Step 5A — Re-Audit

Run geo-audit on client's domain (current state).

Step 5B — Delta Report

Invoke geo-compare:

• Compare current audit vs. baseline (or vs. last month)
• Score improvements, wins, regressions
• Action item completion tracking

Step 5C — Monthly PDF

Invoke geo-report-pdf with updated data.

Step 5D — Update Prospect Record

Invoke geo-prospect to log monthly audit.

Repeat Phase 5 monthly.

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Skill Chain Summary

Intake:         geo-prospect → geo-crawlers
Audit:          geo-audit (orchestrates 8 sub-skills) ║ seo-audit
Reporting:      geo-report → geo-report-pdf → geo-proposal → geo-prospect
Implementation: geo-llmstxt → geo-schema → geo-citability → geo-platform-optimizer
Monthly:        geo-audit → geo-compare → geo-report-pdf → geo-prospect

Rules

• Always start with Phase 1 for new clients.
• Phase 2 and 3 can be run together as a "sales audit" package.
• Phase 4 only after deal is won — don't do implementation work speculatively.
• Phase 5 should be run monthly — consider using /loop 30d for reminders.
• Keep geo-prospect updated at every stage transition.