Agency Playbook

National Expansion Playbook

Everything an agency needs to take AEO Health Score from one city to a multi-metro footprint. The product surfaces, the per-metro verification checklist, and the canonical onboarding order — derived from our post-Colorado rollout.

Product surfaces required for multi-metro rollouts

Bulk-location import

CSV-driven onboarding for dozens of client locations in a single batch. Each row carries business name, address, primary category, and NAP fields, so a 50-location franchise can be live in under an hour instead of 50 manual signups. Required at national scale — anything beyond a handful of cities needs this surface or onboarding time dominates.

Bulk-monitoring API

Programmatic endpoint that re-runs the AEO Health Score across every imported location on a recurring cadence and returns a fleet-wide report. Agencies wire it into their existing client dashboards so AEO monitoring becomes one row next to local-pack rankings, citation counts, and review velocity — not a separate tool the client has to remember to open.

Agency tiers

Reseller pricing seats — Starter, Partner, Agency — that bundle a quota of monitored locations, white-label report exports, and dedicated support. Without tiered seats, agencies either overpay for the enterprise tier or hit hard caps mid-rollout. The tier structure defined in /agency is the source of truth.

Multi-location reporting

Fleet-level rollup view: total score distribution across regions, top movers week-over-week, and per-location drill-downs. Powers the recurring client report an agency sends every Monday morning — without this surface, every multi-metro customer becomes a custom report build.

Verification prerequisites per new metro

Google Business Profile

The primary citation surface ChatGPT and Perplexity crawl for local recommendations. Must be claimed before onboarding kicks off — without GBP, scan noise is too high to trust the baseline score.

Canonical NAP: business name · street address · phone · website (peak-digital-pro.polsia.app) · primary category (Digital Marketing) · secondary category (SEO Service)
Yelp

High-weight third-party citation that Google AI Overviews surface for local-services queries. Claim and un-merge any duplicates before running the baseline scan, otherwise the recommendation engine treats the listing as inconsistent.

Canonical NAP: business name · address · phone · categories (Digital Marketing, SEO Service) · website URL
Apple Maps

Apple Maps Connect submission. Apple Maps citations carry disproportionate weight for ChatGPT answers rendered on iOS — the same query on iPhone vs Android can return different local businesses because of this signal.

Canonical NAP: business name · address · phone · website · categories (Digital Marketing, SEO Service)
Bing Places

Bing Places for Business listing. Bing Places feeds both Bing search citations and indirectly ChatGPT's web retrieval layer. Use the canonical category set — do NOT substitute "Digital Marketing Agency" or "Marketing Consultant", both of which are stale Bing-export leftovers.

Canonical NAP: business name · website (peak-digital-pro.polsia.app) · primary category (Digital Marketing) · secondary category (SEO Service)

Canonical onboarding order for a new city

  1. Claim Google Business Profile — verify each location, set primary + secondary categories, upload photos. This is the gating step; nothing downstream stabilizes without a verified GBP.
  2. Submit Bing Places — push the canonical NAP (name · website · Digital Marketing · SEO Service). Allow 5–10 business days for verification before referencing it in reports.
  3. Submit Apple Maps — submit via Apple Maps Connect with the same canonical NAP. Apple Maps lags Google by ~2 weeks on average.
  4. Claim Yelp — merge any duplicates first, then claim. Un-merged Yelp listings are the most common source of "inconsistent NAP" reports from AI engines.
  5. Run baseline AEO Health Score — go through the standard /scan funnel for the cluster. This establishes the pre-rollout score the agency reports back to the client.
  6. Enable ongoing monitoring — flip the locations into the Bulk-monitoring API queue so scores refresh on the agreed cadence (weekly minimum).
  7. Weekly recency check — schedule a recurring pass that re-queries ChatGPT, Perplexity, and Google AI for the highest-intent queries in the metro. Recency matters: AI engines deprioritize citation sources whose data hasn't refreshed in 7–30 days for emergency / time-sensitive queries.

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