TL;DR: The Agency Playbook in 6 Lines
- Set up one workspace per client and lock the grid to the service area, not the metro.
- Match report cadence to retainer size: daily for crisis, weekly for reputation work, bi-weekly for new builds, monthly for steady-state.
- Run a clean baseline grid on day one before any optimisation. That is the "before" you will defend the retainer with later.
- Build a one-page client report: 3 KPIs, 2 grid screenshots, 1 next-month action. Skip everything else.
- Compare grids at 30, 60, and 90 days. Tile-by-tile shifts are proof that the average-position chart will never show.
- Use the same grid evidence to upsell GBP management work where rankings are blocked by profile problems, not ranking signals.
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