Learn the business.
Record the services, locations and priorities that shape the campaign. Keep that context with the work so it doesn't need to be explained again each month.
How the campaign moves forward
The Monthly Loop
Understand the business. Find the gap. Do the useful work. Check the result. Explain what happens next.
This is the service direction we're building toward. The work and timing for a particular business follow its agreed campaign plan.
Each month should build on the last. What we learn changes the next plan, and an unfinished problem stays visible until it is resolved.
The starting point
Agree what a good month means.
Before choosing tasks, understand which services matter, where the best customers come from and what the business wants to improve.
Establish the starting point.
Review the website, business profile and local competition. Set up the agreed measurement and record what can be checked reliably.
Every monthly cycle
A plan with a reason behind it.
The cycle joins the evidence to the work, then brings the results back into the next decision.
Measure where things stand.
Review the agreed search rankings, map coverage, website activity and inquiries. Carry forward open issues and compare the latest results with the previous period.
Find the most useful gap to close.
Use the audit and the business goals to choose priorities. Identify what needs fixing, what needs improving and what needs more evidence before a decision.
Do the work in the plan.
Depending on the campaign, this can include business profile updates, website improvements, content and citation work. Give each action an owner and a clear completion check.
Check the result.
Confirm that the agreed change was made and works as intended. For published content, check the live page and its search indexing status. Keep unresolved issues in the next review.
Explain the month.
Provide a clear report of what changed, what was completed, what remains open and what the figures mean for the business. State the limits of the available evidence.
Set the next month's priorities.
Use the results and the business's feedback to update the plan. Explain any information needed from the owner, why it matters and how it will be used.
What the report should answer
A business story you can follow.
What moved?
Show the relevant change over a stated period and explain what it means. A useful report connects the numbers to the business's priorities.
What did we do?
Name the work completed and provide the evidence where it is available. Make the result understandable without needing to interpret a technical task list.
What still needs attention?
Keep unresolved work visible, with its next action and owner. Explain disappointing results clearly and describe the response.
What happens next?
Set out the next priorities and any specific help needed from the business. An ask should have a reason and should carry forward until it is answered.
The owner's part
A small, useful contribution.
The aim is one consolidated request each month, through the usual contact. It might ask for recent work photos, a service update or feedback on the quality of inquiries.
Keep the answer.
Record what the business shares and put it into the campaign context. Follow up on unanswered requests without asking for information already provided.
Show what it changed.
Make the connection visible: a new photo used, a service priority updated or a concern reflected in the next plan.
Search is changing
Measure visibility, and explain its limits.
Local search and AI search.
The direction includes checking how the business appears in local search and in AI-generated answers, where the campaign supports that measurement.
No promise of a particular position.
Google and AI platforms decide what they show. Report the observations, the dates and the trend. Treat those measurements as evidence for the next action.
Back to the beginning
The next month starts with what we learned.
A completed task is one part of the loop. The aim is to understand whether it helped, resolve what is still open and make the next month's work more useful.