Agency playbook

Citation opportunity workflows for agencies

Run evidence-first client scans, assign actions, and report recheck outcomes without mixing client data.

Reviewed 2026-08-11

A pitch scan should lead to an auditable delivery workflow

A useful agency scan does more than produce a branded score. It should show the prompt, provider, observed answer, cited pages, confidence, and the next bounded action. When a prospect becomes a client, the same evidence can be claimed into an isolated project instead of being retyped into a disconnected report.

Keep clients separated inside one organization

Prefometry models every client domain as a project under the agency organization. Server-side authorization and database row policies constrain reads and writes by organization and project. Members receive Viewer, Editor, Admin, or Owner permissions; a white-label export can change presentation but cannot remove methodology or uncertainty disclosures.

  • Review usage and provider cost by client project
  • Bulk-dispatch scans within plan quota and provider concurrency
  • Send signed webhook events to an agency delivery system

Report outcomes, not guaranteed rankings

Client reports show what was observed before and after an approved action. They preserve No change and Insufficient evidence outcomes instead of forcing a success narrative. That makes the report safer for the client and more useful for deciding the next experiment.

Find your industry's recommendation gaps

Scan your domain to see which buyer questions mention competitors, which sources influence the answer, and what your team can work on next.

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