# AEO execution for agencies managing multiple B2B clients. - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/aeo-execution-for-agencies

## Decision to make

Run measurable AEO work across multiple client websites

Owner: ____________________
Review date: ____________________
Canonical page or destination: ____________________

## Buyer questions

- [ ] Run measurable AEO work across multiple client websites
- [ ] Which evidence should an seo or ai-search agency preserve?
- [ ] What should be measured after the website change goes live?

## Evidence-led work plan

### 1. The obstacle for an seo or ai-search agency

Multi-client volume creates pressure to reuse prompts, templates and claims across accounts even though each company has different buyers, evidence, CMS authority and commercial outcomes.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 2. Keep every client question portfolio and evidence ledger tenant-scoped before you use one central competitor profile per client

Keep every client question portfolio and evidence ledger tenant-scoped.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 3. Keep workspace isolation

Workspace isolation.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 4. The limit on the claim: agency scale must not weaken factual verification

Agency scale must not weaken factual verification, tenant isolation or human-final third-party work.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

## Source ledger

- [ ] Google Search Central: AI features and your website: https://developers.google.com/search/docs/appearance/ai-features
- [ ] Google Search Central: guidance on generative AI content: https://developers.google.com/search/docs/fundamentals/using-gen-ai-content
- [ ] OpenAI: publishers and developers FAQ: https://help.openai.com/en/articles/12627856-publishers-and-developers-faq
- [ ] Eli AI Visibility Index methodology: https://hireeli.io/ai-visibility-index/methodology

## Measurement boundary

Baseline date and exact context: ____________________
7-day observation: ____________________
14-day observation: ____________________
30-day observation: ____________________
Known limitations: ____________________

Keep technical eligibility, citations, recommendations, visits, leads and revenue as separate evidence. This worksheet does not guarantee an external ranking or commercial result.