Vouchfield

GUIDES

Short guides for doing
the work well.

How to scope a service, turn an audit into a proposal, and read AI answers and map grid results without over-promising.

Deliver a service you can stand behind

Vouchfield supplies the tools. Your agency agrees the work, carries it out and shows the client what changed.

  1. Review the audit and agree the scopeConfirm the business, goals and sampled pages. Choose evidence-backed findings. Define the exact deliverables, exclusions, price, due date and client responsibilities in a proposal. Get approval before making changes; a prepared PDF does not record acceptance.
  2. Choose a practical serviceThe service catalog includes six editable starters: audit review and action plan, technical foundations, content clarity, mobile usability, contact paths and monthly website review. Adapt a scope and enter your own price. These are agency-delivered services, not automatic fixes or services purchased from Vouchfield.
  3. Carry out the agreed workGet authorized access from the client. Assign the relevant audit actions to a responsible person in Work. Record the affected URL, change and delivery note. Keep credentials out of task notes. A content or code change happens in the client's website tools, not by marking the Vouchfield action done.
  4. Verify the deliverableRecheck the affected pages, links and forms. Record before-and-after evidence and unresolved limits in the action notes. For technical work, rerun relevant checks. For a content review, record the approved page copy. For contact work, test the agreed contact path. Manual usability review is still needed.
  5. Hand over and follow upReview the result with the client and provide the agreed report or approved share link. A monthly service needs an agreed review cadence and a configured monitoring schedule. Keep comparisons consistent; completion of a task does not establish a better audit score or guarantee more leads.
  6. Know what needs separate setupAI, map measurements, Google review replies, email, SMS and directory distribution depend on their providers and appropriate permissions. Confirm the actual connection and result before including them in a client commitment. Planned capabilities are not part of a current service.

From audit to a useful proposal

A proposal should make it easy to understand the issue, the deliverable and the price.

  1. Select, then explainRead each finding and decide whether it matters for the client's objectives. Include the source observation and the scope of the check.
  2. Make the offer concreteUse your catalog to define the service, deliverable, price and terms. Separate required work from optional additions.
  3. Review before deliveryCheck the client identity, scope, prices and assumptions. Download a PDF when ready; preparing a proposal does not send it or collect payment.
  4. Track the agreed workKeep ownership and progress notes with the work. Use a fresh audit to measure change instead of treating a completed checkbox as a new score.

A practical guide to AI visibility

Use sampled answers as evidence for a conversation, with the scope and uncertainty kept in view.

  1. Define the customer questionStart with the business type, location and questions a potential customer might ask. Keep those inputs consistent when comparing runs.
  2. Understand the measurementVouchfield asks the AI assistants it is connected to and counts the answers that name the business. It reports that sample, not every answer a person could see in an AI app.
  3. Read beyond the scoreRead the answers themselves and the other businesses named. Different AI assistants, and the same question asked twice, can give different answers.
  4. Turn evidence into workLook for specific improvements to the website and business details that the answers point to. No audit can guarantee that an AI assistant will name a business in a future answer.

How to read a local search grid

A map grid explains a pattern across locations, not one universal ranking.

  1. Confirm the targetCheck the business, location and keyword before running a grid. The wrong business match can make the result irrelevant.
  2. Read each pointEach point shows where the business came up when we searched Google for businesses from that spot. Each grid says which Google search it used. A point with no result is not a good ranking; it means we got no answer there.
  3. Keep comparisons consistentCompare the same keyword, business and grid settings across time. The result can move even when you have not changed the website.
  4. Explain the limitsA grid point is an estimate, not the exact Google Maps ranking a customer sees, and not the website's position in ordinary Google results. Each grid uses credits: one per point.

Choosing audit software

Compare tools against your delivery process and the evidence you need, rather than a feature count alone.

  1. Inspect one real reportCheck whether the report shows its evidence, sampled scope, missing data and limitations. Review how the tool distinguishes measured results from examples.
  2. Try the complete workflowFollow a finding into a reviewed proposal and an assigned action. Check how your team controls services, pricing and client access.
  3. Separate integration typesAsk which connectors are native, which need a custom API workflow and which are only planned. Test your actual destination before committing.
  4. Check operations and costsCheck what uses credits, which outside accounts are needed, what happens when a check fails, and how to export your data. Check what is switched on today, not only what is planned.