Executive Summary
This playbook provides a complete framework for agencies looking to offer Answer Engine Optimization services. It covers service package design, pricing models, client onboarding processes, delivery methodologies, and ongoing client management strategies.
Table of Contents
- Introduction to AEO Agency Services
- Service Package Design
- Pricing Models
- Client Onboarding Process
- Delivery Methodology
- Team Structure & Roles
- Client Communication & Reporting
- Scaling Your AEO Practice
1. Introduction to AEO Agency Services
AEO is an emerging service category that combines traditional SEO, technical implementation, content strategy, and AI-specific optimization. Agencies offering AEO services need a structured approach to deliver consistent results.
1.1 Service Components
- Strategy & Planning: AEO strategy development
- Technical Implementation: Schema markup and technical optimization
- Content Creation: Citation-worthy content development
- Tracking & Measurement: Multi-engine performance tracking
- Optimization: Ongoing improvement and iteration
2. Service Package Design
Design service packages that meet different client needs and budgets.
2.1 Package Tiers
| Package |
Components |
Ideal For |
| Starter |
Basic audit, schema implementation, content optimization |
Small businesses, startups |
| Professional |
Comprehensive strategy, full implementation, ongoing optimization |
Mid-market companies |
| Enterprise |
Full-service AEO, dedicated team, custom solutions |
Large enterprises |
3. Pricing Models
Choose pricing models that align with value delivery.
3.1 Pricing Approaches
- Retainer Model: Monthly retainer for ongoing services
- Project-Based: Fixed-price projects for specific deliverables
- Performance-Based: Pricing tied to results achieved
- Hybrid Model: Combination of retainer and performance elements
4. Client Onboarding Process
Establish a structured onboarding process to set expectations and gather requirements.
4.1 Onboarding Steps
Initial discovery call
Comprehensive AEO audit
Strategy presentation
Contract and SOW signing
Kickoff meeting
Access and credentials setup
Initial reporting setup
5. Delivery Methodology
Use a structured delivery methodology to ensure consistent results.
5.1 Delivery Framework
- Discover: Comprehensive audit and analysis
- Architect: Strategy and implementation plan
- Produce: Execute implementation
- Earn Authority: Build citations and relationships
- Prove Impact: Measure and report results
6. Team Structure & Roles
Build a team structure that supports AEO service delivery.
6.1 Key Roles
- AEO Strategist: Overall strategy and client management
- Technical SEO Specialist: Schema and technical implementation
- Content Strategist: Content planning and creation
- Data Analyst: Tracking and reporting
- Project Manager: Coordination and delivery
7. Client Communication & Reporting
Establish clear communication and reporting processes.
7.1 Reporting Framework
- Monthly Reports: Performance updates and insights
- Quarterly Reviews: Strategic reviews and planning
- Ad-Hoc Updates: Important findings and recommendations
- Dashboard Access: Real-time performance dashboards
8. Scaling Your AEO Practice
Plan for scaling your AEO service offering.
8.1 Scaling Strategies
- Standardize processes and templates
- Build reusable frameworks
- Invest in training and development
- Leverage automation tools
- Develop case studies and testimonials
- Build partnerships and referrals
Next Steps
Use this playbook to build and scale your AEO agency practice. For questions or support, contact Surgeboom:
Phone: +1-857-567-2674
Contact Form: surgeboom.com/contact
