Customize Client Portal
Personalize this onboarding portal for your client. These details will appear throughout the document.
Tate Digital Group
Welcome to Your Partnership

Foundation Tier Onboarding

The Foundation program establishes your business as AI-ready, ensuring that when potential customers interact with AI assistants, your brand is positioned for visibility and citation. This foundational tier focuses on the essential technical infrastructure and content optimization required for AI search success.

Onboarding Progress

0% Complete
Schedule Your Kickoff

Book Your Strategy Call

Schedule your kickoff call with Ashley to discuss your goals and finalize your strategy.

Click to open the booking calendar in a new window

Your Dedicated Team

Meet Your Strategic Partners

Our specialized team brings decades of combined expertise in AI optimization, technical SEO, and digital strategy to ensure your success.

Ashley
Co-Founder / Lead Strategist

Strategic oversight and monthly performance consultations

Lane
AI SEO Lead

AI visibility optimization and technical implementation

Kim
Client Success Manager
Primary Contact

Your primary contact for day-to-day communication and coordination

Courtland
Co-Founder / Head of Initiatives

Strategic initiatives and partnership development

Cody
Automation Lead

Process automation and workflow optimization

Luke
Automations Specialist

Technical automation implementation and support

Strategic Timeline

Your 12-Month Growth Roadmap

A phased approach designed to establish, strengthen, and scale your AI visibility and digital authority over the course of our partnership.

Phase 0: Foundation & SetupFirst 14 Days
Establish technical foundation and gather essential assets

Key Activities

  • Access credential collection and system configuration
  • Comprehensive competitor and authority analysis
  • Baseline visibility assessment and positioning snapshot
  • AI search identity configuration and reporting setup
  • Initial optimization activation and quality assurance

Expected Outcome: Complete technical readiness with early visibility indicators established

Phase 1: Immediate Opportunity WindowMonths 1-3
Establish credible presence within AI search ecosystems

Key Activities

  • Foundational AI citation structure deployment
  • Strategic content optimization for AI discovery
  • Early positioning in target search contexts
  • Weekly progress monitoring and tactical adjustments
  • Monthly strategic consultation and planning sessions

Expected Outcome: Measurable early visibility gains and improved perceived authority in AI systems

Phase 2: Competitive EstablishmentMonths 4-12
Strengthen and expand AI authority as market competition adapts

Key Activities

  • Sustained visibility enhancement across priority queries
  • Advanced recommendation likelihood optimization
  • Competitive positioning maintenance and expansion
  • Continuous content refinement and authority building
  • Quarterly strategic reviews and roadmap adjustments

Expected Outcome: Sustainable, compounding inbound engagement driven by AI-powered trust signals

Phase 3: Authority & ScaleMonth 13+
Operate as recognized authoritative leader in your niche

Key Activities

  • Market leadership positioning reinforcement
  • Competitive advantage maintenance against late adopters
  • Advanced optimization for emerging AI platforms
  • Strategic expansion into adjacent opportunity areas
  • Ongoing innovation and adaptive strategy refinement

Expected Outcome: Dominant market position that becomes increasingly difficult and expensive for competitors to replicate

Setup Requirements

Access & Credentials Checklist

To begin execution, we require access to the following systems and assets. Kim will provide a secure upload link—no passwords will be transmitted via email.

Required Access Items
Kim will send secure upload instructions within 24 hours.

Website & Technical Access

Google Services

Business Intelligence

Additional Systems (if applicable)

⏱️ Time Commitment

Gathering these items typically requires 30-45 minutes. You may delegate to an assistant if needed. Once we receive access, our team begins Phase 1 execution immediately.

What You Receive

Your Monthly Deliverables

Consistent, high-quality outputs delivered on a predictable schedule to drive continuous improvement in your AI visibility and digital authority.

Content Production & Optimization
Regular content deliverables designed for AI discoverability

3 AI-optimized blog articles

Monthly

Long-form content optimized for AI citation and traditional search

3 press releases

Monthly

Newsworthy announcements distributed through PR channels

3 website page refreshes

Monthly

Strategic updates to existing pages for improved relevance

3 content hives per month

Monthly

3 topics/themes (service/revenue drivers) with coordinated content

What Makes Foundation Different

Unlike traditional SEO that focuses solely on Google rankings, Foundation optimizes your content for how AI systems understand, process, and cite information. We structure your content to answer questions directly, implement machine-readable data layers, and position your brand as a trusted source that AI platforms confidently reference. This is an advanced SEO + AEO + Local SEO solution in one.

Ideal For
Businesses new to AEO looking for essential AI search visibility
Companies with 25-50 page websites
Organizations wanting to future-proof their digital presence
Brands seeking to establish foundational AI search authority
Businesses ready to invest in the next evolution of search
Stay Connected

Communication Protocols

Clear, organized communication ensures efficiency and accountability. Here's how we stay connected throughout our partnership.

Communication Matrix
Who to contact, how, and when to expect a response
PurposeContactMethodResponse Time
Quick requests & schedulingKimEmail / SlackSame business day
Technical progress updatesOptimization Team (via Kim)Weekly summary emailEvery Friday
Strategy, positioning & resultsAshleyMonthly strategy callWithin 1-2 business days
Urgent issues or concernsKim (escalates if needed)Email with [URGENT] tagWithin 2 hours
Primary Contact Email

For all general inquiries, content requests, and non-urgent matters:

[email protected]

Performance Tracking

Your Success Metrics Dashboard

We track what matters. Here's a preview of the key performance indicators you'll see in your monthly reporting dashboard.

AI Citation Frequency

How often AI systems reference your business in responses

Search Visibility Score

Aggregate ranking performance across priority queries

Organic Traffic Growth

Month-over-month increase in qualified website visitors

Conversion Rate

Percentage of visitors taking desired actions

Authority Score

Third-party domain authority and trust metrics

Competitive Positioning

Your visibility relative to key competitors

How to Interpret Your Data
Understanding what the numbers mean for your business
1

Focus on Trends, Not Single Data Points

AI visibility optimization is a compounding process. Look for consistent upward trends over 60-90 day periods rather than week-to-week fluctuations.

2

Quality Over Quantity

A smaller increase in highly qualified traffic is more valuable than large volumes of irrelevant visitors. We prioritize conversion-likely audiences.

3

Competitive Context Matters

Your performance is always measured relative to competitors. Maintaining position while competitors decline is a win, even if absolute numbers are flat.

Common Questions

Frequently Asked Questions

Answers to the most common questions about our process, timelines, and partnership.

How quickly will I see results?

Initial visibility indicators typically appear within the first 30-60 days as AI systems begin indexing optimized content. Meaningful business impact—increased qualified traffic and conversions—generally becomes evident in months 3-6. AI optimization is a compounding process where early gains accelerate over time.

What happens if I miss a deadline for providing information?

We understand priorities shift. If you need additional time to gather materials, simply communicate with Kim. Delays in providing access will proportionally extend your Phase 0 timeline, but won't affect the quality of our work once we begin execution.

How do revisions and feedback work?

Content is optimized for AI discoverability and strategic positioning based on our expertise. If you have specific concerns or brand voice adjustments, communicate them to Kim within 5 business days of delivery. We accommodate reasonable revision requests that don't compromise optimization effectiveness.

Can I request additional content or services mid-engagement?

Yes. If you identify opportunities requiring additional content, technical work, or strategic initiatives beyond the standard deliverables, discuss them during your monthly strategy call with Ashley. We'll provide scope and pricing for add-on services.

What if a competitor starts doing the same thing?

This is precisely why timing matters. Early adopters establish authority that becomes increasingly difficult to replicate. If competitors begin similar optimization, your head start compounds—they'll be competing uphill against your established presence. We continuously monitor competitive activity and adjust strategy accordingly.

How do I know the work is actually being done?

Transparency is built into our process. You receive weekly progress summaries detailing completed work, monthly performance dashboards with measurable metrics, and direct access to Kim for real-time updates. Additionally, you'll see published content, technical changes reflected on your site, and AI citation tracking reports.

What happens after the first 12 months?

Most partnerships continue into Phase 3 (Authority & Scale) where we maintain your competitive advantage and expand into new opportunity areas. We'll discuss continuation options during your Month 10 strategy call, with flexible arrangements based on your goals and market conditions.

Do you guarantee specific rankings or traffic numbers?

We do not guarantee specific rankings or traffic volumes, as these are influenced by factors outside our control (algorithm changes, competitor actions, market conditions). We guarantee consistent execution of proven optimization strategies and transparent reporting of results. Our track record speaks to effectiveness, but ethical practitioners don't promise specific outcomes.

Tate Digital Group

Optimizing AI Visibility

© 2026 Tate Digital Group. All rights reserved.