AdvantageXpertsRequest Assessment

Playbooks

The five standardized playbooks

Every Implementation Partnership runs one of these five playbooks, not a custom engagement built from scratch. Same diagnostic, same fix pattern, same deliverable shape — tuned to your business, not reinvented for it.

Visibility

2–4 weeks

AI Visibility & SEO Sprint

We diagnose

  • Indexation and crawlability check across Google, Bing, and AI answer engines (ChatGPT, Perplexity, Google AI Overviews)
  • Google Business Profile completeness and category accuracy
  • Structured data / schema markup coverage on key pages
  • Core Web Vitals and mobile performance
  • Backlink and citation profile vs. direct competitors

We fix

  • Roll out schema markup (Organization, Product/Service, FAQ, Review) on priority pages
  • Rebuild Google Business Profile categories, services, and post cadence
  • Add an llms.txt and structure key pages so AI answer engines can parse and cite them
  • Fix the highest-impact Core Web Vitals regressions
  • Stand up a review-generation loop tied to service completion

You get: A Visibility scorecard (indexation %, schema coverage, GBP completeness, AI-citation presence) plus a 90-day content and schema calendar.

Trust

3–6 weeks (ongoing after)

Proof & Authority System

We diagnose

  • Testimonial and case study inventory — how many exist, how recent, how specific
  • Review count, rating, and velocity across Google/Yelp/industry platforms
  • Press mentions, certifications, and third-party validation
  • Where (and whether) social proof actually appears on the site at decision points
  • Response time and pattern to negative reviews

We fix

  • Build a structured case study pipeline: outcome → proof point → publishable writeup
  • Automate review requests at the moment of service completion, not weeks later
  • Place proof at the specific point of hesitation in the funnel (pricing page, checkout, contact form), not just a testimonials page nobody visits
  • Pursue 1–2 pieces of third-party validation (press, award, certification) relevant to the audience

You get: A Trust Dashboard tracking review velocity and rating trend, plus a recurring case study production calendar.

Operations

3–5 weeks

Workflow Automation Audit

We diagnose

  • End-to-end map of the core client/order workflow, from first contact to delivery
  • Every manual handoff and re-entry point between tools
  • Tool sprawl — how many systems hold the same piece of information
  • Response-time SLAs at each handoff, actual vs. assumed

We fix

  • Automate the 2–3 highest-friction handoffs first (usually intake → CRM and delivery → invoicing)
  • Consolidate to a single source of truth for client/order status
  • Document the resulting workflow as an SOP, not just fix it silently

You get: An Automation Dashboard showing cycle time before/after, plus an updated SOP library.

Growth

4–6 weeks

Opportunity Mapping & Channel Test

We diagnose

  • Current lead sources and rough cost/effort per channel
  • Funnel conversion rate at each stage, not just top-of-funnel traffic
  • Pricing and packaging clarity — can a prospect self-serve the "what does this cost" question
  • Referral and repeat-purchase rate

We fix

  • Prioritize the 1–2 channels with the best effort-to-payoff ratio instead of spreading thin across all of them
  • Stand up a lightweight opportunity/pipeline system so leads are tracked by stage and value, not just an inbox
  • Run one structured pricing or offer test with a defined success metric

You get: An Opportunity Dashboard (pipeline value by stage and channel) and a growth experiment log.

Talent

3–5 weeks

Onboarding & Capability System

We diagnose

  • Time-to-productivity for the last 2–3 hires
  • What percentage of core processes exist only as tribal knowledge in one person’s head
  • Role clarity — does everyone know what "done" looks like for their role
  • Training material coverage vs. actual day-one needs

We fix

  • Capture the highest-risk tribal-knowledge processes from key people first
  • Build a role-based onboarding checklist tied to real first-30-day tasks
  • Set up a Training Hub so new material has one home instead of scattered docs

You get: A Training Hub structure and a time-to-productivity metric to track against future hires.