Boutique agencies do not need another dashboard tour. They need a repeatable week: one gap, one brief, one recheck, one honest client note.
This guide mirrors what Prescy’s Home, Findings, and copy-out cards already do — so your team can run the loop without inventing a process around the product.
Key takeaways
- One mission per week: Evidence → Action → Recheck → Result.
- Use Your next step on a Findings row and Paste into a client update on Home — do not rewrite the measurement in score language.
- Two weekly runs are the earliest useful before-and-after. Do not sell a one-run wobble as a win.
- If Monday shows no clear change, keep the baseline and change the lever only after a second quiet Monday.
The weekly loop
- Evidence — open Home. Read the named-in-X-of-Y headline, the rival, and the cited source on the top Confirmed finding.
- Action — brief the writer (or the client’s owner) with the exact URL and what “done” means: a live public page, then mark the source watched.
- Recheck — wait for Monday. The baseline stays locked while you wait.
- Result — read improved / declined / mixed / no clear change, then take the suggested next tactic.
That is the whole operating system. Charts and history stay available for deep dives; they are not the weekly meeting.
How to turn a finding into a next step
On Findings, each row shows Your next step — a plain move based on the page ChatGPT actually cited for that losing question, not a generic "rewrite something". It reads differently depending on who owns that page:
- Your own page — rework it so the recommendation-shaped answer (who it is for, what it replaces, one proof point) is near the top. Fix the page, do not add a new one.
- A competitor's own page — you cannot edit it. The step is your own comparable page plus one neutral page that ranks for the question — a roundup, a review site, a directory.
- A review site, roundup or directory — a page you can get onto. The step is the first listing or pitch action, with a rough time expectation.
- No cited page — ChatGPT answered from memory. The step is making sure your own page for that question exists and can be crawled.
Copy as a task copies the same text with the URL and an owner line, for a writer or teammate. Done still means the same thing: a live public URL, then your name appearing in a later weekly recheck — not the pitch email, and not the first quiet recheck.
How to paste a client update
On Home, open Paste into a client update. Copy the note into Slack or email. A non-Prescy reader should understand it in sixty seconds:
- Named in X of Y (never a proprietary score).
- The buyer question and a short verbatim excerpt.
- The cited domain and whether it names the brand.
- The next action and when it will be rechecked.
- Your optional one-line operator note.
Lead with Confirmed work. Keep Emerging findings out of the headline. If nothing moved on the first Monday, say so — quiet weeks stay quiet.
Anonymised case: question → URL → edit → recheck
A B2B SaaS client was never named on “best [category] tools for mid-market teams.” ChatGPT cited a roundup on a trade publication. The agency:
- Copied the next step — the cited roundup URL and the missing comparison criteria (real customer size, pricing band, security note).
- Pitched an updated listing (real customer size, pricing band, security note) — no new microsite.
- Marked the source watched when the live URL shipped.
- Locked the baseline (0 of 7) and waited for Monday.
First Monday: still 0 of 7 — no clear change. They left the baseline locked, worked a parallel on-site FAQ finding, and waited a second Monday. Second Monday: named in 2 of 7. That is the earliest honest “it moved” story — not the pitch email, not the first quiet recheck.
What not to do
- Report five engines as if Monitor scores them all today — live measurement is ChatGPT and Perplexity.
- Translate X of Y into a vanity percentage for the slide deck.
- Brief three writers on three Emerging rows in the same week.
- Call a one-run bump a win when nobody shipped a watched URL.