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What arrives every cycle

Sample artifacts.
What you'll actually receive.

Most agencies sell vague "monthly retainers." We ship dated artifacts you can hold us accountable for. Here's a stylized preview of every weekly, monthly, and quarterly deliverable across Get Found, Get Busy, and Operations. The mockups are illustrative, when you sign on, you'll get the real thing with your business's real numbers.

Get Found artifacts

Local SEO + Website. The recurring rhythm of what shows up in your inbox.

$497/mo · full service →
Weekly

Monday ranking snapshot email.

Lands every Monday at 8:30am. One page. Designed to scan in 90 seconds. Tells you what moved, what we did, what's next.

Note the structure: rankings up, rankings down, what shipped, what's next, what you need to decide. No charts you don't need.

Monthly

1-page KPI scorecard.

Lands the 1st of every month. The same 8 metrics every time, so you can compare across months without effort. Trend arrows, not vanity charts.

Get Found · April KPI Scorecard Bay Area Bistro · Month 4 of 12
Top-3 keywords
11 / 25 ↑ +4 vs March
Organic traffic
8,142 ↑ 38% MoM
GBP views
12,408 ↑ 22% MoM
Reviews acquired
17 avg 4.7★
Citations built
8 cumulative: 47
Reservations from web
231 ↑ 41% MoM
Eric's note: Big April. The catering page started ranking week 2 and is already producing 6 inquiries/week. May push: Mother's Day promotion + Spanish-language landing page.

Same 8 metrics every month. Easy to compare April to March. Eric's note at the bottom is mandatory, every scorecard ends with the human read.

Quarterly

Strategic review prep document.

Sent 3 days before your 45-min quarterly call so you walk in already knowing what we'll discuss. Includes the full 47-point technical re-audit + AEO citation tracker.

Q2 Strategic Review
Bay Area Bistro · Get Found · April 28, 2026
Where we are at quarter-end
Top-3 for 11 of 25 target keywords. Organic traffic 2.1× baseline. 47 citations built (target: 60 by month 6).

Q1 wins (in dollars)
  • Catering page contributed ~$18,400 in net-new event bookings
  • Yelp 4★→4.4★ rise (3 months) attributed to review SOP
  • "Korean BBQ near me" #2 rank produces ~32 reservations/week
Q2 plan (we'll discuss on call)
  • Spanish-language landing page (ROI projection: ~$8K/qtr from Hispanic-search traffic)
  • FAQ schema deployment (AEO citation play)
  • 3 location-specific landing pages: Hillsdale, downtown San Mateo, Burlingame
AEO citation tracker (NEW this quarter)
ChatGPT: cited in 4 of 10 tracked queries. Perplexity: 3 of 10. Claude: 2 of 10. Google AI Overview: 1 of 10. Up from 0 across all engines at engagement start.

You read this document, then we have a 45-min call. No surprises, no "wait what does that mean," just decision-grade information.

Get Busy artifacts

Paid Ads + Content. Recurring deliverables that prove every dollar's accounted for.

$1,997/mo · full service →
Weekly

Monday performance email.

Numbers + the one decision you might need to make this week. No 30-page PDFs.

"Decision needed from you" is the SEOD signature. Every weekly email ends with it. Sometimes the answer is "none, all on track."

Monthly

Attribution dashboard.

Every dollar spent → every conversion produced. Cross-channel. Refreshed monthly. You see exactly what's earning and what's burning.

app.seod.com · Bay Area Bistro · Attribution · April 2026
April spend → April outcomes
Channel Spend Conv CPA Revenue ROAS
Google search "near me" $612 68 $9.00 $3,672 6.0×
Google search brand $148 42 $3.52 $2,268 15.3×
Meta cold audience $478 18 $26.55 $972 2.0×
Meta retargeting $124 14 $8.85 $756 6.1×
Email retention $0 31 $0.00 $1,674
Total $1,362 173 $7.87 $9,342 6.86×

Five rows, six columns. Tells the whole story. Note: Meta cold-audience underperforms, that's the row we'd discuss on the next call.

Quarterly

Cohort LTV / CAC deep dive.

Once a quarter we cohort your customers by acquisition month and track how long they stay, what they spend, what they cost. This is the document that tells you whether to scale spend or hold.

Q1 LTV / CAC Cohort Analysis
Bay Area Bistro · Get Busy · 6-month cohort window
Cohort 1 (Jan acquisitions): 87 customers
Avg CAC: $14.20 · 6-mo LTV: $156 · LTV/CAC: 11.0× (target: ≥3×) · Repeat rate: 64%

Cohort 2 (Feb acquisitions): 102 customers
Avg CAC: $13.40 · 6-mo LTV: $148 · LTV/CAC: 11.0× · Repeat rate: 61%

Cohort 3 (Mar acquisitions): 134 customers
Avg CAC: $12.60 · 6-mo LTV (projected): $151 · LTV/CAC: 12.0× · Repeat rate: 58% (early)

Verdict
Healthy LTV/CAC across cohorts. Slight repeat-rate dip in Mar cohort, likely the cold-audience Meta cohort behaves differently than search-intent cohorts. Recommendation: scale Google search spend 25%, hold Meta budget steady, refresh email retention sequence to lift Mar cohort's 90-day return rate.

3 cohorts, real numbers, one recommendation at the bottom. This is what investor-grade marketing reporting looks like at SMB scale.

Operations artifacts

Operations Audit. Recurring artifacts that prove the savings are real and the work is happening.

$1,497/mo + $1,800 setup · full service →
Weekly

Monday operational scorecard.

Lands in your inbox AND your GM's inbox at 8:30am Monday. The schedule audit, the cash variance, the inventory check. One page.

Goes to both you AND your GM. Forces visibility, your GM can't pretend they didn't see the food-cost flag.

Monthly

P&L variance commentary.

First week of every month, we read your P&L line by line, compare to forecast, and write a 1-page commentary. The "what changed and why" your accountant won't write for you.

April P&L Variance Commentary
Bay Area Bistro · Operations · Day 5 of May
Top line
Revenue $137K (forecast $128K, +7%). Driven by 2 catering events from new landing page + Meta restaurant-week campaign overperforming.

COGS
31.6% of revenue (forecast 31%). 0.6 pt over due to Wagyu portion drift (flagged Mar 28). Recommend 2-oz portion test starting May 12.

Labor
28.4% of revenue (target 28%). On target. Schedule discipline holding 6 weeks running.

Other notable
  • Linen savings: $920 (first month with new vendor)
  • POS subscription: $284 unexpected, found 3 unused user licenses, removing
  • Insurance audit complete: $4,200 annual reduction, effective next month
Cumulative annualized savings since engagement start
$31,400 (target $40K by month 6, on track)

"Cumulative savings tracker" at the bottom of every monthly P&L doc. Tells you in one number whether the engagement is paying for itself.

Live (Daily refresh)

Live KPI dashboard.

Bookmark in your phone. Auto-pulls from your POS every morning. 60 seconds to know everything you need to know.

app.seod.com · Bay Area Bistro · Live KPI
Labor %
28.4%
▼ -5.4 pts vs base
Food cost %
31.6%
→ over by 0.6 pt
Avg covers/day
94
▲ +28% vs base
Owner hrs/wk
14
▼ from 22
Today's heads-up: Tuesday catering event at 6:30pm (24 covers). Wagyu portion test starts Thursday. Insurance renewal active (saves $350/mo from May).

Open it on your phone Monday morning, takes 60 seconds. Everything else flows from these 4 numbers + the heads-up line.

These artifacts arrive whether you ask for them or not.

That's the whole point of a recurring engagement: predictable rhythm, dated deliverables, accountability you can hold us to. Want to talk about which service fits?

Call Eric Book a consult to walk through it