
Name the deliverables
Specify the page types, technical tasks and reporting included. Explain how complexity affects capacity rather than promising unlimited output.
Define approvals
Identify who approves business, scientific and clinical statements. Set realistic review expectations and document blocked dependencies.
Clarify the exit
Record who owns content, accounts and source files. The client should be able to continue operating after the engagement ends.
Put it to work
A practical next step
Draft a scope with deliverables, exclusions, reviewers, access and handover terms.
Keep the evidence with the decision.
Save the baseline, the reason for the change and the person responsible for checking it. This makes the work easier to review later and helps your team distinguish a verified improvement from an untested assumption.
This note provides a planning framework. The right implementation depends on your business model, market, website and available records. Where a decision involves scientific interpretation, clinical services or legal status, use the appropriate qualified reviewer rather than treating marketing guidance as approval.
Related agency support
SEO Retainers ↗
Review the service scope and use the briefing tool to describe your current situation.


