Give every customer an attributable baseline, not a recycled template.
Agencies can use Verify Presence to structure measurement, evidence review and remeasurement while keeping each customer isolated. The customer’s authority, claims and approval responsibilities cannot be inherited merely because an agency manages the account.
The delivery problem
Scaling manual checks can produce inconsistent prompts, shallow pages and unclear ownership.
- Prompt sets drift between customers.
- Evidence is copied without customer confirmation.
- Results are presented without model or date limits.
- One customer’s records risk appearing in another workflow.
Example prompt design
Each account receives a documented category and buyer-question set.
- Core category questions
- Customer-specific service and market questions
- Accuracy prompts for material facts
- Versioned additions when scope changes
Evidence and access
Tenant and role boundaries remain central.
- Customer-owned public sources
- Email-bound invitations
- Separated memberships and records
- Customer or delegated approver decisions
Likely gaps
The platform flags evidence and governance defects as well as content gaps.
- Template-led generic claims
- Unclear customer approval
- Mixed customer identifiers
- Non-comparable remeasurement
Deliverables
Outputs can support a managed service without hiding limitations.
- Per-customer baseline and prompt register
- Evidence and contradiction workflow
- Versioned recommendation queue
- Share and revocation controls
Agency boundary
The agency is not automatically the business owner or professional approver.
- Roles must be explicitly granted
- No cross-tenant visibility
- No customer logo or case study without authority
What to know before you begin
Can an agency approve changes?
Only if the customer explicitly grants the appropriate role and the claim does not require a different accountable reviewer.
Can reports be branded for the agency?
Any co-branding or white-label arrangement requires separate product and legal approval; it is not assumed.
How is customer isolation handled?
Records and memberships remain tenant-bound, with denial checks for cross-organisation access.