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White Label SEO Agency Prep In Your Agent OS: 5 Draft-Only Prompts Before You Hand Over A Client

By Julian Goldie · 11 November 2026 · agentos.guide

Illustrated agent console sorting client website folders into neat handover packs, gold lines on dark aubergine

Before you sign with a white label SEO agency, your Agent OS can do the groundwork on each client site so you know exactly what you are handing over.

That means a cleaner brief, a tighter scope and fewer surprises in the first month.

Below is a quick start, five copy-paste prompts and the point where a human team should take over.

Every prompt is draft-only: the agent reads, checks and writes notes, and you make the changes.

If you would rather hand the whole thing to people, book a free strategy session with Julian's team or Book a free SEO strategy session in the calendar.

What The Agent Handles And What It Should Not Touch

Your Agent OS is good at reading pages, comparing files and drafting documents.

It should not log in to client accounts, change live pages or send emails on your behalf.

Keep that line firm, because Google's hiring guidance reminds site owners they are responsible for whatever the companies they hire do.

The same logic applies to the agents you run.

Quick Start: One Folder Per Client

  1. Create a folder for each client, named after the domain.
  2. Add a short notes file: services, locations, competitors and goals from the kickoff call.
  3. Export the last three months of Search Console performance data with the client's read-only access and drop it in the folder.
  4. Tell the agent which folder it works in, and that it may only write new files there.
  5. Run the prompts below in order, and review each output before the next.

Prompt 1: Read-Only Client Site Audit

You are auditing [client-domain] for an SEO partner handover. Work read-only.
1. Fetch the homepage, the top 10 pages by clicks in search-console.csv, and robots.txt.
2. For each page, note: title, meta description, H1, word count, whether it has a clear call to action, and any noindex tag.
3. List broken internal links and pages that return errors.
4. Flag thin or duplicate pages.
Write the findings to audit-draft.md as a table, then a list of the 10 most important fixes in priority order.
Do not change anything on the site.

This gives your white-label partner a starting point instead of a blank login.

Prompt 2: Check robots.txt For AI Search Crawlers

Clients now ask about ChatGPT and other AI answers in the first meeting.

OpenAI's crawler docs say a site must allow OAI-SearchBot to appear in ChatGPT search, and that this bot is separate from GPTBot, its training crawler.

Perplexity and Anthropic publish their own search crawler names too.

Read https://[client-domain]/robots.txt.
Report whether each of these user agents is allowed or blocked: Googlebot, Bingbot, OAI-SearchBot, GPTBot, PerplexityBot, Claude-SearchBot, ClaudeBot, Google-Extended.
For each one, explain in one line what the bot is for, citing the vendor's own documentation.
Note that Google-Extended does not affect Google Search inclusion or ranking.
Draft a suggested robots.txt in robots-draft.txt, but do not upload it. Mark every change you propose.

Check the agent's notes against Perplexity's crawler page and Anthropic's crawler help article before anything goes live.

📞 Free SEO strategy session

Bring your audit draft and crawler report, and Julian's team will turn them into a scope your clients can understand. Or Book a free SEO strategy session straight from the calendar.

→ Get your free strategy session

Prompt 3: Draft Organization Schema From Real Details

Structured data is not required for Google's AI features, according to Google's AI optimisation guide.

It still helps with rich results and keeps business facts consistent, and Google's Organization markup docs explain the fields.

Using only the facts in notes.md and the client's About and Contact pages, draft Organization JSON-LD for [client-domain].
Include name, url, logo, contactPoint and sameAs links to the client's real social profiles.
If a fact is missing, leave the field out and list it under "Ask the client".
Save it as schema-draft.json. Do not add it to the site.

Prompt 4: Write The Client Brief For Your Partner

A tight brief is the biggest quality lever in white-label work.

Read notes.md, audit-draft.md and search-console.csv for [client-domain].
Write partner-brief.md with these sections:
- The business in one sentence and what makes it different
- Top three services and the areas served
- Competitors the client loses work to
- Pages with impressions but few clicks, from the Search Console data
- Ten keyword ideas grouped by service, each mapped to an existing or new page
- Goals the client can see: calls, form leads, bookings
- Approval contact and turnaround
Keep it under two pages. No promises about rankings.

Prompt 5: Research Outreach Prospects, Draft Only

Link building is still part of most white-label packages, and Google's spam policies set the rules: paid placements carry rel="sponsored" or rel="nofollow", and links bought to pass ranking credit are out.

Research 25 websites relevant to [client-service] in [client-area] that might link to [client-domain].
For each: site name, URL, topic, why it is relevant, and a contact page URL if one is public.
Skip directories, link farms and sites that sell links openly.
Save the list to outreach-draft.csv. Do not send any emails or fill in any forms.

Hand the list to your partner as a starting point, not a finished campaign.

A Short Workflow For Each New Client

  1. Kickoff call, then the notes file.
  2. Prompts 1 and 2 the same day.
  3. Prompts 3 and 4 once the client confirms their details.
  4. Prompt 5 if link building is in scope.
  5. Send the folder to your partner with read-only Search Console access.
  6. Review the partner's first month against the brief.

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How To Check The Agent's Output

Agents are quick, but they still get things wrong, so build a short review habit.

Ten minutes of checking saves your partner a week of chasing bad inputs.

It also means the folder you hand over reflects your agency's standards, not just the agent's first guess.

What To Send Your White-Label Partner

Once the drafts are checked, send a single folder per client with a short cover note.

  1. The partner brief from Prompt 4.
  2. The audit and crawler report from Prompts 1 and 2, marked as drafts.
  3. The schema draft and the list of facts still to confirm with the client.
  4. The outreach list, if link building is in scope.
  5. Who approves changes, and how fast the client usually replies.

Add the partner to the client's Search Console with read access, as Google suggests at the audit stage.

Ask the partner to reply with questions within a set number of days, so gaps surface early.

Rules To Give Your Agent Before Any Client Work

If you want to build these rules into your own setup, the AI Profit Boardroom walks through it step by step.

Common Mistakes When Agents Prep Client Work

Each of these is easy to avoid once you know to look for it.

When To Hand It To A Pro

Your Agent OS does the groundwork well.

It does not run outreach relationships, judge strategy across a whole client list, or take responsibility when a client calls.

Hand over when you have more than a few clients asking for SEO, when outreach is in scope, or when a site has technical problems the audit cannot explain.

Julian Goldie's own published numbers on his about page show 1,000+ SEO and link building campaigns and 425K+ YouTube subscribers, and Goldie Agency describes its link building as manual outreach with no PBNs.

Nobody can guarantee a #1 ranking, as Google says on its hiring page, and a good team will tell you that up front.

If you want to keep learning alongside a partner, the AI Profit Boardroom covers the full AI SEO process.

📞 Hand the groundwork to a team

Share your client folders and Julian's team will map the fixes, content and outreach. Book a free SEO strategy session to get started.

→ Book the free session

🎁 Two free resources

Download the 200+ AI SEO Prompts to extend these five, and the free link building book, Link Building Mastery.

→ Get the prompts

Also On Our Network

FAQ

Can my Agent OS replace a white-label SEO partner?

It handles the groundwork: audits, crawler checks, schema drafts, briefs and prospect lists. Outreach, strategy and client accountability still need people.

Why keep the prompts draft-only?

So nothing changes on a client site without a person checking it first. Google reminds site owners they are responsible for the work done on their behalf.

Does allowing OAI-SearchBot guarantee a ChatGPT mention?

No. OpenAI says the bot must be allowed to appear in ChatGPT search, but placement is not guaranteed.

Should the partner get full Search Console access?

Start with read access only. Google advises holding back write access at the audit stage.

Final word on White Label SEO Agency Prep In Your Agent OS

Run the five prompts on each client, keep everything draft-only, and book a free strategy session when you are ready to brief a white label SEO agency.

About Julian

I'm Julian Goldie, an AI entrepreneur, SEO expert and the founder of the AI Profit Boardroom, which has 3,400+ members.

I help business owners scale with AI agents, automation and SEO.

My YouTube channel has 400,000+ subscribers, and I run Goldie Agency, a seven-figure SEO agency.

→ Get my best AI training inside the AI Profit Boardroom

Related guides on agentos.guide

→ White Label Link Building Groundwork In Your Agent OS

→ Outsource SEO Services: Do the Groundwork In Your Agent OS

→ Hire SEO Agency Prep: Do The Groundwork In Your Agent OS

→ Link Building Agency Groundwork: 5 Prompts In Your Agent OS

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