Partner Process: The First 30 Days, Then Monthly

Day 1 The strategist is in your Slack

Week 2 A full-funnel plan and priorities

Week 3 Specialist work starts

Day 60 Fit check on the working relationship

In short

What happens in the first 30 days?

Day one puts the strategist in your Slack.

By week two, we audit demand, conversion and retention across what you have, and your agency approves the plan and the priorities. Specialist work starts in week three. Each month, the team reviews the evidence and agrees the next work.

Halftone illustration of a stone sundial casting one long shadow, its gnomon in orange

Halftone illustration of a trail switchbacking up a slope past four marker posts to an orange flag at the top

The first 30 days

From your Slack to the first shipped work

Four steps, in order. Each one names what your agency approves before the next begins; after the first month, the last step repeats.

Day one — in your Slack: Introduce the strategist to your internal team. Confirm the first account, the business context and the person who can approve changes. You approve: the access we get.
Week two — a full-funnel plan: We audit demand, conversion and retention across what you have and write the plan and the priorities. The plan also names the work that should stop. You approve: the plan.
Week three — specialist work starts: Specialists do the agreed work with the strategist keeping it tied to the plan. You approve: each deliverable, in the internal channel, before it ships.
Each month — review and improve: Review what shipped and what the evidence shows, then agree the next priorities. A day‑60 fit check reviews the working relationship. You approve: next month’s priorities.

Before work begins

Bring the account context into one place

Share the business goal, the audience, existing work and the deadline your agency is working toward.

Identify the person who can approve changes and the source material the specialists will need. A useful brief explains the problem and the result the business is trying to achieve.

The strategist uses that context to build the sequence. If measurement is missing or a page needs work before more traffic is added, those dependencies should be visible in the plan. Your agency can then explain and approve the priorities.

Anything the specialists run through AI stays inside the account boundary: business, team or enterprise accounts only, terms that stop the AI companies training on your client’s data, and a specialist review before your agency approves. The same clause sits in the account-protection rules.

When priorities change

Keep the decisions attached to the work

Record the request, the business reason and the decision needed in the internal channel.

The strategist explains how it affects the existing plan, so urgent work is not silently added on top of every earlier commitment.

If a client asks for an explanation, our team prepares it for your agency to review and present.

Selected work

Work that lasts past the first 30 days.

One long-running agency engagement, and the company record with its dates attached. Past results are not a promise.

250+ Organisations worked with since 2017

100% Philippine client retention since 2024

~80% Of our own work runs on LOKI, our AI system

SEO · 64 months

Confidential

A US direct‑to‑consumer business, through an agency.

Organic work under the agency’s name. The client has never heard ours.

ROI on organic spend: 1,751%
More organic conversions: 98%

One engagement’s reported results, not a forecast.

Read the agency case

In practice

What this looks like when the work starts

Use these examples to prepare the account context and decisions your team needs to make.

The client asks about a technical recommendation: LOKAL prepares the reasoning, evidence and relevant details for your account team. Your agency checks the explanation and takes it to the client. Questions return through your team so the relationship stays clear.
An approval or access is missing: The strategist identifies the specific input needed and which work it affects. Your agency can resolve the decision or agree a revised sequence, with the change recorded in the internal channel.
The next month needs a different priority: Use the reporting pack to look at what shipped, what the evidence shows and what changed in the business. Agree the next work with the strategist before the specialists start on a new sequence.

Before signature

Questions to settle before signature.

Is the retainer priced per partner or per client?

Per partner. One retainer, from USD 2,000 a month, covers the client work we agree with your agency; it is not a fee per client account.

Will LOKAL speak to our clients?

No. We never face your clients. Your agency owns the relationship and communication. We prepare the recommendations, evidence and work for your team to review and present.

Who owns the plan?

Your agency sets the strategy for each client. Our senior strategist owns the plan for the work we run inside it, using the commercial context you supply, and your team approves that plan before specialists start.

Do we have to work exclusively with LOKAL?

No. There is no exclusivity requirement. You choose the people and partners your agency needs, and your resale price is yours. The written arrangement defines the work and account-protection rules.

Who attends client calls?

Your agency attends and owns the communication. The LOKAL team prepares the explanations and recommendations for your team to present, with follow-up questions returning through the internal channel.

How are changes to the plan handled?

Bring the request and its business reason into the internal channel. The strategist explains its effect on the agreed priorities, scope and timing, and your agency approves the next step.

Start with one account

What would you hand over first?

You’ll speak with someone responsible for the work. Thirty minutes, no finished scope needed.

The brief