01Profile and review-state reviewA review of the firm’s actual Google Business Profile, including current public information, visible review patterns and response practices. Any assessment should be based on the firm’s provided profile and current platform conditions, not an invented competitor or ranking claim.
02Attorney-approved invitation planA proposed process for requesting honest feedback from appropriate real clients, with matter categories, timing decisions, exclusions and approved wording for the firm to review.
03Language-sensitive invitation reviewA review of the languages the firm already uses with clients and the wording it can responsibly support. Translated materials should be reviewed and approved by the firm before use.
04Response and escalation protocolA documented approach for positive, negative and sensitive reviews, including when a response requires attorney approval and when a matter should move to a private channel.
05Platform-policy reviewA checklist for reviewing FTC requirements, Florida Bar advertising guidance and applicable Google or other platform policies. This is a marketing-process review, not legal advice or a certification of compliance.
06Reputation reporting scopeA proposed set of review measures, such as invitation activity, published responses and profile trends, subject to confirmation of the reporting available for the firm’s selected setup.
07Related-service handoff planA discussion of whether Automation, Lead Attribution, the ROI Dashboard, AI Answering or another Bosseo product addresses an adjacent operational need. The handoff should identify what is known, what requires confirmation and who approves the decision.