diff --git a/docs/operations/beta-audit-process.md b/docs/operations/beta-audit-process.md new file mode 100644 index 0000000..63cf0bf --- /dev/null +++ b/docs/operations/beta-audit-process.md @@ -0,0 +1,89 @@ +# VeriPath Beta Audit Process + +**Status:** Locked for beta use +**Date:** 2026-08-14 + +## Purpose + +Professional, repeatable audit for beta clients using the automated primary-surface pipeline. + +## Scope + +The beta audit covers four primary surfaces: + +- Google Business Profile +- Apple Maps +- Bing Places +- Current website + +The client-facing report includes material findings only, covering: + +- NAP consistency +- Hours consistency, with Google Business Profile as the source of truth +- Review velocity +- Website reachability and schema conflicts + +## Process + +### 1. Intake + +Collect: + +- Business name +- City +- Website +- Known previous names + +### 2. Run the pipeline + +Run: + +```text +multi_scraper → audit_engine +``` + +### 3. Human validation + +Review findings for: + +- False positives +- Evidence quality + +### 4. Client-facing report + +Prepare a report containing material findings only. The report uses the approved VeriPath client-facing structure and voice. It does not include coaching language or marketing urgency. + +### 5. Delivery + +Deliver the validated client-facing report to the client. + +## Out of Scope for Default Beta + +The following are not included in the default beta audit: + +- Exhaustive secondary-directory research +- Full AI chatbot visibility scoring +- Competitive benchmarking +- Social content audits + +## Conditional Legacy Check + +Run a quick old-name and old-website check only when a name or location change in the last 3–5 years is known or indicated during intake. This check is not part of every default beta run. + +## Pipeline Reference + +The working pipeline is located at: + +```text +implementation/auditing/ +``` + +The standard execution path is: + +```text +multi_scraper → audit_engine +``` + +## Deeper Engagements + +The full Layer 1/2 system remains available for deeper engagements. Beta audits use the streamlined path above.