Scope the first Reputably profile before you ask teams to act on alerts.
Use this planner to define the brands, competitors, sources, prompts, owners, governance rules, reporting needs, and pilot evidence required for a useful first monitoring profile.
Profile brief
First-pilot inputs
Entity
Brand, client, product, location, or service line
Market
Category, competitors, substitutes, and buyer phrases
Sources
Reviews, communities, comments, web, directories, AI/search
The first profile is specific enough to inspect, route, govern, and score. Broad monitoring can wait until the team proves what actually creates work.
Planner blocks
Define the context before Reputably starts routing signals.
Entity scope
Choose the brand, product, client, location group, service line, or market that will be monitored first.
Competitor set
List competitors, substitutes, directories, marketplaces, local providers, and category alternatives buyers compare.
Source scope
Choose reviews, Reddit, YouTube, web pages, directories, competitor pages, and AI/search prompts to inspect first.
Signal language
Seed buyer phrases, complaint terms, urgency cues, category language, competitor mentions, and proof gaps.
Owner routing
Map each signal type to the team that can act: sales, marketing, operations, agencies, leadership, or procurement.
Pilot evidence
Define the signal quality, completed actions, reporting clarity, governance, and expansion proof needed after 30 days.
Worksheet
Fill the profile before the demo or pilot.
Use these fields to make a Reputably conversation concrete. The answers do not need to be perfect; they need enough detail to narrow the first profile.
Field
Prompt
Example
Primary profile
Prompt
What exact brand, product, location group, client, or service line does Reputably monitor first?
Example
Northside Plumbing after-hours emergency service across three suburbs.
Buyer language
Prompt
What phrases indicate someone is comparing, asking for help, complaining, or ready to act?
Example
Need plumber tonight, alternative to X, too expensive, slow response, best near me.
Competitors
Prompt
Which competitors, alternatives, directories, marketplaces, or default recommendations matter?
Example
Three local providers, two national brands, top directory category pages, and common substitutes.
Sources
Prompt
Which public sources are included, excluded, or treated as reporting-only in the first pilot?
Example
Google reviews, Reddit, YouTube comments, local directories, competitor pages, AI/search prompts.
Signal types
Prompt
Which signals trigger alerts and which appear only in summaries or reports?
Example
Alert on lead intent and urgent complaints; report weekly on competitor context and proof gaps.
Owners
Prompt
Who accepts, rejects, follows up, replies, escalates, fixes proof, and reports each signal type?
Example
Sales owns leads, operations owns complaints, marketing owns AI/search gaps, leadership owns expansion.
Governance
Prompt
Which actions require human approval, legal review, source-specific rules, or customer approval?
Example
No public replies or outreach without owner review; client reports exclude unrelated internal notes.
Success criteria
Prompt
What evidence must exist after the pilot to justify expansion, narrowing, tuning, or pausing?
Example
Useful signal log, accepted owner work, completed actions, stakeholder report, and next-scope decision.
Example profiles
Start with a profile that matches the buyer journey.
Local service business
Scope: One service line across a few locations where urgent demand and reviews matter.
Sources: Reviews, local Reddit threads, directories, YouTube comments, competitor pages, and AI/search prompts.
Outcome: Route quote intent to local teams, review risk to operations, and source gaps to marketing.
Agency client group
Scope: A set of clients in one category with similar competitors, reporting needs, and review workflows.
Sources: Client reviews, community discussions, competitor pages, local listings, campaign pages, and AI/search prompts.
Outcome: Create client-ready reports that show useful signals, review work, competitor context, and next actions.
Software product or builder
Scope: One product category where buyers ask for recommendations, alternatives, tools, and implementation advice.
Sources: Reddit, YouTube, review sites, comparison pages, competitor docs, launch communities, and AI/search prompts.
Outcome: Find demand conversations, objections, missing proof, competitor displacement, and content opportunities.
Owner routing
Decide where each signal goes before alerts start.
Routing is what turns monitoring into value. Each signal carry enough source context for the owner to accept, reject, act, or report.
Signal
Evidence
Likely owner
Lead intent
Evidence
Recommendation requests, urgent needs, alternatives, quote language, category searches.
Likely owner
Sales, founder, local operator, or account team.
Reputation risk
Evidence
Negative reviews, unresolved complaints, repeated service themes, misinformation.
Likely owner
Operations, review owner, customer success, or regional manager.
Competitor context
Evidence
Competitor praise, complaints, pricing objections, feature gaps, comparison threads.
Likely owner
Marketing, sales enablement, product, agency account team.
AI/search visibility
Evidence
Missing brand mentions, weak cited sources, stale facts, competitor recommendations.
Likely owner
Marketing, content owner, local SEO owner, listings owner.
Reporting proof
Evidence
Useful signal summaries, completed actions, review progress, source fixes, next priorities.
Likely owner
Leadership, agency account owner, client success, or executive sponsor.
Readiness checks
The first profile is narrow enough that a person can inspect every useful signal.
Each source type has a reason to be included, excluded, or treated as reporting-only.
Competitors, buyer language, and AI/search prompts reflect how buyers actually compare options.
Every alert-worthy signal has a named owner and a next-action expectation.
Public replies, outreach, review responses, and customer-facing messages have human-review rules.
The pilot can end with a clear decision: expand, narrow, tune, pause, or replace manual checks.
Pilot decision
End the first profile with a specific call.
Expand
Useful signals are clear, owners act, reports make sense, and the next scope is obvious.
Narrow
The profile finds value, but the source set or workflow is too broad for owners to act consistently.
Tune
Sources are promising, but phrases, exclusions, urgency thresholds, or owner handoffs need adjustment.
Pause
The team cannot name useful work created or governance needs are not ready for production use.
FAQ
Monitoring profile questions buyers ask first.
When does a buyer use the monitoring profile planner?
Use it before a demo, pilot, or implementation call when the team needs to define the first brand, location group, client set, product category, sources, competitors, owners, and success criteria.
Why not monitor every possible source immediately?
A narrow first profile is easier to govern, inspect, and score. Expand after useful signals, owner adoption, and reporting clarity are proven.
Who fills this out?
The best version usually comes from a champion plus the people who own sales follow-up, marketing proof, review response, operations, agency reporting, leadership review, and procurement questions.
What does a good profile prove?
A good profile proves useful signals, source context, owner routing, completed actions, safe governance, stakeholder reporting, and a specific expansion or tuning decision.
See it on your signals
Bring a concrete monitoring profile to the evaluation.
Use the planner to define brands, sources, competitors, prompts, owners, governance, and pilot proof before your Reputably demo.
What you can set up first
Monitoring profile
Define the brands, competitors, sources, signals, and owners that matter first.
Action route
Separate lead intent, reputation risk, visibility gaps, and content opportunities.
Clear report
Show the sources checked, signals found, actions routed, and open risks your team should review.
Launch scope
Decide whether to start with one brand, location group, client workspace, or source set.