For agencies

Turn AI Commerce Readiness into a repeatable client service.

Benchmark how a client appears in AI answers, test whether its product catalogue supports AI shopping, and turn the resulting evidence into a prioritised programme your team can deliver and remeasure.

Herm provides the measurement and the evidence.Your team keeps the strategy, the delivery and the client relationship.

◍ herm · client portfolio Illustrative service model · not a product screen

three clients · four readiness dimensions · one programme view

Three client engagements at three stages
ClientVisibleSellableRelevantPreferredWhat the agency does next
Client A running footwear · UK / US needs attention strong not assessed not assessed Diagnose → prioritise Comparison and use-case content across priority product pages
Client B homeware · UK strong not connected not assessed not assessed Benchmark Connect the catalogue and run a first product readiness test
Client C beauty · UK / EU baseline complete not assessed not assessed not assessed Remeasure Second measurement after the first content workstream

Read as A view of where each client currently stands and what the agency does next: the operating model this page describes. Each client is assessed in its own workspace, and nothing here is drawn from another client's data.

02The agency opportunity

The audit should be the start of the engagement, not the final deliverable.

AI visibility creates an obvious new client question: how are we appearing? The larger opportunity is helping the client understand why the result matters, what should change and whether that change improves the next measurement.

Evidence creates a roadmap. Remeasurement creates an ongoing service.

One-off audit ends with the document
  1. Score delivered
  2. Client asks what to do with it
  3. Engagement closes
Herm-supported programme continues into the next priority
  1. Baseline
  2. Diagnosis
  3. Implementation
  4. Remeasurement
  5. Next priority

The next priority returns to measurement, which is what makes the work a programme rather than a project. Herm does not promise that every intervention changes a model response. Remeasurement is what shows whether it did.

03Start with the client problem

Different clients need different starting points.

Each pathway begins with a client question, not with a Herm product.

  • Brand & growth Live

    What do AI systems say when buyers ask questions that matter to this client?

    Herm measurement Brand Visibility

    Observed responses across the five-model panel, competitor appearances and the sources cited alongside them.

    Agency work may include
    • Brand strategy
    • Content
    • Digital presence
    • Competitive analysis
  • Ecommerce & product Live

    Can AI shopping systems correctly understand and evaluate the client's catalogue?

    Herm measurement Product Readiness

    Shopping tests against the catalogue, showing where product data fails to answer a buying question.

    Agency work may include
    • Product-data remediation
    • Feed improvements
    • Product content
    • Ecommerce architecture
  • CRM & retention Early access

    Can a brand’s own signed-in experience choose better for connected shoppers, without taking custody of their profile?

    Herm measurement Customer Intelligence

    Decisions returned to the brand’s own signed-in surfaces, each logged against the shopper grant it ran under.

    Agency work may include
    • Signed-in experience design
    • Decision API integration
    • Owned personalisation
    • Measurement
  • Revenue / activation Live

    Where can verified purchase outcomes support a commercial programme?

    Herm measurement Offers

    Verified purchase outcomes and verified revenue against an offer, rather than a modelled attribution claim.

    Agency work may include
    • Offer strategy
    • Activation
    • Campaign design
    • Measurement

Boundary Herm measures the client's position and shows the evidence behind it. It does not guarantee the outcome of the strategy, content, product-data or CRM work an agency chooses to sell around that evidence.

04The agency workflow

From first diagnostic to ongoing client roadmap.

Six steps. Two of them are measurement, and the other four are the agency’s own work.

  1. 01 Herm measures

    Benchmark

    Establish the client's current position using the relevant Herm assessment.

    artefact · first measurement
  2. 02 Read together

    Diagnose

    Inspect observed responses, product-data failures or other relevant evidence rather than relying on a headline score alone.

    artefact · evidence review
  3. 03 Agency decides

    Prioritise

    Translate the findings into workstreams the agency and client can actually own.

    artefact · client roadmap
  4. 04 Agency delivers

    Deliver

    The agency executes the appropriate strategy, content, product-data, ecommerce or CRM work.

    artefact · agency scope of work
  5. 05 Herm measures

    Remeasure

    Run the relevant Herm measurement again and inspect what changed. Brand Visibility runs repeat weekly to monthly, depending on plan.

    artefact · second measurement
  6. 06 Agency decides

    Expand

    Move into another readiness dimension only where the client's actual problem warrants it.

    artefact · next engagement scope
05Index vs client assessment

Use the Index to open the conversation. Use a client assessment to do the work.

Two measurements, two purposes. They are not comparable and no score is derived from both.

Public Published research

AI Visibility Index

Herm's public research across published markets and categories. Use it to show a client where their category stands and to open the conversation.

scope
Published markets and categories
questions
Herm's own research question set
audience
Public
agency use
A credible reason to start the conversation
Private Client assessment

Brand Visibility assessment

A client-specific measurement using questions and competitors relevant to that client's own competitive context. This is the measurement the work runs on.

scope
The client's own category and competitors
questions
Questions that matter to that client
audience
The client and its agency
agency use
The evidence behind a deliverable

Boundary Index results and Brand Visibility results are separate measurements on different question sets. They are not comparable, and no score on this site is derived by comparing one with the other. See the published Index.

06Capability and evidence

Herm should strengthen your service, not replace it.

Five of these six are delivered by your team. Herm supplies the measurement under each.

Agency capabilities and the Herm evidence behind each
Agency capabilityHerm evidence it can stand onPerformed by
Brand strategy strategy · positioning AI-response positioning and the competitor patterns observed alongside it Brand Visibility Your team
Content and answer coverage content · organic Observed answer gaps and the cited-source context behind them Brand Visibility Your team
Ecommerce merchandising · architecture Product shopping-test failures against the client catalogue Product Readiness Your team
Product content product data · feeds Unanswered product requirements, page by page Product Readiness Your team
CRM lifecycle · retention Approved Customer Intelligence outputs, with permission state attached Customer Intelligence Your team
Client reporting measurement · QBRs Repeat measurements and the evidence recorded behind each one Herm measurement Herm supplies
07The operating model

One client, one assessment, one workspace.

Create and manage every client brand from one agency workspace.

Agency workspace
  • Client A workspace assessment running own category, competitors and question set · own measurement history
  • Client B workspace assessment running separate from Client A · no shared evidence between engagements
  • Client C workspace not yet started set up when the engagement begins
Separation
Each client brand keeps its own data, scores, Brand Core and outputs, and the Content Studio produces per-brand Publish Kits from that client's own Brand Core. Nothing cross-pollinates between engagements.
Access
Invite client users to their own panel with role-based access limitations, without exposing other clients or agency-level controls.
Ownership
If a client later needs to take direct ownership, the brand environment transfers to them and their existing setup does not have to be rebuilt.
Billing
Your agency can pay Herm centrally for the brands it manages, or individual clients can pay Herm directly. Both models are supported.
Attribution
Reports are shared as Powered by Herm. The independent measurement stays visible, which is part of what makes the score worth putting in your deck, and your agency remains responsible for the strategy, the recommendations and the client work.
08Where the agency fits

Four readiness dimensions. Start with the one the client actually needs.

Map the rungs to engagements you can scope today. Measurement and content is the retainer; the feed audit is a technical project; on-site decisioning and offers are expansions. Product Readiness requires the client's product feed, so a domain-only run tells you where the conversation starts rather than everything it will cover.

  • Be Visible Brand Visibility Live brand · content · strategy. The measurement and content retainer.
  • Be Sellable Product Readiness Live ecommerce · product data · feeds. The catalogue audit, scoped as a project.
  • Be Relevant Customer Intelligence Early access CRM · lifecycle · personalisation. An expansion once the client is visible and sellable.
  • Be Preferred Offers Live performance · activation · offer strategy. Verified purchase outcomes, not modelled attribution.
09Why Herm

A measurement layer your recommendation can stand on.

  • Evidence

    Observable evidence

    Work from captured responses, product tests and other visible evidence rather than claims about hidden model reasoning.

    every finding traces back to a recorded response or test
  • Research

    Public research discipline

    Herm publishes independent AI-visibility research through its Index, on the record and open to scrutiny.

    3,734 brands ranked in the public Index · client assessments are not public
  • Scope

    Commerce beyond visibility

    Where relevant, move from AI mention measurement into product readiness, customer intelligence and verified purchase outcomes.

    four readiness dimensions · start with one

Questions

What are the commercial terms?

Partner pricing depends on the number of brands you manage and the Herm products they use. Agencies can pay Herm centrally or have individual clients pay directly. Talk to the partner team and we will scope the model around your portfolio.

Can we white-label the reports?

Reports are shared as <strong>Powered by Herm</strong>. The independent measurement is part of what makes the score worth putting in your deck, while your agency remains responsible for the strategy, the recommendations and the client work.

Do clients need their own accounts?

Not to get started. Your agency creates and manages the brand, then invites client users with role-based access when appropriate. If the client later needs direct ownership, the brand environment can be transferred to them.

Who pays Herm?

Either model works. Your agency can pay centrally for the brands it manages, or individual clients can pay Herm directly.

Which rungs can we work on today?

Three of the four rungs are live today and Customer Intelligence is early access. The four are Brand Visibility, Product Readiness, Customer Intelligence and Offers. AI Distribution is the roadmap destination. Product Readiness requires the brand’s product feed link so Herm can assess the catalogue directly.

Can we run a score before a prospect becomes a client?

Yes. The free Readiness Score is designed as a low-friction diagnostic: start with the brand’s domain and use the result to identify the first readiness conversation.

Build the client service around the evidence.

Run a free Readiness Score on a client or prospect. If the result opens a larger conversation, use the ladder to map what comes next.

Free · no card · results in minutes

starts with
One client and one readiness problem your team already knows how to solve
you get
A measurement, the evidence behind it and a remeasurement to return to
you keep
The strategy, the delivery and the client relationship
to agree
Access, ownership and commercial terms, per engagement