Before talking about tasks, agree on what change you want to see in the business. There are three an owner recognizes without a technical report.
Being mentioned and cited where your customers search. You can check this simply: write down the questions buyers really ask you, ask them on the search engines and assistants your buyers use, and note whether you show up, how you are described, and who gets recommended instead. Do it at the start and repeat it later. Without that starting snapshot, any improvement is just an opinion.
Leads and quote requests coming in. In B2B, visits don’t make payroll; conversations with buyers do. The work has to connect to forms, calls, emails, or quote requests, and to a simple question: how did you hear about us? If no one can say which leads came through this channel, you are not measuring what matters yet.
Content that answers real questions with something of your own. Not generic text that could live on any site, but what only your company knows: how decisions get made in your industry, what mistakes you see, what people ask you before they buy. That is what a person wants to read, and what makes sense for someone to cite.
Links and meta descriptions are not bad. They can be part of the work. The problem is paying for the task without knowing which result it was supposed to move.