Problem is Stu, they can't guarantee first spot. That's like a football manager saying they are going to win the league this year. It is competitive and you have no control over your opposition. Sure if they've looked and the comp is rubbish then maybe they feel confident, but they can't say for sure. If you get a monthly report (which most companies do) I'd want to know what they are doing. ie backlinking and from where and with what keywords.