Strategy & Roadmap

Expert AI Discovery Guidance—You Handle Implementation

Get a comprehensive AI visibility audit, 90-day strategic roadmap, and monthly expert guidance—then implement with your internal team.

Starting at

$8,000/month

6-month minimum

Founding Client

$4,800/month

40% off for life

For Companies With Internal Teams Who Need Expert Direction

You have marketing capacity. You have technical capability. You don't have AI Discovery expertise.

Strategy & Roadmap gives you the expert direction without full-service execution.

We complete a comprehensive AI visibility audit, build a prioritized 90-day roadmap, and provide monthly guidance as you implement—but your team handles the actual execution.

Who This Is For

  • Companies with internal marketing teams
  • Organizations wanting to build AI Discovery expertise internally
  • Budget-conscious companies testing before committing to full execution
  • Businesses preferring DIY implementation with expert guidance

Who This Is NOT For

  • Teams lacking technical implementation capability
  • Organizations needing fast results without internal capacity
  • Companies wanting execution accountability, not just strategy
  • Teams already overwhelmed with existing work

Complete Assessment + Strategic Roadmap + Monthly Guidance

Week 1-2 Deliverable

AI Visibility Audit

What We Test:

  • Your brand across 20-30 queries customers actually ask
  • ChatGPT, Perplexity, Claude, Google AI, and Grok responses
  • Where you appear, where you don't, where competitors dominate
  • Zero-click mentions (brand visibility without website attribution)

What You Receive:

  • Platform-by-platform analysis document (40-60 pages)
  • Query-by-query visibility breakdown
  • Competitive positioning matrix (you vs. 3-5 key competitors)
  • Zero-click visibility assessment
  • Quick win identification

Example Insight:

"You appear in 3 of 30 target queries. Competitor A appears in 24 of 30. ChatGPT never mentions you for '[category]' queries. Perplexity cites Competitor B 5x more frequently than you. Quick win: Implementing Product schema would enable 8-12 additional citations within 30 days."

Week 2 Deliverable

Technical Audit

What We Test:

  • Schema markup implementation (or lack thereof)
  • Semantic HTML quality and AI comprehension
  • Robots.txt and AI crawler access configuration
  • Platform-specific technical requirements
  • Attribution and tracking capability

What You Receive:

  • Technical gap analysis document
  • Priority fix recommendations with business impact ratings
  • Implementation specifications (code-level detail)
  • Resource requirement estimates
  • Timeline and dependency mapping

Example Insight:

"Implement JSON-LD Product schema across 2,400 SKUs (estimated 40-60 hours dev time). Priority: HIGH—enables ChatGPT Shopping integration and accurate product citations. Implement semantic HTML heading hierarchy (estimated 20-30 hours). Priority: MEDIUM—improves AI content comprehension by 30-40%."

Week 3-4 Deliverable

90-Day Strategic Roadmap

What We Test:

  • Prioritized action plan across all 6 REVEAL stages
  • Month-by-month implementation timeline
  • Content strategy and production templates
  • Platform-specific optimization tactics
  • Success metrics and tracking framework

What You Receive:

  • Strategic roadmap document (50-80 pages)
  • Implementation checklist with priorities
  • Content templates and examples
  • Technical specifications
  • Measurement and attribution framework

Month 1-2: Foundation

RECOGNIZE + ENGINEER Foundation: Implement priority technical fixes (schema, semantic HTML), set up tracking and attribution systems, create content production process, establish baseline metrics

Month 2-3: Buildout

VELOCITY + EXPAND Buildout: Launch content production (15-20 pieces monthly minimum), optimize existing high-value content, begin authority building initiatives, monitor initial performance improvements

Month 4-6: Optimization

ASSESS + LEAD Optimization: Track and report performance metrics, optimize based on platform visibility data, adapt to platform algorithm changes, scale successful tactics

Month 2-6 Deliverable

Monthly Guidance Sessions

What We Test:

  • 60-minute monthly strategy calls
  • Implementation question answering
  • Progress review and tactical adjustments
  • Troubleshooting and problem-solving
  • Platform update briefings

Monthly Session Agenda:

  • Progress review (what's been implemented)
  • Results assessment (early performance indicators)
  • Roadblock troubleshooting (technical or strategic challenges)
  • Platform updates (algorithm changes, new features)
  • Next month priorities (adjust roadmap as needed)

Example Insight:

Month 3 Review: "You've implemented Product schema across 60% of catalog—great progress. ChatGPT citations increased 40% already. Recommend prioritizing remaining 40% before scaling content velocity. Perplexity launched Shopping feature this month—here's how to optimize for it. Let's troubleshoot the attribution tracking issue you mentioned."

Ongoing

Basic Tracking Setup

What We Provide:

  • AI traffic identification guidance
  • Attribution framework recommendations
  • Performance metric definitions
  • Reporting template provision
  • Measurement best practices

What You Implement:

  • Custom tracking configuration
  • AI traffic identification setup
  • Attribution reporting dashboard
  • Performance monitoring systems

How Strategy & Roadmap Applies the REVEAL Framework

R

RECOGNIZE

We Complete Full Audit

  • Comprehensive visibility testing
  • Competitive analysis
  • Technical audit
  • Opportunity identification
  • You receive complete findings and analysis
E

ENGINEER

You Implement, We Provide Specs

  • We provide technical specifications
  • We document implementation requirements
  • We offer guidance during monthly sessions
  • You handle actual technical implementation
V

VELOCITY

You Produce, We Provide Strategy

  • We provide content strategy and templates
  • We define platform-specific requirements
  • We review content approach monthly
  • You handle content production (15-20 pieces monthly minimum)
E

EXPAND

You Build, We Provide Roadmap

  • We provide authority building roadmap
  • We identify high-value opportunities
  • We guide third-party mention strategy
  • You execute authority building initiatives
A

ASSESS

You Track, We Provide Framework

  • We provide measurement framework
  • We define success metrics
  • We review performance monthly
  • You implement tracking and reporting
L

LEAD

We Monitor, You Adapt

  • We monitor platform changes
  • We brief you on algorithm updates
  • We recommend tactical adjustments
  • You implement adaptations with our guidance

What Your Team Needs to Handle

Technical Implementation (Estimated 80-120 hours)

  • Schema markup implementation
  • Semantic HTML optimization
  • Tracking and attribution setup
  • Platform-specific configurations

Content Production (Estimated 15-20 pieces monthly)

  • Writing or producing content pieces
  • Optimizing existing content
  • Following platform-specific guidelines
  • Maintaining publication schedule

Authority Building (Estimated 20-30 hours monthly)

  • Third-party mention outreach
  • Review platform optimization
  • Partnership development
  • Citation building

Performance Tracking (Estimated 10-15 hours monthly)

  • Implementing tracking systems
  • Collecting performance data
  • Generating reports
  • Analyzing results

Required Internal Capabilities

Technical Capability:

Developer or technical marketer who can implement schema markup. Understanding of HTML and website technical infrastructure. Ability to set up tracking and analytics systems.

Content Capability:

Writer or content team who can produce 15-20 pieces monthly. Understanding of platform-specific content requirements. Quality standards for AI-optimized content.

Marketing Capability:

Marketing manager to coordinate implementation. Ability to execute authority building initiatives. Performance tracking and reporting capability.

What to Expect: 6-Month Timeline

Month 1: Foundation Setup

  • Week 1-2: Complete AI visibility audit
  • Week 3-4: Receive strategic roadmap
  • End of Month: Your team begins implementation

Month 2-3: Initial Implementation

  • Technical foundation implementation
  • Content production begins (15-20 pieces monthly)
  • First performance indicators emerge
  • Monthly guidance sessions

Month 4-6: Optimization & Results

  • Continued content production
  • Performance optimization based on data
  • Authority building initiatives
  • Measurable improvement visible

After 6 Months:

  • Continue month-to-month with guidance
  • Upgrade to Managed Implementation if needed
  • Transition to independent execution
  • Quarterly check-ins available

Limited Opportunity: Founding Client Program

40% off for life. First 10 clients per tier.

We're offering founding client pricing to companies willing to participate in public case studies documenting their AI Discovery success.

Strategy & Roadmap

$4,800/mo

normally $8,000

Managed Implementation

$9,000/mo

normally $15,000

Category Leadership

$15,000/mo

normally $25,000

Requirements:

  • • Public case study participation (anonymized if needed)
  • • Monthly metric sharing for performance tracking
  • • Quarterly testimonial updates
  • • Logo usage for marketing (with approval)

We're building proof of the REVEAL Framework across verticals. Founding clients get exceptional pricing. We get compelling case studies that demonstrate methodology effectiveness.

Fair exchange. Exceptional value.

Only 3 spots remain across all tiers.

Strategy & Roadmap Questions

If you have: (1) a developer or technical marketer who can implement schema markup, (2) a content team that can produce 15-20 pieces monthly, and (3) a marketing manager to coordinate—yes, you can implement with our guidance.

Schedule a Consultation to Discuss Strategy & Roadmap

We'll assess whether your team has the capability to implement successfully with strategic guidance, or if Managed Implementation is a better fit.

No pressure. Just honest assessment.