AI Visibility Engine
Client Onboarding Document

Your 6-month path to
AI search visibility.

The AI Visibility Engine engagement executes the full 8-lever AEO/GEO framework across all 5 major AI platforms. This is the most common engagement for operators in competitive categories.

$2,997
per month
6-month minimum engagement
Month-to-month after initial term
8
tactical levers executed in sequence
5
AI platforms tracked
50
buyer queries monitored
6 mo
minimum for compounding
How to use this document

Built for operators, not marketers.

This plan is your single source of truth for the engagement. Every task references the specific lever it addresses. Every month closes with a deliverable list and a KPI checkpoint. Bring this to your monthly strategy call and we’ll review progress together.

Who this engagement is for: Regional or national businesses doing $5M–$20M in revenue competing in markets with 2–4 established competitors who have started investing in digital visibility.

On sequencing: Levers 1 through 3 (Foundation) must be in place before Levers 4 through 6 (Content Engine) can compound. Trust the sequence.

Engagement note: This engagement runs on a 6-month minimum with month-to-month continuation. All 5 major AI platforms are tracked simultaneously. Weekly monitoring begins in Month 4.

Month
Primary focus
Score target
Month 1
Audit, kickoff, entity cleanup, schema, crawler access
+8 to +20 pts
Month 2
Answer-first content + citation building begins
+10 to +25 pts
Month 3
Content engine + authority expansion + 90-day checkpoint
50–70 total
Month 4
Freshness cadence + monitoring system live
60–75 total
Month 5
Authority acceleration + closing competitor gap
68–80 total
Month 6
Six-month review + renewal planning
70–80+
Month 1

Foundation: audit, kickoff, entity, schema, and crawler access

The first 30 days fix the infrastructure every other lever depends on. No content, no PR. Just the unsexy, compounding work that makes everything else work.

Month 01 • Days 1–30
Foundation work
Levers 1–3
Week 1 — Kickoff and audit review
Kickoff call: confirm target query list, competitive set, primary ICP, and key service pages
Setup
Review AI Visibility Audit report — walk through gap map and competitor citation analysis
Setup
Grant Citebound access: Google Analytics, Google Search Console, website CMS or FTP
Setup
Establish canonical fact sheet: brand name, address, phone, founding date, service description, social profiles
L2
Weeks 2–3 — Entity consistency and crawler access
Audit all major directory sources against canonical fact sheet and update all inconsistencies
L2
Create or verify Wikidata entry where eligible
L2
Audit robots.txt and CDN for AI crawler blocking and implement llms.txt
L3
Week 4 — Schema implementation
Implement Organization, LocalBusiness, FAQPage, HowTo, and Article schema on key pages
L1
Validate all schema using Google Rich Results Test and Schema Markup Validator
L1
Month 1 deliverables
✓
Entity consistency report
All sources audited, discrepancies corrected, before/after documentation.
✓
Schema validation confirmation
Rich Results Test screenshots for every schema type deployed.
✓
Month 1 visibility baseline
Re-run of 50 queries across ChatGPT, Perplexity, Google AI Overviews, Claude, and Grok. Post-foundation baseline established.
Starting score
[XX]/100
From your initial audit
→
Month 1 target
+8–20 pts
Schema and entity fixes
Month 2

Content engine launch + citation building begins

With foundation in place, Month 2 starts both content and citation workstreams simultaneously. Both take 6 to 12 weeks to fully materialize — starting them together is essential.

Month 02 • Days 31–60
Content engine + citation building
Levers 4–6
Content restructuring and new production
Rewrite opening sections of priority pages with 40–60 word direct-answer blocks and restructure H2s to mirror buyer query phrasing
L4
Publish 4–6 long-form content pieces targeting highest-intent buyer queries — each with 3–5 cited statistics, 1–2 expert quotes, and inline source links
L5
Add Article and FAQPage schema to all new content pieces
L1
Citation building launch
Secure 4–6 placements on high-authority directories and industry publications used by AI platforms in your category
L6
Initiate outreach for first earned brand mentions on authoritative category-relevant sites
L6
Content pieces
4–6
published this month
Citations placed
4–6
directory + placements
Pages restructured
6–8
answer-first format
Score target
+10–25
points above baseline
Month 3

Content engine at full speed + 90-day checkpoint

Month 3 is where early citation gains become visible. First content is indexed. Authority builds. This is the first month where meaningful movement appears on the query tracker.

Month 03 • Days 61–90
Authority acceleration + 90-day review
Levers 4–6
Content batch 2 + authority push
Publish 4–6 long-form pieces targeting comparison and problem-aware buyer queries
L4–5
Secure 6–8 additional placements on publications in the LLM trust network
L6
Refresh Month 2 content: 2 new statistics each, schema dateModified updated
L7
Full 50-query audit re-run — compare to Day 1 baseline. 90-day strategy call.
L8
Month 1 score
[XX]/100
Post-foundation baseline
→
90-day target
50–70
Typical 90-day range
Month 4

Freshness system + monitoring infrastructure live

Month 4 activates the Advanced levers. Content and citation work is maturing. Now we install the operating system that keeps it compounding.

Month 04 • Days 91–120
Freshness cadence + monitoring system
Levers 7–8
Freshness + monitoring (Levers 7–8)
Identify top 20 pages for quarterly refresh cadence
L7
Refresh all Month 2 content: new statistics, updated examples, schema dateModified
L7
Weekly structured query sets across all 5 platforms
L8
Set up Google Analytics AI referral traffic segment and monthly reporting
L8
6–8 authority placements + 4–6 new content pieces
L4–6
Month 4 deliverables
✓
Monthly full report + weekly monitoring dashboard
Citation rate trends, competitor share, AI referral traffic data.
✓
Content freshness audit complete
All Month 2 content refreshed. Refresh calendar for top pages established.
Month 5

Authority acceleration + closing the competitor gap

Month 5 is where compounding becomes visible. Citation counts climbing. Authority placements maturing. The gap to competitors should be narrowing measurably.

Month 05 • Days 121–150
Authority acceleration
Levers 6–8
Authority + content push
Expand citation building to 8–12 placements this month
L6
Publish 4–6 content pieces targeting queries where competitor gap is still widest
L4–5
Refresh all Month 3 content: new statistics, updated examples, schema dateModified
L7
Platform-specific optimization: identify which platform has most remaining gap and focus there
L8
Cumulative placements
20+
authority citations total
Total content
20+
pieces published
AI referral traffic
Growing
month over month
Score target
68–80
visibility score
Month 6

Six-month review + the path forward

Month 6 closes the initial engagement with a comprehensive review and a clear decision: continue at this tier, upgrade, or build on what you own.

Month 06 • Days 151–180
Six-month review + renewal
All 8 Levers
Final month + comprehensive review
Publish 4–6 content pieces targeting remaining high-gap query clusters
L4–5
8–12 authority placements — maintain full citation building velocity
L6
Refresh all Months 1–2 content: first full quarterly cycle completed
L7
Full 50-query audit: compare Day 1 vs Day 90 vs Day 180
L8
Monthly strategy call: present full results, ROI analysis, plan next 6 months
L8
6-month final deliverables
✓
6-month performance report
Full score trajectory, platform breakdown, AI referral traffic, and ROI calculation.
✓
Cumulative content library
All content fully owned by you, optimized for continued AI citation after the engagement.
✓
Authority citation map + next strategy
Complete list of all placements secured. Renewal recommendation based on what worked.
Day 1 score
[XX]/100
Original audit baseline
→
Month 6 target
70–80+
6-month outcome target

The 4 metrics that matter: Citation rate across your 50 monitored queries — competitor citation share — AI referral traffic from Google Analytics — AI referral conversion rate vs organic. These predict revenue. Everything else is supporting evidence.

Our commitment
Disciplined execution. Transparent reporting. No vanity metrics.
We commit to executing the 8-lever framework with consistency and reporting on the metrics that predict revenue. We do not commit to specific numerical outcomes — AI platform citation behavior is not deterministic. What we promise is the right work, in the right order, with full transparency every step of the way.
AI Visibility Engine • $2,997/month • 6-month minimum
info@citebound.com