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AI Roadmap Process

Last Edited: 2026-07-07 05:00

Description

Operational process for using automated search sentiment (Otterly.ai) and local rank grids (LocalFalcon) to identify visibility opportunities, review summary findings with clients, and coordinate optimizations through the Content Roadmap.

Goal

Reconcile automated tool outputs into high-level summary insights, review them with the client, and synchronize all content updates directly into the main Content Roadmap.

PROCESS MAP

GATE 0 — INITIATION & BENCHMARKING

• Trigger: Client onboarding or monthly recurring analysis cycle.
• Entry Criteria:
  • Client profile active.
  • Core keywords and main competitor URLs list established.
• Exit Criteria (must all be true):
  • Search sentiment scan run. AI Sentiment Procedure
  • Local ranking grid scan run. Local AI Benchmarking Procedure
  • Initial baseline reports stored.

GATE 1 — DATA CONSOLIDATION & REPORTING

• Process Description: Extract insights directly from the benchmarking tools to consolidate key findings for client presentation and prepare strategic updates for the Content Roadmap.
• Required Outputs (must all be true):
  • AI Summary Report compiled containing tool metrics (sentiment baselines, rank grid visibility, competitor gaps) to present to the client during the strategy review.
  • Core opportunities (e.g. citation fixes, Q&A errors) identified and documented.
  • Content-related options and target keyword gaps prepared to update the client's Content Roadmap.

GATE 2 — CLIENT STRATEGY REVIEW

• Required Inputs:
  • AI Summary Report from Gate 1.
• Exit Criteria (must all be true):
  • Baseline AI Roadmap and Uberall setup delivered to the client. AI Tool Outreach Template
  • Summary findings reviewed with the client (typically during the Monthly Meeting).
  • Client feedback and approvals for optimizations captured.
  • Recap email sent to client summarizing approved actions.

GATE 3 — CONTENT ROADMAP SYNCHRONIZATION

• Required Inputs:
  • Client-approved content priorities from Gate 2.
• Exit Criteria (must all be true):
  • Content gaps and target keyword recommendations added directly to the client's main Content Roadmap. Content Roadmap Process
  • Execution tasks for new page creation or header styling created in the task manager.

GATE 4 — PROFILE & CITATION EXECUTION

• Required Inputs:
  • Approved off-page actions from Gate 2.
• Exit Criteria (must all be true):
  • Profile corrections and directory citation claims executed. Citation Setup Procedure
  • GBP "Learn Something Specific" questions cleaned up. GBP QA Cleanup Process

GATE 5 — RECURRING CADENCE

• Cadence: LocalFalcon grids scanned monthly; Otterly.ai sentiment scans run bi-monthly.
• Exit Criteria (must all be true):
  • Cadence checks scheduled.
  • New visibility gaps fed back to Gate 0 to trigger the next analysis cycle.