Notebook 5 — Strategy
How to read this notebook
Each action below has 5 attributes: Action (what to do), Why (which finding in NB1–NB4 it addresses), Effort (PM-hours, single number), Expected lift (citation-rate delta on a re-run, ±0% stochastic noise), Owner (PM / Assistant / User). Actions are ordered by lift-per-effort, not by total lift.
The 7 actions
Action 1 — Historical: publish the then-current pricing page in 3 places
Why: Notebook 2 §E shows that ChatGPT, Perplexity, and Gemini are explicitly naming Profound ($499/mo) and Otterly ($99/mo) price points on purchase-intent queries — and we are absent. The fastest way to get cited on a purchase-intent query is to have an indexable pricing page that the LLM can cite directly. The standalone page now exists at clarivy.ai/pricing/, with a dateline, machine-readable schema.org/Offer block, and an independently indexable URL.
Effort: 2 PM-hours (1h for the new page, 1h for the schema).
Expected lift: +1-2 mentions on the 5 purchase-intent prompts across the 3 global frontier endpoints. Estimated next-snapshot score: 2-3 / 45 (vs 0 / 45 today).
Owner: PM.
Deadline: 2026-06-13 (Day 4).
Action 2 — Pitch the "no SaaS does both" finding to 36kr + Search Engine Land
Why: Notebook 3 §2 shows that 36kr and Search Engine Land are the two highest-leverage publishers for the China-market and global frontier endpoints respectively. Notebook 4 §"Quotable #1" shows that the gap statement — "no SaaS tool yet does both well" — is quotable, on-the-record, and attributed to Perplexity (a vendor the publishers will publish). Pitching the finding (not the product) is the cleanest path to a first citation.
Effort: 6 PM-hours (3h pitch writing + 3h back-and-forth on revisions).
Expected lift: +3-5 mentions on the methodology + competitive prompts across ChatGPT, Perplexity, Doubao, Kimi, MetaSo. A single 36kr post gets indexed into MetaSo's search index within 7-14 days; Perplexity picks up Search Engine Land within 3-7 days.
Owner: PM (drafts) + User (sends via [email protected] to maintain the corporate voice).
Deadline: 2026-06-18 (Day 9, one week after the next snapshot baseline).
Action 3 — Publish 6 first-party methodology datapoints, one per NB2-C category
Why: Notebook 2 §C shows that methodology is the prompt category where the LLMs are most confident — and where there is no room to win the "what is GEO" answer. The opportunity is to be cited as a source for a methodology datapoint: e.g. "per Clarivy's Day-1 self-audit, 0/270 is the expected baseline for a brand-new domain" (we already have this one), or "per Clarivy's 2026 audit of 12跨境 brands, the average mention rate on Perplexity is 14%". Each datapoint must have named authorship, CC-BY-4.0 license, and a stable URL. Six posts, one per methodology sub-category, with verifiable data — that's the durable lever.
Effort: 12 PM-hours (2h per post, including data + writing + schema).
Expected lift: +4-6 mentions on the methodology prompts. The pattern from the Princeton GEO paper data and the llms.txt proposal data is that LLMs begin citing a new source within 30-60 days of consistent publishing. We expect to see lift on the 2026-08-01 snapshot, not the 2026-07-01 one.
Owner: PM.
Deadline: 2026-07-01 (Day 20, aligned with the next snapshot date).
Action 4 — Submit 5 China-market source registrations (Baidu Zhanzhang + 4 more)
Why: Notebook 3 §2 shows that Baidu Zhanzhang, ByteDance Juliang, Shenma, Sogou, and Bing are the upstream crawlers that feed the China-market endpoints. Submitting clarivy.ai to all 5 is a hygiene step, not a magic lever — but it is the prerequisite for those endpoints to ever see us. Doubao, Kimi, ERNIE, and MetaSo all rely on these crawlers (or on Bing/Google for cross-market content). Submission is free; the only cost is the time to fill the forms.
Effort: 2 Assistant-hours (forms are tedious but low-judgment).
Expected lift: +0 mentions on the 2026-07-01 snapshot, +1-2 mentions on the 2026-08-01 snapshot. Crawl → index → LLM-cited latency is 30-45 days on the China-market endpoints.
Owner: Assistant.
Deadline: 2026-06-15 (Day 5).
Action 5 — Install /llms.txt at the root of clarivy.ai
Why: Notebook 2 §C and Notebook 4 §"Quotable #3" both show that the llms.txt proposal is supported by 3 of the 7 endpoints (ChatGPT, Perplexity, Claude) and is being recommended as a methodology best-practice by 4 more (Kimi, ERNIE, DeepSeek, Doubao). The proposal is at llmstxt.org. Installing the file is a 30-minute task. We won't see a lift from this in the 30-day window, but the 90-day lift is meaningful.
Effort: 0.5 PM-hours (write the file, deploy).
Expected lift: +0 mentions in 30 days, +2-4 mentions in 90 days (Claude + Perplexity in particular).
Owner: PM.
Deadline: 2026-06-12 (Day 2, today).
Action 6 — Get a Wikidata QID + a Wikipedia "notability" draft
Why: Notebook 3 §2 shows that Wikipedia + Wikidata are the two upstream sources that the LLMs cite most consistently for entity recognition. A Wikidata QID for HG-Solution Co., Limited (CR 80121024) is straightforward — the company is real, registered, and has a public CR number. A Wikipedia draft is harder (notability threshold is high), but a stub article with the CR number and the methodology page is enough to start. The lift is small but the duration is permanent.
Effort: 4 PM-hours (Wikidata: 1h; Wikipedia draft: 3h for the WP:NPOV dance).
Expected lift: +1-2 mentions on the brand-specific prompts across all 7 endpoints, starting on the 2026-08-01 snapshot. Permanent once live.
Owner: PM (Wikidata) + User (Wikipedia draft, because it requires an account under the user's real name for WP:NPOV).
Deadline: 2026-06-30 (Day 19).
Action 7 — Publish the methodology page in zh-Hant-HK
Why: Notebook 2 §A and §B show that the China-market endpoints (Doubao, Kimi, ERNIE in the historical run) are surfacing Chinese vendors for buying-intent and competitive prompts — and we are absent. The methodology page is the single highest-quality English-language content on clarivy.ai, and a 1:1 zh-Hant-HK translation (not a machine translation — a hand-edit by the PM, with the same Named-Entity markup) will be the single most-leveraged Chinese-language publishing action. China-market endpoints index Chinese content faster than English content; the expected lift is asymmetric.
Effort: 3 PM-hours (translate, deploy, add hreflang).
Expected lift: +2-4 mentions on the China-market endpoints' buying-intent and competitive prompts, starting on the 2026-07-15 snapshot.
Owner: PM.
Deadline: 2026-06-20 (Day 10).
Effort and lift summary
| # | Action | Effort | 30-day lift | 90-day lift | Owner | Deadline |
|---|---|---|---|---|---|---|
| 1 | Pricing page in 3 places | 2 PMh | +1-2 | +2-3 | PM | 2026-06-13 |
| 2 | Pitch 36kr + Search Engine Land | 6 PMh | +3-5 | +5-8 | PM+User | 2026-06-18 |
| 3 | 6 first-party methodology datapoints | 12 PMh | +0 | +4-6 | PM | 2026-07-01 |
| 4 | 5 China-market source submissions | 2 Ah | +0 | +1-2 | Assistant | 2026-06-15 |
| 5 | /llms.txt at root | 0.5 PMh | +0 | +2-4 | PM | 2026-06-12 |
| 6 | Wikidata QID + Wikipedia stub | 4 PMh + User | +0 | +1-2 | PM+User | 2026-06-30 |
| 7 | Methodology page in zh-Hant-HK | 3 PMh | +1-2 | +2-4 | PM | 2026-06-20 |
| Total | 27.5 PMh + 2 Ah | +5-9 | +17-31 | — | ||
What the next snapshot will look like
At the current action-execution rate, the projected self-audit #2 (2026-07-01) score is 2-4 / 270 mentions, with the lift concentrated in the purchase-intent and competitive categories (because Actions 1, 2, 4 are the ones with the shortest latency). The methodology category is not expected to move until 2026-08-01 at the earliest, because the LLMs are slow to incorporate new sources. The brand-specific category is the last to move — we expect 1-2 brand-specific mentions on the 2026-08-01 snapshot, not before.
What we will NOT do
From the v3 plan §"Day 1 honest conclusions", restated for the next 30 days:
- No link buying. Buying links is a Google penalty since 2012, and the LLM equivalents (citation networks, entity associations) are even more expensive to fake.
- No PBNs. Same reasoning.
- No fabricated llms.txt statistics. Every datapoint in the llms.txt file will be either (a) a real datapoint from this audit, or (b) a real datapoint from a future customer audit (with the customer's written consent).
- No "as seen in" logos that aren't true. The Day-1 self-audit shows that 0/270 is the baseline. We will not add "as cited in ChatGPT" or "featured by Perplexity" until those citations actually exist.
How we will measure the next snapshot
Self-audit #2 is on 2026-07-01. The 5 notebooks will be re-run end-to-end. The new score will be published at clarivy.ai/audit/self-audit-02/ on the same day. The methodology will be identical to this audit (same 30 prompts, same 7 endpoints, same binary mention-count, same data-provenance footer). The only deltas will be: (a) a position-weighted scoring column added to NB1, (b) a freshness and sentiment column added to NB3, and (c) the action-by-action lift tracking added to NB5.