Domain ↓ / Stage →
1 Sensing & Intelligence
Convert raw activity into structured signal feeds.
Manual prospecting
LinkedIn searches and ZoomInfo lookups, one prospect at a time. No intent data, no signal hygiene, no observability. Most teams live here.
Single-source intent
One intent platform feeding a topic-surge dashboard. Some firmographic triggers. Manual SDR review of surges.
Multi-source signal feed
3+ independent sources combined. Clay + n8n custom workflow scoring signals, routing in <5 min via Default. Buying-stage classification operationalized.
Continuous account intelligence
1T+ signals/day processed. Agent fleet does deep account research in <5 minutes per prospect. Signals route to validated incrementality measurement. LLM-visibility intent monitored on yourself.
2 Strategy & Positioning
What to be in the market — the most agent-resistant domain.
Founder gut + tagline
No documented positioning. CEO/sales/marketing/product disagree on competitive set. The pitch in deals contradicts the website.
Documented positioning
Written positioning doc using Dunford 5-component canvas. Brand voice doc. Quarterly refresh. Occasional Wynter test on big launches.
Brand Governance Agent enforced
8-agent parallel governance reviews every output. Cross-functional positioning workshops quarterly. Wynter validation on every material shift.
Continuous synthetic + live testing
Positioning is a living architecture consumed by every other system as agent-readable spec. Synthetic + live testing in sequence on every material shift. Pricing-as-positioning fully internalized (5× rule).
3 Content & Creative Production
Highest velocity, highest brand-risk domain.
Manual + ChatGPT in browser tabs
Long-form posts written manually or via ChatGPT browser tabs. No brand voice spec. Inconsistent voice. Customer language never captured.
AI copilots + brand voice doc
Jasper / Writer / Claude Pro as draft helper. Brand voice document. Some governance review. Surfer for SEO. Limited multi-model orchestration.
End-to-end agentic content pipeline
Multi-agent pipeline (researcher / outliner / writer / editor / governance) with LangSmith observability. Brand Governance Agent enforced. Customer-language capture workflow into vector store. AEO-first briefs.
Repurposing-at-scale + pipeline-per-piece
1 webinar → 19+ artifacts pipeline. Pipeline-per-piece measurement. Brand-compliance rate >95%. Customer language captured continuously into vector store. AEO citation tracking integrated end-to-end.
4 Distribution & Channel Operations
Where content meets audience — including the 83% in dark social.
Posting occasionally + last-touch GA
LinkedIn posts when someone remembers. Last-touch in GA. No SRA. Spray-and-pray paid spend. Ghost-written founder posts that sound like SaaS marketing.
Multi-channel scheduling + SRA on demos
Sprout/Hootsuite for company page. Open-text SRA on high-intent forms. Some employee advocacy. UTM hygiene. Atomization on a small scale.
Founder-led + atomization + SRA reconciled
Founder + employee advocacy structured. Justin Welsh's 1-3-5 method (1 podcast → 19 artifacts) running. SRA reconciled monthly with MTA gap. Cision Trajaan AEO-aware PR.
Hybrid attribution + agent-mediated distribution
Full hybrid attribution (MMM strategic + incrementality causal + SRA dark-social capture). PR pivots to AEO/GEO citation building (Cision Trajaan). Agentic optimization on bid management running 24/7.
5 AI Search & Answer Visibility
AEO/GEO/LLMO — the newest standalone discipline.
SEO only + JS-rendered site
Traditional SEO only. No AEO/GEO awareness. Possibly client-rendered JS site invisible to AI crawlers (Mahmoud — your Space & Story site has been hit by exactly this).
AEO foundation + llms.txt published
Question-led headings. One-sentence answers under each. Schema markup. /llms.txt published. Manual ChatGPT/Perplexity audits weekly. Money-pages awareness building.
Multi-platform tracking + money pages + AEO briefs
Scraped tracking (NOT API) across 5 AI platforms. Money pages strategy (5-6× more than v2). AEO-first content briefs as standard. Bing Webmaster Tools AI Performance integrated.
Real-time citation tracking + entity dominance
Wikipedia entry built and maintained. Real-time citation tracking with sentiment monitoring. Vercel-style 'ChatGPT signups' as North Star metric. Anthropic-pattern llms-full.txt for content-heavy sites.
6 Demand & Conversational Pipeline
What turns attention into revenue.
Manual outbound + slow speed-to-lead
Cold email blasts to bought lists. No speed-to-lead enforcement. Manual lead routing in spreadsheets. Damaged sender reputation likely.
Marketing automation + basic sequences
HubSpot/Marketo for nurture. Outreach/Salesloft for outbound sequences. Apollo for prospecting. Some lead scoring. Manual review of replies.
Hybrid AI + human outbound
Intelligence layer (Clay + Common Room) compresses 60-min research → <5 min. AI-augmented platform sends multi-channel sequences. Speed-to-lead < 5 min. Multi-threading 4-7 contacts. Sender reputation auto-pause.
Consolidated orchestration + agent fleet
Default 2.0-style consolidated routing. Conversation handoff protocol designed (Drift sunset migration handled cleanly). AI agent fleet replacing human capacity layer with strategic human supervision.
7 Customer Intelligence & Synthetic Testing
Pre-launch validation, audience simulation, digital twins.
Imagination-based personas
Sales-led intuition. Personas built from a single offsite. No customer interview cadence. Positioning built on what marketing imagines, not what buyers say.
Regular interviews + JTBD framework
12-15 customer interviews per quarter. Switch interviews (Moesta) and listening sessions (Indi Young). Persona docs maintained from real data. Some message testing on Wynter.
Synthetic + live in sequence
Synthetic personas built from 30+ interview transcripts in Claude Project. Pre-launch concept testing (50 ad creatives → 3 in a day). Wynter validation on top concepts. Synthetic-to-live correlation tracked as KPI.
Longitudinal digital twins at scale
100K+ digital twins from consented first-party data. Continuous calibration. Synthetic-to-live correlation as continuous KPI. Pre-launch validation routine on every major concept.
8 Measurement & Attribution
The mirror — without it, the rest is theater.
Last-touch + platform-reported metrics
Last-touch attribution in GA. Meta/Google dashboards trusted as truth. No incrementality testing. CMO can't defend ROI to CFO.
First-party identity + SRA + UTM hygiene
First-party identity resolution. SRA on high-intent forms. UTM hygiene enforced. Self-reported attribution captured weekly but reconciled rarely.
Triangulated measurement
MMM (strategic) + incrementality (causal) + MTA (in-flight tactical) all running. Quarterly incrementality tests on top channels. Self-reported attribution reconciled monthly. AIMx framework patterns implemented.
Real-time MMM + agentic decisions
Real-time / daily MMM updates. Bayesian agents make budget decisions inside the MMM-defined envelope. Causal validation continuously feeds priors. Synthetic-to-live correlation tracked across all major decisions.