Execution Toolkit

APPENDIX

Templates, Checklists & Schemas. The Practical Execution Toolkit for AI Ranking & Generative Visibility.

This appendix translates the book into actionable infrastructure. Every framework, checklist, and template here is designed to support the Hybrid Ranking Protocol (HRP v2.0) and modern E-E-A-T standards.

Use this appendix as:

  • A launch checklist
  • An internal operating manual
  • A quarterly audit system
  • A training resource for teams and clients

A1. Monday-Morning Launch Checklist (HRP v2.0)

Use this checklist to move from strategy to execution immediately.

Technical Infrastructure (Ingestion Layer)

  • HTTPS enabled across all pages
  • Mobile performance score acceptable (Core Web Vitals)
  • Clean HTML (no hidden or cloaked text)
  • Text-to-HTML ratio above 15%
  • CSS and JavaScript minified

AI Bot Access

  • GPTBot allowed in robots.txt
  • Google-Extended allowed
  • ClaudeBot allowed
  • No blanket AI bot blocking rules

Schema Implementation

  • Organization schema live
  • FAQPage schema added to priority pages
  • Author (Person) schema implemented
  • Speakable schema applied where relevant

Content Structure

  • First 100 words answer the core question
  • H1 and H2 use Subject → Predicate → Object
  • TL;DR block added to key pages
  • Tables used for comparisons and pricing

Trust Signals

  • Author bios linked and complete
  • Case study with metrics published
  • Third-party profiles updated and consistent

If every box above is checked, your brand is AI-eligible.

A2. Hybrid Ranking Protocol (HRP v2.0) Master Checklist

Phase 1: Technical Infrastructure

  • ☐ Schema hyper-definition complete
  • ☐ Token efficiency optimized
  • ☐ AI crawlers verified
  • ☐ Performance and accessibility validated

Phase 2: Semantic Engineering

  • ☐ Core entities clearly defined
  • ☐ Semantic triplets embedded
  • ☐ Contextual vocabulary present
  • ☐ Topic focus maintained per page

Phase 3: RAG-Ready Formatting

  • ☐ Tables used where comparisons exist
  • ☐ Definition lists for features/services
  • ☐ Stat-fact density achieved
  • ☐ Answer snippets formatted

Phase 4: Authority Distribution

  • ☐ External mentions secured
  • ☐ Author entities verified
  • ☐ Case studies data-backed
  • ☐ Risk reversal clearly stated

This checklist should be reviewed quarterly.

A3. Robots.txt – AI Visibility Template

Use this template to ensure AI systems can legally and technically access your content.

User-agent: GPTBot
Allow: /

User-agent: Google-Extended
Allow: /

User-agent: ClaudeBot
Allow: /

User-agent: CCBot
Allow: /

# Block common scrapers if needed
User-agent: anthropic-ai
Allow: /

User-agent: *
Disallow:

Important:

Blocking these agents means zero AI citations, regardless of content quality.

A4. Organization Schema (JSON-LD Template)

Use this as a base and customize for your brand. This connects your brand to trusted knowledge graph nodes.

<script type="application/ld+json">
{
  "@context": "https://schema.org",
  "@type": "Organization",
  "name": "Your Brand Name",
  "url": "https://www.yoursite.com",
  "logo": "https://www.yoursite.com/logo.png",
  "contactPoint": {
    "@type": "ContactPoint",
    "telephone": "+1-555-555-5555",
    "contactType": "customer service"
  },
  "sameAs": [
    "https://www.linkedin.com/company/yourbrand",
    "https://twitter.com/yourbrand",
    "https://www.crunchbase.com/organization/yourbrand"
  ]
}
</script>

A5. FAQPage Schema (AI Answer Accelerator)

Use FAQ schema to increase direct answer eligibility. Keep answers Short, Direct, and Non-promotional.

<script type="application/ld+json">
{
  "@context": "https://schema.org",
  "@type": "FAQPage",
  "mainEntity": [{
    "@type": "Question",
    "name": "What is Generative Engine Optimization (GEO)?",
    "acceptedAnswer": {
      "@type": "Answer",
      "text": "Generative Engine Optimization is the process of structuring content so it can be retrieved, cited, and used by AI answer engines like ChatGPT and Gemini."
    }
  }]
}
</script>

A6. Author Bio Page Template (E-E-A-T Critical)

Every author must have a dedicated page. This converts content into expert-authored knowledge.

Required Sections

  • • Full name
  • • Role and expertise
  • • Years of experience
  • • Credentials or certifications
  • • Real photo (not stock)
  • • SameAs links (LinkedIn, Twitter)

Example Structure

Name: Jane Smith

Role: AI Visibility Strategist

Experience: 12+ years in SEO

Specialty: GEO, Schema Architecture

As seen in: Industry blogs, podcasts

<script type="application/ld+json">
{
  "@context": "https://schema.org",
  "@type": "Person",
  "name": "[Author Name]",
  "url": "https://www.yourdomain.com/author/[name]",
  "image": "https://www.yourdomain.com/author/photo.jpg",
  "jobTitle": "[Job Title]",
  "worksFor": {
    "@type": "Organization",
    "name": "[Brand Name]"
  },
  "sameAs": [
    "https://www.linkedin.com/in/[profile]",
    "https://twitter.com/[profile]"
  ]
}
</script>

A7. Case Study Template (Proof-Driven Trust)

Replace vague testimonials. AI systems trust data more than quotes.

Client Context

Industry, size, problem

Before

Baseline metrics (traffic, revenue, visibility)

Intervention

What was implemented (HRP phase, tools)

After

Clear results with numbers

Evidence

Screenshot of analytics, Dashboard image, Short Loom video

Additional Protocols

A8. Triangulated Authority Checklist

  • ☐ Claim stated clearly on your site
  • ☐ Claim supported by data or metrics
  • ☐ Claim validated by at least one external source
  • ☐ Language consistent across platforms

If one leg is missing, trust weakens.

A9. AI Visibility Audit Template

Run monthly using ChatGPT, Gemini, Perplexity.

  • Prompts: "Best [category]", "How to [solve problem]"
  • Record: Brands cited, Language used
  • Action: Gap analysis & Optimization

A10. AI Metrics Dashboard

  • • Share of Model Voice (SoMV)
  • • Citation frequency
  • • Brand mentions inside AI answers
  • • Branded search growth

A11. Risk Reversal Copy

"If you’re not satisfied within 30 days, we’ll refund you in full—no questions asked. You keep all delivered materials."

A12. Quarterly Maintenance

☐ Update timestamps ☐ Refresh stats ☐ Add case study ☐ Secure 3rd-party mention ☐ Re-run audit

Final Appendix Note

This appendix is not optional reading. It is the execution layer of the book. Use it. Reuse it. Build systems with it.