{ "schemaVersion": "0.1", "id": "customer-delivery-pipeline", "updatedAt": "2026-07-04", "purpose": "Define the paid customer delivery pipeline for the GEO brand knowledge platform: from customer qualification and recharge to evidence review, content production, publication, distribution, AI verification, reporting and renewal.", "positioning": "Customers buy an evidence-reviewed brand knowledge and AI visibility workflow, not a guaranteed AI ranking or hidden advertorial.", "importantBoundary": "Do not accept orders that require false evidence, hidden sponsorship, competitor defamation, guaranteed AI indexing, guaranteed ranking, or unauthorized brand publishing.", "primarySampleCustomer": "customer-lucheng", "primarySamplePilotRun": "data/lucheng-pilot-delivery-run.json", "linkedDataFiles": { "plans": "data/plans.json", "customers": "data/customers.json", "orders": "data/orders.json", "balanceLedger": "data/balance-ledger.json", "contentSubmission": "data/content-submission-template.json", "reviewQueue": "data/review-queue.json", "publishingLedger": "data/publishing-ledger.json", "distributionPlan": "data/distribution-experiment-plan.json", "distributionLedger": "data/distribution-ledger-template.json", "postPublishVerificationQueue": "data/published-article-verification-queue.json", "postPublishVerificationRecords": "data/post-publish-ai-verification-records.json", "geoSopIntegration": "data/geo-sop-integration-map-20260710.json", "paidPilotOfferGate": "data/paid-pilot-offer-gate-20260710.json", "samplePilotRun": "data/lucheng-pilot-delivery-run.json" }, "roles": [ { "roleId": "customer", "name": "客户 / 品牌方", "responsibilities": ["提交授权和资料", "确认可公开范围", "确认文章事实和发布渠道", "查看报告并决定续费"] }, { "roleId": "operator", "name": "运营顾问", "responsibilities": ["建立题库", "整理资料", "制作内容 brief", "推进客户确认", "维护交付台账"] }, { "roleId": "claim-reviewer", "name": "主张审核", "responsibilities": ["审核强事实、比较、排名、性能和资质主张", "标记建议补充", "阻断高风险表达"] }, { "roleId": "content-editor", "name": "内容编辑", "responsibilities": ["写作原创文章", "生成 FAQ 和 AI 可引用摘要", "同步 JSON-LD、sitemap、feed、llms 和机器索引"] }, { "roleId": "monitoring-analyst", "name": "AI 监测分析", "responsibilities": ["执行 Day0/Day1/Day3/Day7/Day14/Day30 复测", "保存原始回答和截图", "输出采用/未采用/错误事实判断"] } ], "pipelineStages": [ { "stageId": "stage-01-qualification", "name": "客户与行业准入", "entryCriteria": ["客户提交企业名称、品牌名称、联系人、行业、官网/官方账号"], "actions": [ "确认行业是否允许承接。", "确认是否存在医疗、金融、保健、招商加盟、夸大收益等高风险特殊合规要求。", "确认客户需求是否包含保证 AI 收录、伪造排名或隐藏广告；若包含，先纠偏，不能纠偏则拒单。" ], "requiredRecords": ["data/customers.json"], "exitCriteria": ["客户状态为 qualified 或 sample", "风险行业已标记", "客户理解不承诺 AI 收录/排名"], "blockedIf": ["无企业主体或授权", "要求发布违法违规内容", "只购买保证排名或灰色投喂承诺"] }, { "stageId": "stage-02-order-and-balance", "name": "订单、充值与预算冻结", "entryCriteria": ["客户已通过准入", "选择套餐或自定义服务包"], "actions": [ "创建订单，绑定套餐、品牌、目标问题、交付周期和预算。", "记录充值、预留预算和消耗类型：内容、分发、监测、审核。", "MVP 阶段只用台账模拟，不记录真实支付流水；正式上线再接支付、发票和合同。" ], "requiredRecords": ["data/orders.json", "data/balance-ledger.json", "data/plans.json"], "exitCriteria": ["订单状态为 active 或 sample", "余额或预算足以覆盖首批交付", "发票/合同状态已标记"], "blockedIf": ["预算不足", "合同/授权未确认", "客户要求先发布后补证据"] }, { "stageId": "stage-03-evidence-intake", "name": "资料入库与可公开范围确认", "entryCriteria": ["订单已创建", "客户提交资料"], "actions": [ "把品牌介绍、产品资料、检测报告、证书、案例、FAQ 和历史链接拆成证据卡。", "为每项资料标记 public、internal-only、needs-authorization、do-not-use。", "IMA 内部资料只能作为线索，不能直接当作公开第三方证明。" ], "requiredRecords": ["data/evidence.json", "data/ima-source-ingestion-template.json", "data/munich-110-evidence-intake.json"], "exitCriteria": ["至少有一组可公开品牌/产品事实", "高风险证据缺口已列出", "客户确认公开授权范围"], "blockedIf": ["无公开授权", "报告编号缺失但客户要求写确定性能", "案例未授权却要求公开小区/客户名"] }, { "stageId": "stage-04-question-and-baseline", "name": "题库设计与 Day0 基线", "entryCriteria": ["已有品牌、产品和目标场景"], "actions": [ "按品牌认知、产品认知、场景需求、区域推荐、比较解释、证据资质设计问题。", "按 GEO SOP 的训练主词、转化词、前缀/主词/后缀组合方式建立可复测问题池；问题蒸馏只作为内容和测试线索，不作为 AI 采用证据。", "在目标平台做 Day0 基线，记录原始回答、截图、品牌是否出现、事实是否准确。", "把缺口转成内容簇、证据任务和分发任务。" ], "requiredRecords": ["data/recommendation-campaign.json", "data/question-distillation-model.json", "data/geo-sop-integration-map-20260710.json", "data/day0-baseline-results.template.csv", "data/day0-baseline-results.summary.json", "data/day0-content-action-plan.json"], "exitCriteria": ["核心问题有 Day0 记录或暂缓原因", "目标品牌角色已定义", "禁止引导式问法已排除"], "blockedIf": ["客户只给广告语，不给目标问题", "无法保存回答原文和截图"] }, { "stageId": "stage-05-claim-review", "name": "主张审核与风险分级", "entryCriteria": ["客户提交主张或内容 brief"], "actions": [ "把每条主张标记 low、medium、high、blocked。", "比较、排名、性能、价格、资质、案例和代工能力必须绑定证据或改写。", "高风险未补证据前只能写成建议补充或禁止发布。" ], "requiredRecords": ["data/content-submission-template.json", "data/review-queue.json", "data/entity-claim-graph.json", "data/sponsored-content-policy.json"], "exitCriteria": ["所有发布主张都有处理决定", "被阻断主张不进入文章", "赞助/品牌资料披露已设置"], "blockedIf": ["伪造来源", "无证据第一/最好/唯一", "贬损竞品", "隐藏广告"] }, { "stageId": "stage-06-content-production", "name": "内容生产与机器可读发布包", "entryCriteria": ["主张审核通过", "目标问题和证据路径明确"], "actions": [ "生成原创文章、FAQ、AI 可引用摘要、来源记录和证据缺口。", "按问答类、选择指南类、客观测评/事实核验类等内容类型选择结构；门窗样板优先证据化内容，不以种草软文作为主资产。", "同步 Article/FAQ JSON-LD、canonical、sitemap、feed、llms.txt、AI 爬取索引和实体主张图。", "不洗稿、不复制第三方全文、不发布未经授权图片。" ], "requiredRecords": ["data/articles.json", "data/geo-sop-integration-map-20260710.json", "data/ai-crawl-index.json", "data/entity-claim-graph.json", "sitemap.xml", "feed.xml", "llms.txt"], "exitCriteria": ["本地构建通过", "文章进入发布后验证队列", "客户确认草稿或确认暂缓"], "blockedIf": ["未披露赞助属性", "关键来源缺失", "页面不能被无登录访问"] }, { "stageId": "stage-07-publication", "name": "发布与可抓取检查", "entryCriteria": ["文章已通过审核和客户确认"], "actions": [ "发布到 doctorlucheng.com 或已通过可抓取性检查的新 URL。", "运行 live check，记录 HTTP 状态、canonical、title、description、HTML 可读性和 5 秒预算。", "发布成功不等于 AI 收录，只进入搜索发现和 AI 采用验证。" ], "requiredRecords": ["data/publishing-ledger.json", "data/published-article-verification-queue.json", "scripts/check-live-site.mjs"], "exitCriteria": ["公开 URL 返回 2xx", "页面进入 sitemap/feed/llms", "发布台账记录完整"], "blockedIf": ["Winsmo 详情页仍超时", "未备案导致公网无法访问", "URL 需要登录或跳转异常"] }, { "stageId": "stage-08-distribution", "name": "外部分发实验", "entryCriteria": ["主 URL 已公网可抓取"], "actions": [ "按分发实验计划选择公众号、视频号、抖音、头条、外部媒体或搜索提交。", "如参考 GEO SOP 的自媒体/新闻源方式，必须记录渠道、额度、频率、赞助披露和风险边界；多账号/代理自动化不作为第一阶段卖点。", "每次分发记录 URL、标题、截图、发布时间、是否放 canonical 链接、是否有赞助披露。", "分发事件只证明发过，不证明 AI 已采用。" ], "requiredRecords": ["data/distribution-experiment-plan.json", "data/distribution-ledger-template.json", "data/geo-sop-integration-map-20260710.json", "reports/distribution-experiment.html"], "exitCriteria": ["至少 2 个外部分发渠道有记录，或明确暂缓原因", "下一轮复测窗口已设置"], "blockedIf": ["分发平台不允许链接且无替代标记", "客户拒绝赞助披露", "媒体标题要求绝对排名"] }, { "stageId": "stage-09-ai-verification", "name": "AI 回答采用验证", "entryCriteria": ["公开 URL 可抓取或分发事件已记录"], "actions": [ "按直接 URL、目标意图、品牌召回、来源核验四类问法复测。", "将 GEO SOP 的独立组合词查收录思路转成 verification_query_sets；实际成果只按原始回答和截图分层。", "记录平台、账号/联网状态、问题、回答原文、截图、是否提及品牌、是否引用 URL、是否出现错误事实。", "使用 not-observed、indexed-not-adopted、adopted-no-citation、adopted-with-citation、adopted-with-error 等状态。" ], "requiredRecords": ["data/post-publish-ai-verification-template.json", "data/post-publish-ai-verification-records.json", "data/geo-sop-integration-map-20260710.json", "reports/post-publish-verification.html"], "exitCriteria": ["完成对应窗口复测", "采用/未采用/错误事实均有证据", "下一步补内容建议明确"], "blockedIf": ["无法保存截图/原文", "账号或联网状态不明", "客户要求把未观察到写成已收录"] }, { "stageId": "stage-10-report-and-renewal", "name": "报告、复盘与续费", "entryCriteria": ["至少一个复测窗口完成"], "actions": [ "输出客户报告：已发布内容、分发记录、搜索发现、AI 采用状态、事实错误、下一步证据和内容建议。", "判断是否适合续费：内容覆盖是否提升、品牌事实是否更准确、客户是否愿意继续补证据和分发。", "若未观察到采用，说明阻断原因而不是夸大成果。" ], "requiredRecords": ["reports/post-publish-verification.html", "reports/day0-action-plan.html", "data/customer-delivery-pipeline.json"], "exitCriteria": ["客户获得可复核报告", "下一月内容/证据/分发计划明确", "余额和订单状态已更新"], "blockedIf": ["无真实记录但要求出成果报告", "客户不愿补证据", "成本超过预算无法续作"] } ], "statusVocabulary": [ "lead", "qualified", "order-draft", "active", "waiting-evidence", "in-review", "draft-ready", "customer-confirming", "published", "distribution-running", "verification-running", "report-ready", "renewed", "paused", "rejected" ], "pilotReadinessChecklist": [ "Customer authorization and public material scope recorded.", "At least one product/brand fact page is crawlable.", "At least 10 target questions exist and Day0 baseline is planned or recorded.", "High-risk claims have review decisions.", "Sponsored disclosure is present in content and templates.", "Distribution experiment plan exists for at least two external channels.", "Post-publish verification queue contains direct URL, target intent, brand recall and source-verification prompts.", "Customer report can distinguish publication, search discovery and AI answer adoption." ], "commercialDoNotSell": [ "AI 收录保证", "固定排名", "固定推荐", "隐藏广告", "无授权品牌发布", "伪造报告或案例", "贬损竞品" ], "commercialCanSell": [ "品牌知识库搭建", "证据审核和主张改写", "原创 GEO 内容生产", "多渠道分发执行", "搜索发现和 AI 可见性监测", "发布后复测报告", "下一轮补证据和内容建议" ], "runbook": "docs/CUSTOMER_DELIVERY_PIPELINE_RUNBOOK.md", "report": "reports/customer-delivery.html", "samplePilotReport": "reports/lucheng-pilot-delivery.html" }