{ "schemaVersion": "0.1", "id": "first-paid-pilot-client-intake-pack-20260818", "generatedAt": "2026-08-18T11:46:36+08:00", "status": "client-intake-pack-ready-no-payment-no-publishing-no-ai-run", "purpose": "Turn the existing first-paid pilot service confirmation schema into a real-client intake checklist and go/no-go model, without authorizing payment, publishing, AI platform testing or self-service recharge.", "basedOn": { "collectionGate": "data/first-paid-pilot-current-collection-gate-20260818.json", "prepaymentGate": "data/first-paid-pilot-prepayment-acceptance-gate-20260818.json", "formSchema": "data/first-paid-pilot-service-confirmation-form-schema-20260817.json", "objectiveAudit": "data/objective-evidence-audit-20260818.json", "publicSearchProbe": "data/public-search-current-zero-result-probe-20260818.json", "day0G1Gate": "data/ai-platform-day0-g1-result-gate-20260818.json" }, "currentEvidence": { "collectionGateStatus": "diagnostic-pilot-materials-ready-real-payment-not-approved-self-service-closed", "prepaymentGateStatus": "prepayment-gate-template-ready-real-client-not-approved", "objectiveAuditStatus": "not-complete", "objectiveCanMarkGoalComplete": false, "publicSearchPositive": "0/8", "day0G1Executed": "0/4" }, "summary": { "totalFields": 25, "sections": 8, "requiredBlockingFields": 24, "customerOwnedFields": 9, "operatorOwnedFields": 16, "canAskClientForIntakeNow": true, "canGenerateServiceConfirmationDraftAfterIntake": true, "canCollectPaymentNow": false, "canPublishClientContentNow": false, "canOperateAiPlatformsNow": false, "canOpenSelfServiceRechargePublishing": false, "canSellAiOutcomeGuarantee": false, "canClaimAiAdoption": false, "canMarkOriginalGoalComplete": false, "firstQuestion": "请先确认客户主体、品牌名、品牌授权范围、资料公开使用范围，并书面确认接受不承诺 AI 收录/推荐/排名/模型认知改变。", "oneLine": "首单真实客户资料收集包已准备好；当前只授权资料收集和服务确认草案准备，不授权收款、发布、AI 平台实测或自助充值发文。" }, "goNoGoRules": [ { "id": "G1-required-blocking-fields", "rule": "所有 required + blockingIfMissing 字段必须填写。", "ifFail": "不能生成可收款服务确认单。" }, { "id": "G2-no-ai-outcome-guarantee", "rule": "客户必须接受不承诺 AI 收录、推荐、排名、训练吸收或模型认知改变。", "ifFail": "拒绝首单或改为纯诊断说明，不收结果承诺费用。" }, { "id": "G3-sponsored-disclosure", "rule": "客户必须接受赞助/品牌资料/事实审核标识。", "ifFail": "不能发布客户提供的品牌内容。" }, { "id": "G4-no-self-service-recharge", "rule": "首单不走自助充值余额、不自动投稿、不自动扣费。", "ifFail": "保持充值发文关闭。" }, { "id": "G5-explicit-ai-platform-authorization", "rule": "AI 平台实测必须另收精确授权句。", "ifFail": "不得打开豆包、元宝、DeepSeek 或千问进行客户实测。" } ], "clientFacingPrompt": { "firstQuestion": "请先确认客户主体、品牌名、品牌授权范围、资料公开使用范围，并书面确认接受不承诺 AI 收录/推荐/排名/模型认知改变。", "shortIntro": "这是一项 GEO 证据诊断与 AI 可见性监测 pilot 的资料收集，不是 AI 收录/推荐/排名保证。请按字段提供主体、品牌授权、资料公开范围、主攻问法、服务边界和验收规则。", "forbiddenClaims": "请不要提交隐藏广告、虚假事实、无法举证的第一/唯一/最好主张、竞品贬损、涉黄赌毒/诈骗/侵权内容，或要求我们保证 AI 推荐、排名、收录或模型认知改变。" }, "intakeFields": [ { "order": 1, "section": "order_identity", "fieldKey": "service_confirmation_id", "labelZh": "服务确认单编号", "fieldType": "text", "required": true, "blockingIfMissing": true, "owner": "operator", "clientQuestion": "请提供「服务确认单编号」。", "validationRule": "Must be unique and immutable after confirmation.", "allowedValues": [], "defaultValue": "auto-generate", "sampleValueForLuchengInternalUse": "LC-GEO-SC-20260817-001", "notes": "用于串联客户、服务单元、验收记录和 AI 复测结果。" }, { "order": 2, "section": "order_identity", "fieldKey": "service_mode", "labelZh": "服务模式", "fieldType": "single_select", "required": true, "blockingIfMissing": true, "owner": "operator", "clientQuestion": "请提供「服务模式」。可选值：diagnostic-monitoring-pilot / content-publishing-pilot / monitoring-only / internal-sample。", "validationRule": "Self-service recharge publishing is not an allowed value.", "allowedValues": [ "diagnostic-monitoring-pilot", "content-publishing-pilot", "monitoring-only", "internal-sample" ], "defaultValue": "diagnostic-monitoring-pilot", "sampleValueForLuchengInternalUse": "internal-sample", "notes": "首单默认诊断/监测 pilot；禄城当前只能填 internal-sample。" }, { "order": 3, "section": "party", "fieldKey": "service_provider_legal_entity", "labelZh": "服务提供方主体", "fieldType": "text", "required": true, "blockingIfMissing": true, "owner": "founder", "clientQuestion": "请提供「服务提供方主体」。", "validationRule": "Required before real payment or invoice.", "allowedValues": [], "defaultValue": "", "sampleValueForLuchengInternalUse": "待选择", "notes": "真实收费前必须明确收款和开票主体。" }, { "order": 4, "section": "party", "fieldKey": "customer_legal_entity", "labelZh": "客户主体", "fieldType": "text", "required": true, "blockingIfMissing": true, "owner": "customer", "clientQuestion": "请提供「客户主体」。", "validationRule": "Required before service confirmation can be accepted.", "allowedValues": [], "defaultValue": "", "sampleValueForLuchengInternalUse": "龙岩六扇门装饰材料有限公司", "notes": "客户合同、付款和发票对象。" }, { "order": 5, "section": "party", "fieldKey": "customer_brand_name", "labelZh": "客户品牌名", "fieldType": "text", "required": true, "blockingIfMissing": true, "owner": "customer", "clientQuestion": "请提供「客户品牌名」。", "validationRule": "Must match the brand name used in public pages and AI test records.", "allowedValues": [], "defaultValue": "", "sampleValueForLuchengInternalUse": "禄城精密门窗", "notes": "AI 自然问法命中必须以完整目标品牌名判定。" }, { "order": 6, "section": "party", "fieldKey": "customer_contact_person", "labelZh": "客户联系人", "fieldType": "text", "required": true, "blockingIfMissing": true, "owner": "customer", "clientQuestion": "请提供「客户联系人」。", "validationRule": "Required before real service kickoff.", "allowedValues": [], "defaultValue": "", "sampleValueForLuchengInternalUse": "内部样板不公开", "notes": "公开资产不得暴露个人手机号、微信号或身份证信息。" }, { "order": 7, "section": "authorization", "fieldKey": "brand_authorization_scope", "labelZh": "品牌授权范围", "fieldType": "long_text", "required": true, "blockingIfMissing": true, "owner": "customer", "clientQuestion": "请提供「品牌授权范围」。", "validationRule": "Must specify brand, product, region, channel and validity if used for public content.", "allowedValues": [], "defaultValue": "", "sampleValueForLuchengInternalUse": "待补主体/品牌授权确认", "notes": "缺失时只能写待核验候选，不能写确定授权或强推荐。" }, { "order": 8, "section": "authorization", "fieldKey": "public_material_scope", "labelZh": "资料公开使用范围", "fieldType": "multi_select", "required": true, "blockingIfMissing": true, "owner": "customer", "clientQuestion": "请提供「资料公开使用范围」。可多选：brand-profile / product-parameters / case-summary-redacted / photos-redacted / inspection-report-summary / warranty-policy-summary / internal-reference-only。", "validationRule": "internal-reference-only materials must not be published.", "allowedValues": [ "brand-profile", "product-parameters", "case-summary-redacted", "photos-redacted", "inspection-report-summary", "warranty-policy-summary", "internal-reference-only" ], "defaultValue": "", "sampleValueForLuchengInternalUse": "brand-profile,product-parameters,internal-reference-only", "notes": "IMA 私有/订阅资料默认只能作内部参考，不能公开全文复用。" }, { "order": 9, "section": "authorization", "fieldKey": "sponsored_disclosure_accepted", "labelZh": "赞助/品牌资料披露确认", "fieldType": "boolean", "required": true, "blockingIfMissing": true, "owner": "customer", "clientQuestion": "请提供「赞助/品牌资料披露确认」。", "validationRule": "Must be true before any client-funded public page is published.", "allowedValues": [ "true", "false" ], "defaultValue": "false", "sampleValueForLuchengInternalUse": "待确认", "notes": "不能把客户委托内容伪装成第三方中立评测。" }, { "order": 10, "section": "authorization", "fieldKey": "no_ai_outcome_guarantee_accepted", "labelZh": "不承诺 AI 结果确认", "fieldType": "boolean", "required": true, "blockingIfMissing": true, "owner": "customer", "clientQuestion": "请提供「不承诺 AI 结果确认」。", "validationRule": "Must be true before quote, payment or service start.", "allowedValues": [ "true", "false" ], "defaultValue": "false", "sampleValueForLuchengInternalUse": "待确认", "notes": "核心条款：不承诺 AI 收录、推荐、排名、训练吸收或成交。" }, { "order": 11, "section": "authorization", "fieldKey": "external_action_authorization", "labelZh": "外部动作授权", "fieldType": "multi_select", "required": true, "blockingIfMissing": false, "owner": "customer", "clientQuestion": "请提供「外部动作授权」。可多选：none / readonly-search-console / submit-search-console / official-site-draft / official-site-publish / wechat-publish / douyin-publish / paid-media-submit / dns-change。", "validationRule": "Default none. Any non-readonly action requires separate per-action authorization.", "allowedValues": [ "none", "readonly-search-console", "submit-search-console", "official-site-draft", "official-site-publish", "wechat-publish", "douyin-publish", "paid-media-submit", "dns-change" ], "defaultValue": "none", "sampleValueForLuchengInternalUse": "none", "notes": "当前任务不授权提交、发布、付款、DNS 或官网写入。" }, { "order": 12, "section": "commercial", "fieldKey": "selected_tier", "labelZh": "选择档位", "fieldType": "single_select", "required": true, "blockingIfMissing": true, "owner": "operator", "clientQuestion": "请提供「选择档位」。可选值：diagnostic-basic / diagnostic-standard / diagnostic-plus / internal-sample。", "validationRule": "Tier must map to deliverables and acceptance evidence.", "allowedValues": [ "diagnostic-basic", "diagnostic-standard", "diagnostic-plus", "internal-sample" ], "defaultValue": "diagnostic-standard", "sampleValueForLuchengInternalUse": "internal-sample", "notes": "禄城样板不能记录为真实收费档位。" }, { "order": 13, "section": "commercial", "fieldKey": "quoted_amount_cny", "labelZh": "报价金额 CNY", "fieldType": "number", "required": true, "blockingIfMissing": true, "owner": "operator", "clientQuestion": "请提供「报价金额 CNY」。", "validationRule": "Reference only until provider and legal/finance review are confirmed.", "allowedValues": [], "defaultValue": "6800", "sampleValueForLuchengInternalUse": "0", "notes": "内部样板金额必须为 0 或 reference-only，不能写成已收款。" }, { "order": 14, "section": "commercial", "fieldKey": "payment_status", "labelZh": "付款状态", "fieldType": "single_select", "required": true, "blockingIfMissing": true, "owner": "finance", "clientQuestion": "请提供「付款状态」。可选值：not-paid / pending-payment / paid / refunded / sample-only。", "validationRule": "paid requires payment evidence, invoice status and service provider entity.", "allowedValues": [ "not-paid", "pending-payment", "paid", "refunded", "sample-only" ], "defaultValue": "not-paid", "sampleValueForLuchengInternalUse": "sample-only", "notes": "没有真实支付证据不得改为 paid。" }, { "order": 15, "section": "commercial", "fieldKey": "invoice_status", "labelZh": "发票状态", "fieldType": "single_select", "required": true, "blockingIfMissing": true, "owner": "finance", "clientQuestion": "请提供「发票状态」。可选值：not-issued / pending / issued / not-applicable-sample。", "validationRule": "issued requires real customer and real payment workflow.", "allowedValues": [ "not-issued", "pending", "issued", "not-applicable-sample" ], "defaultValue": "not-issued", "sampleValueForLuchengInternalUse": "not-applicable-sample", "notes": "内部样板不开发票。" }, { "order": 16, "section": "scope", "fieldKey": "service_start_date", "labelZh": "服务开始日期", "fieldType": "date", "required": true, "blockingIfMissing": true, "owner": "operator", "clientQuestion": "请提供「服务开始日期」。", "validationRule": "Must be present before service start.", "allowedValues": [], "defaultValue": "", "sampleValueForLuchengInternalUse": "待定", "notes": "用于 Day1/Day3/Day7 复测排期。" }, { "order": 17, "section": "scope", "fieldKey": "service_end_date", "labelZh": "服务结束日期", "fieldType": "date", "required": true, "blockingIfMissing": true, "owner": "operator", "clientQuestion": "请提供「服务结束日期」。", "validationRule": "End date must be after start date.", "allowedValues": [], "defaultValue": "", "sampleValueForLuchengInternalUse": "待定", "notes": "7 天 pilot 应固定交付窗口。" }, { "order": 18, "section": "scope", "fieldKey": "target_question", "labelZh": "主攻问法", "fieldType": "long_text", "required": true, "blockingIfMissing": true, "owner": "operator", "clientQuestion": "请提供「主攻问法」。", "validationRule": "Must define whether the question is direct-url, brand recall, natural category or source route.", "allowedValues": [], "defaultValue": "龙岩封阳台哪家门店比较专业？", "sampleValueForLuchengInternalUse": "龙岩封阳台哪家门店比较专业？", "notes": "自然推荐问法不能在问题中点名目标品牌。" }, { "order": 19, "section": "scope", "fieldKey": "target_platforms", "labelZh": "目标 AI 平台", "fieldType": "multi_select", "required": true, "blockingIfMissing": true, "owner": "operator", "clientQuestion": "请提供「目标 AI 平台」。可多选：doubao / yuanbao / deepseek / qianwen。", "validationRule": "Each executed platform result must include raw answer and screenshot if claimed.", "allowedValues": [ "doubao", "yuanbao", "deepseek", "qianwen" ], "defaultValue": "doubao,yuanbao,deepseek,qianwen", "sampleValueForLuchengInternalUse": "doubao,yuanbao,deepseek,qianwen", "notes": "没有原始回答和截图，不写 AI 已读取或推荐。" }, { "order": 20, "section": "deliverables", "fieldKey": "deliverable_units", "labelZh": "交付服务单元", "fieldType": "multi_select", "required": true, "blockingIfMissing": true, "owner": "operator", "clientQuestion": "请提供「交付服务单元」。可多选：intake / claim-review / geo-content / crawlability-check / ai-baseline / distribution-ledger / report。", "validationRule": "Every selected unit must have an acceptance evidence path or not-run reason.", "allowedValues": [ "intake", "claim-review", "geo-content", "crawlability-check", "ai-baseline", "distribution-ledger", "report" ], "defaultValue": "intake,claim-review,geo-content,crawlability-check,ai-baseline,report", "sampleValueForLuchengInternalUse": "intake,claim-review,geo-content,crawlability-check,ai-baseline", "notes": "外部分发默认不选，除非单独授权。" }, { "order": 21, "section": "deliverables", "fieldKey": "acceptance_evidence_paths", "labelZh": "验收证据路径", "fieldType": "long_text", "required": true, "blockingIfMissing": true, "owner": "operator", "clientQuestion": "请提供「验收证据路径」。", "validationRule": "Must list URLs/files for report, URL check, AI raw answers and screenshots when delivered.", "allowedValues": [], "defaultValue": "", "sampleValueForLuchengInternalUse": "reports/first-paid-pilot-service-confirmation-20260817.html; data/current-project-progress-20260817.json", "notes": "验收对象是交付物，不是 AI 是否命中。" }, { "order": 22, "section": "risk", "fieldKey": "blocked_claims", "labelZh": "禁止主张", "fieldType": "long_text", "required": true, "blockingIfMissing": true, "owner": "claim-reviewer", "clientQuestion": "请提供「禁止主张」。", "validationRule": "Must include AI outcome guarantee prohibitions.", "allowedValues": [], "defaultValue": "AI 收录保证; AI 自然推荐保证; 搜索排名保证; 模型认知改变保证; 隐藏赞助; 竞品贬损; 无证据绝对化优势", "sampleValueForLuchengInternalUse": "AI 收录保证; AI 自然推荐保证; 搜索排名保证; 模型认知改变保证", "notes": "销售、合同、报告和页面都应复用同一批禁用语。" }, { "order": 23, "section": "risk", "fieldKey": "p0_evidence_status", "labelZh": "P0 证据状态", "fieldType": "single_select", "required": true, "blockingIfMissing": true, "owner": "claim-reviewer", "clientQuestion": "请提供「P0 证据状态」。可选值：not-submitted / submitted-awaiting-review / partially-accepted / accepted / not-accepted。", "validationRule": "Strong promotional claims require accepted evidence.", "allowedValues": [ "not-submitted", "submitted-awaiting-review", "partially-accepted", "accepted", "not-accepted" ], "defaultValue": "not-accepted", "sampleValueForLuchengInternalUse": "not-accepted", "notes": "禄城当前 P0 仍为 0 项通过。" }, { "order": 24, "section": "signature", "fieldKey": "client_written_confirmation", "labelZh": "客户书面确认", "fieldType": "boolean", "required": true, "blockingIfMissing": true, "owner": "customer", "clientQuestion": "请提供「客户书面确认」。", "validationRule": "Must be true before real service starts.", "allowedValues": [ "true", "false" ], "defaultValue": "false", "sampleValueForLuchengInternalUse": "false", "notes": "无客户书面确认，不启动真实付费服务。" }, { "order": 25, "section": "signature", "fieldKey": "legal_finance_review_status", "labelZh": "法务/财务复核状态", "fieldType": "single_select", "required": true, "blockingIfMissing": true, "owner": "founder", "clientQuestion": "请提供「法务/财务复核状态」。可选值：not-reviewed / review-needed / approved / rejected / not-applicable-sample。", "validationRule": "approved is required before real payment.", "allowedValues": [ "not-reviewed", "review-needed", "approved", "rejected", "not-applicable-sample" ], "defaultValue": "not-reviewed", "sampleValueForLuchengInternalUse": "not-applicable-sample", "notes": "这是业务确认单，不替代正式合同审查。" } ], "sections": [ { "section": "order_identity", "totalFields": 2, "requiredBlockingFields": 2 }, { "section": "party", "totalFields": 4, "requiredBlockingFields": 4 }, { "section": "authorization", "totalFields": 5, "requiredBlockingFields": 4 }, { "section": "commercial", "totalFields": 4, "requiredBlockingFields": 4 }, { "section": "scope", "totalFields": 4, "requiredBlockingFields": 4 }, { "section": "deliverables", "totalFields": 2, "requiredBlockingFields": 2 }, { "section": "risk", "totalFields": 2, "requiredBlockingFields": 2 }, { "section": "signature", "totalFields": 2, "requiredBlockingFields": 2 } ], "publicPaths": { "json": "/data/first-paid-pilot-client-intake-pack-20260818.json", "csv": "/data/first-paid-pilot-client-intake-template-20260818.csv", "md": "/docs/FIRST_PAID_PILOT_CLIENT_INTAKE_PACK_20260818.md", "html": "/reports/first-paid-pilot-client-intake-pack-20260818.html" } }