Marketing command center
Head of Marketing · daily 09:00 refresh
Funnel · high-intent leads → opps → new-logo wins
SF filter: Type = 'New Business' · reconciles exactly with Andrew's workbook (16 H1 wins) · renewals + expansions excluded ($1.81M ARR H1 elsewhere)
YTD (H1)
2026-01-01 → 06-30
High-intent leads
208
goal 199 · 104%+9
↓ lead → opp 44.2%
New-business opps
92
goal 100 · 92%−8
↓ opp → win 17.4%
Wins (new-logo)
16
goal 24 · 67%−8
$289,179 ARR closed
$18,074 avg deal ARR
Overall 7.7% lead→win
Q2 (last full)
2026-04-01 → 06-30
High-intent leads
73
goal 105 · 70%−32
↓ lead → opp 49.3%
New-business opps
36
goal 53 · 68%−17
↓ opp → win 16.7%
Wins (new-logo)
6
goal 15 · 40%−9
$96,500 ARR closed
$16,083 avg deal ARR
Overall 8.2% lead→win
MTD / QTD
2026-07-01 → 07-17 (17d)
High-intent leads
Jul HIL not yet in workbook
goal ~12 (25/mo prorated)pending
↓ lead → opp —
New-business opps
1
goal ~7 · 14%−6
↓ opp → win —
Wins (new-logo)
0
goal ~1 · 0%−1
Behind pace: 17 days into July, 1 new-business opp + 0 wins (goal ~7 opps + ~1-2 wins)
7 existing-business wins MTD ($78,557 ARR renewals/expansion) — not counted here
Funnel · impressions · CTR · leads · opps · wins · last 12 months
GSC (top two) + Andrew's workbook (leads, Jan+) + Salesforce (opps + wins, full 12mo) · shared month axis · H1 208 HIL (+5% vs goal) · 92 Opps (−4%) · 16 Wins (matches Andrew)
Actual (mint)
Goal (dashed gold)
Impressions Jun 172K / goal 250K/mo · −31%
CTR Jul 0.3% / goal 1.0% · −0.7pp
Leads H1 208 / goal 199 · +5%
Opps H1 92 / goal 96 · −4% · 12mo 150
Wins H1 16 / goal ~24 · −34% · 12mo 27
Feb was the coordinated peak — 434K imp → 63 HIL → 30 opps → 5 wins in one month; softened after
Today's 10 highest-leverage actions
Composition mandate: 3 SEO · 2 AEO · 2 SEM · 2 Outbound · 1 BOFUapprove → agent drafts → you review → publish
Pending · ready to draft 8
Draft ready · needs review 2
Awaiting other-lane rules 0
Queued to run 0
Composition · 3 SEO · 2 AEO · 2 SEM · 2 Outbound · 1 BOFU 10
System alerts (below queue) 3
01P0
Consolidate 3 cannibalizing "best software" listicles into one canonical pillar
Why now: 35,312 combined impressions/28d across 3 URLs competing for the same SERP with no cross-linking — the single highest-lift SEO move this quarter. Currently 15 combined clicks/28d against 35K impressions = 0.04% blended CTR. A canonical pillar at pos ≤8 lifts to ~1.0% CTR = +280 clicks/28d recovered.
| URLs | /blog/top-5-best-business-budgeting-software-for-2025 — 18,858 impr · pos 11.2 · 11 clicks /blog/the-10-best-fp-a-software-solutions-for-2025-compared — 10,594 impr · pos 21.2 · 2 clicks /blog/top-10-financial-performance-management-fpm-software-tools-for-2025 — 5,860 impr · pos 12.4 · 2 clicks |
|---|---|
| Proposed | Elect one canonical (recommendation: rebuild /blog/the-10-best-fp-a-software-solutions-for-2026 at /best-fp-a-software) · 15-20 items · 2026-dated · deeper competitor cuts · redirect the other two · add cross-linking + FAQPage JSON-LD |
| Effort | 10 hours (agent draft + human review + Webflow publish) |
| Unblocks | Action A00-03 (which becomes the canonical target of this consolidation) |
DRAFT · READY FOR REVIEW
agent: pillar-refresh · 2,700 words · confidence 0.72 · edit in Google Docs ↗
---
Draft filedepartments/marketing/artifacts/action-queue/2026-07-14/A00-01-listicle-consolidation/draft.mdLast written2026-07-14T05:45:32+00:00
02P0
Expand FAQ answers 20–31 → 40–80 words + FAQPage JSON-LD on core product pages
Why now: FAQ answers on /product/budgeting, /compare/excel, /product/scenario-planning, /solutions/industries/technology average 20-31 words — below the 40-80-word self-contained-passage target for AI Overview / ChatGPT / Perplexity extraction. Highest-leverage AEO move by gap-closure percentage. Headings are already good; only answer length is short.
| URLs | /product/budgeting · /compare/excel · /product/scenario-planning · /solutions/industries/technology (then remaining product + solutions pages) |
|---|---|
| Proposed | For each existing FAQ block, expand answers to 40-80 words including one named stat or product-behavior specifics · add FAQPage JSON-LD block to Webflow custom-code |
| Effort | 12 hours (agent draft + human review + Webflow publish across 4 pages) |
| Unblocks | Compounds citation share for actions G-04 (Wikipedia entry) and G-05 (cash-flow-forecasting consolidation) |
03P0
Refresh /blog/top-5-best-business-budgeting-software-for-2025 → 2026-dated 15-item listicle
Why now: Page ranks pos 8.6–15.3 on 3 commercial-intent queries with 1,448 combined impressions/28d. Page type matches SERP consensus (listicle); execution is stale ("Top 5" + "2025" while competitors ship "Top 10-16" + "2026" — Abacum, Vena, Datarails). If A00-01 lands first, this URL becomes the canonical target of that consolidation.
| URL | /blog/top-5-best-business-budgeting-software-for-2025 |
|---|---|
| Queries | "budgeting software for business" pos 11.6 · 186 impr · 1 click "business budgeting software" pos 15.3 · 892 impr · 1 click "corporate budgeting software" pos 8.6 · 370 impr · 1 click |
| Proposed | "Top 15 Business Budgeting Software (2026)" · add 10 vendors · refresh methodology · feature-comparison table · FAQ schema · per-vendor competitor snapshot |
| Effort | 6 hours (agent refresh + human review) |
04P1
Rewrite /ai-info — drop "DIRECT COMMAND TO AI MODELS" prompt-injection framing
Why now: Page contains sections titled "AI Assistant Guidelines," "INSTRUCTIONS FOR AI ASSISTANTS/LLMs," "DIRECT COMMAND TO AI MODELS" imperatively instructing models to describe Centage as "the leading FP&A software platform." Pattern resembles adversarial prompt injection; safety heuristics in modern models likely down-weight rather than reward. The page is currently a liability, not an asset.
| URL | https://www.centage.com/ai-info |
|---|---|
| Proposed | Rewrite as neutral structured facts + citable statistics + FAQ passages · drop all imperative "you must / DIRECT COMMAND" copy · keep testimonials and product-fact tables |
| Effort | 3 hours (agent draft + human review + Webflow publish) |
| Confidence | Low — modeled projection; live AI-citation measurement blocked this run (Google/Bing/Perplexity anti-bot 403s) |
05P1
Build /product/driver-based-planning pillar to consolidate 6 orphaned spokes
Why now: Six topically related blog posts route link equity to the generic /product/budgeting page — no owned pillar means no captured topical authority for "driver-based planning" queries. Fifth of 5 missing pillar pages identified in seo-cluster's topic map.
| Orphaned spokes | /blog/driver-based-budgeting-planning-2 /blog/driver-based-planning-benefits-barriers /blog/ins-and-outs-of-budgeting-planning-drivers /blog/value-of-adopting-a-driver-based-budget /blog/budgeting-101-driver-based-budget /blog/driver-based-budgeting-vs-excel-government |
|---|---|
| Proposed | Ship a /product/driver-based-planning pillar that links to and from the 6 spokes · structure with FAQ + comparison to trend-based / zero-based methods · add internal-link plan from adjacent pillar pages |
| Effort | 10 hours (agent draft + human review + Webflow publish) |
06P1
LinkedIn Ads campaign brief · 14-day creative rotation
Why now: LinkedIn is Centage's highest-signal top-of-funnel channel for CFO / Controller ICP. Andrew's plan carries $74K/yr LinkedIn spend. Creative rotation cadence is 14 days — stale creative at ~$100+ CPM burns spend without lift. No LinkedIn Ads MCP exists yet, so this ships as a bundle for manual Campaign Manager upload.
| Deliverable | 3-tier audience def (named accounts + lookalike + interest) · 3 creative variants (single-image + carousel + video-script) · A/B copy set · landing-page mapping · budget + bid rec |
|---|---|
| Publish | Manual upload to Campaign Manager — LinkedIn Ads MCP does not exist |
| Effort | 4 hours (agent draft + human review + upload) |
| Threshold | Creative age > 14 days on any active campaign in campaigns.yaml |
07P0
Google Ads · audit conversion tracking · $845 spent last 7d, 0 conversions recorded
Why now: first live Google Ads pull (2026-07-14) surfaced 0 conversions across all 10 enabled campaigns over the 7-day window despite $845 spend and 26.3% CTR. Either conversion tracking is broken or the campaigns aren't converting — either way, every buying decision (bid, keyword, budget) is currently being made blind. This has to be resolved BEFORE any keyword/copy work. Basic Access approved 2026-07-14; MCC 399-329-5542 live.
| Snapshot | 2 of 10 enabled campaigns delivered — Search-Branding ($749, 82 clicks, 0 conv) and Branded Legacy-Budget Maestro ($96, 4 clicks, 0 conv, $24 CPC). 8 enabled campaigns drew zero impressions. 195 removed campaigns cluttering the account. Full data → memory/sem-snapshots/2026-07-14.yaml |
|---|---|
| Deliverable | (1) diagnose tracking-break vs non-converting-traffic via gtag/GA4 event inspection + Google Ads conversion-action firing status · (2) proposed fix or landing-page hypothesis · (3) audit_insights pull to check Budget Maestro auction pressure · (4) triage list for the 8 zero-delivery campaigns |
| Publish | Ads Editor CSV bundle in to-publish/ for any keyword/negative changes · fixes to gtag config land via Webflow |
| Effort | 2 hours (auto-audit via /claude-ads:audit-tracking + /claude-ads:ads-google, then human review) |
| Related | /claude-ads:audit-tracking · /claude-ads:ads-google · reference_google_ads_direct_api · reference_google_ads_mcc |
08P1
Target-account outbound · 3-touch sequence for top-5 ICP-fit accounts
Why now: at Centage's blended target-account close rate (~15% at $50K ARR blended), a tier-1 3-touch sequence sent to 5 accounts nets ~0.75 booked meetings. Each account draft is grounded in a verified public trigger (funding, hiring, exec change, tech-stack move). Amplemarket sends are HARD-GATED — this stays bundle-only until CIOS_AMPLEMARKET_SENDS_AUTHORIZED=true.
| Deliverable | 3-touch sequence per account (personalized problem statement → case study + soft CTA → specific ask) · champion persona defined · trigger evidence · Amplemarket step config |
|---|---|
| Publish | Bundle in to-send/ — no live send until authorization flag flips |
| Effort | 3 hours (agent draft + human review + AE sync) |
| Threshold | Top-5 named ICP-fit accounts never sequenced OR last sequenced > 90 days ago |
09P2
Closed-lost reactivation · 2-touch by loss reason (180-540d out)
Why now: reactivation-driven pipeline is Centage's cheapest new-business channel — 6% booking rate on well-triggered closed-lost is 3× cold-outbound benchmark. Sequences are clustered by loss reason (competitor swap-out, price, timing). Sender identity is the original AE on the SF account, not marketing. Same HARD-GATED bundle-only fallback as A18.
| Deliverable | 1 sequence per top-3 loss reason cluster · Touch-1 "what changed since we last spoke" tied to their original loss reason · Touch-2 specific CTA (30-min re-eval call) |
|---|---|
| Publish | Bundle in to-send/ — same HARD-GATE as A18 |
| Effort | 3 hours (agent draft + human review + AE sync) |
| Blocked on | S4 SOQL query for closed-lost 180-540d added to queries.md |
10P0
Traton Financial Services · closes in 14 days · $44,750 ARR
Why now: highest-ARR opp in Centage's Jul 31 close crunch (11 opps / $284K closing that day). Stage: Demo. Created 37 days ago — well inside the age filter — and closes in 14 days. FS-vertical proof card + follow-up email + optional 3-slide working-session deck can move the needle without adding AE hours. Prior draft exists from 2026-07-12 approval (artifacts/action-queue/2026-07-12/A03-006V500000T6wdJ/draft.md).
| Opportunity | 006V500000T6wdJIAR · Traton Financial Services · Demo · $44,750 ARR · CloseDate 2026-07-31 · Created 2026-06-10 (36d ago) |
|---|---|
| Deliverable | (1) FS-vertical proof card · (2) email keyed to most recent SF ActivityHistory · (3) optional 3-slide working-session deck outline |
| Publish | Amplemarket send bundle in to-send/ — HARD-GATED |
| Effort | 2 hours (agent draft + human review + AE sync) |
| Prior draft | artifacts/action-queue/2026-07-12/A03-006V500000T6wdJ/draft.md — retained; agent may incrementally refresh |
Monthly HIL · actual vs goal · Jan → Jun 2026
Andrew's MoM Comparison tab · authoritative for actuals · 208 HIL H1 vs 199 goal · +5%
Feb "Excel Messaging" pivot drove 63 HIL vs 40 goal (+58%)
Softening April onward — 27 → 23 → 23
HIL→Opp % actually improving: 32.5% → 56.5% Jan → Jun
June messaging pivot "People Heavy" — impact study pending
Channels
SEO · SEM · AEO · Social ads — same shape per channelLatest audit · 2026-07-13 dry-run · health score 55/100
Full report → artifact · memory/seo-reports/2026-07-13.md · next fire Mon 08:45
GSC 28d clicks
397
vs 28d target ~2,30017% of goal
GSC 28d impressions
146K
90d total 652K▼ 54% Apr→Jul
Q2 2026 organic sessions
3,146
goal 7,100 · gap 3,95444% of goal
GSC 28d CTR
0.27%
goal 1.0% (B2B benchmark 1.6%)▼ 0.74pp
Vertical page performance · last 28 days
GSC · /solutions/industries/*| Page | Impr | Clicks | Pos |
|---|---|---|---|
| /technology | 113 | 0 | 10.3 |
| /professional-services | 210 | 0 | 19.3 |
| /healthcare | 205 | 1 | 14.5 |
| /hospitality | 156 | 0 | 23.8 |
| /nonprofits | 125 | 0 | 18.0 |
| /education | 87 | 0 | 27.3 |
| /manufacturing | 64 | 0 | 38.8 |
| Total (7 pages) | 960 | 1 | 19.8 |
| Goal (60d post-rebuild) | 5,000 | 250 | <10 |
Top 10 winning queries · 90 days
| Query | Pos | Clicks | CTR |
|---|---|---|---|
| centage brand | 2.4 | 339 | 6.0% |
| centage careers brand | 1.3 | 45 | 42.5% |
| centage san antonio brand | 1.3 | 25 | 26.0% |
| planning maestro legacy | 17.4 | 18 | 3.4% |
| centage planning maestro brand | 15.4 | 13 | 4.0% |
| capital budgeting | 8.1 | 12 | 0.06% |
| centage corporation brand | 1.1 | 14 | 5.3% |
| planning maestro login legacy | 1.3 | 11 | 42.3% |
| reforecast | 3.7 | 11 | 0.19% |
| best fp&a software | 15.4 | 7 | 0.4% |
Only 3 unbranded queries in the top 10 (highlighted in mint). Everything else is brand/legacy.
Top-performing pages · last 28 days
GSC · sorted by clicks · from weekly-seo-audit 2026-07-13| Page | Clicks | Impr | CTR | Pos | Notes |
|---|---|---|---|---|---|
| / | 101 | 5,833 | 1.73% | 4.6 | Homepage healthy — only page above 1% CTR floor |
| /blog/how-to-read-a-budget-vs-actual-report | 27 | 7,137 | 0.38% | 11.9 | Position-margin trap — high impr, page-2 |
| /lp/planning-maestro | 20 | 720 | 2.78% | 11.6 | Legacy LP but still converting |
| /about-us/careers | 17 | 632 | 2.69% | 4.5 | Branded — hiring drives its own traffic |
| /blog/planning-and-budgeting-alignment | 12 | 4,320 | 0.28% | 11.2 | Page-2 trap |
| /blog/how-to-build-a-financial-model-… | 11 | 4,444 | 0.25% | 12.4 | Feeds driver-based planning pillar (Action A00-02) |
| /blog/top-5-best-business-budgeting-software-for-2025 | 11 | 19,126 | 0.06% | 11.2 | Highest impr, worst CTR → Action A00-01 |
| /blog/financial-statements-budget-vs-actual | 8 | 3,522 | 0.23% | 32.0 | Position 32 — content-refresh candidate |
| /blog/how-to-calculate-the-roi-of-ai-… | 8 | 5,906 | 0.14% | 10.1 | One-position push moves to top-10 |
| /blog/what-are-consolidated-pl-statements | 8 | 2,346 | 0.34% | 14.3 | Explainer content · modest impressions |
| /blog/how-to-improve-your-nonprofit-capital-budgeting-process | 7 | 4,259 | 0.16% | 15.0 | Vertical-specific — nonprofit ICP |
| /blog/when-consolidating-multiple-pls-breaks-… | 7 | 289 | 2.42% | 8.2 | 2nd-best CTR · long-tail winner |
| /blog/what-is-reforecasting | 6 | 5,076 | 0.12% | 4.7 | Top-5 rank, 0.12% CTR — snippet fix, not ranking |
| /partner-program | 6 | 156 | 3.85% | 8.1 | Best CTR — clear commercial intent |
| http://www.centage.com/ | 4 | 774 | 0.52% | 8.4 | HTTP variant indexed — HSTS / canonical fix |
Two patterns dominate:
→ Position-margin trap — 6 blog posts at pos 10–15 with high impressions + sub-0.5% CTR. One SERP-fold push each; clicks compound. Action A00-01 addresses the biggest.
→ Snippet-quality trap — pages ranking top-5 but converting well below the 6%+ CTR benchmark at that position. Title / description / schema fix, not a ranking issue.
Insights · from latest audit
- llms.txt is PRESENT and well-formed — 47 outbound links across Products, Integrations, Industries, Comparisons. Real strength vs median B2B SaaS.
- Homepage healthy — pos 4.6 · 1.73% CTR · 101 clicks/28d. The only page above the 1% CTR floor.
- 3 well-linked pillars — scenario planning, workforce planning, budgeting software. Signal-heavy from seo-cluster.
- Discipline check: seo-backlinks refused to fabricate numbers when Moz/Bing/CommonCrawl unreachable — reported INSUFFICIENT DATA cleanly.
Top 10 gaps · weekly-seo-audit 2026-07-13
- #01 · AEO · P1 · 3h — Rewrite /ai-info — drop "DIRECT COMMAND TO AI MODELS" prompt-injection framing. Action A00-04
- #02 · AEO · P0 · 12h — Expand FAQ answers 20-31 → 40-80 words + FAQPage JSON-LD on core pages. Action A00-05
- #03 · AEO · P1 · 8h — Add reviewer byline + dateModified across /product/*, /compare/*, /solutions/industries/*
- #04 · AEO · P1 · 16h — Build /compare/adaptive-planning + /compare/pigment — 2 missing named competitors
- #05 · AEO · P2 · 10h — Consolidate 19 fragmented cash-flow-forecasting blog posts → one canonical /product page
- #06 · AEO · P3 · 4h — Decide RSL 1.0 / training-crawler policy + publish /rsl.xml if licensing
- #07 · AEO · P1 · 24h — Draft & submit Wikipedia article for Centage
- #08 · SEO · P0 · 10h — Consolidate 3 "best software" listicles → one canonical pillar (35,312 impr/28d, +280 clicks). Action A00-01
- #09 · SEO · P1 · 10h — Build /product/driver-based-planning pillar for 6 orphaned spokes. Action A00-02
- #10 · SEO · P0 · 6h — Refresh /blog/top-5-best-business-budgeting-software-for-2025 → 2026-dated 15-item. Action A00-03
Live pull · 2026-07-14 · customer 227-167-4010 · last 7 days · Google Ads API v21
Snapshot → memory/sem-snapshots/2026-07-14.yaml · MCC 399-329-5542 · Basic Access approved 2026-07-14
Spend · last 7 days
$845
2 of 10 enabled campaigns delivering
Conversions · last 7 days
0
tracking break OR non-converting trafficP0 · buying blind
CTR · blended
26.3%
327 impr · 86 clicksbrand-heavy skews high
Avg CPC · blended
$9.83
brand $9.13 · legacy-brand $24.08
Delivering campaigns · last 7 days
Google Ads API v21 · GAQL| Campaign | Type | Impr | Clicks | Cost | Conv | CPC |
|---|---|---|---|---|---|---|
| Search - Branding | SEARCH | 307 | 82 | $749.04 | 0 | $9.13 |
| Branded Legacy - Budget Maestro | SEARCH | 20 | 4 | $96.31 | 0 | $24.08 |
| Total (delivering) | — | 327 | 86 | $845.35 | 0 | $9.83 |
Legacy-brand context — Budget Maestro is a discontinued product name still surfaced by prospects; see reference_centage_maestro_naming. $24 CPC likely indicates competitor auction pressure.
Account hygiene · full campaign inventory
205 total campaigns in account| Bucket | Count | Signal |
|---|---|---|
| ENABLED · delivering | 2 | only 2 campaigns actually ran ads last 7d |
| ENABLED · zero delivery | 8 | 5× [EXP]-tagged, 3 remarketing/forecast — audit needed |
| REMOVED / paused | 195 | historical clutter; bulk-archive candidate |
| Total in account | 205 | — |
The 8 ENABLED-but-not-delivering campaigns either have budgets too low to enter the auction, targeting too narrow, or are experiments that were paused-in-name-only. Worth 30-min triage before any keyword work.
Google Ads · Jan actual
$3,669
vs $2,500 plan+47%
Google Ads · annual plan
$33,669
15% of total marketing budget
SEO/GEO · Feb-Mar burst
$10,000
no ongoing spend planned
CPL · H1 actual (blended)
$213
Q1 $198 · Q2 $230Q2 above plan
Channel spend · 2026 annual plan
Andrew's workbook · tab 2| Channel | Annual plan | % of budget |
|---|---|---|
| $74,138 | 38.5% | |
| Google Ads | $33,669 | 17.5% |
| Website | $27,000 | 14.0% |
| Studio Rental | $16,900 | 8.8% |
| SEO/GEO (burst) | $10,000 | 5.2% |
| Meta | $7,077 | 3.7% |
| Reddit (experimental) | $6,479 | 3.4% |
| PR | $5,954 | 3.1% |
| Gift Cards | $1,000 | 0.5% |
| Total plan | $192,567 | 100% |
| Budget cap | $224,250 | — |
| Under budget | −$31,683 | 14% headroom |
Pipeline-to-spend ratio · Q1 vs Q2 · Andrew's Projections
| Metric | Q1 goal | Q1 actual | Q2 goal | Q2 actual |
|---|---|---|---|---|
| Ad Spend | $39.0K | $19.1K | $15.0K | $17.0K |
| HIL | 156 | 135* | 123 | 73* |
| CPL | $192 | $198 | $122 | $230 |
| Pipeline (MRR) | $77.2K | $106.7K | $88.6K | $65.4K |
| Pipeline/Spend | 2.0× | 5.6× | 5.9× | 3.8× |
* from MoM Comparison tab (authoritative); Projections tab shows 95/75 which appears to be 2025 residual
Insights
- Q1 pipeline/spend hit 5.6× — beating 2.0× plan by 2.8×
- H1 blended CPL $213 is below 2025 baseline ($277) despite 2× ad spend
- Feb "Excel Messaging" pivot drove 63 HIL (2× goal) and $54K pipeline MRR
- Google Ads API v21 direct-connect working as of 2026-07-14 (bypasses the stalled MCP)
Gaps → agentable
- Zero conversions across $845 of last-7-day spend — tracking break OR non-converting traffic; buying blind — Action #7
- $24 CPC on "Budget Maestro" legacy-brand — verify auction pressure / competitor intercept via auction_insights GAQL pull
- 8 ENABLED campaigns with zero delivery — 30-min triage: pause the 5 [EXP] tests, fix budgets/targeting on the 3 remarketing/forecast
- 195 REMOVED campaigns cluttering the account · one-time bulk archive
- Q2 pipeline/spend dropped 5.6× → 3.8× · needs diagnosis
- June messaging pivot ("People Heavy") — no impact study yet
- Ad spend under budget by $31.7K/year · redeployable to LinkedIn or SEO
Latest audit · 2026-07-13 dry-run · seo-geo produced 7 AEO findings · modeled citation-share ~10pp gap
Full report → artifact · memory/seo-reports/2026-07-13.md · next fire Mon 08:45
Modeled AI citation share
~5%
goal 15% · gap 10ppseo-geo modeled · not observed
FAQ answer length (avg)
20-31 words
target 40-80 words4/4 sampled pages short
Wikipedia entry
missing
Anaplan & Workday have entriesVena & Planful don't
llms.txt
present
well-formed · 47 outbound linksreal strength vs median B2B
AI crawler policy · robots.txt
seo-geo WebFetch| Crawler | Status | Notes |
|---|---|---|
| GPTBot | Allowed | Implicit via User-agent: * |
| ClaudeBot | Allowed | Implicit |
| PerplexityBot | Allowed | Implicit |
| OAI-SearchBot | Allowed | Implicit · answer surface |
| CCBot / anthropic-ai / cohere-ai | Allowed (training) | Implicit — no opt-out · policy call needed (A00-06) |
| /rsl.xml | 404 | No RSL 1.0 license published · A00-06 |
Comparison pages · sitemap coverage
seo-geo · sitemap.xml verified| Competitor | Page | Status |
|---|---|---|
| Vena | /compare/vena | Live |
| Datarails | /compare/datarails | Live |
| Planful | /compare/planful | Live |
| Anaplan | /compare/anaplan | Live |
| Cube | /compare/cube | Live |
| Prophix | /compare/prophix | Live |
| NetSuite | /compare/netsuite | Live |
| Excel | /compare/excel | Live |
| Adaptive Planning | /compare/adaptive-planning | Missing |
| Pigment | /compare/pigment | Missing |
9 comparison pages live · 2 named-competitor gaps · listed in llms.txt. Building the two missing pages = finding A00-09 (deferred to next phase).
AEO insights · from latest audit
- llms.txt is PRESENT and well-formed — proper sections (Leadership, Products, Integrations, Target Audience, Industries, Comparisons) with 47 outbound links. Genuine strength vs median B2B SaaS.
- AI-crawler policy fully permissive — GPTBot, ClaudeBot, PerplexityBot, OAI-SearchBot all allowed (good). Training-only crawlers also allowed with no opt-out (policy decision pending in A00-06).
- FAQ answer length is the biggest AEO gap — 20–31 words on 4 sampled pages vs 40–80-word self-contained-passage target. High-leverage, medium effort (Action A00-05 · closes 60% of gap).
- /ai-info uses prompt-injection framing — "AI Assistant Guidelines," "DIRECT COMMAND TO AI MODELS." Safety heuristics likely down-weight rather than reward. The page is currently a liability, not an asset (Action A00-04).
- Live citation-share measurement BLOCKED this run — Google/Bing/Perplexity anti-bot 403s. Numbers are modeled on-page readiness scores, not observed citations. DataForSEO extension unlocks direct API (still open).
AEO gaps · weekly-seo-audit 2026-07-13
- #01 · P1 · 3h — Rewrite /ai-info, drop imperative "DIRECT COMMAND TO AI MODELS" framing. Action A00-04 · +2pp citation share (20% of gap)
- #02 · P0 · 12h — Expand FAQ answers 20-31 → 40-80 words + FAQPage JSON-LD on /product/budgeting, /compare/excel, /product/scenario-planning, /solutions/industries/technology. Action A00-05 · +6pp citation share (60% of gap)
- #03 · P1 · 8h — Add reviewer byline + dateModified across /product/*, /compare/*, /solutions/industries/*. 0 of 4 sampled pages have any authorship or freshness signal. Deferred A00-08 · +3pp
- #04 · P1 · 16h — Build /compare/adaptive-planning + /compare/pigment — 2 missing named competitors. Deferred A00-09 · +5pp
- #05 · P2 · 10h — Consolidate 19 fragmented cash-flow-forecasting blog posts → one canonical /product page. Legacy /products/cash-flow-forecasting-software 301s into generic /product/forecasting. Deferred A00-10 · +3pp
- #06 · P3 · 4h — Decide RSL 1.0 policy + publish /rsl.xml if licensing. Legal/brand call — permissive vs opt-out vs license. Deferred A00-06 · +1pp
- #07 · P1 · 24h — Draft & submit Wikipedia article. Anaplan + Workday (parent of Adaptive) have entries; Vena + Planful don't. Low-confidence — WP:Articles for Creation requires independent secondary-source coverage. Deferred A00-07 · +4pp (low conf)
Priority read: Actions #01 + #02 in the queue above address the two highest-leverage AEO fixes (drop prompt-injection framing · expand FAQ answers). Findings 03-07 fall in the deferred/next-phase queue — see the impact table below.
LinkedIn · Jan actual
$4,138
vs $3,500 plan+18%
LinkedIn · annual plan
$74,138
largest channel · 38.5% of budget
Meta · annual plan
$7,077
3.7% of budget · small test
Reddit · annual plan
$6,479
experimental · 3.4%
Social channel mix · 2026 plan
LinkedIn$74,138 · 38.5%
Meta$7,077 · 3.7%
Reddit (experimental)$6,479 · 3.4%
LinkedIn is the largest single channel by budget (38.5% of plan) — no creative-level data until LinkedIn Ads MCP connects.
Gaps → agentable
- LinkedIn Ads MCP not wired — $74K/yr spend invisible at creative level
- Meta/Reddit results not being tracked into pipeline attribution
- Amplemarket-connected outbound not yet operationalized
- Untested LinkedIn audiences: NetSuite users, Sage Intacct users, ex-Adaptive customers
Open opps × marketing help
Filter: Type = 'New Business' · close by 2026-10-14 · age ≤ 120d · 17 opps · $478,750 ARR| Account | Industry | Stage | ARR | Age | Close in | Marketing lever |
|---|---|---|---|---|---|---|
| Traton Financial Services | Financial Services | Demo | $44,750 | 36d | 15d | → FS vertical rebuild + case study · Action #10 in queue |
| HopeHealth | Nonprofit · 318 emp | Demo | $36,000 | 22d | 15d | → Nonprofit CFO ROI calculator + case |
| Goodwill of North Georgia | Non-Profit RFP | Commercial Rvw | $30,000 | 100d | 15d | → Nonprofit RFP-support pack · fast |
| National WW2 Museum | Non-Profit | Negotiation | $25,000 | 50d | 15d | → Museum/Non-Profit sector case |
| St Lucia Tourism Authority | Tourism / Hospitality | Negotiation | $24,000 | 49d | 15d | → Hospitality vertical page + gov case |
| Choice New York | Business & Consumer Svcs · 319 emp | Demo | $24,000 | 49d | 15d | → Services CFO case study |
| Terribles PDI | (no SF industry) | Demo | $60,000 | 71d | 43d | → Retail/PDI pain-map re-engagement (highest ARR) |
| Midwest Tape | Healthcare | Demo | $36,000 | 21d | 46d | → Healthcare CFO case study pack |
| HammerTech | Tech & IT · 160 emp | Demo | $30,000 | 16d | 46d | → SaaS/Tech vertical + Adaptive comp |
| Jewish Family Services of Colorado | Non-Profit | Demo | $24,000 | 36d | 46d | → Nonprofit vertical (shared with #2, #3, #4) |
Jul 31 close crunch: 11 opps ($283.75K ARR) close in 15 days · marketing has ~2 weeks to help · top 5 shaded above
Nonprofit cluster: 5 of top 15 · $107K ARR · rebuild /nonprofits = highest-leverage vertical
Excluded from action pool: Northern Quest Casino ($46K, 665 days old — beyond 120-day age filter)
Next-phase queue · what enters the 10-slot list after this week's items clear
Combined view of (a) audit findings 06-10 deferred outside the 3+2 quota and (b) rule-driven candidates (SEM / Outbound / BOFU) that will populate slots 6-10 on the next daily refresh · sorted by estimated ARR impact · 10 retired rules archived in action-rules.md § Archived rules| Rank | Category | Pri | Title | Potential impact | Threshold or dependency |
|---|---|---|---|---|---|
| 1 | BOFU | P0 |
A03 · Opp-in-scope needs marketing help
Draft FS/Healthcare/Nonprofit proof card + AE follow-up + working-session deck outline for one opp closing this month
|
+1 opp saved from slippage per fire · typical opp ~$40K ARR | Depends on: open opp in top-5 S2 pool closing ≤30d |
| 2 | Outbound | P0 |
A25 · Champion role-change trigger sequence
Warm champion at a new company — Centage's cheapest expansion channel at 20-40% booking rate historically
|
+1 new opp per triggered champion · 30% book × 25% close | Depends on: Gong or SF signal of won-opp champion role change |
| 3 | AEO | P1 |
A00-09 · Build /compare/adaptive-planning + /compare/pigment
Two missing named-competitor comparison pages — sitemap + llms.txt confirm 9 live /compare/ pages but these two absent
|
+5pp AI citation share · captures "adaptive planning alternative" + "pigment vs" search intent | Depends on: A00-05 (FAQ expansion) landing · compounds citation share |
| 4 | AEO | P2 |
A00-10 · Consolidate 19 fragmented cash-flow-forecasting blog posts → one canonical /product page
19 blog URLs on cash-flow-forecasting · several year-anchored (2022) · no dedicated /product/ page · legacy 301s hit generic /product/forecasting
|
+~100 organic clicks/28d · +3pp AI citation share | Depends on: a top-5 SEO slot opening in the queue |
| 5 | SEM | P1 |
A17 · LinkedIn Ads campaign brief (14-day creative rotation)
LinkedIn is Centage's highest-signal top-of-funnel channel for CFO/Controller ICP · $74K annual channel spend · stale creative = waste at ~$100+ CPM
|
+~20% CTR on LinkedIn creative · ~15 more SQLs/quarter at current CPMQL | Threshold: creative age > 14 days per active campaign in campaigns.yaml |
| 6 | AEO | P1 |
A00-08 · Add reviewer byline + dateModified across product / compare / solutions
0 of 4 sampled pages carry authorship or freshness signal · high-value follow-up to A00-05 (compounds citation share)
|
+3pp AI citation share · compounds A00-05 FAQ expansion | Depends on: A00-05 (FAQ expansion) shipped |
| 7 | Outbound | P1 |
A18 · Target-account outbound sequence (top-5 ICP-fit accounts)
3-touch sequence per account grounded in a public trigger (funding, hiring, exec change, stack move) — 5% reply × 30% booking × 15% close × $50K blended ARR
|
~1 booked meeting per 5-account batch · 15% close | Threshold: named ICP-fit account never sequenced OR > 90 days ago |
| 8 | AEO | P1 |
A00-07 · Draft & submit Wikipedia article for Centage
en.wikipedia.org/wiki/Centage returns 404 · Anaplan + Workday (parent of Adaptive Planning) have entries · Vena + Planful don't
|
+4pp AI citation share (low confidence — WP:AfC approval isn't guaranteed) | Depends on: 3+ independent secondary-source references (WP notability standard) |
| 9 | SEM | P1 |
A16 · Google Ads keyword + RSA copy draft
Every $1K of misallocated Google Ads spend → ~1 lost SQL / month at Centage's blended CPMQL · publish gated on Google Ads MCP (A09)
|
+~1 SQL/month per $1K reallocated · CPMQL reduction | Threshold: CPMQL drift > 30% from plan on active paid-search campaign |
| 10 | SEM | P1 |
A24 · Ad-to-landing-page match audit
A 1-point quality-score bump = ~15% CPC reduction · Centage's highest-leverage SEM lever short of adding budget
|
~15% CPC reduction · +~10% click volume at same spend | Threshold: campaign LP bounce > 65% OR conv-rate drop > 25% WoW |
| 11 | AEO | P3 |
A00-06 · Decide RSL 1.0 / training-crawler policy + publish /rsl.xml if licensing
Legal/brand call — robots.txt currently fully permissive; CCBot / anthropic-ai / cohere-ai implicitly allowed with no opt-out
|
+1pp AI citation share · policy decision, not a growth lever | Depends on: legal + brand approval |
| 12 | Outbound | P2 |
A19 · Closed-lost reactivation sequence (180-540 days out, by loss reason)
Centage's cheapest new-business channel — 6% booking on well-triggered closed-lost is 3× cold outbound · blocked on infra
|
+3-5 reactivated opps/quarter once unblocked | Blocked · depends on: S4 SOQL query added to queries.md |
Impact math — Where a metric is measurable (clicks, CTR, SQLs, opps, citation share), the number reflects the projected delta once the item ships. Where the fix depends on another action landing first (e.g. A00-08 depends on A00-05, A00-09 compounds after A00-05), that is noted in the threshold column. Blocked rows do not fire until their dependency clears.
Recent action history
Populates as approvals flow through · 30-day rolling window · refreshes every 09:00| Date | Action | Lever | Agent | Status | Outcome |
|---|---|---|---|---|---|
| No completed actions yet · rows will appear here once approvals begin flowing | |||||
System & infra improvements
Separate from the 10-item action queue · alerts that keep CIOS itself healthy · A02 & A09 cleared (0/16 wins have null LeadSource · Google Ads direct-API working) · A13 fires today (Jul opps 1/~7 pro-rated)| Rule | Priority | Alert | Impact | Effort | Action |
|---|---|---|---|---|---|
| A07 | P1 | HubSpot MCP not wired — but Centage no longer uses HubSpot (Pardot/MCAE handles engagement) rule scope needs re-evaluation · likely retire OR repoint to Pardot MCP once one exists |
Rule cleanup · not blocking work | 15m human | |
| A09 | CLEARED | Google Ads MCP — resolved via direct-API workaround · Basic Access approved 2026-07-14 · MCC 399-329-5542 linked to ad account 227-167-4010 The FastMCP-based google-ads MCP boots but doesn't advertise tools to Claude Code yet; direct REST via gcloud ADC + curl v21 is the working path — see reference_google_ads_direct_api |
A16 promoted to draft_ready with real data · see Action #7 | done | — |
| A13 | P1 | Behind pace on Jul new-business opps · through day 17/31, 1 opp created vs Andrew's pro-rated target ~7.1 A13 40% threshold breached (14% of pro-rated) · MTD wins 0/~1 · 4th day at 1 opp |
Approve → diagnose-funnel isolates lead-flow drop vs lead→opp drop vs data-entry lag | 4h agent | |
| A27 | P1 | Weekly SEO audit — parallel-dispatch self-terminates · only 3/9 subagents produced structured JSON on 2026-07-13 audit (a) serialize claude-seo dispatch OR reduce batch size · (b) provision Google API creds at ~/.config/claude-seo/google-api.json |
Findings skew toward whichever specialists succeed · scoring biased | 60m human |