Marketing Infrastructure Audit

$2.5 Billion in Verified Value.
Zero Visibility to the Buyers Who Need It.

A Marketing Infrastructure Audit for Afiniti

Prepared by Nick Talbert | strategnik.com

The Paradox

Afiniti holds patented technology, blue-chip client proof points, and fresh marketplace partnerships with Five9, NICE, and AWS. It also holds near-zero search visibility, no G2 listing, no analyst coverage, a Wikipedia page frozen in 2021, and a team of ~7 marketers with no CMO. The competitive window is closing.

<5K
Organic Monthly Traffic
Below SimilarWeb reporting threshold
0
Review Platform Listings
G2, Capterra, Gartner Peer Insights
1
Gated Content Asset
Single insurance whitepaper
2021
Wikipedia Last Updated
Pre-bankruptcy, pre-CEO transitions
0
AI Answer Engine Appearances
Missing from ChatGPT, Perplexity, Gemini
100%
Client Retention 2025
The product works. Marketing doesn't.

Building Blocks, Not Starting From Zero

Before diagnosing what's broken, it's essential to recognize what's strong. These aren't compliments — they're the foundation any rebuild must leverage.

STRENGTH 01

Partnership Momentum

Three marketplace launches in 9 months (AWS, Five9, NICE CXone). Multi-platform distribution away from Avaya dependence. Each partnership = co-marketing opportunity, backlink authority, and platform validation.

STRENGTH 02

Proof Points Competitors Can't Match

Named C-suite testimonials from AT&T, Virgin Media O2, TIM SpA, Accenture. T-Mobile: $70M incremental annual revenue from 50M optimized calls. No competitor has this depth of enterprise validation.

STRENGTH 03

Patented Differentiation

On/off benchmarking methodology is genuinely unique — no competitor offers controlled, continuous measurement of AI impact. "Outcome orchestration" positioning could define a category if supported.

STRENGTH 04

LinkedIn Base

265K followers — larger than Observe.AI, Cresta, and Balto combined. Legacy audience, but a distribution channel that exists and can be reactivated.

STRENGTH 05

Wikipedia Structural Advantage

Afiniti has a Wikipedia page. Cresta, Observe.AI, and Balto do not. Wikipedia drives 47.9% of ChatGPT's top-10 citation share. Durable differentiator — once updated.

What's Broken

12 gaps organized by severity. Each includes what it costs Afiniti today and what fixing it unlocks. Click any gap to expand the full analysis.

Critical 4 gaps requiring immediate action

Gap 1: Invisible on Review Platforms

+
Status
Not listed on G2, Capterra, or Gartner Peer Insights
Competitive Benchmark
Balto: 4.8/5 on G2 with 300+ reviews. NICE: 540+ Gartner Peer Insights reviews
Cost
Enterprise buyers running standard due diligence cannot find Afiniti. Period.
AEO Impact
G2 commands 6.7% of ChatGPT's top-10 citation share and 4% of Perplexity's
Fix Complexity
Medium — requires customer review generation campaign

Gap 2: Wikipedia Frozen in 2021

+
Status
No mention of Chapter 15 bankruptcy, Vista recapitalization, three CEO transitions, or product evolution to Outcome Orchestration
Risk
Zia Chishti's personal Wikipedia page is far more detailed — covers allegations, Congressional testimony, arbitration ruling
Cost
Any AI model or buyer researching Afiniti encounters a 2018-era unicorn portrait with a misconduct footnote
AEO Impact
Wikipedia = 47.9% of ChatGPT's top-10 citation share (single largest source)
Fix Complexity
High — requires neutral, well-sourced Wikipedia editing following guidelines

Gap 3: Zero Organic Search Visibility

+
Status
Below SimilarWeb's 5K monthly visit threshold. No ranking for any category keyword. Even "behavioral pairing AI" returns Google Patents — not Afiniti
Competitive Benchmark
NICE owns "predictive behavioral routing" (6+ of top 10 results). Cresta generates substantially more organic traffic
Technical Root
No robots.txt/sitemap, no schema markup, no meta descriptions, JavaScript rendering issues, broken /resources/ page (410 error), dual brand architecture
Cost
Invisible to every buyer who doesn't already know the company name
Fix Complexity
High — requires technical SEO foundation + sustained content engine

Gap 4: One Gated Asset for Lead Generation

+
Status
Single insurance whitepaper across the entire site. No case studies, no ROI calculator, no interactive demo, no webinars, no glossary, no educational content hub
Competitive Benchmark
NICE deploys hundreds of content assets. Competitors offer ROI calculators, compliance guides, industry reports
Cost
Conversion architecture only serves prospects who already know Afiniti — with near-zero search visibility, that pool is vanishingly small
Fix Complexity
Medium — content production, not technical infrastructure
High 3 gaps limiting growth potential

Gap 5: AI Answer Engines Can't Recommend Afiniti

+
Status
Not recommended by ChatGPT, Perplexity, or Gemini for any contact center AI query. "Behavioral pairing" doesn't surface as a concept
Root Cause
Absent from every high-weight citation source — Reddit (46.7% Perplexity share), YouTube (13.9% Perplexity), G2, Wikipedia (outdated), analyst reports
Competitive Window
No AI-layer competitor has meaningful Reddit or YouTube presence. Citation patterns being established now will compound
Fix
Fixing Gaps 1-4 addresses this systemically; dedicated AEO strategy accelerates it

Gap 6: Zero Analyst Coverage

+
Status
Not in any Gartner Magic Quadrant, Forrester Wave, or IDC MarketScape. Only analyst mention: boutique analyst quote in a 2020 Avaya press release
Competitive Benchmark
NICE/Genesys = 11-year Gartner Leaders. Cresta = Forrester Leader in Conversation Intelligence (Q2 2025)
Cost
Missing from the single most influential buyer touchpoint. Analysts feed AI citation sources (7% of top-10 share)
Fix Complexity
High — requires analyst relations program, likely 6-12 months to initial inclusion

Gap 7: Social Media is LinkedIn-Only

+
Status
Twitter/X suspended. Instagram: 6,229 followers, 48 posts. YouTube dormant. No podcast, no TikTok
Competitive Benchmark
Genesys runs multiple podcasts. Balto's CEO hosts interview series. YouTube = 6-19% of AI platform top-10 citation share
Fix Complexity
Medium — prioritize YouTube and LinkedIn thought leadership; deprioritize X/Instagram/TikTok
Medium 3 gaps affecting efficiency

Gap 8: Website Brand Architecture Conflict

+
Status
Homepage promotes new product suite (Pairing, Agents, Orchestrator, Intelligence) while /products/ still shows legacy tiers (eXperienceAI Core/+/Elite). Different navigation menus between sections
Cost
Buyer confusion, diluted messaging, undermined credibility
Fix Complexity
Low-Medium — content and information architecture, not technology

Gap 9: No Competitor Comparison Content

+
Status
No "vs" pages, no alternative comparison content, no competitive displacement campaigns
Competitive Benchmark
Balto runs dedicated competitor comparison landing pages for virtually every competitor — capturing high-intent search traffic
Cost
Missing buyers actively comparing solutions
Fix Complexity
Low — content creation, highly replicable Balto playbook

Gap 10: Partner Co-Marketing Underexploited

+
Status
Marketplace listings exist but co-marketing content beyond press releases is limited. No joint case studies, co-branded webinars, or shared customer success stories
Cost
Leaving backlink authority, credibility transfer, and distribution on the table
Fix Complexity
Low-Medium — relationship activation, not new infrastructure
Nice-to-Have 2 gaps for future consideration

Gap 11: Reddit/Quora Presence

+
Status
Zero presence on either platform. No discussions in relevant subreddits (r/callcenters, r/customerservice, r/artificialintelligence)
Opportunity
Reddit = #1 most-cited domain across AI platforms combined. No AI-layer competitor has claimed this territory. First-mover advantage available
Fix Complexity
Low — requires consistent, educational community participation (not promotion)

Gap 12: Glassdoor and Employer Brand

+
Status
3.4/5 rating, 940+ reviews, 38% positive business outlook. Some reviews question technology legitimacy. 52% recommend to a friend
Risk
Impacts recruiting and can surface in buyer research
Fix Complexity
Medium-High — cultural, not purely marketing

Where Afiniti Sits

Afiniti's competitive set is Tier 2 (Cresta, Observe.AI, Balto) — not NICE/Genesys. The AI-layer market has exploitable gaps: no competitor owns Wikipedia, Reddit, or YouTube. The window to claim these is measured in months, not years.

Positioning Matrix

High Tech / Low Marketing
Afiniti
High Tech / High Marketing
NICE, Genesys
Low Tech / Low Marketing
Low Tech / High Marketing
Balto
Marketing Infrastructure Maturity →

Cresta and Observe.AI occupy the middle — growing on both axes

Marketing Infrastructure Comparison

Company LinkedIn G2 Wikipedia Reddit Analysts YouTube Podcast
Afiniti 265K None Outdated None None Dormant None
NICE 400K+ 540+ Current Limited Leader Active Yes
Genesys 300K+ 600+ Current Limited Leader Active Multiple
Cresta 25K 100+ None None Forrester Limited None
Observe.AI 35K 200+ None None Some Limited None
Balto 15K 300+ None None Some Active Yes

Stop the Bleeding

Week-by-week sprint plan. The site is broken in ways that actively hurt credibility. Fix what's visibly wrong before building anything new.

Week 1: Triage

Fix what's visibly wrong before building anything new

Action Why It Can't Wait Deliverable
Fix /resources/ page (410 error) Broken page visible to any prospect navigating the site Working page or proper redirect
Deploy robots.txt + XML sitemap Search engines can't properly crawl the site without these Submitted to Google Search Console
Add meta descriptions to all key pages Pages showing blank in search results Meta descriptions on top 15 pages
Audit legacy content referencing former CEO Reputational liability sitting in the open Redirect/remove list + execution
Inventory existing proof points across site Need to know what exists before building assets Master spreadsheet of all claims, quotes, data points

Week 2: Establish Credibility Infrastructure

Create the profiles enterprise buyers expect to find during due diligence

Action Why It Can't Wait Deliverable
Create and submit G2 profile Every day without a listing is a buyer who disqualifies Afiniti Live G2 profile, categorized correctly
Create and submit Capterra profile Second most-checked review platform in enterprise software Live Capterra profile
Claim/update TrustRadius listing Existing listing has zero reviews — worse than no listing Updated profile with current product info
Launch customer review generation campaign G2 profiles without reviews are empty shells. Target: 25-30 in 60 days Outreach templates, CS coordination plan
Begin Wikipedia update research 47.9% of ChatGPT's citation share. Cannot be rushed Source document with citations for every proposed edit

Week 3: Content Foundation

Build mid-funnel assets that serve both marketing and sales

Action Why It Can't Wait Deliverable
Create standalone T-Mobile case study $70M incremental annual revenue — most compelling proof point, currently buried 2-4 page downloadable PDF, gated
Create standalone Virgin Media O2 case study Named CEO testimonial with quantified results — CEO-to-CEO social proof 2-4 page downloadable PDF, gated
Resolve dual brand architecture Homepage says Outcome Orchestration; /products/ says eXperienceAI tiers Unified product narrative document
Commission Wikipedia edit Hire experienced Wikipedia editor Contracted editor with draft timeline

Week 4: Demand Gen Launch Prep

Set up infrastructure for programs that launch in Month 2

Action Why It Can't Wait Deliverable
Build "What is Outcome Orchestration?" pillar page Category-defining content with FAQ schema. Foundation for all SEO/AEO Live pillar page with schema markup
Spec interactive ROI calculator Buyers search for this. Triple duty: SEO, lead capture, sales enablement Requirements doc + wireframe
Create AT&T case study Completes initial case study library across telco, media, enterprise 2-4 page downloadable PDF, gated
Map competitor comparison content plan Following Balto's playbook 5 target pages with keyword research
Establish content calendar No more batch-publishing. Minimum 2x/week, SEO-optimized 90-day editorial calendar

Building Pipeline from Zero

The core problem: Afiniti's current conversion architecture only serves buyers who already know the company. With near-zero search visibility, that's a vanishingly small pool. Every program below creates a path from "never heard of Afiniti" to "requesting a meeting."

Top of Funnel
Get Found
Programs 1-4
Mid-Funnel
Build the Case
Programs 5-7
Bottom of Funnel
Close
Programs 8-10

Top of Funnel: Get Found

📄

Category-Defining Content Engine

Build topic cluster architecture around "outcome orchestration"

SEO Content AEO
+

Pillar page + supporting blog posts ("Outcome Orchestration vs. Predictive Routing," "What is Behavioral Pairing?", "Why 80% of Contact Center AI Projects Fail"). FAQ schema markup on all pages for featured snippet and AI answer engine capture.

2x/week minimum publishing cadence, SEO-optimized. Target keywords where Afiniti is currently invisible: "AI contact center optimization," "AI-powered call routing," "enterprise AI contact center"

Lead Metric Organic traffic from <5K to 15-25K monthly within 6 months
Pipeline Metric Marketing-sourced leads from organic search (baseline: ~0)
Current State: Site Audit
afiniti.com/ Underperforming

"Outcome Orchestration" messaging exists but has zero supporting content infrastructure. No pillar page, no topic cluster, no internal links.

Returns 410 error. This is where the content hub should live. Dead page = dead SEO authority.

Still shows legacy eXperienceAI tiers while homepage promotes new suite. Dual brand architecture confuses crawlers.

Proposed State
  • New pillar page: /what-is-outcome-orchestration/ — 3,000+ words, FAQ schema
  • Topic cluster spokes: /blog/outcome-orchestration-vs-predictive-routing/
  • Fixed /resources/ hub linking to all content assets
  • 2x/week minimum publishing cadence
📊

Original Research Report

"State of Contact Center AI Effectiveness" — leverage 20 years of data

Content Demand Gen AEO Analyst
+

Afiniti sits on 20 years of behavioral pairing data across billions of interactions. No competitor has this dataset depth. Annual research report with novel findings: which agent-caller matching factors drive the largest outcome deltas, failure patterns, measurable ROI benchmarks by industry.

Lead Metric Report downloads (target: 500+ in first 90 days)
Pipeline Metric MQLs from report download → meeting request conversion
Program Flow: Data → Distribution → Outcomes
Data Inputs
20 Years Behavioral Pairing Data
Billions of Interactions
Anonymized Outcome Deltas
Distribution
Gated PDF → Lead Capture
Ungated Summary → SEO/AEO
LinkedIn Carousel → Social
Webinar → Live Pipeline
Outcomes
Backlinks from Publications
Analyst Attention
AEO Citations
500+ Downloads in 90 Days
🎬

YouTube + LinkedIn Thought Leadership

Explainer videos, executive Q&As, activate the 265K follower base

Social AEO Content
+

YouTube: Explainer videos on behavioral pairing methodology, customer outcome stories, "Outcome Orchestration 101" series. YouTube = 13.9% of Perplexity's top-10 citation share, 18.8% of Google AI Overviews.

LinkedIn: Expand thought leadership beyond CDO to CEO Jerome Kapelus and broader team. Activate the 265K follower base. LinkedIn = 13% of Google AI Overviews top-10 citation share.

Lead Metric LinkedIn engagement rate, YouTube subscribers, view-through rates
Pipeline Metric Inbound from LinkedIn DMs and YouTube CTAs
Channel Strategy → AEO Impact → Pipeline
YouTube
Behavioral Pairing Explainers
Customer Outcome Stories
"Outcome Orchestration 101"
LinkedIn (265K)
CEO Thought Leadership
Employee Advocacy
Research Carousels
AEO + Pipeline
YT = 18.8% Google AI Overviews
LI = 13% Google AI Overviews
Inbound DMs → Meetings
💬

Reddit Community Presence

First-mover territory — Reddit = #1 most-cited domain across AI platforms

Community AEO Content
+

Reddit = #1 most-cited domain across all major AI platforms combined (46.7% of Perplexity's top-10, 21% of Google AI Overviews). No AI-layer competitor has meaningful Reddit presence.

Approach: Educational participation in r/callcenters, r/customerservice, r/contactcenter. Share knowledge about AI-driven routing optimization. Answer questions. Never promote. This is a slow burn but compounds — posts get cited by AI models for months/years.

Lead Metric Brand mention volume in Reddit discussions
Pipeline Metric Indirect — feeds AEO visibility which feeds all other programs
Why Reddit: The AEO Opportunity
Strategy
Answer in r/callcenters
r/customerservice presence
r/contactcenter expertise
Educational, never promotional
Why It Works
Reddit = 46.7% Perplexity citations
Reddit = 21% Google AI Overviews
No competitor has presence
Posts compound for years
Impact
AI models cite Afiniti
Feeds all other programs
First-mover advantage

Mid-Funnel: Build the Case

🧮

Interactive ROI Calculator

Triple duty: SEO asset, lead capture mechanism, sales enablement tool

Demand Gen Product Mktg SEO
+

Buyers actively search for "contact center AI ROI calculator" — few quality tools exist. Inputs: number of agents, average handle time, current conversion rate, industry. Outputs: projected revenue lift, FCR improvement, estimated payback period based on Afiniti's averages (10%+ revenue increase, 5%+ FCR improvement).

Lead Metric Calculator sessions, completion rate
Pipeline Metric Gated report downloads → meeting requests
Current State: Site Audit
afiniti.com/ Missing

Current CTAs go to generic "Request a Demo." No self-service conversion path for buyers not ready to talk to sales.

Claims "10%+ revenue increase" and "5%+ FCR improvement" but offers no way to model these against buyer's own business.

Proposed State
  • New page: /roi-calculator/ with interactive inputs
  • Inputs: agents, AHT, conversion rate, industry
  • Outputs: projected lift, FCR improvement, payback period
  • Gated detailed report; top-line results shown immediately
  • Cross-linked from homepage, industry pages, case studies
📚

Case Study Library + Industry Landing Pages

Convert scattered testimonials into 8-10 standalone, downloadable case studies

Product Mktg Content Demand Gen SEO
+

Convert scattered website testimonials into standalone case studies across target verticals (telco, insurance, financial services, healthcare, travel/hospitality). Each: 2-4 pages, specific methodology, quantified before/after, named executive quotes.

Rebuild industry landing pages to anchor around case studies. Distribute through partner channels (Five9, NICE, AWS marketplace co-marketing).

Lead Metric Case study downloads by industry
Pipeline Metric Industry-qualified leads from gated downloads
Current State: Proof Points Buried

"$70M incremental annual revenue from 50M optimized calls" — most compelling proof point buried as a website quote, not a downloadable case study.

afiniti.com/telecoms/ No Case Studies

Generic outcome claims without anchored case studies. No gated downloads for lead capture.

"12% financial services lift" claimed but no dedicated case study. No gated content for this vertical.

Proposed State
  • /case-studies/ hub page listing all case studies by industry
  • /case-studies/t-mobile-70m-revenue-lift/ — standalone, gated
  • /case-studies/virgin-media-o2/ — standalone, gated
  • /case-studies/att-enterprise/ — standalone, gated
  • Industry pages rebuilt around case studies, not generic claims
⚖️

Competitor Comparison Content (Balto Playbook)

Dedicated landing pages capturing buyers actively comparing solutions

SEO Product Mktg Demand Gen
+

Dedicated landing pages: "Afiniti vs. Cresta," "Afiniti vs. Observe.AI," "NICE alternatives," "Genesys alternatives," "Five9 AI optimization." Each page: honest comparison matrix, differentiation points (patented on/off benchmarking, outcome-based pricing, platform-agnostic overlay).

SEO play: capture buyers actively comparing solutions — these are purchase-ready prospects forming shortlists. Balto does this for virtually every competitor. It works. It's directly replicable.

Lead Metric Organic traffic to comparison pages
Pipeline Metric Meeting requests from comparison page visitors (highest intent traffic)
Current State: Zero Comparison Content
afiniti.com/ Missing

No "vs" pages, no "alternatives" pages anywhere. Buyers searching "[competitor] alternatives" find nothing from Afiniti.

Balto runs dedicated competitor pages for virtually every competitor. "Observe.AI alternatives," "Cresta alternatives." This is the playbook to replicate.

Proposed: 5 Initial Comparison Pages
  • /compare/afiniti-vs-cresta/
  • /compare/afiniti-vs-observe-ai/
  • /compare/nice-alternatives/
  • /compare/genesys-alternatives/
  • /compare/five9-ai-optimization/

Bottom of Funnel: Close

G2 + Review Platform Social Proof

Target: 100+ G2 reviews within 12 months (Balto benchmark: 300+ at 4.8/5)

AEO Demand Gen Product Mktg
+

Integrate G2 rating badges across website, email signatures, sales decks, partner marketplace listings. Respond to every review (positive and negative). G2 commands 6.7% of ChatGPT's top-10 citation share and 4% of Perplexity's — reviews become AEO source material.

Lead Metric Review volume, average rating
Pipeline Metric Influence on close rate (track via sales attribution surveys)
Current State: No Review Presence
afiniti.com/ No Badges

No G2 badge, no review platform social proof anywhere. Compare to competitors: badges are standard trust signals.

Afiniti is not listed. Balto has 300+ reviews at 4.8/5. NICE has 540+ Gartner Peer Insights reviews.

Proposed State
  • G2 profile created under Contact Center AI
  • Target: 25-30 reviews in 60 days, 100+ in 12 months
  • Badges on homepage, industry pages, email signatures
  • Every review responded to (positive and negative)
🤝

Partner Co-Marketing Pipeline

Fastest path to qualified pipeline — partner sales teams are already in the right conversations

Partnerships Demand Gen Content
+

Five9, NICE CXone, and AWS Marketplace integrations are live but co-marketing is minimal. Joint webinars with partner sales teams (target: 1 per quarter per partner). Co-branded case studies showing Afiniti + [platform] results together. Marketplace listing optimization. Partner blog cross-posts.

Lead Metric Partner-sourced leads, co-marketing content engagement
Pipeline Metric Partner-sourced pipeline value, partner-influenced revenue
Partner Ecosystem → Co-Marketing → Pipeline
Active Partners
AWS Marketplace
Five9 CXone
NICE CXone Integration
Co-Marketing
Joint Webinars (1/quarter)
Co-Branded Case Studies
Marketplace Optimization
Partner Blog Cross-Posts
Pipeline
Partner-Sourced: 30-50/mo
Partner-Influenced Revenue
Credibility Transfer
🏛️

Analyst Relations for Enterprise Credibility

Brief Gartner, Forrester, IDC on Outcome Orchestration positioning

Analyst Relations AEO Demand Gen
+

Brief analysts on Outcome Orchestration positioning and post-bankruptcy trajectory. Realistic target: inclusion in adjacent research notes and market guides (not CCaaS Magic Quadrant — Afiniti is an optimization layer, not a platform).

Cresta achieved Forrester Leader status in Conversation Intelligence Q2 2025. Afiniti should target similar adjacent category recognition. Analyst coverage feeds enterprise buyer confidence (7% of top-10 AI platform results).

Lead Metric Analyst briefings completed, mentions in published research
Pipeline Metric Enterprise deals where analyst coverage is cited as influence factor
Briefings → Positioning → Impact Timeline
Briefing Targets
Gartner (CCaaS Adjacent)
Forrester (Conv. Intelligence)
IDC (MarketScape)
Positioning
"Outcome Orchestration" = New Category
Post-Bankruptcy Trajectory
Patented On/Off Benchmarking
Impact
Mo 4: First Briefings
Mo 6-8: Research Mentions
Mo 8-12: Market Guide Inclusion
Analysts = 7% AEO Citations

Months 2-12: Build and Scale

After the first 30 days establish the foundation, this is the build-and-scale sequence. Organized by priority tier — some things must happen before others regardless of calendar.

Priority 1: Launch Demand Gen Programs (Months 2-4)

Foundation work from the first 30 days enables all of these

Program Launch First Results Dependency
Content engine (2x/week publishing) Month 2 Month 4-5 Pillar page live, editorial calendar set
ROI calculator Month 2-3 Immediate Dev sprint from Week 4 spec
Competitor comparison pages (5 initial) Month 2-3 Month 3-4 Keyword research from Week 4
Partner co-marketing (first joint webinar) Month 3 Immediate Partner relationship activation
LinkedIn thought leadership expansion Month 2 Month 3-4 Executive buy-in, content support
YouTube channel launch Month 3 Month 5-6 Video production capability

Priority 2: Compound Credibility (Months 3-6)

Build on the foundation with sustained execution

Action Timeline Impact
Wikipedia update published Month 3-4 Highest-leverage AEO asset (47.9% ChatGPT citation share)
G2 review milestone: 30+ reviews Month 4 Credibility threshold for enterprise buyer due diligence
Reddit community participation (ongoing) Month 3+ AEO citation source, first-mover advantage
Original research report published Month 5-6 Earned media, analyst attention, gated lead capture
Analyst briefings initiated Month 4 6-12 month path to inclusion
Case study library: 5+ published Month 4-5 Sales enablement + mid-funnel conversion

Priority 3: Scale and Optimize (Months 6-12)

Expand what's working, measure everything

Action Timeline Impact
Establish AI Share of Voice baseline + monthly tracking Month 6 Measure AEO progress vs. competitors
Scale G2 reviews to 100+ Month 8-12 Competitive parity with Balto
Launch gated content library (5+ assets per industry) Month 7-9 Full mid-funnel nurture capability
Evaluate paid search/SEM against organic traction Month 6-7 Data-driven paid amplification decision
Pursue analyst inclusion in published research Month 8-12 Enterprise credibility at scale
Customer advisory board launch Month 8 Community + content + retention + product feedback
Second original research report Month 10-11 Compounds authority from first report
Evaluate owned virtual event Month 10-12 Category authority + direct pipeline

What Success Looks Like

Two views: infrastructure metrics (is the foundation getting built?) and pipeline metrics (is it producing leads?). Infrastructure work IS pipeline work — they're the same program measured two ways.

Infrastructure Metrics

What's being built

Organic Monthly Visits
<5K today 50-75K
12-month target
G2 Reviews
0 today 100+
12-month target
Gated Content Assets
1 today 30+
12-month target
AI Answer Engine Appearances
0 today All 3 major
12-month target
Blog Posts Published
0 new 100+
12-month target
Case Studies Published
0 today 10+
12-month target

Pipeline Metrics

What it's producing

Marketing-Sourced Leads (Monthly)
~0 today 100-150
12-month target
Marketing-Sourced MQLs (Monthly)
~0 today 50-75
12-month target
Marketing-Sourced Pipeline (Quarterly)
~$0 today $2-4M
12-month target
Demo/Meeting Requests (Monthly)
Low single digits 50-75
12-month target
ROI Calculator Completions (Monthly)
N/A 150+
12-month target
Partner-Sourced Leads (Monthly)
Minimal 30-50
12-month target

The Close

This audit is a preview, not a pitch. The infrastructure gap is real, the competitive window is closing, and the building blocks exist. The question is execution velocity.

Nick Talbert | strategnik.com