Who needs to talk to who
These conversations unblock most of the list below.
- Keith and David: run one test lead and check it shows up once in Events Manager for Pixel 285063408310338, from both the browser and the server.
- Keith and David: decide WordPress or the Railway subdomain before the form gets built.
- Keith and David: agree on the lead flow, then Keith updates the thank-you page to match.
- Keith and Kriste: go over the design before the build is final.
- Keith and Chris Drago: get the copy rewrite back, then re-check it.
- Keith and Alfredo: get the booking link onto the thank-you page.
- David and Alfredo: make sure in-ad form leads land in HubSpot and post to #sales-leads.
- Chris Alarcon and David: confirm the audience is right for this page and the $5K test.
Keith Guirao
Landing page, CRO and A/B tests
- Keith: needs HubSpot access to build the form (expected Oct 13).
- Keith: needs the HubSpot portal ID, form GUID, US or EU hosting, and the internal field names for name, email, phone and budget.
- Keith: needs the HubSpot form to include a company website field (the page now asks for it in step 1 of a two-step form).
- Keith: needs a budget dropdown in HubSpot with the values
under_20k,20k_50k,50k_100kand100k_plus, plus an "Offer" field so these leads are easy to find. - Keith: needs to check if GDPR consent is turned on in HubSpot.
- Keith: needs to build the step that sends each lead to HubSpot and then to Meta, using one event ID.
- Keith: needs to send hashed email and phone, plus the click IDs (
_fbc,_fbp), with every server event. Linear GRAIN-1858 due Oct 13 - Keith: needs the thank-you page to fire
Leadwith that same ID, only for $20k and up, so Meta counts it once. - Keith: needs to make sure a lead never counts twice and no personal data ends up in a URL.
- Keith: needs to decide about UK and international visitors: a consent banner, or US and Canada only.
- Keith: needs to say if under-$20k leads still go into HubSpot.
- Keith: needs to pick the under-$20k page wording: "Thanks, we got your request" (built) or "isn't the right fit yet".
- Keith: needs to keep or drop three lines from the old page: "Trusted by 500+ Fast-Growing Companies", "Most people hear back within 48 hours", and Eric's quote.
- Keith: needs a new CAPI access token and test event code from Pixel 285063408310338 in Events Manager, saved over
META_CAPI_TOKENandMETA_TEST_EVENT_CODEin Railway. The current ones were made for the old Pixel (1444050932319937). - Keith: needs to remove the Meta test code (
META_TEST_EVENT_CODE) in Railway on launch day.
David Zagury
Paid media lead, tracking
- David: needs to confirm Pixel 285063408310338 is still connected to ad account 1375505809375850 (his Oct 9 audit found it live with server events).
- David: needs in-ad form (Cell A) leads to reach HubSpot. Linear GRAIN-1857
- David: needs UTMs on every ad URL, so each lead traces back to its ad.
- David: needs to decide what happens after someone signs up. Proposed: on the thank-you page, they book the walkthrough call right away, Alfredo follows up the same day, and the map is ready before the call.
- David: needs to confirm where the page lives. The Oct 12 Media OS call said WordPress with an embedded HubSpot form. This build is a Railway subdomain,
aeo.singlegrain.com/citation-map, with our own form posting to HubSpot. - David: needs to say who runs the walkthrough call, the AEO audit owner or Alfredo. (Answered by Keith, Oct 13: it's a discovery call, and the page now says so.)
- David: needs to give the go-ahead to start spend once Eric approves the pages.
- David: needs to say whether the scorecard section comes back. He put it on hold on Oct 9, and it's switched off for the first test.
Chris Alarcon
Oversees the project
- Chris Alarcon: needs to confirm the audience with David: B2B, $10M+ ARR, content, SEO and demand gen leaders in the US, UK and Canada.
Eric Siu
Final approval
- Eric: needs to approve the final pages before launch. That's the only sign-off we need from him.
Chris Drago
Design lead, ad creative
- Chris Drago: needs to rewrite the page copy in his own words in the shared Google Doc. The goal is under 0.5 on the Jev check. After the Oct 13 de-slop pass it's 0.37 to 0.64.
Alfredo Caballero
Sales operations
- Alfredo: needs to share the booking link for the walkthrough call (his or AJ's). Linear GRAIN-1750
- Alfredo: needs the calendar to offer times at least 5 business days out, so the map is ready before the call.
Kriste
Landing page visual design
- Kriste: needs to review the design before the build is final. The Linear board has her designing before Keith builds.
- Kriste: needs to look over the new sample map, the comparison table and the today-vs-goal illustration (added Oct 13 from David's mockup).
Reviewers: Eric, Chris Alarcon and David
Set dates and assign owners
- Reviewers: need to pick someone to own the welcome email. The kickoff says we can't launch without it. Linear GRAIN-1859
- Reviewers: need to pick someone to own the Slack alert in #sales-leads.
- Reviewers: need to name the AEO audit owner, who builds each map before the call: 20 questions, each asked twice in all five AI tools (200 answers), within 5 business days. They should confirm that's doable, and whether ClickFlow or DataForSEO can automate it.
- Reviewers: need to find who runs singlegrain.com DNS and have them point
aeo.singlegrain.comat Railway. - Keith: needs to switch
og:urland the share image link toaeo.singlegrain.comonce it's live. - Reviewers: need to set a date for each launch phase.
- Reviewers: need to decide what happens to the old preview link (landing-pages-production-b40a.up.railway.app): keep a frozen copy there, or take it down.
- Isaac: needs to confirm the 0 to 43 ChatGPT citations in 30 days and the "about 10 sales-qualified leads a month" figure, and OK sharing it unnamed (David's Oct 13 note).
- Hailey: needs to confirm the 0.4% to 43.6% AI Overview share over 12 months and the 75% rise in organic conversions, and OK sharing it unnamed.
- Isaac or Hailey: need to ask one client for a one- or two-sentence quote, with role and company type, to fill [CLIENT QUOTE].
- Before we name any client, the account leads need to get written permission. Until then the results stay anonymous.
Already done
- Offer chosen: AEO Citation Map (Chris Alarcon, Oct 12) ✓
- Copy plan approved and the hero headline locked (Keith, Oct 12) ✓
- Same form as Eric's original page, $20k cut-off kept (Keith, Oct 12) ✓
- Pixel for this page: 285063408310338, the one the ad account already uses and the one in BUILD-HANDOFF (Keith, Oct 13) ✓
- Railway variables
META_CAPI_TOKENandMETA_TEST_EVENT_CODEadded (Keith) ✓ - Meta Lead Ads terms accepted on the Single Grain Page (David) ✓
- Payment method on the ad account (David) ✓
- Client results added from documented case studies, anonymized ✓
- Turnaround (within 5 business days), AI tools (ChatGPT, Perplexity, Gemini, Claude and Google AI Overviews) and call length (up to 45 minutes) set (Keith, Oct 13) ✓
- Price: the map is free, and no paid next step is shown on the page. That talk happens on the call (Keith, Oct 13) ✓
- Routes set:
aeo.singlegrain.com/citation-mapfor the page,/thank-youfor $20k and up,/request-receivedfor under $20k (Keith, Oct 13) ✓ - Share image made: 1200x630, with the headline, the five AI tools and the today-vs-goal illustration (Keith, Oct 13) ✓
- Map size: 20 questions, asked twice in each of the five AI tools, 200 answers per map (Keith, Oct 13) ✓
- This preview: the aeo-citation-map Railway project, deploying from the feat/aeo-citation-map-lp branch ✓