Team Composition
Ten roles, one engine.
The Lyviss engagement runs on 10 distinct roles: 5 AIG core seats (stable from week 1), 5 AIG specialist seats (activate as their tier comes online), plus Lyviss-internal seats that own domain access, customer input, and final sign-off.
Program Leadership
Program Director (AIG embedded)
Single point of accountability for the 12-month plan. Owns the master schedule, weekly status, monthly KPI report, and the escalation path between AIG and Lyviss leadership.
Primary deliverables
- Master schedule + tier gates
- Weekly status, monthly KPI report
- Risk register + escalation handling
- Tier 5 (months 13–18) handoff doc
Strategy
SEO / AEO / GEO Strategist
Owns the diagnostic, the schema architecture, and the AI-search optimization playbook. The brain behind the "be citable, not just rank" stance.
Primary deliverables
- Schema architecture (15+ schema types)
- Entity-graph + LocalBusiness plan
- Quarterly technical audits
- AI Overview / LLM citation tracking
Content Strategy
Content Strategist & Lead Writer
Sets editorial calendar, owns voice/quality, writes pillar pieces, edits all blog + comparison + industry content. Owns the metadata hygiene sweep (5 critical bugs in Tier 1) and HIPAA-aware editorial review.
Primary deliverables
- Editorial calendar (36 posts / 12 months — Tier 2: 8 · Tier 3: 16 · Tier 4: 12)
- Voice + style guide for D365 buyers (incl. healthcare compliance language)
- Final edit pass on every published piece
- FAQ + HowTo content blocks + /team/ byline pages
Production
Senior Writers (×2)
Production velocity. One handles comparison + use cases, the other handles industry + integrations. Both work to the Lead Writer's voice guide.
Primary deliverables
- ~16 blog posts / 12 months (combined)
- /compare/, /use-cases/, /integrations/ hub pages
- Internal linking between clusters
Core Engineering
Technical Web Developer (WP / Astra / Elementor)
Ships everything on lyviss.com. Owns schema injection (
LocalBusiness + 15-country Organization.address + industry-specific + VideoObject), page builds, Core Web Vitals, CF7 form ID conversion instrumentation, GitLab → Hostinger deploy pipeline.Primary deliverables
- Schema deployment (Local Schema Sprint Tier 1)
- Page builds (industry rewrites, /compare/, /use-cases/, /team/)
- CF7 form ID → GA4 conversion event mapping
- Performance + og:image size audit and rebuild
Design
Designer
Brand assets, OG image variants, ad creative, and the Lyviss brand system in motion. Owns the 1200×630 OG size across all priority pages.
Primary deliverables
- Logo + OG image variants (correct sizes)
- Ad creative (5 campaigns Tier 4)
- YouTube thumbnail system
- Conference collateral (Tier 4)
PR & Outreach
Digital PR & Outreach Specialist (Tier 2+)
Guest post pipeline, HARO/Qwoted cadence, and the Microsoft Partner customer story. Activates at the start of Tier 2.
Primary deliverables
- 20+ guest posts / features across 12 months
- Microsoft Partner customer story
- HARO/Qwoted weekly cadence
- Conference pitch + presence
Reputation
Review & Reputation Manager (Tier 2+)
Owns the G2, Capterra, and AppSource review footprint. Configures email automation with Lyviss CS, monitors velocity, handles review responses.
Primary deliverables
- Review-request email automation
- AppSource listing live (Tier 2)
- 100+ G2, 60+ Capterra, 40+ AppSource reviews
- Review response SLA < 48h
Paid Media
Paid Media Manager (Tier 4)
Google Ads + Microsoft Ads. Activates at the start of Tier 4 (month 10). Owns the 5-campaign structure, pacing, and ROAS reporting.
Primary deliverables
- 5 paid campaigns (brand / competitor / use case / top-funnel / retargeting)
- Microsoft Ads mirror at 30–50% of Google spend
- Monthly ROAS + CAC reports
Paid Media
LinkedIn Ads Specialist (Tier 4)
B2B enterprise demand-gen via LinkedIn Lead Gen. Activates alongside Paid Media Manager in Tier 4.
Primary deliverables
- LinkedIn Lead Gen campaigns
- A/B creative testing
- Lead form optimization
Analytics
Analytics & Attribution Specialist
Sets up GA4, Microsoft Clarity, GSC, Bing in week 1. Owns the attribution dashboard from Tier 4 onward. Instruments CF7 form IDs as GA4 conversion events.
Primary deliverables
- GA4 + Clarity + GSC + Bing set up
- 5 CF7 form ID conversion events
- Attribution dashboard (GA4 + CRM import)
- Monthly KPI report
RACI Matrix
Who owns what across every tier.
For each task in the 12-month plan, exactly one person is Accountable (the "A"). Multiple people can be Responsible (the "R"). Everyone else is either Consulted or Informed.
| Task | PD | SEO | CS | Wrt | Web | Des | PR | Rev | PdM | Ana |
|---|---|---|---|---|---|---|---|---|---|---|
| Tier 1 · Foundation (Months 1–3) | ||||||||||
| Add /robots.txt with sitemap directive | I | A | · | · | R | · | · | · | · | C |
| Rewrite /about/ meta description + title tag | I | C | A | R | R | · | · | · | · | · |
| Swap About page schema Article → AboutPage | I | A | · | · | R | · | · | · | · | · |
| Rewrite /end-of-support-policy/ as Microsoft-style support lifecycle FAQ + HowTo | A | R | R | R | C | · | · | · | · | · |
| Fix 5 critical metadata bugs (/library/, /blog/, /pricing/, /generative-ai/, /contact/) | I | A | R | R | · | · | · | · | · | · |
| Add industry-specific schema (Medical/Automotive/Educational Org) | I | A | R | C | · | · | · | · | · | C |
| Local Schema Sprint — LocalBusiness + 15-country Organization.address | A | R | R | C | · | · | · | · | · | C |
| Add HIPAA mention + BAA subpage + MedicalOrganization compliance block on /healthcare/ | A | C | R | R | C | · | · | · | · | C |
| Add VideoObject JSON-LD on every YouTube embed (/library/) | I | A | R | · | · | · | · | · | · | · |
| Instrument 5 CF7 form IDs in GA4 (#4821, #1607, #6341, #6332, #6291) | I | C | R | · | · | · | · | · | C | A |
| Fix og:image sizes on 7 of 10 priority pages (1200×630 baseline) | I | C | R | · | · | A | · | · | · | · |
| Claim G2 / Capterra / Crunchbase / SaaSHub / AlternativeTo profiles | A | R | C | · | · | · | R | R | · | · |
| Submit Microsoft AppSource listing | A | R | R | R | R | R | C | C | · | · |
| Set up GA4 + Clarity + GSC + Bing | I | C | · | · | R | · | · | · | · | A |
| Lighthouse + Core Web Vitals audit + top 5 fixes | I | A | · | · | R | · | · | · | · | C |
| Tier 2 · Authority Build (Months 4–6) | ||||||||||
| Rewrite industry pages with FAQ + HowTo + correct schema | I | C | A | R | R | · | · | · | · | · |
| Ship 8 blog posts targeting high-intent D365 questions | I | C | R | R | R | · | · | · | · | · |
| Launch /compare/ hub with 3 comparison pages | I | C | A | R | R | · | · | · | · | |
| Rewrite pricing page with Offer + PriceSpecification + FAQPage | I | A | C | R | R | · | · | · | · | · |
| Rebrand YouTube channel + publish 4 videos | I | C | R | R | · | A | · | · | · | · |
| Pitch + ship 4 guest articles | I | C | · | R | · | · | A | · | · | · |
| Build /team/ page + Person schema for Tomoki Tamada | I | A | R | R | R | · | · | · | · | · |
| Build multi-region Person schema across 15+ countries | I | A | R | · | R | · | · | · | · | · |
| Set up review-request email automation | I | · | · | · | R | · | · | A | · | C |
| Tier 3 · Topical Authority (Months 7–9) | ||||||||||
| Expand /compare/ hub to 5+ pages (Zendesk, LivePerson, Drift) | I | C | A | R | R | · | · | · | · | · |
| Launch /use-cases/ hub (24 pages across 6 personas × 4 industries) | I | C | A | R | R | · | · | · | · | · |
| Launch /integrations/ hub | I | C | A | R | R | · | · | · | · | · |
| Ship 16 more blog posts (~5/month) | I | R | R | A | R | C | · | · | · | I |
| Pitch + ship 8 more guest articles | I | C | · | R | · | · | A | · | · | · |
| Drive review cadence to 50+ G2 / 30+ Capterra | I | · | · | · | · | · | · | A | · | C |
| Activate HARO/Qwoted cadence | I | · | · | R | · | · | A | · | · | · |
| Microsoft Co-Sell Ready application | A | R | R | R | R | · | R | · | · | ·|
| Tier 4 · Scale & Compound (Months 10–12) | ||||||||||
| Launch Google Ads + Microsoft Ads (5 campaigns) | A | C | · | R | · | R | · | · | R | C |
| Launch LinkedIn Lead Gen ads | A | C | · | R | · | R | · | · | R | C |
| Attribution dashboard (GA4 + CRM import) | I | C | · | · | R | · | · | · | C | A |
| Ship 12 more blog posts (~4/month continued velocity) | I | R | R | A | R | C | · | · | ·I | |
| Two quarterly content audits + Tier 5 (months 13–18) handoff plan | A | R | C | R | · | · | C | C | C | R |
| Conference presence (DynamicsCon or D365 Summit) | A | · | C | R | · | R | R | ·· | · | |
Legend: A = Accountable · R = Responsible · C = Consulted · I = Informed · · = Not involved. Column codes: PD = Program Director, SEO = SEO/AEO/GEO Strategist, CS = Content Strategist, Wrt = Senior Writers, Web = Web Developer, Des = Designer, PR = Digital PR, Rev = Review Manager, PdM = Paid Media, Ana = Analytics.
In-house vs Outsourced
Who seats where.
AIG's core seats are stable from week 1. Specialists come in as their tier activates. This avoids paying for capacity you don't use in months 1–3.
AIG Core (seats 1–5, week 1)
Program Director1
SEO / AEO / GEO Strategist1
Content Strategist + Lead Writer1
Senior Writers2
Web Developer (WP/Astra/Elementor)1
Designer1
AIG Specialists (activate at tier)
Digital PR & Outreach (Tier 2+)1
Review & Reputation Manager (Tier 2+)1
Paid Media Manager (Tier 4)1
LinkedIn Ads Specialist (Tier 4)1
Analytics & Attribution Specialist1
Lyviss Internal (client-side)
Program Director (AIG seat, embedded)1
Tomoki Tamada · named byline author (Person schema asset)1
Product / Industry SME reviewers (HC / Auto / Edu)2–3
Customer Success liaison (reviews + HIPAA sign-off)1
Final approval + brand sign-offCMO
Global team roster (15+ countries) — E-E-A-T assetAll
Domain access (D365, WordPress, GitLab)Admin
Scope & Investment
Roadmap only. Pricing lives in the SOW.
This document is the people-and-work roadmap. Pricing, payment terms, scope-of-work detail, and change-management protocol all live in a separate Statement of Work (SOW) that AIG and Lyviss will sign before Tier 1 kickoff.
✓What's covered here
- Role definitions and seats (10 roles across AIG core, AIG specialists, Lyviss internal, freelance pool)
- RACI matrix across all 4 tiers and 50+ tasks
- In-house vs. outsourced split
- Staffing timeline (when each seat comes online)
- Capacity assumptions behind the 12-month plan
- Audit-deltas folded into the team scope (15 items)
→What the SOW will cover
- Seat-level pricing and payment schedule (monthly retainer + tier-gated milestones)
- Paid media budget and pacing across Tier 4 (Google, Microsoft Ads, LinkedIn)
- Tools stack (Ahrefs/Semrush, Screaming Frog, HARO, etc.)
- Conference sponsorship line items (DynamicsCon, D365 Summit)
- Change-order protocol and scope-creep handling
- Termination, IP, and confidentiality terms
⏱Capacity assumptions baked into the plan
- Each AIG core seat is treated as fractional — most roles split across this engagement plus 1–2 other AIG clients in parallel.
- Web Dev seat is full-time across Tier 1 (12+ concrete tech deliverables in months 1–3) and fractional Tier 2 onward.
- Paid Media Manager + LinkedIn Ads Specialist activate at the start of Tier 4 (month 10) and run through end of month 12.
- PR & Outreach and Review Manager are project-based (Tiers 2–4), not retained full-time.
- All other seats are stable from week 1.
↕Sizing flexibility levers
- Cut the LinkedIn Lead Gen scope (Tier 4) — saves the LinkedIn Ads Specialist seat entirely; reduces PR + Design load by ~20%.
- Run conference participation as Lyviss-led, AIG-supported — drops the "Conference / event coordinator" freelance line.
- Skip the Tier 5 (months 13–18) handoff authoring — AIG hands over the playbook with no formal plan doc.
- Defer industry-specific schema expansion beyond Healthcare (Auto + Education) if Lyviss prioritizes faster paid launch.
Staffing Timeline
When each role comes online.
AIG's core seats are stable from week 1. Specialists come in as their tier activates. This avoids paying for capacity you don't use in months 1–3.
-
Week 1 · Day 1
Content Strategist & Lead Writer
Onboards the brand, drafts the editorial calendar for 36 posts, defines the voice + style guide for D365 buyers. Starts writing Tier 1 cornerstone pages (HC/Auto/Edu rewrites).
-
Week 2
Designer + Senior Writer #1
Designer starts the 1200×630 OG + logo variants. Writer #1 ramps to ~3 posts/week starting Tier 2 blog output.
-
Week 3
Senior Writer #2 + Analytics Specialist
Writer #2 comes online to handle comparison + industry rewrites. Analytics sets up GA4, Microsoft Clarity, GSC, Bing, and starts the attribution dashboard design.
-
End of Month 3 · End of Tier 1
PR & Outreach Specialist + Review Manager
Both activate at the start of Tier 2 (month 4). PR starts the first 4 guest post pitches; Review Manager configures the G2/Capterra email automation with Customer Success.
-
Month 10 · Start of Tier 4
Paid Media Manager + LinkedIn Ads Specialist
Both come online together to launch Google Ads + Microsoft Ads + LinkedIn Lead Gen. Spend pacing and budget caps are scoped in the separate SOW.
-
Month 12 · Wrap & Tier 5 Handoff
Two Quarterly Audits + Tier 5 Plan Handoff
Technical SEO auditor (freelance) runs Q3 + Q4 audits. Program Director delivers the Tier 5 (months 13–18) plan with full handoff documentation.
Second-Pass Audit · Applied
What changed since the first report.
A side-by-side against the live site surfaced 15 deltas the first audit missed. They're folded into both this team plan and the companion visibility report — here's the short list of what they mean for the team structure and RACI above:
+Team additions
- Tomoki Tamada — named byline author on /end-of-support-policy/, distinct gravatar. Promoted to a recognized Person-schema asset and /team/ page contributor.
- Multi-region roster — 15+ countries now treated as a documented E-E-A-T asset, with a CS liaison owning the roster data.
- Web Dev role expanded — now owns the Local Schema Sprint, CF7 form ID instrumentation, and og:image size audit alongside the existing schema + page-build work.
- Content Strategist role expanded — owns the metadata hygiene sweep (5 critical bugs in Tier 1) and HIPAA-aware editorial review.
✓RACI changes
- Replaced: "Noindex or rewrite /end-of-support" → "Rewrite /end-of-support-policy/ as Microsoft-style support lifecycle FAQ + HowTo". Editorial upgraded from C to R because of the FAQ/HowTo authoring load.
- Added 7 new Tier 1 RACI rows covering: 5 metadata bugs, industry-specific schema, Local Schema Sprint, HIPAA block, VideoObject, CF7 conversion instrumentation, og:image fixes.
- Designer now Accountable on og:image sizes (was previously implicit in OG variants row).
- Analytics Specialist now Accountable on CF7 form ID → GA4 mapping.
↑Scope impact
- Tier 1 workload increases ~25% — 7 new concrete deliverables land in months 1–3. Recommend confirming the Web Dev seat can absorb it before Tier 1 kickoff, or staging the Local Schema Sprint into Tier 2.
- HIPAA-aware editorial review on /healthcare/ means the Lead Writer needs a 30-min compliance brief from the Lyviss CS liaison before the rewrite.
- The Program Director now needs explicit access to the global team roster and named-author list (incl. Tomoki Tamada's contact + LinkedIn) before Tier 2 starts.
- 12-month cadence (vs the original 6-month) gives more breathing room for content review cycles and reduces "Tier 4 PR sprint" pressure.
$SOW implications
- No new roles required — the 7 new Tier 1 tasks fit within existing seat allocations.
- Web Dev seat in months 1–3 should be confirmed as full-time (Tier 1 now has 12+ concrete tech tasks vs 8 originally).
- Designer seat picks up og:image rebuild across 7 pages — modest additional load.
- Resource sizing, paid media pacing, and tool stack live in the separate SOW — Lyviss and AIG align on those numbers before Tier 1 kickoff.