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Earned-media playbooks

Optimize and Generate can only touch pages you own. But a lot of what AI cites lives on sites you don't — G2, Reddit, a category roundup. A playbook is the tracked, typed action for going to earn or defend a citation on one of those sites, with a verification loop that measures whether the work actually moved the answer.

What a play is

Sources is the diagnosis — “AI cites G2 on five of your prompts and you’re not on the page.” A play is the treatment. Rather than leaving you to figure out what to do, it gives you a typed checklist, the exact URLs to act on, an outreach draft to start from, and — the part that makes it a loop and not a to-do — a verification window that re-measures whether the citation actually changed.

Play (earned-media playbook)

One recommended, tracked off-site action against one earned domain. It’s typed by the work required (claim a listing, run a review campaign, pitch a roundup…), carries the evidence that justifies it, holds a step-by-step checklist, and moves through a lifecycle from suggested all the way to a verified win or a measured no-change.

This is the off-site half of AEO that the rest of OptimizeCamp structurally can’t reach — see Impact Cards for the on-site equivalent that proves an edit or a new article worked.

The six play types

A play’s type is chosen for you from the source: if your brand is already present on the page, you get a defend play; otherwise the type follows the source type. Each type comes with its own checklist and a fixed effort estimate.

PlayWhen you get itEffort
Review campaignA review site (G2, Capterra…) cites you and you’re absent.high
Join the conversationA community thread (Reddit, Quora…) is cited and you’re absent.low
Claim your profileA directory listing (Product Hunt, Crunchbase…) is cited.medium
Build a reference entryA reference site (Wikipedia, Wikidata) is cited.high
Pitch the roundupAn editorial page (a “best tools” article, blog, news) is cited.medium
Defend your listingYou’re already present on the cited page — keep it that way.low

Note

One exception: a community source where you’re already present produces no play — you can’t “keep current” someone else’s forum thread, so there’s nothing to defend.

The Plays worklist

The Plays screen (/[org]/projects/[project]/visibility/plays) is the triage view — every play across the project in one sortable list. Four tiles summarize it:

Open plays

6

Verifying

2

Won

4

(Plus an All plays tile.) A row of filter chips — Open, Suggested, In progress, Verifying, Won, All — narrows the list, and an Assignee filter appears once your workspace has more than one member. The table shows each play’s name ({play}{domain}), status, step progress (e.g. 2/5), Opportunity score, effort, assignee and last-change date — sorted by opportunity, highest first.

Every row deep-links into the playbook drawer, which opens inside the Sources table (…/visibility/sources?play={playId}). The worklist is for triage and routing; the drawer is where you actually work a play.

Inside the playbook drawer

The drawer is the single working surface for one play. Top to bottom, it holds:

  • Why now — the evidence the play was built from: “Cited N× across M of your prompts,” the prompt chips, any competitors in those answers, and a presence pill with a Check presence button if it’s unknown.
  • Targets — the actual cited URLs to act on, as links (Open thread / Open listing / Open roundup / Open profile, depending on the play). If none are captured yet, “the next tracking run fills these in.”
  • Outreach draft — a Draft outreach copy button that writes a starting subject and body for you (more on this below).
  • Steps — a checkable list (Steps · {done} of {total}); ticking a box is a real state change and, on a suggested play, starts it.
  • Outreach log — a freeform note (“who you contacted, when, what they said”) that survives everything, even a reopen.
  • Assignee — hand the play to a teammate (shown once the workspace has more than one member).
  • Status controls — the buttons that move the play through its lifecycle, described next.

The steps are compliance-aware

The checklists bake in the rules that keep earned media above-board — disclose your affiliation and never astroturf a community, only pursue a reference entry if you’re independently notable, never gate or incentivize reviews. Follow the steps and you stay on the right side of every platform’s policies.

The lifecycle

A play moves through a fixed set of states, each shown as a status chip:

Suggested In progress Done Verifying Won No change Dismissed

Suggested — a source becomes a play

There are two ways a play appears. OptimizeCamp suggests one automatically for any active source cited on two or more of your prompts (one open play per domain). Or you click Create playbook on a source row yourself — no prompt-count minimum, and it lands straight in in progress.

In progress — you start the work

Start playbook (or just checking any step) moves a suggested play here. Work the steps, draft outreach, log what you did.

Verifying — you mark it done and the loop takes over

Mark done — start verification snapshots a baseline (was the domain citing you? were you on the page?) and opens the verification window. There’s no button from here on — the system measures.

Won or No change — the verdict

After the window closes, OptimizeCamp computes an Earned Impact Card and sets the play to Won (you gained the citation or the presence) or No change (including the case where the domain stopped citing you — recorded as a decline inside the card).

From any open state you can Dismiss a play with a reason (“Not relevant to us,” “Not worth the effort,” “Already tried it,” “Other”). A closed play can be reopened — Reopen playbook for a dismissed one, Run it again for a won or no-change one — which resets the verification window and drops it back to in progress.

How plays are ranked — the Opportunity score

Every play carries a 0–100 Opportunity score — the same score the Action Center ranks by — so the highest-leverage sources float to the top of the worklist. It blends four things: how often the domain is cited, how many of your prompts it’s cited on, whether you’re absent from the page (a confirmed absence weighs most, an unknown counts for half), and whether competitors show up in those answers. Citation-heavy, many-prompt, you’re-absent, competitors-present is the maximum- opportunity shape.

The verification window & Earned Impact Cards

When you mark a play done, OptimizeCamp watches the next tracking runs on the affected prompts and, once the window closes, writes an Earned Impact Card — the before/after receipt for the play. It reports whether the domain cited your brand before vs. after, whether your brand appeared on the page before vs. after, any new prompt coverage, and how many runs it measured over. The verdict is won if the domain now cites your brand, your presence flipped from absent to present, or you picked up new prompt coverage; otherwise it’s a measured no change (a domain that stopped citing you is flagged as a decline inside the card).

Why the window is deliberately long

The earned-media window runs for four tracking runs (up to a 28-day cap) — much longer than the two-run window an on-site Impact Card uses. That’s because off-site changes lag twice over: the third party has to change and AI has to re-crawl it. The drawer shows a “Verification window open” banner with the run count while it waits.

Attribution here is correlational

The Earned Impact Card shows what changed during the window, not what caused it — and it says so on its own footer. A win means the citation moved after your play, not that your play provably moved it. No change and declined are first-class outcomes, not failures to hide.

Outreach drafts

Open plays offer a Draft outreach copy button that generates a subject and body to start from — grounded in your brand profile and the actual cited page. Anything you must supply yourself is left as a {placeholder}, and the copy carries the same disclosure and anti-astroturfing guardrails as the steps.

Without a live model key you still get an honest template draft (free, unlimited). A real AI draft is metered: it counts against your plan’s monthly AI-draft allowance — Starter 5, Pro 20, Agency 50. Template drafts and failed calls never count. At the cap the drawer tells you so and points you to your next billing period or an upgrade — see Plans, quotas & credits.

What’s free and what’s gated

The playbook itself — evidence, targets, steps, verification, Earned Impact Cards — is free on every plan. Only AI-drafted outreach is capped. And while a subscription has lapsed the workspace is read-only, so play actions are blocked until an active plan is restored.

Where plays surface elsewhere

You don’t have to live on the Plays screen. The Action Center places plays in the appropriate lane: a “Start playbook” opportunity when AI cites a domain on several prompts, a “Resume playbook” card for one you’ve part- finished, and a “See the impact” card once a play resolves. Won plays also land in the Wins feed (“Earned a citation on {domain} after your {play}”). A play that’s verifying shows no card — the loop owns it until it has a verdict.

Key takeaways

  • A play is the tracked off-site action for one source AI cites — the earned-media counterpart to optimizing or generating a page you own.
  • Six types, chosen from the source: review campaign, join the conversation, claim your profile, build a reference entry, pitch the roundup, or defend a listing you're already on.
  • The lifecycle runs suggested → in progress → done → verifying → won / no change; plays are suggested automatically once a domain is cited on two prompts, or created by hand.
  • Marking a play done opens a long verification window (four runs, up to 28 days) that ends in an Earned Impact Card — correlational by design, with no-change a first-class result.
  • Everything is free except AI-drafted outreach, which is capped per plan (Starter 5 / Pro 20 / Agency 50); template drafts are always free.

Next step

Plays start from the sources AI cites — Sources is where you find them. To see how off-site verification compares to the on-site loop, read Impact Cards & wins.