Playbooks

Our methods, as toolkits you run yourself.

Seven paid playbooks. Each is a bookmarked PDF with fillable worksheets, an Excel workbook that does the arithmetic, and the Word templates to report the result. They are the working versions of what we publish in Research, written by the same people, with the same rule: no promise we cannot keep.

Format: PDF, Excel and Word. Prints on A4 or Letter. Works in Excel, Google Sheets and Numbers.
Where to buy: Gumroad or Aovancy, your choice. Both act as merchant of record, handle invoicing and tax, and deliver the files at once. Prices in euros.
Licence: One business per copy. The agency playbooks include unbranded templates you may use in client work.
Read first: Every method starts as a free guide in Research . Buy the playbook when you want the worksheets and the workbook.

For your own business

Methods you run on your own site and your own data. No coding, Search Console access where stated.

Recommended by AI cover: an AI answer card listing your business first, with the line When AI picks one name, make it yours.

Price: €35
Playbook: 56 pages
Version: 1.0, September 2026

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Instant download. Both stores handle checkout, invoicing and tax as the merchant of record.

Playbook 01PDF + workbook + templates

Recommended by AI

The test-and-fix system for getting your business named, cited and described correctly in AI answers.

A 56-page playbook and Excel workbook that shows you where your business stands in ChatGPT, Perplexity, Copilot, Gemini, Claude and Google's AI answers, finds what is stopping them from naming you, and gives you a 30-day plan to fix it. You build a prompt panel, take four baseline numbers, map the sources the engines trust for your questions, score your site against five gates, and work a ranked fix list.

Who it is for

Owners and marketing leads at small and mid-size businesses: local services, professional firms, B2B and SaaS companies, online shops
Anyone who manages their own website and Google Search Console, or briefs the person who does
No coding needed. A few fixes may need a developer for an hour

What you get

The playbook: 56-page PDF, bookmarked, with 9 fillable worksheets
The Excel workbook: panel, log, source map, Readiness Score and sprint tabs. It calculates your numbers. An example copy with sample data shows how it works
Quick-start card: the 90-minute check and the monthly routine on two pages

What this is not

Nobody can guarantee that an AI system will name your business, and this playbook does not promise it. It does not teach tricks, fake reviews or special AI files. It gives you a method to measure where you stand and remove the reasons you are not named, based on what the providers themselves document.

PDF (US Letter, prints well on A4), Excel .xlsx (Excel, Google Sheets, Numbers). Licensed for use in one business.

Read first, free: How to Run a Prompt Panel for AI Citations and How to Get Cited by AI Answer Engines.

The Zero-Click Recovery System cover: a chart where impressions hold while clicks fall, with the cause marked as found. Headline: Clicks fell, rankings didn't. Find out why.

Price: €40
Playbook: 49 pages
Version: 1.0, September 2026

Buy on Gumroad Buy on Aovancy

Instant download. Both stores handle checkout, invoicing and tax as the merchant of record.

Playbook 02PDF + workbook + templates

The Zero-Click Recovery System

Find out why your organic traffic fell, prove it with your own data, and decide page by page what to defend, rewrite or let go.

A 49-page playbook and Excel Drop Analyzer for in-house SEOs and marketing leads. It separates AI Overview click loss from ranking, technical, seasonal and tracking causes using your own Search Console exports, triages every page, and gives you a way to report the drop with numbers that still show value.

Who it is for

In-house SEO and content leads, and marketing managers who own organic traffic
Owners of content-driven sites: publishers, SaaS blogs, affiliate and ecommerce content
Anyone with Search Console access and a chart going the wrong way

What you get

The playbook: 49-page PDF with 8 fillable worksheets, bookmarked
The Excel Drop Analyzer: paste two Search Console exports; it groups queries, labels each query and page with its likely cause, totals lost clicks by cause and ranks pages for triage. An example copy shows it working
Stakeholder brief template (Word)
Quick-start card: the two-day diagnosis and the Four-Line Test

What this is not

No one can promise lost traffic comes back, and this playbook does not. Some clicks lost to AI answers are not returning. What you get is a way to prove what happened, put effort where it pays, and report it honestly.

PDF (US Letter, prints on A4), Excel .xlsx, Word .docx. Needs Google Search Console access. Licensed for use in one business.

Read first, free: How to Measure SEO ROI: A Board-Level Framework and The Technical SEO Audit Checklist for 2026.

Unmistakably Human cover: an editing pass strikes out a generic AI sentence and replaces it with a plain one, marked voice, facts, ready to publish. Headline: AI wrote it. Make it sound like you.

Price: €99
Playbook: 34 pages
Version: 1.0, September 2026

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Instant download. Both stores handle checkout, invoicing and tax as the merchant of record.

Playbook 03PDF + workbook + templates

Unmistakably Human

Make AI-assisted content sound like your company wrote it: a voice your tools can follow, 30 AI patterns to cut, and a rubric to score every piece.

A 34-page fillable toolkit, a Word voice kit and team standard, and an Excel rubric tracker. Write your voice down so people and AI tools can follow it, cut the 30 habits that make drafts read as machine-made, give your tools real examples, and score every piece before it goes out.

Who it is for

Content marketers and founders who publish with AI assistance
Teams where several people and tools write under one brand
Anyone who has read a draft and thought: this sounds like everyone else

What you get

The toolkit: 34-page fillable PDF with 6 worksheets
Voice Kit (Word): voice card, spec, word list, pattern catalogue, drafting brief, example bank, rubric
Team Standard (Word): how we write with AI
Rubric Tracker (Excel): scores by channel and writer, publish rate and your most common patterns. Includes a filled example

What this is not

It is not a detector and not a rewriting tool. It is a standard you set and a routine you keep, so that what leaves your company reads like your company.

PDF (US Letter, prints on A4), Word .docx, Excel .xlsx. Licensed for use in one business.

AI Policy in a Weekend cover: a company AI policy with green, amber and red data rules, stamped approved. Headline: Your team already uses AI. Set the rules.

Price: €100
Playbook: 36 pages
Version: 1.0, September 2026

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Instant download. Both stores handle checkout, invoicing and tax as the merchant of record.

Playbook 04PDF + workbook + templates

AI Policy in a Weekend

An AI use policy your team will actually follow: approved tools, simple data rules, a rollout plan and the training records to show for it.

A 36-page fillable toolkit, an editable two-page policy template, a Word rollout pack and an Excel governance kit. Find out which AI tools your staff really use, set three simple data rules, approve a short list of tools, write the policy and roll it out, in one weekend.

Who it is for

Owners and operations leads at companies of 5 to 200 people
Teams with no compliance department who want sensible rules without banning useful tools

What you get

The toolkit: 36-page fillable PDF with 7 worksheets: staff survey, tool register, data matrix, vendor check, training log, incident report, review checklist
AI Use Policy template (Word): two pages in plain language, bracketed fields to fill
Rollout Pack (Word): staff survey email, announcement, briefing outline, quiz with answer key, acknowledgment form, client templates
AI Governance Kit (Excel): tool register, vendor checks, data matrix, training log, incident log, tool requests and review log

What this is not

Not legal advice. These are practical templates and plain-language explanations. Have your final policy reviewed by a qualified adviser, especially if you handle sensitive personal data or work in a regulated profession.

PDF (US Letter, prints on A4), Word .docx, Excel .xlsx. Licensed for use in one business.

For agencies and consultants

Methods you sell and deliver to clients, with the templates to report and price the work.

The AI Visibility Report cover: a monthly chart of named, cited, visits and branded search, each bar with its margin of error. Headline: Report AI visibility you can defend.

Price: €50
Playbook: 45 pages
Version: 1.0, September 2026

Buy on Gumroad Buy on Aovancy

Instant download. Both stores handle checkout, invoicing and tax as the merchant of record.

Playbook 05PDF + workbook + templates

The AI Visibility Report

Measure how often AI answers name and cite a brand, and report it every month in a way clients and executives accept.

A 45-page playbook, Excel tracker and report templates for agencies and marketing leads. Four layers of AI visibility reported side by side and never blended, a panel design with known margins of error, a two-step test that tells real change from noise, and a monthly report that stands up to the question how do you know.

Who it is for

SEO and content agencies reporting AI search to clients
Freelance SEOs and consultants adding an AI visibility service
In-house marketing leads reporting to a CMO or board

What you get

The playbook: 45-page PDF with 8 fillable worksheets, bookmarked
Excel Visibility Tracker: log answers and it calculates presence and citation rates with 95% ranges, month-over-month significance, share of voice, accuracy and source counts. Example copy included
Word templates: monthly report and method note, in branded and unbranded versions for client use
Quick reference card (2 pages)

What this is not

It does not sell you a score. Every number carries its sample and its margin, and the playbook is open about what the current reporting surfaces miss and about the terms-of-service questions around automated collection.

PDF (US Letter, prints on A4), Excel .xlsx, Word .docx.

Read first, free: How to Run a Prompt Panel for AI Citations and How to Measure SEO ROI: A Board-Level Framework.

AI-Era Agency Terms cover: a client asks for an AI discount and gets three options, Core, Growth and Premium. Headline: You use AI now. Can we pay less?

Price: €39
Playbook: 42 pages
Version: 1.0, September 2026

Buy on Gumroad Buy on Aovancy

Instant download. Both stores handle checkout, invoicing and tax as the merchant of record.

Playbook 06PDF + workbook + templates

AI-Era Agency Terms

Price, contract and disclose AI use without giving away margin. For marketing, content, design and web agencies and senior freelancers.

A 42-page fillable toolkit, an Excel pricing sheet and two Word files. Move off hourly pricing, answer AI discount requests with seven ready replies, add ten plain-English AI clauses to your terms, agree a disclosure level per client and keep authorship records that protect your clients' ownership.

Who it is for

Marketing, content, design and web agencies
Senior freelancers whose clients ask what AI changes about the price

What you get

The toolkit: 42-page fillable PDF with 8 worksheets
Agency Pricing Sheet (Excel): cost floor, three options checked against floor and value, account margins, renewal prep. Includes a filled example
AI Clause Library (Word): ten clauses with notes, ready for your lawyer to review
Client Scripts and Templates (Word): seven replies, renewal steps, value questions, authorship note

What this is not

Not legal advice. The clauses are drafted in plain English for your own lawyer to review and adapt to your jurisdiction and your contracts.

PDF (US Letter, prints on A4), Excel .xlsx, Word .docx. Licensed for use in one business.

Read first, free: How to Choose an SEO Agency: 15 Questions to Ask.

The Readiness Audit cover: a client readiness score across six dimensions from strategy to governance. Headline: Turn what about AI into a paid project.

Price: €160
Playbook: 50 pages
Version: 1.0, September 2026

Buy on Gumroad Buy on Aovancy

Instant download. Both stores handle checkout, invoicing and tax as the merchant of record.

Playbook 07PDF + workbook + templates

The Readiness Audit

Sell and deliver a paid AI readiness assessment for small and mid-size businesses, in two weeks, with evidence behind every score.

A 50-page fillable playbook, an Excel scoring workbook and Word templates for consultants. A six-dimension readiness model with thirty criteria and four levels, four interview guides, a staff survey, a use-case method with honest value estimates, a client report template, a proposal with three options, and what the market charges.

Who it is for

Independent consultants and fractional operators
Small consultancies who advise businesses of 10 to 250 people

What you get

The playbook: 50-page fillable PDF with 10 worksheets: scope, document request, interview notes, survey tally, scoring sheet, use-case register, prioritisation matrix, value estimate, 90-day roadmap, pricing
Readiness Audit Workbook (Excel): survey results, scores and chart, overall stage, use-case ranking and low, likely and high value ranges. Includes a filled example with a fictional client
Word templates: client report, proposal with Snapshot, Standard and Deep options, and the interview and survey pack

What this is not

Not legal advice. Contract points are raised for you to take to your own lawyer. Frameworks and studies by other organisations are cited, not copied.

PDF (US Letter, prints on A4), Excel .xlsx, Word .docx. Licensed for use in one business.

Before you buy

What a playbook is: A method you can run in a weekend or a fortnight, with the worksheets to run it and the workbook to keep the numbers. Not a course, not software, not a subscription.
What it is not: None of them promises a result. Each one says so on its own page, and each one tells you where it stops and where a lawyer, an accountant or an engineer should take over.
If you would rather we did it: The same methods run inside our engagements. See the capabilities or start a conversation .
Questions first: Not sure which one fits? Email hello@lucidens.com with one line about your situation. We reply within two working days.

Want the method run for you?

Every playbook here is a part of how we work. If you would rather have us run it on your site, with your data, a first conversation is the place to start.

Start a conversation