Add REVIEW.md review package; sync branch labels

Root REVIEW.md synthesizes geo-lead structure + SEO Desk research
flags (lanes, fan-out ceiling, platform confirm/flag table, weak
contradictions). Mechanical README map + BUSINESS_PLAN branch label
for planning-selfserve-audit. No product contradictions closed.

README.md

@@ -1,28 +1,38 @@
-# geolocal.io — planning-rev2
+# geolocal.io — planning-selfserve-audit
 
-**Net-new planning branch** (2026-09-15 session). Not a clone of `main`. Do not merge main docs here.
+**Review surface branch** (from `planning-rev2` 2026-09-15 session lineage). Hot self-serve / remediation work 2026-10-01. Not a clone of `main`. Do not merge main docs here.
+
+**Start here for Ty review:** [`REVIEW.md`](REVIEW.md)
 
 ## Map (locked)
 
 | Path | Role |
 | :--- | :--- |
+| `REVIEW.md` | Review package (requirements, decisions, flags, branch map, checklist) |
 | `docs/BUSINESS_PLAN.md` | **Only** home for the business idea / strategy / GTM / wedge / workflow / MCP / packaging |
 | `docs/GLOSSARY.md` | Industry terms only |
 | `docs/product/genre-packs.md` | Layer A/B/C index (how we surface work to owners) |
 | `docs/product/genre-packs/` | Field SoT (`SOURCES.md`, `core3-field-map.md`) + genre notes (`salon.md`, `bakery.md`) |
 | `docs/evidence/` | Sourced research notes (cite URL) — not strategy |
+| `docs/SELF_SERVE_AI_DISCOVERABILITY_CONCEPT.md` | Self-serve AI discoverability concept + phased plan (amend in place; one SoT) |
+| `docs/CONVENTIONS.md` | Anti-duplication docs rules (one-concept-one-file) |
+| `docs/writing-rules.md` | Outsider-first writing rules for strategy/research prose |
+| `docs/ALTERNATE_BUSINESS_PROPOSAL.md` | Alternate commercial thesis (ticket-set / warehouse); does not amend concept SoT |
+| `docs/research-brief.pdf` | PDF packaging of research brief / alternate proposal |
 
 ## Placement rules (agents must follow)
 
 1. Strategy / GTM / wedge / owner workflow / surfaces / MCP / distribution / packaging → **fold into** `docs/BUSINESS_PLAN.md`. Never spawn a sibling strategy file.
 2. New industry term → `docs/GLOSSARY.md`.
 3. Platform field / API / UI claim → open `SOURCES.md`, update field map. No invented matrices.
-4. External survey / report → `docs/evidence/<SOURCE>-<year>.md` with source URL. Link from the plan; don’t paste essays into the plan.
+4. External survey / report → `docs/evidence/<SOURCE>-<year>.md` with source URL. Link from the plan; don't paste essays into the plan.
 5. **No new `docs/*` top-level folder** unless Ty explicitly approves.
-6. Checkpoint log stays **inside** `BUSINESS_PLAN.md` (trim; don’t spawn `DECISIONS.md`).
-7. Two “layer” vocabularies — keep them distinct:
+6. Checkpoint log stays **inside** `BUSINESS_PLAN.md` (trim; don't spawn `DECISIONS.md`).
+7. Two "layer" vocabularies — keep them distinct:
    - **Layer A/B/C** = how we surface work (universal / genre / known-for) → `genre-packs.md`
    - **Beyond NAP** = shared basics → provider extras → provider stacks → section inside `BUSINESS_PLAN.md`
+8. Self-serve AI discoverability concept / phased plan → amend `docs/SELF_SERVE_AI_DISCOVERABILITY_CONCEPT.md` only (see `docs/CONVENTIONS.md`). Do not spawn PLAN/CONCEPT twins.
+9. `docs/ALTERNATE_BUSINESS_PROPOSAL.md` is an explicit alternate thesis file already on this lineage; do not fold it into the concept SoT without Ty saying so.
 
 ## Process
 

REVIEW.md

@@ -0,0 +1,183 @@
+# Review package — planning-selfserve-audit
+
+**Repo:** Ty_Tech/geolocal-io  
+**Review branch:** `planning-selfserve-audit`  
+**Tip at package write:** `8337408f5b8ea1414d322bafa0ff33dbaeb48a96` (re-verify after this commit)  
+**Primary SoT:** [`docs/SELF_SERVE_AI_DISCOVERABILITY_CONCEPT.md`](docs/SELF_SERVE_AI_DISCOVERABILITY_CONCEPT.md)  
+**Strategy spine:** [`docs/BUSINESS_PLAN.md`](docs/BUSINESS_PLAN.md) §1 North Star  
+**Conventions:** [`docs/CONVENTIONS.md`](docs/CONVENTIONS.md) · [`docs/writing-rules.md`](docs/writing-rules.md)  
+**Parallel (non-SoT):** [`docs/ALTERNATE_BUSINESS_PROPOSAL.md`](docs/ALTERNATE_BUSINESS_PROPOSAL.md) · [`docs/research-brief.pdf`](docs/research-brief.pdf)  
+**Field / API evidence (Core 3):** [`docs/product/genre-packs/SOURCES.md`](docs/product/genre-packs/SOURCES.md)
+
+## Goal
+
+Make this branch review-ready so Ty can approve without re-litigating. Decisions and open flags live in-repo here. No product closures invented in this file: contradictions are **FLAG**ged for Ty.
+
+## SoT pointers
+
+| Layer | File | Owns |
+| :--- | :--- | :--- |
+| Product architecture | CONCEPT | Remediation stack, fan-out honesty, lanes, genre parents, phases |
+| Strategy / GTM / wedge | BUSINESS_PLAN | North Star intent, Discovery foundation / Core 3, owner workflow, MCP distribution |
+| Parallel thesis (non-SoT) | ALTERNATE + research-brief.pdf | Action-plan / warehouse framing; denser aggregator evidence |
+| Core 3 field/API only | SOURCES + core3-field-map | Do not treat as deep edit URL inventory for ranks 1–14 |
+
+Amend CONCEPT in place only. Evidence under `docs/evidence/`. No twin PLAN/NOTES/BRIEF beside CONCEPT. Do not merge or kill ALTERNATE. No force-push to `main`.
+
+## Requirements (what “done enough to review” means)
+
+- [ ] Mission readable without jargon: help owners get AI to recommend them; MCP = pipe not product; industry graph = Northstar, not v1
+- [ ] Scoreboard explicit: Presence + Recommendability
+- [ ] Problem = black box of NAP/category copies; claim once → correct outward
+- [ ] Solution still labeled architect-not-built: audit findings → correction tickets; held multi-platform verification as moat
+- [ ] Stakeholder verify / prove-the-shop-is-theirs treated as first-class pain (not optional)
+- [ ] Lane model present: Lane A umbrellas (Data Axle, Localeze, Foursquare) + Lane B per-platform majors
+- [ ] Every material claim either cited or marked BLOCKED / FLAG
+- [ ] No sibling PLAN/CONCEPT twins for the same subject (CONVENTIONS)
+
+## Research-backed requirements
+
+Musts already encoded in CONCEPT (morning 2026-10-01 commits). Do not weaken in review copy.
+
+- **Ticket shape (must):** field + wrong value + right value + proof URL (GBP / claimed truth). Same shape for Lane A and Lane B.
+- **Two lanes (must):** Lane A umbrellas (Data Axle, Localeze, Foursquare) stop feed regen; Lane B claim / suggest-edit on own-DB surfaces. Umbrella-only or platform-only both fail.
+- **One-click = ticket set (must):** not one syndication rewrite of the internet. Mint GBP-proof + Lane A + Lane B; re-audit = success check.
+- **Fan-out ceiling (must productize honesty):** Localeze claim-once → many publishers, partner cadence often ~30–90 days, no partner-acceptance guarantee; Google fast-path needs separate verify/sync inside their product; Data Axle hours to ~two weeks on hard cases; **no free public one-to-many SMB fan-out API**; Yext-class = paid pipe not destination; GBP does **not** outbound-syndicate NAP; Apple writes Apple ecosystem only.
+- **Held verification:** multi-platform verified status = moat; paid / fulfillment architecture, not free first-hour (align with BUSINESS_PLAN paid cleanup = fulfillment, not the product center).
+- **Presence score inputs (open):** Core 3 min-bar lives in BUSINESS_PLAN + genre-packs. CONCEPT still open on Yelp + aggregators in v1 Presence. **FLAG** before claiming “we check X.”
+- **V1 shell FLAG:** CONCEPT = interactive web first, revisit MCP ~3 months; BUSINESS_PLAN Owner MCP P0 parallel with web chat. Packaging must not pick a side. **FLAG for Ty.**
+
+## Decisions locked (do not re-litigate in review)
+
+1. Agent-era local SMB discoverability is the spine; MCP is implementation option, not the strategy product.
+2. Industry graph is longer-term Northstar, not v1.
+3. Single SoT file for self-serve AI discoverability = CONCEPT (amend in place).
+4. Presence + Recommendability as the two scored outcomes of the North Star intent.
+5. Two-lane remediation: umbrellas (A) + per-platform (B); ranked majors with owner remediation paths.
+6. Stakeholder verification before honest audit / warehouse overwrite is core pain and action-plan step A.
+7. Collaborator/chat-first process: write only on explicit amend/capture; no doc mill.
+
+## Remediations: resolve vs flag taxonomy
+
+| Class | Meaning | Reviewer action |
+| :--- | :--- | :--- |
+| **Resolve** | Owner (or product) can complete a concrete correction path with a known surface. Acceptance can be tracked. | Expect ticket shape: wrong value → right value → proof link → platform channel. |
+| **Flag** | Known gap, commercial unknown, or timing risk that blocks shipping a path. | Keep visible; do not invent a product decision to close it. |
+| **Hybrid (demoted)** | Earlier hybrid genre/parent framing — demoted to a flag unless CONCEPT re-elevates it. | Do not treat as locked architecture. |
+
+Lane A: Data Axle, Localeze/TransUnion, Foursquare. Lane B: GBP first as proof, then other ranked platforms (see CONCEPT 1–14).
+
+### Ranked stack 1–14 (status for review)
+
+Documented with owner workflows in CONCEPT (commits `20b1f9f` → `95cd0a1` → `967ba9a`). All are **architect-not-built** Resolve paths unless noted Flag.
+
+| Rank | Surface | Lane | Status |
+| :---: | :--- | :--- | :--- |
+| 1 | Google Business Profile | B (claim hub / Core 3) | Resolve path documented |
+| 2 | Apple Business Connect | B (Core 3) | Resolve path documented |
+| 3 | Bing Places | B (Core 3) | Resolve path documented |
+| 4 | Foursquare Places | A + B | Resolve path documented |
+| 5 | Yelp | B | Resolve path documented |
+| 6 | Data Axle Local Listings | A | Resolve path documented |
+| 7 | Localeze / TransUnion | A | Resolve path documented |
+| 8 | YP / Thryv | B (long-tail feeds) | Resolve path documented |
+| 9 | Tripadvisor | B (vertical) | Resolve path documented; **FLAG** thin for bakery/salon v1 genre gate |
+| 10 | Facebook / Meta | B (low weight) | Resolve path documented |
+| 11 | MapQuest / HERE / in-car / long-tail | A by default | Monitor after umbrellas; **FLAG** thin for v1 genre gate |
+| 12 | Dun & Bradstreet | Low for consumer local | Skip unless B2B; **FLAG** thin for v1 |
+| 13 | CityGrid | Legacy | Only if still stomping; **FLAG** thin for v1 |
+| 14 | Yext / Uberall / BrightLocal (pipes) | Route through existing paid pipe | Not destinations; score publishers not pipe brand |
+
+## Platform links / fan-out — confirm / flag
+
+Desk pass against CONCEPT hyperlinks and fan-out section (commit `967ba9a` / `44c2d6c`). No external re-research in this package.
+
+| Item | Verdict | Notes |
+| :--- | :--- | :--- |
+| Ranks 1–14 marketing-root hyperlinks in CONCEPT | **CONFIRM** | Canonical pages linked in SoT (`967ba9a`) |
+| Deep correction URLs / API per rank 1–14 | **FLAG** | SOURCES covers Core 3 field/API only; need second table for deep edit channels |
+| Localeze “80–100+” vs ALTERNATE “80–90+” | **SOFT FLAG** | Align publisher-count language across CONCEPT and ALTERNATE |
+| Localeze ~30–90d partner cadence + Google sync separate | **CONFIRM** | Encoded in CONCEPT fan-out section |
+| Data Axle timing / free vs Premium docs link | **CONFIRM** | Hours–~2 weeks hard cases; Premium docs linked |
+| Yext-class “often 200+” direct publisher APIs | **FLAG** | Cite evidence or soften number before locking |
+| Foursquare suggest/edit (`POST /places/{id}/suggest/edit`) | **CONFIRM** | In CONCEPT workflows |
+| No free public one-to-many fan-out API | **CONFIRM** | Product rule: one-click = ticket set |
+| GBP no outbound NAP syndicate; Apple ≠ rivals | **CONFIRM** | Architect rule in CONCEPT |
+
+### Platform link inventory (marketing roots in CONCEPT)
+
+| # | Label | URL in CONCEPT |
+| :---: | :--- | :--- |
+| 1 | Google Business Profile | https://business.google.com |
+| 2 | Apple Business Connect | https://business.apple.com |
+| 3 | Bing Places | https://www.bingplaces.com |
+| 4 | Foursquare | https://foursquare.com |
+| 5 | Yelp | https://www.yelp.com |
+| 6 | Data Axle Local Listings | https://www.data-axle.com/marketing-solutions/local-listings-management/ |
+| 6b | Local Listings Premium docs | https://local-listings-premium.data-axle.com/docs |
+| 7 | Localeze / TransUnion | https://neustarlocaleze.biz/ |
+| 8 | YP / Thryv | https://www.yellowpages.com |
+| 9 | Tripadvisor | https://www.tripadvisor.com |
+| 10 | Facebook / Meta Business | https://www.facebook.com/business |
+| 11 | MapQuest | https://www.mapquest.com |
+| 12 | Dun & Bradstreet | https://www.dnb.com |
+| 13 | CityGrid | https://www.citygrid.com |
+| 14 | Yext | https://www.yext.com |
+| 14b | Uberall | https://www.uberall.com |
+| 14c | BrightLocal | https://www.brightlocal.com |
+
+## Weak / contradictory — flag before Ty reviews
+
+1. **MCP vs web-first:** BUSINESS_PLAN §8 (Owner MCP P0 parallel) vs CONCEPT (interactive web first, MCP ~3 months). Do not pick a side in packaging. **FLAG for Ty.**
+2. **Rank vs regeneration:** FSQ/Yelp sit above Data Axle/Localeze in discoverability rank; that is not the same as regeneration-stop priority. Keep both frames labeled. **FLAG** if copy conflates them.
+3. **Thin verticals in 1–14:** Tripadvisor / MapQuest / D&B / CityGrid are thin for bakery/salon v1. Gate the 14-stack by genre for v1 packs. **FLAG.**
+4. **Held verification moat:** Do not sell as free checkup. How (OAuth / agency / ToS) is unproven. **FLAG.**
+5. **Marketing roots ≠ deep edit links:** Need a second table; SOURCES pattern is Core 3 only today. **FLAG.**
+6. **Localeze publisher count:** Align CONCEPT 80–100+ with ALTERNATE 80–90+. **SOFT FLAG.**
+7. **Yext 200+:** Cite or soften. **FLAG.**
+
+## Open decisions already listed in CONCEPT (do not invent closures)
+
+- First genre cluster pack(s) to ship
+- Web-only v1 vs also embed in a chat shell (see MCP FLAG above)
+- Presence providers for v1 (Core 3 ± Yelp ± aggregators)
+- How to measure Recommendability without overclaiming
+- Where “email on file” for verify comes from
+- Free vs paid; what never goes to a human vs escalation
+- Veterinary: healthcare/regulated vs own call (GBP Pets ~59 leaves)
+- v1 demand: ads/self-start only, intermediate-first, or both
+
+## Top review checklist
+
+1. Open CONCEPT first — baker/owner story include prove-you-own-it + black-box copies?
+2. Solution still “to architect,” not claimed shipped?
+3. Tickets: every audit finding → same ticket shape; GBP as proof?
+4. Moat: held multi-platform verified status?
+5. Genre parents match latest CONCEPT (destination workshop split, beauty ≠ healthcare, hybrid = flag)?
+6. ALTERNATE clearly non-SoT; action plan coherent with CONCEPT lanes?
+7. BUSINESS_PLAN §1 intent verbatim where North Star quoted?
+8. Evidence under `docs/evidence/` only for cited research?
+9. PDF vs ALTERNATE research section — match or note drift?
+10. No new sibling docs without announced path (CONVENTIONS)?
+11. Fan-out honesty visible (ticket set, not one rewrite)?
+12. MCP vs web-first contradiction left as FLAG (not silently resolved)?
+
+## Branch map
+
+| Branch | Tip (at package prep) | Role for this review |
+| :--- | :--- | :--- |
+| **`planning-selfserve-audit`** | `8337408` (+ this REVIEW commit) | **YES — review surface.** Self-serve concept SoT, remediation 1–14, fan-out, alternate proposal, writing rules. |
+| `planning-rev2` | `9efd554` | Background. Sep 15 SEO desk unslop; BUSINESS_PLAN / genre-packs / evidence lineage. Parent of hot branch. |
+| `main` | `2aa7a2c` | Historical. July strategy / SSP archive. Raw material only; not current SoT on this review. |
+| `ssp-refinement` | `a4cc4cd` | Historical. Conversational SSP UC-04/05 (July). Behind `main`; not current SoT. |
+| `review/ready` | (optional integrator scratch) | Earlier mechanical prep fork; prefer **this** branch (`planning-selfserve-audit`) as Ty review surface. |
+
+Do not mass-delete remote branches. Prefer documenting over force-rewriting history.
+
+## Out of scope for this review package
+
+Coding, production deploy, force-push `main`, SlabUploader work, expanding ALTERNATE/PDF without Ty naming paths, inventing Presence “we check X” lists, closing MCP vs web-first without Ty.
+
+## Research flags (Desk)
+
+Desk confirm/flag table is above. Remaining open research items for Ty (not closed here): deep edit URL table; Localeze count align; Yext 200+ cite-or-soften; genre-gated 14-stack for v1 packs.

docs/BUSINESS_PLAN.md

@@ -1,6 +1,6 @@
 # geolocal.io — Business Plan (working draft)
 
-**Branch:** `planning-rev2`  
+**Branch:** `planning-selfserve-audit`  
 **Status:** In progress — conversation checkpoint, not final  
 **Purpose:** **Only** durable home for the business idea on this branch. Fold strategy here; do not spawn sibling strategy docs.