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Monthly Optimization Checklist

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13.1 Why Regular Maintenance Is Necessary

1. Product changes — New listings and delistings require Schema.org markup and Sitemap synchronization
2. Policy updates — Return and privacy policies may change as the business evolves
3. Technical changes — SSL certificate renewals, DNS record modifications, and theme updates can affect markup
4. Evolving standards — Schema.org, UCP, and other standards are continuously updated
5. Competitive pressure — Your competitors are optimizing too; standing still means falling behind

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13.2 Monthly Checklist

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Data Quality (D Dimension)

• Schema.org Product markup: spot-check 5 product pages for complete JSON-LD
• Confirm newly listed products auto-generate markup
• Confirm delisted product URLs are removed from the Sitemap
• Verify Sitemap lastmod values reflect actual update times
• Determine whether llms.txt needs updating (new product lines, new categories, etc.)

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Security (S Dimension)

• SSL certificate validity check (more than 30 days until expiration)
• Confirm DMARC / SPF records are still in place (DNS changes may remove them)
• Confirm DNSSEC is still enabled

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Transparency (T Dimension)

• Determine whether the privacy policy needs updating (new data collection or third-party services)
• Confirm the return policy accurately reflects current rules
• Verify contact information is valid (test the email and phone number)

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AI Crawler Management

• Confirm robots.txt still permits AI crawlers
• Determine whether newly emerged AI crawlers need to be added to the allow list
• Check server logs for high error rates from AI crawlers

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Score Tracking

• Record this month’s trust score (overall + per-dimension)
• Compare with the previous month and analyze the cause of any changes
• If the score declined, identify the root cause and remediate

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13.3 Quarterly Deep Audit

• Full-site Schema.org markup consistency check
• Update agent.json file content
• Competitive trust score benchmarking analysis
• Evaluate whether the SSL certificate should be upgraded (DV to OV)
• Determine whether to register for or renew an LEI
• AI agent recommendation test (search your product category in ChatGPT / Claude and see if you are recommended)

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13.4 AI Prompt: Monthly Audit

Please help me complete this month's AI-SEO audit.

My domain: [domain]

Please perform the following checks:
1. Query the current trust score (via the OTR API)
2. Spot-check Schema.org Product markup on 3 random product pages
3. Visit my llms.txt and check whether the content is complete
4. Visit my robots.txt and check the AI crawler rules
5. Visit my sitemap.xml and check format and coverage

Produce a concise monthly report that marks:
- Items that are healthy (check mark)
- Items that need improvement (flagged, with specific remediation steps)
- Changes compared to last month (if historical data is available)