Nice breakdown. One practical addition for the monthly check in Step 6: keep it as a small spreadsheet so it stays comparable over time. Use 10 to 15 questions a real customer would ask, one per row, and one column per assistant (ChatGPT, Perplexity, Gemini, Copilot, Claude). For each cell, note three things: were you mentioned, which pages or sites were cited instead, and what the answer said about you.
After two or three months, look at the cited sources column. If the same directories or comparison sites keep showing up, that's your to-do list for where to get listed or mentioned. Also save the exact wording of each question, because small changes in phrasing can change who gets named. Thanks for flagging that the exact selection rules aren't published.