§1 · The core model
How an assistant decides who to name
An assistant can only mention you through one of three routes, and every
tactic in this guide maps to one of them. Diagnose the route before prescribing a fix —
most wasted GEO effort is the right work aimed at the wrong channel.
The two clocks — you have to win both
A brand that wins only retrieval disappears the moment a fetch fails or the
model answers from memory. A brand that wins only parametric memory is frozen at the last
training cutoff and wrong the day its specs change. The slow clock rewards ubiquity,
consistency and corroboration; the fast clock rewards crawlability, structure and freshness.
Indexation makes you eligible. It does not make you
chosen. Large-sample citation studies keep finding that only a minority of sources
cited in AI answers rank in the organic top ten — what wins the citation is being the
clearest self-contained passage on the exact question.
Entities, not keywords
Old search matched strings. Models reason over entities and the relationships
between them: a product connected to its category, its maker, its alternatives, the standards
it meets. This is why entity work is decisive in niche and B2B categories — where there is
little competing signal, whoever establishes the canonical facts first effectively writes
what every model believes.
Diagnostic: the assistant says something wrong about us
§2 · The order of work
The visibility pyramid
Work bottom-up. Lower layers are prerequisites, so effort spent high is wasted
while something low is broken. This ordering is the most useful thing in the guide, because
it prevents the most common failure in the field: polishing structured data on a page no
crawler can read.
0
Factual accuracy — one set of approved facts
A gate. If your own surfaces contradict each other, everything downstream amplifies the
noise, and contradiction is the primary cause of a model hedging about you.
1
Crawlability and machine access
A gate. If an AI crawler cannot fetch and parse the page, nothing above this line matters.
2
Entity foundation
Durable, high leverage. The model must know, without contradiction, what this is, what
category it belongs to, who makes it, and what it is not.
3
On-site structure and extractability
Durable principle, churning formats. Decides whether your true facts get retrieved cleanly
as passages. This is the layer that wins live retrieval today.
4
Off-site authority and corroboration
Durable, high leverage. A fact stated only by you is a claim; the same fact stated by
independent sources is knowledge.
5
Freshness and maintenance
Retrieval down-weights stale content and entity facts drift. Decay is real: unmaintained
pages lose visibility without anything visibly breaking.
6
Measurement and iteration
Durable principle, churning tools. You cannot manage this as a one-off project, because
the surface changes continuously.
Definition of done
A subject is not finished until every one of these is true. This list works
well pasted straight into a ticket.
- One canonical URL — the undisputed home, not three competing pages.
- A one-paragraph canonical definition in plain language, reused verbatim across the site, the datasheet and the knowledge graph.
- A machine-readable spec table — a real HTML table, with units, ranges and standards.
- Structured data on the canonical page, with
sameAs to authoritative profiles.
- Crawlable to the AI agents you care about — or a deliberate, documented decision otherwise.
- An HTML version of every datasheet's key facts.
- A visible question-and-answer block in question → direct-answer form.
- At least three independent sources stating the same category and the same numbers.
- A named owner and a review date.
§3.1 · Gate 1
Can a crawler actually read it?
Most AI crawlers do not execute JavaScript. They read the raw
HTML your server sends. Every fact you want cited has to exist as text in view-source — not
only in an image, a chart, a PDF, or content that loads on click.
Googlebot is the notable exception as a rendering crawler; design for the
strictest reader, not for the most capable one. A client-rendered single-page app is close to
invisible to assistants however good its content is.
Verify it — do not assume it
- View source with JavaScript off and search the raw HTML for the definition sentence, each headline number, each answer, each comparison value.
- Check the status code and that nothing sits behind a consent wall, geo-gate or login for the crawler.
- Fetch robots.txt and enumerate which AI agents are allowed, and whether a
Sitemap: directive exists.
- Confirm the sitemap is current and lists the canonical URLs.
- Confirm the canonical link, and that variants point at the hub.
- Confirm the page is indexed in the underlying search engines — live retrieval depends on it.
Our free AI crawler access checker does the
robots.txt parse and the live per-agent probes for you, including the CDN and firewall blocks
that robots.txt alone will not reveal.
The robots.txt decision is two decisions
Conflating them is the most expensive mistake in this section.
Two further rules worth holding: robots.txt is a request, honoured by
reputable crawlers, not an enforcement mechanism — if you need actual prevention, that is
authentication or edge rules. And blocking is hard to reverse in effect, because lost presence
takes time to rebuild. Ready-made rules are in the
templates pack.
§3.2 · Layer 2
The entity foundation
The model has to be able to answer, with no contradiction: what is it, what
category, who makes it, what is it not, and what is it the same as. This is the
highest-leverage durable work available, and it is mostly unglamorous.
- State the full name, category and maker in the first sentence, everywhere. The pattern is "Name is a category made by Maker that does Y for Z". This single repeated sentence is the most valuable string you control.
- Resolve legacy and alias names explicitly. After a rebrand, models trained across the transition hold conflicting facts. Record the legacy name as an alias and an
alternateName, and let the machine-readable layer carry the bridge so the running copy stays clean.
- Handle name collisions. Search your name in isolation. If unrelated things share it, your canonical text needs disambiguating context so entity linking does not merge you with them.
- One spelling and casing, consistently, with the variants recorded as aliases.
The open knowledge graph, in order of effort
Wikidata first — structured, editable, and it feeds both training corpora
and grounding systems. Give every statement a reference; unreferenced statements are low-trust
and prunable. Add multilingual labels, because one item serves every language.
Wikipedia second, and slowly: a standalone article needs notability established by
independent sources you do not control, and a promotional page will be removed and can
backfire. Build the independent-source base first.
Do not make covert promotional edits, cite your own marketing as a
notability source, or create an article before independent coverage exists. Disclose conflicts
of interest and propose sourced edits transparently. This is one of the few places in GEO
where the shortcut has a real downside.
sameAs — wiring the entity together
In the canonical page's structured data, sameAs should point at
every authoritative profile of the same entity: Wikipedia, Wikidata, official social profiles,
industry registries, standards listings. It is the literal machine instruction "these all
refer to the same thing". Cheap, durable, and left out more often than anything else on this
page. Our schema generator emits it correctly.
§3.3 · Layer 3
Structure and extractability
Engines retrieve passages, not pages. A page is a container; the unit that earns
a citation is a paragraph that makes sense on its own.
- Self-contained sections of roughly 50–150 words, each answering exactly one question under a descriptive heading.
- No orphan pronouns. A retrieved paragraph must make sense with zero surrounding context — repeat the subject's name instead of "it" or "the platform".
- One idea per paragraph, one claim per sentence, conclusion first, support after.
- Put the direct answer immediately under the question heading, then elaborate.
- Front-load the page. A disproportionate share of citations come from the top, and the top is what survives truncation. The definition goes above the narrative.
Self-contained, not fragmented. There is no requirement to chop content
into tiny pieces, and doing so causes cannibalisation — a supporting page out-ranking and
out-citing the page it supports. The target is complete and self-contained.
Semantic HTML
One clear <h1> carrying the canonical name and category, with
a logical heading hierarchy phrased as real user questions. Real tables for specs and
comparisons, lists for steps, definition lists for term-and-definition pairs. Valid HTML, a
set lang, a descriptive title and an answer-first meta description of about 155
characters. Native <details> for progressive disclosure — never a
JavaScript accordion that fetches its own text.
Structured data
Structured data is the most reliable way to hand a machine unambiguous facts. It
is not a ranking lever — Google states it is not required for AI features — but it is cheap,
durable and it disambiguates. Mark up the primary entity, the organisation behind it, the
breadcrumb trail, and any visible question-and-answer block, and make sure every marked-up
fact appears in the visible text. Structured data that contradicts the page is worse than none.
Media, PDFs and datasheets
PDFs are weakly retrievable: often poorly chunked, sometimes not crawled at all,
with the real numbers trapped in tables and figures. This matters enormously in B2B, where the
facts live in datasheets.
- Mirror every datasheet's key facts in HTML. The PDF can stay the formal artifact; the HTML is what gets retrieved.
- Never put a number only in an image. Restate it in adjacent text, or use inline SVG with real text plus a caption carrying the values.
- If a PDF must stand alone, give it selectable text, a descriptive filename, a title, headings, a stable URL and an HTML landing page that summarises and links it.
- Express every spec with its units and qualifiers inline. "Up to 200 m, IEC 61400-12-1 classified" beats "long range", and models reproduce the qualifier when it sits beside the number.
llms.txt — the honest verdict
A proposed convention: a Markdown file at the site root pointing at your most
citable pages. Google says it is not needed for Search; some assistants read it; adoption is
not guaranteed and it may standardise or fade. Cheap insurance, not a lever. Ship it if
it costs an hour, and never let it substitute for robots.txt, a sitemap, structured data or
HTML hygiene. Our llms.txt generator builds one from your
sitemap.
Hub and spoke
The canonical page is the hub; focused spokes each own one question and link
both ways. Engines read the internal-link graph to decide which page is the citation-worthy
source, so route links and authority toward the hub with descriptive, varied anchor text —
never "read more" alone. Contextual in-body links carry more signal than the same link in a
related block; do both, but do the in-body one. Roughly three to five internal links per
thousand words, key pages within about three clicks, no orphans.
§3.4 · Layer 4
Off-site corroboration
A fact stated only by you is a claim. The same fact stated by
independent sources is knowledge.
Corroboration is how a claim enters parametric memory and earns retrieval trust.
In specialised categories it is decisive, because whoever seeds consistent independent facts
first owns the model's understanding. Ordered by trust:
- Standards bodies and official registers — classifications, metrology institutes, regulators. Highest authority, durable, hard to fake.
- Peer-reviewed and preprint literature that names the subject. For technical products this is the dominant channel and it ages extremely well.
- Independent technical press and vertical trade publications.
- Review and directory platforms — accurate third-party profiles raise citation probability.
- Communities and forums, which some engines cite disproportionately. You cannot astroturf this; you can be genuinely present.
The aggregate charts are easy to misread. Published analyses find that
user-generated and encyclopedic platforms dominate citations overall — but that is a statement
about consumer query volume, not about your category. For a specialised B2B subject the cited
sources skew heavily to standards, literature and vendor documentation. The actionable reading
is about format: what those platforms have in common is that they are independent,
question-shaped, plainly written and densely factual. That is a description of what to make
your own content look like.
The durable principle is consistency. Every corroborating source should
repeat the same definition and the same numbers. Divergent numbers across sources are the
leading cause of model hedging on technical subjects.
§3.5 · Layer 5
Freshness and decay
- Keep
dateModified accurate and show a visible "last updated" date.
- Date your facts in the prose — "as of 2026, the current model is…" — so a stale claim is self-evident.
- Do not fake freshness. Bumping a date with no substantive change is a low-trust signal, and it destroys your own ability to read measurement deltas afterwards.
- Run a propagation pass on the triggers: a new model or spec, a rebrand or acquisition, a new engine launch, or a measured accuracy drop. Update the facts, then push them to the site, the structured data, the knowledge graph and your partners within one sprint.
§4 · Playbook B
Deciding what to write
A beautifully structured page that answers the wrong question will not get
cited. Models cite the page that best matches the intent behind a prompt, so if nobody mapped
the prompts, the team is guessing at intent — and whoever did map it gets cited instead.
Two governing principles. Content is evidence, not persuasion: buyers in
considered purchases verify rather than get sold, and a page of adjectives loses to a page of
numbers and standards. And route by stage — learn questions to explainer pages,
decide questions to the product page, act questions to the contact route. A
page serving all three usually serves none.
§5 · Playbook C
Building the page
Two principles drive every choice below. If it is not in the HTML text, it
does not exist to an assistant. And complete but layered, not thin — "concise"
has to mean progressive disclosure, not a short page. A thin page loses three ways: it gets
cannibalised by its own supporting pages, it loses to a rival's fuller page, and humans leave.
Only two things are position-sensitive: the answer-first opening and the key
facts. Front-load those. Everything else you can reorder, because each section stands alone.
The two real ordering mistakes are burying the definition under narrative, and writing
sections that only make sense in sequence.
The twelve-point ship-it gate
Paste this into the ticket. The page is not done until every line is true.
- Answer-first opening — the first sentence defines the subject in plain language.
- A key-facts block near the top, written so a model can lift it whole.
- Structured data present and valid, mirroring the visible text, with zero validation errors.
- Specs in a real HTML table — not an image, not PDF-only.
- One comparison table, category-level or head-to-head if your policy allows it.
- An honest "what this is not for" section. It builds the trust models reward and saves bad-fit sales cycles.
- Six to ten visible questions and answers — the visible block is what gets cited.
- Every in-image fact repeated in text, with descriptive alt text.
- No JavaScript-only or PDF-only critical content.
- A canonical URL plus a fresh, visible last-updated date backed by
dateModified.
- Links to at least two supporting pages with descriptive anchors, in both directions.
- Every fact traceable to your approved source of truth.
The invisible layer
A human never sees this; assistants depend on it. Structured data for the
primary entity, the organisation and the breadcrumb, with specs as properties,
sameAs wired to authoritative profiles, and alternateName carrying
legacy names that should not appear in running copy. One canonical URL, an answer-first title
and meta description, a set language, an accurate dateModified, a robots.txt that
deliberately allows the agents you want, and a referenced sitemap.
Cross-cutting rules
- Diagrams are text-backed, never text-replacing.
- High information density everywhere — named entities and concrete numbers in every section.
- Every section answers its own question without requiring another.
- Plain, precise language. Write for intent, not keywords, and name the brand and product together consistently.
- Avoid superlatives. Unverifiable claims lower credibility with readers and models alike, and specific number-backed claims outperform them.
§5.6 · The conversion question
Gating without going invisible
This is where GEO and demand generation collide, and the default corporate
instinct is wrong. A gated PDF is invisible to crawlers: gating baseline collateral defeats
the entire visibility effort and produces weak, noisy leads. The principle is
narrower than "never gate" — gate only when the exchange is fair and the signal is
strong. The reader must get unique value, and the act of asking must mean they are
genuinely evaluating a purchase.
Gate intent, not documents. The strongest modern move is to capture
intent through tools that require someone to describe their situation in order to get value —
a cost calculator, a readiness checker, a scoping builder, an evaluation request. The input
is the lead, because you learn the site, the scale, the timeline and the standards,
and the tool's own content can stay server-rendered and visible. The one document genuinely
worth gating is a customer-specific dossier: asking for it is a near-certain buying signal,
which is the opposite of a datasheet.
This page is the rule applied to ourselves. The whole guide is here,
ungated; the file downloads without an address; the form below is a convenience, and our
scoping builder is where we ask for more, because that is where the
exchange is fair.
§6 · Playbook D
Measuring without fooling yourself
Model output is non-deterministic, and temperature zero does not
make it deterministic. Asking ChatGPT once whether it mentions your product tells you almost
nothing.
Everything below follows from that one fact.
- Never measure once. Sample each prompt many times across several engines and report a confidence interval, not a falsely precise single number.
- Keep the raw answers, recompute the analysis. Store every response so you can re-score or add a metric later without re-spending the budget. The raw log is the durable asset; the dashboard is not.
- No brand-name leakage. Headline metrics come from category prompts that never name the brand. If you ask "tell me about Brand X" and it answers, you have measured nothing.
- Report grounded and remembered answers separately. An answer carrying citations is grounded even if you did not enable search, and averaging the two measures nothing.
- Fix the suite and version it. Thirty to a hundred prompts spanning informational, comparative, buying-intent and troubleshooting questions. Changing the suite invalidates every historical comparison.
- Alert only on non-overlapping intervals, or you will chase noise every week.
The metrics that matter
The statistics, for whoever owns the number
Use Wilson intervals for proportions rather than the normal
approximation, which behaves badly exactly where visibility rates live — near zero, near one,
and at small samples. Use a cluster bootstrap over prompts for headline intervals,
because repetitions of the same prompt are correlated and treating them as independent
understates uncertainty. If a model scores the answers, calibrate the judge against
human labels and correct for its error rate — an uncalibrated judge can shift a headline
number by more than the change you are trying to detect. And plan the sample size before
spending the budget.
Traffic, attribution, and "is this worth it?"
Expect the question, and answer it honestly. The value is being in the
answer, not the click — when an assistant returns a shortlist, inclusion shapes the
decision whether or not anyone clicks, and published analyses of assistant citations find
only a small minority produce a click-through. Attribution is genuinely hard: referrers get
stripped, in-app browsers hide the origin, and clickless answers leave no trace, so a large
share of assistant-driven visits land as "direct". Anyone reporting precise AI-attributed
revenue is over-claiming.
Track it as well as it can be tracked — assistant hostnames as a custom channel
group, server-log analysis of crawler hits, and above all the prompt suite, which is the only
instrument that measures presence in answers where there was never a click. On conversion
quality: report the direction, refuse the magnitude. Published multipliers range from about
four to twenty-three times, which is itself evidence that nobody measures it consistently.
§7 · Playbook A
The audit, bottom-up
Audit in layer order and stop to report as soon as you find a broken gate. Do
not hand someone forty findings when the first two make the other thirty-eight irrelevant.
- Establish the subject and its ecosystem — what exactly is being audited, what the canonical URL is meant to be, and what other pages, PDFs, partner listings and localised versions exist.
- Gate 0: contradictions. Diff the facts across every surface you can reach and list every divergence with both sources. If contradictions exist, that is the finding; everything else waits.
- Gate 1: machine access. Run the verification above. If a crawler cannot read the facts, that is the finding.
- Entity. Search the name in isolation for collisions. Check the knowledge-graph item, the canonical definition sentence, the
sameAs wiring, and the spelling across surfaces.
- Structure. Definition first? Key facts near the top? One heading hierarchy phrased as questions? Specs in a real table? Visible FAQ? Structured data mirroring visible text? Internal links pointing at the hub?
- Corroboration. Count independent sources stating the category and the key facts, and check their numbers are identical to yours.
- Freshness. Visible last-updated date, accurate
dateModified, and facts that are actually current.
- Measurement. Is there a versioned suite and a baseline? If not, run one as part of the audit — it converts an opinion into evidence and it is usually the most persuasive artifact you produce.
- Score and prioritise by layer depth, then effort, then impact. Gates first, then quick wins, then projects.
Report in this order: the headline — one sentence naming the single thing
blocking visibility; the baseline evidence — what the assistants actually say today, verbatim,
per engine, which persuades stakeholders better than anything else you can produce; then the
scorecard with the gates flagged; then the prioritised findings.
Our free page checker runs the structure and
crawlability half of this automatically, and the
page checklist lists every check it applies.
§10 · Corrections
Myths you will hear
Correct these with the mechanism, not with authority.
"GEO replaces SEO."
It sits on top of SEO. Live retrieval runs on search indexes, so an unindexed page cannot be
retrieved and cannot be cited. Google states outright that optimising for generative AI
features is still SEO. Hold both ideas: you must be indexed to be eligible, and being
eligible is a different game from being chosen.
"Just add llms.txt and you're optimised."
llms.txt is not adopted by the major engines as a ranking input, and Google says it is not
needed. Cheap insurance, never a lever, and never a substitute for robots.txt, a sitemap,
structured data or HTML hygiene.
"FAQ schema gives a 40% citation lift."
The archetypal unverifiable statistic — traceable only from blog to blog. Structured
question-and-answer content does help, the visible block is what gets extracted,
and FAQ rich results were retired in 2026. Optimise for the direction; never quote the
number.
"AI can read our PDFs and our JavaScript site fine."
Most AI crawlers do not execute JavaScript, and PDFs are weakly retrievable. This one is
testable in a minute: view source with JavaScript disabled and search for your own key
facts.
"Just block all the AI bots — they steal our content."
Two separate decisions. Blocking search and answer agents removes you from AI answers
entirely; blocking bulk training crawlers is a defensible licensing choice. And robots.txt
is a request, not enforcement.
"Longer content ranks better in AI."
Length is a proxy, not a cause. What wins is self-contained, answer-first,
information-dense passages. Padding hurts; so does thinness.
"We rank number one, so we'll be cited."
Indexation makes you eligible; it does not make you chosen. Large-sample studies find only
a minority of AI-cited sources rank in the organic top ten.
"We checked ChatGPT and we're visible."
One prompt, one engine, one sample. Output is non-deterministic and engines differ. That is
an anecdote, not a measurement.
"Our AI referral traffic is tiny, so this doesn't matter."
The value is being in the answer, not the click. Inclusion in a recommended shortlist shapes
decisions with no click at all, and assistant referrals are systematically undercounted in
analytics.
"Let's mass-produce AI-written pages to cover every query."
Unreviewed generated content introduces contradictions — the exact thing that makes models
hedge about you. If you generate, generate from your approved facts, with fact-binding and a
human review gate.
"This is a one-time project."
The surface shifts continuously and content decays. It is a governed loop on a quarterly
cadence, with a measurement baseline you can defend.