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GEO Research Workflow

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Complete workflow for Generative Engine Optimization research and implementation.

Overview

This workflow combines AI search optimization principles with practical research methods to improve visibility in AI-generated answers.

Prerequisites

  • [ ] Access to AI platforms (ChatGPT, Perplexity, Gemini)
  • [ ] Screaming Frog with OpenAI API key
  • [ ] Google Colab account
  • [ ] Content management access

Phase 1: Query Research

Objective: Identify the queries your audience uses in AI platforms

Step 1.1: Seed Query List

Start with your existing keyword research:

  • Top 20 commercial keywords
  • Top 20 informational keywords
  • Brand-related queries

Step 1.2: AI Query Expansion

For each seed query, test in:

  1. ChatGPT - Note follow-up suggestions
  2. Perplexity - Check "Related" queries
  3. Google AI Mode - Observe query refinements

Step 1.3: Categorize by Intent

Query TypeAI ImpactPriority
InformationalHIGHMedium
CommercialMODERATEHigh
TransactionalLOWLower
NavigationalMINIMALLowest

Phase 2: Current State Audit

Objective: Understand your current AI visibility

Step 2.1: Manual Citation Check

For your top 20 queries:

  1. Run query in each AI platform
  2. Document which sources are cited
  3. Note if your brand appears
  4. Record sentiment of any mentions

Template:

QueryPlatformCited?PositionSentiment
[query]ChatGPTY/N1-5+/-/neutral

Step 2.2: Competitor Analysis

Identify which competitors appear frequently:

  • Who gets cited most?
  • What content types win?
  • What's their content structure?

Phase 3: Content Gap Analysis

Objective: Find opportunities to be cited

Step 3.1: Vector Embedding Comparison

Using Vector Embeddings SOP:

  1. Export your site's pages with embeddings
  2. Extract AI answers for target queries
  3. Compare semantic similarity
  4. Identify low-match pages = content gaps

Step 3.2: Topic Authority Mapping

Use Ahrefs Topic View or similar:

  • What topics do competitors own?
  • Where are you missing coverage?
  • Which topics have highest AI citation rates?

Phase 4: Content Creation/Optimization

Objective: Create content optimized for AI citation

Step 4.1: Structure for Citation

Apply these principles from AI Search Optimization SOP:

markdown
# Clear, Direct Title

## Quick Answer Section
[2-3 sentence definitive answer]

## Detailed Explanation
[Comprehensive coverage with examples]

## Supporting Evidence
[Data, statistics, research citations]

## Expert Context
[Author credentials, methodology]

Step 4.2: Technical Requirements

  • [ ] Content in raw HTML (not JS-rendered)
  • [ ] AI bots not blocked in robots.txt
  • [ ] Schema markup implemented
  • [ ] Fast load times

Step 4.3: Freshness Signals

  • Add last-updated dates
  • Reference recent events/data
  • Regular content refreshes

Phase 5: Monitoring

Objective: Track improvements and iterate

Step 5.1: Weekly Citation Checks

Re-run Phase 2 audit weekly:

  • Track citation frequency changes
  • Note new citations gained
  • Document rankings improvements

Step 5.2: Tool Automation

Set up monitoring using:

  • Otterly.ai for brand mentions
  • Custom Colab scripts for bulk checks
  • Search Console for referral traffic

Verification Checklist

  • [ ] 20+ target queries identified
  • [ ] Baseline audit completed
  • [ ] Competitor citations mapped
  • [ ] Content gaps identified
  • [ ] Optimization plan created
  • [ ] Monitoring schedule set

Knowledge extracted from Search 'n Stuff Conference talks