The simplest way to start GEO (generative engine optimization) is with three practical tools: a brand fact sheet that defines exactly how your business should be described, a crawler access check so AI search systems can read your site, and a prompt tracker that records what AI assistants say about you each month. Generative engines such as ChatGPT, Gemini, Perplexity, Copilot and Google’s AI features build answers from many sources, so these tools help you supply clear facts, spot errors and measure progress without guesswork.
Tool 1: Create a brand fact sheet
A brand fact sheet is a single internal document listing the facts you want every website, profile and article to repeat consistently. Include:
- Official business name, plus any former names or common misspellings.
- A one-sentence description and a short paragraph description.
- Main services or products, using the words customers use.
- Headquarters address, other offices and areas served.
- Founding year, founders and key leaders with correct titles.
- Phone, email, website and official social profiles.
- Verifiable credentials, memberships and notable work.
Use this sheet to update your About, Contact and service pages first, then your Google Business Profile, LinkedIn, directories and press materials. Consistency helps generative engines connect every mention to the same business.
Tool 2: Check AI crawler access
Generative engines that search the web need to reach your pages. Check your robots.txt file, firewall, CDN and security plugin settings for these user agents:
- Googlebot: controls crawling for Google Search, including AI Overviews and AI Mode.
- OAI-SearchBot: used to show sites in ChatGPT search answers.
- GPTBot: OpenAI’s crawler for model training, which can be managed separately from search.
- PerplexityBot: used to show sites in Perplexity answers.
- Claude-SearchBot: used by Anthropic’s Claude for search.
- Bingbot: powers Bing, which also feeds Microsoft Copilot experiences.
Decide deliberately which to allow. Blocking a training crawler does not require blocking the search crawler from the same company.
Tool 3: Build a prompt tracker
A prompt tracker is a simple spreadsheet you update monthly. Create rows for 15 to 30 questions and columns for each assistant.
- Brand prompts: what your business does, where it is based, who runs it.
- Category prompts: recommended providers of your service in your city or industry.
- Comparison prompts: your business compared with named competitors.
- Problem prompts: everyday problems your service solves.
For each answer, record whether you were mentioned, whether the description was accurate, which competitors appeared and which sources were cited. Over a few months, patterns show which pages and third-party sites influence answers.
Make your pages easy for generative engines to quote
- Start key pages with a short, factual summary of what the page covers.
- Use clear headings and self-contained paragraphs that make sense out of context.
- State specifics such as service areas, processes, timelines and pricing factors.
- Keep important information in HTML text rather than only in images, videos or PDFs.
- Add structured data that matches visible content, such as Organization and LocalBusiness markup.
Starter list for independent mentions
- Industry associations, chambers of commerce and professional directories.
- Partner, supplier and client websites that can genuinely list or describe you.
- Local and trade publications through PR.
- Podcast, webinar and event listings where you appear as a speaker.
- Review platforms relevant to your industry.
What to do when a generative engine gets your facts wrong
- Open the sources cited in the answer and find where the wrong information comes from.
- Correct it where it started by updating your own pages, edit directory listings or ask publishers to fix factual errors.
- Make the correct fact prominent and consistent across your website and profiles.
- Use the feedback option in the AI assistant to report inaccurate answers.
- Re-test the same prompt in your next monthly check rather than expecting an instant change.
GEO starter mistakes
- Accidentally blocking AI search crawlers with a security setting.
- Describing the business differently on every profile.
- Expecting a special file to create AI visibility; Google says none is needed for its AI features.
- Judging progress from one answer instead of monthly trends.
For the full method, read what generative engine optimization is, follow the plan to improve AI visibility or explore GEO services.
