A Step-by-Step GEO Playbook for B2B SaaS & Agencies

The problem: 44% of B2B SaaS companies score below 50 on AI Presence. That means nearly half of the market is invisible to buyers who use ChatGPT, Perplexity, Gemini, or Claude to research vendors.

This playbook gives you the exact steps to fix that 👇

What is GEO (and why it's not the same as SEO)?

SEO is about ranking in Google search results.

GEO (Generative Engine Optimization) is about being cited, mentioned, and recommended by AI models when buyers ask questions like:

• "What's the best tool for [your category]?"
• "Compare [your category] platforms"
• "What do people use for [use case]?"

You can rank #1 on Google and still be completely invisible in AI-generated answers. These are two different games.

The 7 Steps to AI Search Visibility

Step 1 — Audit your current AI Presence

Before you fix anything, know where you stand.

What to do:

• Go to ChatGPT, Perplexity, Gemini, and Claude
• Search your brand name directly: "Tell me about [Brand]"
• Search category queries: "Best tools for [your category]", "[use case] software", "[competitor] alternatives"
• Note: are you mentioned? Are you mentioned positively? Are you even in the answer?