Choosing a GEO agency involves more than finding someone who can improve your brand’s visibility across ChatGPT, Gemini, and Perplexity. You need a strategy that connects AI visibility to your business goals, identifies where your brand is missing from relevant conversations, and outlines how to close those gaps.
But how do you know whether an agency’s proposal covers all the right things? In this blog, we’ll break down 11 things every B2B SaaS company should look for in a GEO strategy proposal before choosing an agency.
11 Things a GEO Strategy Proposal Should Include
A well-structured GEO strategy proposal should clearly outline how an agency plans to improve your brand’s visibility across AI platforms, identify opportunities, address existing gaps, and connect its recommendations to your business goals. Here are the 11 key elements it should include:
1. Business Goals and GEO Objectives
A GEO strategy should start with a clear understanding of what your business wants to achieve. The proposal should define specific objectives, such as improving brand visibility across AI platforms, increasing product recommendations, building category authority, or influencing buyer consideration during the software evaluation process.
More importantly, these objectives should connect to your broader marketing and business goals. For a B2B SaaS company, this could mean reaching relevant decision-makers, getting shortlisted in AI-generated product comparisons, or increasing qualified discovery opportunities. The proposal should explain what success looks like and how GEO activities will contribute to it.
2. Current AI Visibility Audit
Before recommending any changes, an agency should establish how your brand currently appears across AI search platforms. The audit should examine brand mentions, citations, prompt coverage, product recommendations, and how accurately these platforms describe your company, products, and offerings.
It should also identify where competitors appear more frequently, which relevant buyer queries your brand is missing from, and what sources AI platforms rely on when discussing your category. This gives you a clear picture of your existing visibility, highlights gaps worth addressing, and provides a baseline against which future GEO progress can be measured.
3. Target Audience and Brand Positioning
The agency should understand your ICP, buyer personas, product positioning, category, key use cases, and the problems your product solves. This context helps identify the questions your potential customers are likely to ask AI platforms when researching solutions in your category.
The proposal should also account for your product’s key differentiators, such as features, integrations, pricing, and specific use cases. These details help shape the prompts and content priorities that influence how AI platforms understand and represent your brand.
4. Competitor and Market Analysis
The proposal should identify competitors appearing in relevant AI-generated responses, the prompts where they gain visibility, and how frequently they are mentioned or recommended compared to your brand. This helps establish where competitors have an advantage and which areas your brand is missing from.
It should also examine the sources supporting their visibility, including comparison articles, review platforms, industry publications, and community discussions. Based on this analysis, the agency should identify content gaps and opportunities your brand can target to strengthen its presence across AI platforms.
5. AI Prompt and Query Research
Look for a clear approach to identifying buyer prompts across informational, problem-based, commercial, comparison, and product recommendation searches. The agency should show how these prompts will reflect your ICP’s search behaviour and different stages of the buying journey.
A good proposal should also explain how prompts will be selected, grouped, and prioritized based on search intent, product relevance, and business potential. Avoid proposals that simply promise to track a large number of prompts without explaining why they matter.
6. Content and Topical Authority Strategy
Content recommendations should go beyond publishing more blogs. Look for a plan that identifies the topics and content formats your brand needs to cover to build authority in its category. These could include product pages, comparison articles, use-case pages, topic clusters, original research, and supporting educational content.
A useful proposal will distinguish between content that needs to be created from scratch and existing assets that can be improved. It should also explain why these opportunities matter and which ones deserve priority based on their relevance to your product and target audience.
7. Entity and Brand Optimization
AI platforms need consistent brand information to understand what your business does, which category it belongs to, and how its products differ from other solutions. Check whether the proposal covers your brand identity, product names, features, leadership, industry associations, and key differentiators.
This should extend beyond your website to relevant external sources, including business profiles, industry publications, review platforms, and third-party mentions. The objective is to build a consistent and credible representation of your brand across sources that AI platforms may use.
8. Technical SEO and Website Optimization
Technical SEO remains an important part of GEO because AI platforms need to discover, crawl, and interpret your website content. Check whether the proposal includes an assessment of crawlability, indexation, site architecture, internal linking, structured data, rendering, and content accessibility.
Look for specific recommendations rather than a generic promise to improve technical SEO. The agency should identify existing issues, explain how they affect content discovery, and outline the fixes required to make your website easier for search engines and AI-driven systems to access and understand.
9. Third-Party Authority and Digital PR Strategy
A brand’s AI visibility is not built through its website alone. External mentions and credible third-party sources can help establish its relevance and authority within a category. Look for a plan covering industry publications, expert contributions, customer reviews, industry directories, backlinks, and other relevant brand mentions.
The proposal should identify which external platforms and sources are relevant to your industry and how the agency plans to build your presence across them. Priorities should be based on source relevance and credibility rather than the number of backlinks or mentions promised.
10. Measurement, KPIs, and Reporting
GEO measurement should go beyond traditional organic traffic and keyword rankings. Check whether the agency has defined relevant KPIs, such as AI visibility, brand mentions, citations, prompt coverage, share of AI answers, competitor visibility, AI referral traffic, and AI-assisted conversions.
Equally important is how these metrics will be tracked and reported. The proposal should outline the measurement methodology, reporting frequency, tools involved, and how progress will be evaluated against the initial visibility baseline. This gives you a clearer way to assess the impact of the engagement.
11. Execution Roadmap, Deliverables, and Commercials
The proposal should translate the recommended strategy into a clear execution plan. Look for defined phases, priorities, timelines, milestones, and monthly deliverables, so you know what work will happen and when. It should also clarify the agency’s team structure, responsibilities, and the level of involvement expected from your internal team.
Commercial terms matter just as much. Review the engagement model, pricing, contract duration, reporting frequency, and any exclusions or additional costs. The scope should leave no ambiguity about what the agency is responsible for delivering and what falls outside the agreement.
Conclusion
A strong GEO proposal should go beyond optimization tactics and visibility promises. It should identify your brand’s visibility gaps, prioritize relevant opportunities, and connect every activity to measurable business goals.
At Contensify, we build GEO strategies around your product, audience, and competitive landscape to strengthen your brand’s presence across AI platforms.
Want to improve your brand’s AI visibility? Talk to our team today.
