PRACTICAL CHECKLISTS

Three simple tools for better information and enquiries.

These checklists help a team prepare and review its own pages and enquiry process. They do not produce an official GEO score or predict AI citations.

Company Facts Checklist

Can a buyer verify who you are?

  • One company name and official website across public channels.
  • Current contact routes and clearly labelled locations.
  • Products and services described in plain language.
  • Claims about certifications, partnerships and results backed by permission and evidence.
  • Pages with correct titles, links and accessible HTML text.

Visibility Observation Sheet

Record the conditions of each answer.

FieldWhat to record
QuestionExact wording used
Market and languageWhere and in which language the question was asked
Platform and dateProduct or search experience and observation time
MentionWhether the company appeared in the answer
CitationExact URL, if a source link appeared
AccuracyCorrect, partly correct, incorrect or not applicable, with notes

Repeat the same question set and report the number of valid observations. Do not infer a universal rank from an individual answer.

B2B Enquiry Template

Capture enough detail for a useful human follow-up.

FieldExample of what to ask
Product or serviceWhich model, category or use case?
RequirementsSpecification, application or target outcome?
Quantity or scaleEstimated volume or operating scope?
MarketDestination or team location?
TimingTarget date and known constraints?
ReviewWhich requirement needs technical or commercial approval?

Only collect fields needed for the stated purpose and follow the approved privacy notice. EAS can help structure these inputs for a sales handover. See EAS, GEO methodology and Contact.