Home / How it works

How it works

This is the full method, start to finish. It's the same for every business. That's the point: a fixed method means this month's results can be fairly compared to last month's.

Before we start

I can't promise any placement. Nobody controls what an assistant says. I make it easy for AI to find your business online.

Start with the questions buyers actually ask

Everything starts with a list of questions. Not keywords. Full questions, the way a person types them into an assistant.

I build the list from three things: the services you want to be found for, the areas you serve, and the questions your customers already ask you. Then I add the questions people ask right before they decide.

  • Asking for a pick: “Who is a good roofer for an older home?”
  • Comparing options: “Should I repair or replace my water heater?”
  • How to choose: “What should I look for in a bookkeeper?”
  • About you by name: “Is [your business] any good?”

Once we agree on the set, it stays fixed. Same wording every month. If the questions kept changing, you couldn't tell whether your visibility moved or the test did.

Run every question in a clean session

Assistants remember things. If I asked from an account with a long history, that history could shape the answer. So each question runs in a fresh session with no past chats behind it.

I run the set in ChatGPT, Claude, Gemini, Grok and Perplexity. I also check Google AI Overviews and AI Mode when they appear for a question.

I log the date and the exact wording every time. Answers can vary from one day to the next, even for the same question. A clean, logged method is how I keep that noise from being mistaken for a result.

Record the rung, the names and the sources

For every answer, I write down four things.

  • The rung. Absent, cited, mentioned, recommended, or recommended against.
  • Who got named instead. The businesses the assistant put in front of your buyer.
  • The sources. Which pages and sites the answer leaned on.
  • Anything wrong. Old facts, a wrong phone number, services you don't offer.
What each rung tells me to look at next
RungWhat it meansWhat I look at next
AbsentNot in the answer or its sourcesCan crawlers reach your site? Are you on the sources the answer used?
CitedYour page is a source, but you aren't namedDoes the page say clearly who you are, what you do and where?
MentionedNamed as one option among severalDo your pages, listings and reviews give a clear reason to pick you?
RecommendedSuggested as a good choiceWhich sources support it, so I can keep them accurate
Recommended againstNamed in a negative wayWhere the claim comes from, and whether it is wrong or out of date

The sources matter most. They show which sites an assistant trusts for your kind of business. That's where the work goes.

Audit the foundations

Before anything else, I check that assistants can reach your site and read it. These problems are common, and many are quick to fix.

Crawler access in robots.txt

Your robots.txt file tells crawlers what they are allowed to read. I check it for each of these, by name.

robots.txt: crawlers I check7 user agents
  • OAI-SearchBotOpenAI, for ChatGPT search
  • ChatGPT-UserOpenAI, fetches pages when a user asks
  • PerplexityBotPerplexity, for its search results
  • ClaudeBotAnthropic, the company behind Claude
  • Claude-SearchBotAnthropic, for Claude search results
  • GooglebotGoogle Search, which feeds AI Overviews and AI Mode
  • BingbotMicrosoft Bing search

OpenAI's help center says any public website can appear in ChatGPT search, and that sites should not block OAI-SearchBot if they want to be included. Read OpenAI's note.

Files and markup I check

  • robots.txt

    Does it let the crawlers above in? One wrong line can shut an assistant out of your whole site.

  • Raw HTML

    Is your main content in the page source, or only drawn in later by JavaScript? Some crawlers only read the raw HTML.

  • Schema

    Organization, Service and FAQ markup, filled in with real data that matches what the page says.

  • llms.txt

    A short plain text guide to your key pages. It's optional and no assistant has promised to use it, but it costs little to add.

  • Name, phone, description

    The same business name, phone number and description on your site and everywhere else.

Google says AI Overviews and AI Mode have no extra technical requirements beyond being indexed and eligible to show in Search with a snippet. That's why the ordinary basics matter so much. Read Google Search Central on AI features.

Fix the entity and listings layer

Assistants check what the rest of the web says about you. If your name, phone or services differ from one site to the next, that's a reason for doubt. So I make the facts match.

  • Google Business Profile, where your business is eligible
  • Bing Places
  • Apple Business Connect
  • The directories and review platforms that assistants cite for your type of business

That last item comes straight from your ledger. I don't work from a generic list of a hundred directories. I work on the ones that actually showed up in the answers.

Write pages that answer the real questions

Many sites say what a business does, but never answer what buyers ask. Answer pages fix that.

  • Question pages that answer the exact questions in your prompt set, in plain words, near the top
  • Comparison and “how to choose” pages for the decisions buyers make before they call
  • Sourced facts: claims you can stand behind, with quotes and links to where they come from

This follows published research. In the GEO paper by Aggarwal et al. (KDD 2024), adding citations, quotations and statistics raised visibility in generative engine answers in the authors' tests. It's one study, not a promise. But it points the same way as common sense: be clear, and back it up.

Re-test every month and report in writing

Each month I run the same prompt set, the same way, and compare it to the month before. Then I send a short written report. Here is what it covers.

Monthly AI visibility report

Business: Your business / Month: Month

Sample

  1. Summary

    Three or four plain sentences. What moved, what didn't, and anything that needs a decision from you.

  2. Prompt by prompt

    • Each question, in each assistant
    • This month's rung beside last month's rung
    • Any answer that got facts about you wrong
  3. Who got named instead

    The businesses that showed up where you didn't, and how often.

  4. Sources the answers leaned on

    The sites and pages assistants used, and whether you are on them.

  5. Work done this month

    What I changed: files, schema, listings, pages. Each item listed plainly.

  6. Plan for next month

    What I'll work on next, and why, based on what this test showed.

Sample Sample report outline. It shows the sections, not real results.

No dashboard to log into. No charts dressed up to look like progress. Just what changed, what didn't, and what I'll do next.

What I need from you

Not much at the start. More once we get into fixes.

  1. Your business name and websiteSo I test the right business.
  2. The services you want to be found forThe work that matters most to you.
  3. The areas you serveCities, regions, or the whole country.
  4. Three questions customers ask youRough wording is fine. That's how buyers type.
  5. A way to update your siteAccess for me, or a person who can make the changes.
  6. Owner access to your listingsOnly when we reach the listings work.

Public sources

What the method leans on.

These are public pages anyone can read. I'd rather show you where my thinking comes from than ask you to take my word for it.

Questions

About the method.

How long until something changes?

I can't give you a timeline. Some fixes, like unblocking a crawler, take minutes. Whether and when an assistant reflects that is up to the assistant. The monthly re-test is how we see what changed, without guessing.

Why do clean sessions matter?

Assistants can use past chats to shape new answers. A fresh session with no history is closer to what a new buyer sees. It also keeps the test fair from month to month.

How many questions do you test?

It depends on your services and the areas you serve. We agree on a set together, and then it stays the same so the months compare fairly.

Will you need to change my website?

Usually, yes. Most foundations fixes live on your site: robots.txt, schema, llms.txt, and making sure content is in the raw HTML. I can make the changes, or send them in writing to whoever runs your site.

What if an assistant says something wrong about my business?

I record it and trace it to the source the answer leaned on. Then I fix that source where we can: your site, your listings, your profiles. I can't force an assistant to change its answer, but fixing the source is the honest way to give it a better one.

Next step

See the method run on your business.

Start with a call. We'll talk through these steps for your business and decide if it makes sense to work together.