Ultimate Guide: How GEO Agencies Work Behind the Scenes
Discover how Generative Engine Optimization agencies operate behind the scenes to boost AI search visibility. Explore workflows, tools, KPIs, and expert strategies.
If you Googled “GEO agencies,” you might have meant Global Employment Organization. This guide is about a different GEO: Generative Engine Optimization—how brands earn accurate, favorable inclusion inside AI answers from ChatGPT, Perplexity, Google’s AI Overviews, and Bing Copilot. We’ll demystify the workflows agencies use to influence those answers responsibly.
GEO, defined (and how it differs from SEO and AEO)
Generative Engine Optimization is the practice of making your content easy for AI answer engines to find, trust, cite, and synthesize correctly. The outcome is stronger, more consistent presence in AI-generated answers—what many teams describe as AI visibility explained.
How is GEO different from traditional SEO? SEO focuses on ranking pages in search results. GEO focuses on becoming a cited source in the answer itself. In practice, you still need technical SEO foundations—clean information architecture, crawlability, and structured data—but success is measured by whether AI systems quote or surface your brand, not only by blue-link rankings. For a deeper contrast, see Traditional SEO vs GEO.
GEO also overlaps with AEO (answer engine optimization) but pushes further into generative behavior. Engines stitch together multiple sources, weigh authority and freshness, and sometimes paraphrase your phrasing. Clear claims, visible expert credentials, and citations to primary sources help your content become “citation-worthy,” an idea echoed by practitioner guides like Falia’s AI optimization strategies (2024).
How AI answer engines choose and cite sources
Different engines retrieve and attribute information in different ways—but several themes recur: authority, semantic clarity, freshness, technical accessibility, and structured data. Google states that eligibility for AI features relies on the same index and quality systems as Search; there’s no special markup to “force” an inclusion, per Google’s AI features documentation (2025). Microsoft emphasizes transparent grounding and visible citations in Copilot experiences, as described in Microsoft Tech Community updates (late 2024). Independent comparisons find varying strengths: Perplexity often surfaces more citations and is faster on real-time facts; ChatGPT excels at reasoning; Bing is concise with citations; Google benefits from deep index coverage—directional takeaways summarized in SE Ranking’s comparative research (2025).
Below is a quick comparison you can skim before you architect content:
| Engine | How it finds sources | How it cites | Notes for GEO |
|---|---|---|---|
| ChatGPT (with browsing) | Uses web search (Bing) plus LLM reasoning | Shows inline links and a references section | Ensure pages are indexable in Bing; provide clear, citable claims with primary sources |
| Perplexity | Operates PerplexityBot and search APIs | Prominent citations; often many sources | Verify robots.txt for PerplexityBot; keep facts fresh and well-sourced |
| Google AI Overviews | Draws from Google’s index; same eligibility as Search | Supporting links under answers | No special markup; strengthen authority, structured data, and topical coverage |
| Bing Copilot | Grounds in Bing’s index and query chains | Sentence-level citations and source list | Semantic clarity + authority help; Microsoft highlights transparency improvements |
Evidence evolves, and engines are imperfect. A 2025 Tow Center analysis found AI search engines frequently misattribute or fabricate citations, and often link to syndicators over originals—see CJR/Tow Center’s study on citation problems (2025). Treat GEO as an ongoing practice, not a one-off launch.
Inside a GEO agency: the workflow
Here’s the behind-the-scenes reality. Mature GEO programs weave together SEO, content strategy, PR, and analytics into one operating loop.
- Discovery and gap analysis (first 4–6 weeks)
- Map priority prompts across the funnel (category definitions, comparisons, objections, pricing, alternatives).
- Snapshot how each engine answers today. Note which sources are cited, what’s incorrect, and what’s missing.
- Audit technical accessibility: crawlability, render performance, canonicalization, hreflang, and structured data coverage.
- Review robots and crawler policies. The Robots Exclusion Protocol is standardized in RFC 9309 (advisory, not enforcement). Consider opt-out signals like Google-Extended and verify crawler behavior for bots such as PerplexityBot via official docs.
- Content re-architecture for citation-worthiness
- Build canonical explainers and clusters around entities (Organization, Product, Person). Use semantic headings and clear, quotable statements.
- Add visible expert credentials and cite primary sources. Use durable schema types (Article, FAQPage, HowTo, Organization) supported by Google’s structured data guidance.
- Consolidate duplicative posts; maintain a source-of-truth page for each big topic.
- Technical enablement
- Ensure priority pages are indexable and fast for both Google and Bing. Provide XML sitemaps; keep robots.txt precise (allow the crawlers you want; disallow those you don’t, recognizing compliance is voluntary).
- Verify bot access in server logs and, where available, via published IP lists (e.g., Perplexity). Keep an eye on changes in engines’ crawling and eligibility criteria.
- Digital PR and authoritative citations
- Create publishable assets (unique data studies, expert interviews) that credible sites will cite. Prioritize industry associations, standards bodies, and academic sources.
- Watch out for syndication. Where partners republish, ensure proper canonical links so engines attribute to you instead of the syndicator—an issue highlighted in the 2025 Tow Center study above.
- Monitoring and reporting
- Keep a living “answer map” showing key prompts, engine-by-engine responses, cited sources, and brand presence. Track sentiment and factual accuracy.
- Build a 2–4 week iteration cadence for high-intent prompts. When you update content or secure a new citation, re-measure across engines.
- Experiment loops and governance
- Run hypothesis-based changes (e.g., adding an FAQPage schema section, tightening definitions, or publishing a new primary-source study). Log what changed and when.
- Re-check answers after 7–14 days. Scale what moves the needle and retire what doesn’t. Document ethics and compliance: source transparency, no cloaking, and respect for robots policies.
Measurement that matters
Traditional SEO metrics don’t capture the whole GEO picture. Add AI-specific KPIs:
- Brand presence share: Of all answers for your priority prompts, how often are you mentioned or cited?
- Sentiment and recommendation type: Is your brand framed positively, neutrally, or negatively? Are you recommended directly, listed as an option, or omitted?
- Answer quality: Rate accuracy, relevance, and personalization using the LLLMO metrics framework to keep scoring consistent across engines.
- Source mix: Which pages are getting cited? Are engines pulling from your canonical explainers or scattered blog posts?
- Freshness: Are recently updated pages appearing more often? Track update dates and change logs alongside answer snapshots.
Set review cadences: weekly for a small set of high-intent prompts; biweekly or monthly for broader categories. Tie changes to observed movements in answers and citations rather than vanity metrics alone.
Practical example: a weekly GEO operations loop
Disclosure: Geneo is our product.
- Monday: Pull a multi-engine snapshot of 25 priority prompts (ChatGPT, Perplexity, Google AI Overviews, Bing Copilot). Record where your brand appears, which URLs are cited, and any inaccuracies or sentiment shifts.
- Tuesday: Prioritize two fixes. Example: your “What is X?” explainer lacks schema and links to primary sources; a competitor is cited instead. Update headings for clarity, add Article + FAQPage schema, and include two authoritative citations.
- Wednesday: Coordinate a PR push for a new data point (a small original study). Pitch to one industry association and one trade publication. Note syndication terms and request canonical attribution.
- Thursday: Validate crawler access in server logs; confirm no accidental disallows. Check that PerplexityBot is allowed as intended.
- Friday: Re-run snapshots on the two updated prompts. Compare brand presence, citation targets, and sentiment week over week. Log outcomes in your change journal.
Alternatives: If you don’t centralize monitoring in a single platform, you can capture manual snapshots with each engine and a spreadsheet. The key is consistency: same prompts, same cadence, and a clear link between changes and results.
Buy vs build: choosing the right operating model
Some teams upskill in-house; others retain specialized agencies. Think of it this way: you need three muscles working together—technical SEO, content/PR, and analytics.
When to hire an agency
- You need rapid ramp-up across multiple engines and markets.
- Your category is competitive and citation-heavy (security, finance SaaS, healthcare B2B).
- You lack PR capacity to secure authoritative mentions.
When to build in-house
- You have a seasoned SEO lead, a cooperative PR team, and developers who can implement schema and crawler policies quickly.
- You’re willing to run weekly iteration loops and maintain an answer map.
Compact evaluation checklist for agencies
- Coverage: Do they operate across ChatGPT, Perplexity, Google AI Overviews, and Bing Copilot, and understand differences documented by sources like SE Ranking’s engine comparison (2025)?
- Technical depth: Can they audit robots, sitemaps, schema, and bot access in line with RFC 9309 and current platform guidance?
- Content and PR integration: Do they build canonical explainers and run ethical PR for credible citations?
- Measurement: Do they score accuracy and relevance consistently (e.g., LLMO-style) and report on presence, sentiment, and recommendation types?
- Experiment process: Do they log changes and re-measure within 7–14 days?
- Ethics and compliance: Do they document opt-out policies (e.g., Google-Extended), disclose conflicts, and avoid manipulative tactics?
Risks, ethics, and governance
Here’s the deal: engines are changing fast, and they make mistakes. The CJR/Tow Center study on misattribution (2025) shows how often AI answers can miscite or favor syndicated content. Build defenses:
- Canonicals and original hosting: Publish on your domain first, use rel=canonical for partners, and ask syndicators to credit originals.
- Accuracy discipline: Source claims to primary documents (standards, official docs) and date your updates.
- Robots and privacy: Robots.txt is advisory; some bots may ignore it. Use WAF/IP controls where policy requires, and respect published opt-outs like Google-Extended. Keep user data and PII out of prompt logs and reports.
- Strategic planning: Expect organic traffic volatility as AI answers capture queries that used to click through. Prepare leadership with scenario planning such as prepare for a 50% traffic drop by 2028, then diversify distribution (email, communities, partnerships).
What to do next
- 30 days: Build your answer map for 25–50 priority prompts. Fix crawl errors, add schema to three canonical explainers, and run your first PR micro-campaign with one unique data point.
- 60 days: Expand clusters around your top two entities. Re-run snapshots, score answers using LLMO-style criteria, and document wins and misses. Enable your executives for thought leadership with LinkedIn team branding for AI visibility.
- 90 days: Institutionalize the weekly loop. Add governance: a change log, an ethics note on sources and opt-outs, and quarterly reviews as engines evolve. Re-assess buy vs build and vendor mix.
If you want to centralize multi-engine monitoring and sentiment analysis, consider testing a specialized platform—start with your highest-intent prompts and a small pilot before rolling out broadly.