5 report items for a clean agency handoff
5 report items give your team a practical way to present GEO work. We agree the review first. Then we prepare findings for your agency to check and share.
| Work item | Count or window | What you send |
|---|---|---|
| Client context | 1 client | Website, offer and audience |
| Review inputs | 5 input groups | Site, questions, audience, products and approval rules |
| Audit | 1 agreed review set | AI experiences and sample questions |
| Recommendations | 1 ordered action list | Priority pages and existing content |
| Handoff | 5 report items | Your preferred presentation format |
The report separates observations from recommendations. Your team can add client framing and confirm claims before sharing. Start with a GEO audit when the client needs a baseline. Explore AI search visibility for follow-on work.
How does a GEO AEO audit become a client plan?
5 steps take the client from a first question to an agency-ready handoff. Your team controls context, approvals and the client relationship.
- Send the client context: Include the website, products, audience, priority questions and approval requirements.
- Set the review: Agree which AI experiences, pages and sample questions are in view.
- Check the evidence: We record observed answers and relevant sources. Your team gets enough context to review them.
- Sort the actions: Recommendations identify the issue and proposed next move. We flag any client or developer approval needed.
- Review the handoff: Your agency checks the findings, adds client framing and presents the agreed work.
Use AI visibility monitoring to track recurring observations. Route content gaps into content for AI answers. Set the client deadline after confirming access, approvals and requested work.
6 parts your agency can sell
6 parts let your agency build an offer around the client’s actual need. Start with an audit. Add only work your team can explain and approve.
Audit: A baseline review with evidence and an ordered action list.
Content: Page briefs and edits for questions the current site answers poorly.
Technical: Guidance for site structure and implementation issues found in the review.
Monitoring: An agreed way to revisit selected questions and record changes.
ChatGPT review: A focused check of ChatGPT visibility, not a proxy for every AI product.
Technical AEO: Recommendations on schema, llms.txt and crawlers, when those topics fit the findings.
Content work needs a named subject-matter reviewer.
Client approval is also needed before publication.
Technical advice should name the person responsible for implementation.
That may be your agency, the client’s developer or another agreed team.
Separate recommendations from completed implementation.
Your account lead can then explain exactly what the client is buying.
Where do AEO and GEO fit in the offer?
2 labels describe overlapping work, but frame the offer differently. AEO focuses on clear, useful answers. GEO focuses on visibility in generative search experiences.
| Offer angle | Useful when | Client-facing work |
|---|---|---|
| AEO | The client needs clearer answers on its site | Content review and page recommendations |
| GEO | The client asks about visibility in AI answers | Selected experience review and evidence |
| Combined | The client needs findings and action | Audit plus agreed content or technical work |
Use the client’s question to explain the offer. Don’t rely on the acronym alone. For related platform work, see Google AI Overviews optimization and Perplexity optimization.
AI platforms choose their answer wording and citations. Neither we nor your agency can secure a brand mention or citation. We commit only to the agreed review, work and report.
6 inputs to send for the first client
6 inputs give us enough context to review a first client request. Send what your team already has. Mark anything that still needs client approval.
Website: The main domain and priority pages.
Offer: Products or services the client wants to discuss.
Audience: Target customers and relevant locations.
Questions: Examples customers ask before choosing the client.
Sources: Pages or materials the client treats as authoritative.
Constraints: Legal, editorial, access or developer requirements.
We review the request and confirm the agreed work.
Your written quote arrives within 2 working days.
Your account lead remains the client’s contact.
Our handoff gives your team findings to check before presentation.
Send us the website, target audience and sample questions.
We’ll return a defined first-client plan.
How it works
- 1. Send the client contextShare the website, offer, audience, sample questions and known approval rules. Add existing SEO or content plans when available.
- 2. Confirm the reviewWe agree the AI experiences, pages, questions and work your agency wants included. Your team confirms who supplies access and reviews the findings.
- 3. Review the evidenceWe examine the agreed materials and keep observations separate from recommendations. Your team can flag client context during the review.
- 4. Check the recommendationsWe identify the proposed action and note where client, editorial or developer approval is needed. Your team checks the wording before presenting it.
- 5. Receive the handoffWe return the agreed report and action list for your agency to review and present. Follow-on work is agreed separately unless included.
Frequently asked questions
Can clients see which team completed the GEO work?
1 agency controls how it presents the agreed work to its client. We prepare the review and report for your team to check and share under your own brand. Confirm the presentation format and client-facing requirements before work begins. That way, the handoff fits your agency’s process.
What should our GEO report show the client?
5 report items make the findings easy to review: observed answers, relevant sources, information gaps, priorities and next actions. We keep observations separate from recommendations. Your team can add context and check client-facing claims. The report also shows which actions need approval or implementation.
How do you calculate the cost of white-label GEO work?
3 factors shape the quote: the review requested, the work included and the client materials available. We send a fixed written quote within 2 working days after reviewing the request. Your agency can assess the proposed work before committing or presenting it to the client.
How soon can we start a first client project?
1 confirmed payment starts the agreed work within 24 hours. Before payment, your team and ours confirm the review, required access and client responsibilities. Share any external client deadline early. The work plan can then account for approvals and materials that are still outstanding.
How should we explain AEO versus GEO to a client?
2 terms can describe overlapping work. AEO emphasizes clear, useful answers. GEO emphasizes visibility in generative search experiences. Explain the actual work, such as an audit, content recommendations or technical guidance. That helps the client understand the offer without relying on acronyms.
Can you guarantee a client citation in ChatGPT or Google AI Overviews?
1 agreed review and its report are the commitment. AI platforms decide their answer wording and source citations. Neither your agency nor we can secure a specific mention. The report records the work completed and observations made. Your team gets a clear basis for recommendations.
Can we test the service with one client first?
1 client pilot is a practical way to check your briefing, approvals and presentation process. You receive an agreed review and report to assess before adding GEO to the wider service menu. Use that handoff to define what your team wants to repeat. Keep each later client’s plan tied to its own needs.
Tell us about your project
Answer four quick questions and a manager will send you a plan, timing and a price range within the hour. Everything stays confidential.
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