Playbook · SaaS & TechAEO / GEOSEO

How we get a Canadian SaaS brand cited in AI answers

Our approach to AEO and GEO: prompt research, answer-first comparison content, entity clean-up and tracking mentions across ChatGPT, Gemini and Perplexity.

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IndustrySaaS & Tech
MarketCanada
ServicesAEO / GEO, SEO
TimelineAbout 6 months
ReportingMonthly, plain English
AI answer mentionsTracked monthly
Demo requestsTracked monthly
Featured snippetsTracked monthly
Branded searchTracked monthly
01

The starting point

SaaS teams often have a good product but find competitors named in AI answers for their category, while their own pages aren't structured to be quoted.

02

Our strategy

  • Build a prompt set from real buyer questions
  • Rewrite key pages answer-first, with clear comparisons
  • Strengthen entity signals: consistent descriptions, schema and profiles
  • Earn relevant third-party mentions and reviews
03

What we deliver

  • Prompt baseline across major AI assistants
  • Answer-first content rewrites
  • Comparison and alternatives pages
  • Schema and crawler-access review
  • Third-party mention plan
  • Monthly AI visibility report
About 6 months, in four phases
Month 1Prompt research
Months 2-3Content
Months 4-5Mentions & entity
Month 6Measure & refine
04

How we measure success

  • AI answer mentionsShare of tracked prompts where the brand is mentioned or cited
  • Demo requestsDemo and trial requests from organic and AI referrals
  • Featured snippetsFeatured snippets and People Also Ask placements
  • Branded searchBranded search demand
Timeline

How the project unfolds

  1. Month 1Prompt research
  2. Months 2-3Content
  3. Months 4-5Mentions & entity
  4. Month 6Measure & refine
  • White-hat only
  • Plain-English monthly reports
  • No long lock-in
  • Reply within 24 hours
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