Choose one product category and destination market. Freeze the buyer-question set before checking answers; verify the model, specifications, availability and limitations with the brand; save complete AI responses and cited URLs; make approved content and source corrections; then repeat the same measurement. Report mentions, recommendations, citations and inquiries as separate outcomes. None is a guaranteed placement.
1. Begin with a decision the buyer must make
For a consumer technology brand, “improve our GEO” is not a measurable brief. Define a product family, a country where that product is actually offered, a type of buyer, and the decision they face. A person choosing a mini PC for photo editing is testing workload fit, memory, graphics, ports and local availability; a person choosing a companion robot is asking about daily use, safety, limitations and support. Neither question is answered by repeating the brand name.
Write down what the project will deliver: a question map, original answer records, a verified product-fact sheet, page and source recommendations, approved drafts or developer handoffs, and a repeat measurement. Name who approves claims and publishing. This is a managed research and editorial process, not a live monitoring subscription. A sample eight-week scope shows how to bound the work; its numbers are an illustration, not a client result.
2. Build the question panel before looking at the answers
Collect language from customer support, on-site search, product comparisons, sales objections and reviews the brand has permission to use. Cover at least four decision types: use case, requirements, direct comparison and reasons a product may be unsuitable. Record language and destination country separately; an English prompt from a US shopper is a different observation from a Chinese procurement question about selling in the US.
A compact computing panel might ask which mini PC can handle a specified photo workflow, which models have the ports a buyer needs, what the trade-offs are versus a laptop, and which configurations are actually sold in the target market. These are question-design examples, not claims that any particular product qualifies. Include broad and narrow questions, plus questions where the brand may appropriately lose. Branded lookup (“Tell me about Brand X”) belongs in a separate identity check and must not inflate the unbranded recommendation rate.
We have also published a 13-row question panel for our own studio: ten unbranded managed-service questions, two software-purchase controls and one branded identity control. The English-only version dated 29 September 2026 translates four questions that were originally written in Chinese; it is a new panel version, so answers collected under the two versions should not be counted as the same language sample. It is a proposed test of provider discovery, not a set of observed AI answers or a representative survey of all buyers. Publishing the questions before the next test makes it harder to select favorable wording after seeing results.
3. Verify product facts against the market and the claim
Before writing, make a product-fact register with model and configuration IDs, source URL, date checked, approved claim, restriction, owner and approval date. Separate global marketing copy from what ships in the destination market. If price, availability, warranty, accessory compatibility or technical specifications change by country or configuration, state that condition beside the claim. Do not turn a performance possibility into an unconditional recommendation.
For a mini PC photo-editing question, the content editor should request the exact processor and graphics configuration, supported memory, tested workload, display and storage connections, and the manufacturer's published limitations. For a tablet, keyboard and stylus support should be mapped by model and market. If a fact cannot be confirmed from approved documentation or a real test, label it unresolved and omit the promise. The client remains the authority for its own specifications; an independent review remains an independent publisher's judgment.
4. Record the answer, not just a visibility score
For each observation save the exact prompt, platform, market or interface locale, search mode if known, capture timestamp, complete answer, named products or providers, recommendation wording or list position, every linked URL and any notable factual error. Save the underlying answer or a permissible export so another reviewer can reclassify it. Log a failed run as a failed run, not a zero recommendation.
Use different fields for: “mentioned” (the name appears), “recommended” (the answer suggests the option for the stated task), “official URL cited” (the brand's own page is linked), and “independent URL cited” (a third-party page is linked). One answer can satisfy several fields; a citation can also occur without a recommendation. If multiple brands appear, keep their names and positions instead of turning a multi-brand answer into a single winner.
The blank observation CSV template records those fields. It contains no invented outputs. For interpretation, see our metric definitions and denominators.
5. Translate a source gap into a specific editorial task
Read what the cited page actually supports. A competing product may appear because an independent comparison tests the buyer's task, because a retailer has current local stock, or because its official page names the required configuration. Those explanations need verification against the saved answer and source; “competitor cited” alone does not identify the cause.
Classify each gap as an owned-page fact issue, a missing comparison or use-case explanation, an inconsistent merchant or catalog listing, an out-of-date independent source, or a question where the product does not fit. Give every proposed change a target URL, a claim or buyer objection it addresses, a supporting source, an approval owner, and a way to check it later. Helpful work may mean correcting one product page instead of publishing ten near-identical lists. Outside publishers decide independently whether to cover a product; a pitch is not a placement.
6. Check access and commerce paths without confusing outcomes
Check that the actual page is public, returns its useful text, has an appropriate canonical URL, is linked from relevant pages, and is eligible for the search system being tested. Google describes its own AI Search surfaces as using its Search index; OpenAI describes OAI-SearchBot separately. An accessible page, a Bing live test, a Google indexed URL, and a ChatGPT citation are distinct observations. We documented that distinction in our own dated discovery audit.
If the buyer is asking for shopping tiles or a checkout route, evaluate the relevant merchant and product-data path separately from an ordinary answer citing a guide. A product feed, schema or crawler permission is not a switch that compels an assistant to recommend a brand. The feed-versus-Shopify explanation sets out the questions to ask before choosing a commerce workflow.
7. Repeat the frozen panel and use honest denominators
Agree on the number of prompts, platforms, markets, captures and dates in advance. For example, twelve questions on two platforms at two times create 48 attempted observations if every run succeeds. That is an illustrative measurement design, not 48 results collected by this studio. A denominator for mention rate can be the successfully captured relevant answers in that defined panel; recommendation rate uses its own classification; citation share requires a stated URL-count rule. Report failed or missing observations separately.
When testing our provider-discovery panel, the ten managed-service prompts and the two software controls must be reported separately. The branded identity check is not counted as an unbranded recommendation. For a client's products, use a different frozen panel based on the client's category and destination market. Repeat under comparable conditions after approved changes, retain zero rows, and disclose platform or locale changes. A before-and-after difference is an observation; without a suitable design it does not prove the content edit caused it. Referral visits and qualified inquiries require analytics access and separate interpretation.
8. Define acceptance before the first page is edited
An audit can be accepted when it supplies the agreed question list, captured answers and URLs, product-fact issues, source gaps and a ranked backlog. A content phase can be accepted when the client receives editable, source-checked copy with claims marked for approval and the actual published URLs or a clear handoff. A monitoring phase can be accepted when it supplies the original repeat observations, metric denominators, changes made and limitations.
Before signing, agree on publishing access, who owns accounts and files, permitted outreach, revision rounds, third-party fees, data handling and the report date. Ask any provider claiming a fixed “GEO score” or guaranteed recommendation to show the raw question panel and counting rule. Our service scope and agency handoff checklist show what we can quote; final volume and commercial terms are set for each engagement.
Evidence status and maintenance
Use this field guide and the English-language question panel to plan a reproducible research and content workflow. Confirm platform documentation and product facts when preparing the project. BrandInAnswers is the GEO studio led by Ningbo Li; the studio page brings together the service approach, published work and contact route.
Official references
Platform features and requirements can change. Check the current documentation when planning implementation.