Prep guide

Preparing for an SEO + GEO audit

Nine steps to prepare so you get the most out of the audit. Each step lists what to do and what to avoid.

01

Prepare access

An audit starts where the data lives. If access is ready on day one, the first week goes to findings instead of discovery.

Do

  • Grant Google Search Console access as a domain property
  • Set up at least viewer access in GA4
  • Create a separate user for your CMS or site admin
  • Install Microsoft Clarity if possible. It's needed for conversion analysis

Don't

  • Don't share your own password. Always create a separate user
  • Don't send only screenshots. Raw data is needed
02

Write the goal in one sentence

"More traffic" isn't a goal. Be clear about the business result you want.

Do

  • Tie the goal to a business result: quote requests, demos, WhatsApp messages, sales
  • Pick 2–3 KPIs to measure success
  • Note today's baseline values

Don't

  • Don't set ten goals at once
  • Don't make rankings the only success metric
03

Choose priority pages

Not every page is worth the same. The pages that make you money should be at the center of the audit.

Do

  • List 5–10 revenue-driving service, product or category pages
  • Point out your best-converting pages
  • Share any upcoming pages or markets

Don't

  • Don't say "they're all important". Prioritization is what makes an audit valuable
04

Name your competitors

Your competitors on Google and in business may not be the same. Both matter.

Do

  • List 3–5 companies you compete with in business
  • Add the sites you keep seeing in search results
  • Note the brands AI assistants recommend instead of you

Don't

  • Don't list only big brands. Direct competitors are more instructive
05

Describe your tech stack

For recommendations to be actionable, I need to know what the site is built with.

Do

  • State the CMS, theme or framework you use
  • Share hosting and CDN details
  • Say who will make changes: in-house team, agency, freelancer
  • Note any past domain or platform migrations

Don't

  • Don't leave developers out of the process. Include them in the first call
06

Make brand information consistent

Google and AI systems verify a company through consistent legal name, address and contact details.

Do

  • Share your full registered company name
  • Decide on the single correct version of address, phone and email
  • List your LinkedIn, Google Business Profile and directory listings

Don't

  • Don't leave different names or addresses across site, profiles and directories
07

Inventory your content

Existing content can be both your biggest opportunity and your biggest risk.

Do

  • List blog posts, guides and case studies
  • Note who writes and how often you publish
  • Share content you have but haven't published: decks, PDFs, case data

Don't

  • Don't delete old content before the audit. Some of it may carry traffic and backlinks
08

Collect questions for GEO

AI visibility starts with the questions your customers actually ask.

Do

  • Write down the 10 questions your sales and support teams hear most
  • Note the words customers use to describe you
  • Ask ChatGPT, Gemini and Perplexity about your brand once and save the answers

Don't

  • Don't judge AI answers from a single screenshot. They vary
09

Check conversion tracking

You can't prove a result you can't measure. Forms, calls and WhatsApp taps should be recorded.

Do

  • Confirm form submissions are recorded as events in GA4
  • Track phone and WhatsApp taps as separate events
  • Say where you track whether leads turn into sales

Don't

  • If you don't know how many people contacted you, don't start the audit yet. Let's set up measurement first

Ready?

If most of this list is ready, the audit focuses on findings from day one. If something's missing, that's fine: we complete it together in the first call.

To see what you'll get at the end of the audit, check the sample report.

SSS

Frequently asked questions.

What should I prepare before an SEO audit?

Access to Search Console, GA4 and your CMS, a one-sentence business goal, priority pages, a competitor list, tech stack details, consistent brand information, a content inventory, your customers' most common questions and the state of conversion tracking.

Can the audit start if not everything is ready?

Yes. Apart from access, we can complete the rest together in the first call. But if there's no conversion tracking at all, I recommend setting up measurement first.

Why does GEO need customer questions?

AI visibility is measured through the questions people ask assistants. The questions your sales and support teams hear form the basis of the prompt sets we track.

Contact

Let's grow your site together.

In the first call we'll review your goals and your site's current state, and define the service scope that fits you best.