- Your baseline scores
- Your first analysis of competitors
- A list of content actions in the order of priority
Before you start, prepare these items:
- The name of your brand
- The names of your top 2–3 competitors
- A list of 5–10 topics where you want to rank in the answers of answer engines
Day 1 (Monday): Configure your brand and your baseline
Time: approximately 2 hours. Goal: the first conversations run at the end of the day.- Add your brand in Genezio. Include the URL of your website and a short description of what you do. Read Brands.
- Add your top 2–3 competitors. Genezio tracks them in parallel. Thus, each score that you see already includes a comparison. Read Competitors.
- Create your first 3–5 topics. Start narrow, with one topic for each core use case or buyer persona. You can add more topics later. Read Topics.
- Create 2–3 scenarios for each topic. Write them as real questions of users, in the words that a buyer uses with ChatGPT. Do not write “CRM features”. Write “What CRM should a 10-person startup use?”. Read Create topics and scenarios.
- Select your answer engines. Start with ChatGPT and Perplexity. Add Claude and Gemini after you have the baseline. Read Select answer engines.
- Run your first conversations. Usually, the results are available in some minutes.
- The first AI Recommendations % and AI Visibility % numbers for your brand and your competitors.
- An initial list of the sources that answer engines already cite in your category.
Day 2 (Tuesday): Read your baseline scores
Time: approximately 1.5 hours. Goal: know your position and the reasons for it.- Examine the AI Recommendations % and the AI Visibility % for each topic. Record the topics where your score is good and the topics where you have gaps.
- Open Citations. For each topic with a low score, find the URLs that answer engines cite. Record them. This list becomes your plan for PR and link-building.
- Examine Perceptions. Find the claims that answer engines make about your brand. Flag each claim that is old, negative, or missing.
- Compare your scores with the scores of your competitors. Record which competitor leads, by how much, and which sources cite them but not you.
- A scored list of topics in the order of priority.
- A list of citation sources: 5–10 domains that answer engines trust in your category.
- The perception issues, flagged.
Day 3 (Wednesday): Examine the actionable insights
Time: approximately 1 hour. Goal: Genezio tells you exactly what to repair.- Open Actionable Insights. Read all four categories: Growth Opportunities, Critical Visibility Gaps, Citation & Authority Leverage, and Positioning & Structural Optimization. Read Actionable insights.
- Set the priority by impact. The high-priority insights are the ones where your competitors win now. Dismiss each insight that your team cannot act on.
- Generate more insights on demand for specific topics or scenarios, if you want a focused view. You can add custom instructions, such as “focus on quick wins” or “prioritize opportunities vs. [competitor name]”. For the manual generation of insights, read Actionable insights.
- Connect each insight to a content action: create content, get a citation, repair the schema, or get press coverage.
- A list of 5–10 specific actions in the order of priority.
- For each action: the content type, the responsible person, and the estimated timeline.
Day 4 (Thursday): Make your first content brief
Time: approximately 2 hours. Goal: the first content piece that uses Genezio data has a brief and an owner. Take the insight with the highest priority from Day 3. Make a correct content brief from it. The Content Hub of Genezio can also make a brief for you. Read Briefs. Include these items in the brief:- Title and target keyword: Use the exact phrase that the answer engine uses in the scenarios where your score is low.
- Citation sources to refer to: List 3–5 sources from the Citations section of Genezio for this topic. Your content must have external links to these domains.
- Incorrect claims to correct: Include each perception of answer engines about your brand that is incorrect. Better content must correct it. The content can also reinforce the correct claims.
- Schema markup requirements: Flag if the page needs FAQPage, HowTo, or a different schema.
- Owner and date of the new measurement: Assign the brief. Run the applicable Genezio conversations again 2–4 weeks after the publication.
- One full content brief, with an owner.
- The date of the new measurement, in your calendar.
Day 5 (Friday): Configure your monthly report
Time: approximately 1 hour. Goal: AI visibility becomes a permanent part of your marketing metrics.- Make a screenshot or an export of your baseline scores from Day 1. This is your benchmark for Week 0.
- Add the AI Recommendations % and the AI Visibility % to your monthly marketing report. Track them together with the organic traffic and the volume of branded searches.
- Schedule a monthly new run of all conversations. Connect the content actions to the changes of the scores over time.
- Add new topics and scenarios from what you learned this week.
- The baseline AI Recommendations % and AI Visibility % for your key topics
- A list of citation sources: the domains to target for PR and link-building
- A perception audit: what answer engines say about you today, and what you want them to say
- A list of actions from Actionable Insights, in the order of priority
- The first content brief, with an owner
- A monthly report rhythm