Eight chapters: the technical gate plus the seven authority pillars, each with the plays, a 30/60/90 sequence, and what to measure. Public on purpose — the playbook is free; the operator who runs it with you is the product.
00
The Technical Access Gate
the gateBefore authority matters, AI engines have to crawl you, render you, index you, and be allowed to quote you. Five deterministic checks decide whether anything else in this playbook can work.
Why it carries this weight: It is a cap, not a pillar: a hard failure here nullifies every dollar of authority spend. Most modern SaaS sites fail silently on one item — usually JavaScript-only rendering that AI crawlers never execute.
The plays
- →Open your robots.txt and confirm GPTBot, PerplexityBot, Google-Extended, BingBot, and CCBot are not blocked. This is a five-minute check that decides citability outright.
- →Fetch your key pages with JavaScript off. If the body text isn’t in the raw HTML, prerender or server-render those routes. Marketing pages first; the app can stay client-side.
- →Verify indexation in both Google and Bing. ChatGPT search leans on Bing’s index, and almost nobody submits there. Search Console and Bing Webmaster, sitemap submitted in both.
- →Hunt down stray noindex and nosnippet directives on pages you want quoted. A nosnippet tag is a standing instruction to AI Overviews to ignore you.
- →Add an llms.txt and keep your sitemap honest, so engines that look for guidance find it.
The 30 · 60 · 90
Days 0–30: run all five checks, fix robots and directives (config, not projects).
Days 31–60: prerender or SSR the marketing routes; verify with raw-HTML fetches.
Days 61–90: confirm indexation in both engines; re-run the audit and watch the cap lift.
Measure
· Raw-HTML word count on key routes (no JS)
· Indexed pages in Google AND Bing
· The audit’s gate: five passes, no cap
01
Proprietary Research & Knowledge Assets
25%Original research, benchmarks, and indexes that third parties cite. The single heaviest investment in the model, because being the source beats being a citer everywhere downstream.
Why it carries this weight: AI engines synthesize from sources they trust, and nothing earns source status like data nobody else has. One benchmark report generates citations for years; ten blog posts generate none.
The plays
- →Pick one number your category argues about and own it: run the survey, publish the benchmark, name it like a product ("The [Category] Benchmark 2026").
- →Publish the methodology openly. Checkable methods are what separate citable research from content marketing wearing a lab coat.
- →Cut the data into ten assets: the report, a summary page per finding, charts people can lift (with attribution baked in), and a press-ready stats sheet.
- →Refresh annually on a named cadence. Year two is when journalists and LLMs start treating it as the standing reference.
- →Seed it to the people who cite things: analysts, newsletter writers, community moderators. Ask for nothing except a look.
The 30 · 60 · 90
Days 0–30: choose the question, design the survey, start collection.
Days 31–60: analyze, write, design the asset family.
Days 61–90: launch with a POV, seed to citers, publish the stats page.
Measure
· Third-party citations of your data (track the report name)
· Backlinks and mentions to the research hub
· Your data appearing in AI answers to category questions
02
Entity Authority
20%Whether AI knows exactly who you are: one consistent identity across your site, schema, third-party databases, and the knowledge graph, cleanly separated from anyone with a similar name.
Why it carries this weight: Engines decide what you are before they decide whether to recommend you. An ambiguous entity gets merged, misattributed, or skipped, and every other pillar leaks through that hole.
The plays
- →Write the one-sentence canonical description and use it verbatim everywhere: site, LinkedIn, directories, press boilerplate. Sameness is the signal.
- →Ship Organization and Person JSON-LD with sameAs links connecting your profiles into one graph.
- →Claim the corroborating records: Crunchbase, G2, key directories. Wikipedia only if you genuinely clear notability — never manufacture it.
- →If you share a name with anyone (a newsletter, an agency, a band), add a disambiguating description and make every mention "Brand — what it is, by whom."
- →Map the three to five topics you want attached to your entity and reinforce them in every bio, byline, and about page.
The 30 · 60 · 90
Days 0–30: canonical description written and propagated; schema shipped.
Days 31–60: directories claimed and aligned; disambiguation handled.
Days 61–90: topic-entity reinforcement pass across all profiles and pages.
Measure
· Ask the engines "what is [you]?" monthly — accuracy and consistency
· Knowledge-panel / entity-card correctness
· Misattribution sightings (should trend to zero)
03
Executive Authority
15%A named human with a point of view: founder or executive voice on podcasts, stages, and feeds, attached to the topics the company wants to own.
Why it carries this weight: AI trusts people before companies. A strong personal entity lends its credibility to the brand entity, and quotable humans get cited where faceless brands get summarized.
The plays
- →Pick one POV worth disagreeing with and have the exec say it everywhere, in the same words. Repetition is how a take becomes an association.
- →Podcast tour over guest posts: transcripts feed the models, and hosts do the distribution.
- →Publish under a real byline with a real bio and Person schema. Anonymous "team" posts build nothing.
- →One platform, owned: pick where the audience lives and show up weekly, not everywhere monthly.
- →Turn every appearance into assets: clips, quotes, a transcript page on your domain.
The 30 · 60 · 90
Days 0–30: sharpen the POV; book the first five podcasts.
Days 31–60: weekly publishing rhythm; transcript pages live.
Days 61–90: first conference talk or webinar; quote sheet for PR.
Measure
· Exec name appearing in AI answers near your topics
· Inbound invitations (podcasts, panels, quotes)
· Branded search for the exec’s name
04
Digital PR & Citation Network
15%Earned mentions in places engines already trust: trade press, analyst notes, industry newsletters, and the communities where your buyers compare notes.
Why it carries this weight: Citations are how engines triangulate truth. Mentions don’t need links to count anymore — the brand appearing in trusted contexts, consistently described, is the signal.
The plays
- →Run POV-driven PR, not feature announcements. Strong opinions create citations; release notes create silence.
- →Make your research (chapter 01) the pitch: data gives journalists a reason that "we shipped a feature" never will.
- →Build the analyst relationships in your niche — the mid-size voices who actually publish beat the big firms who gate everything.
- →Treat newsletters and curators as tier-one press. Their archives are exactly what models read.
- →Respond fast to journalist requests in your lane; reliability compounds into being the default quote.
The 30 · 60 · 90
Days 0–30: POV narrative + target list of 30 outlets/curators.
Days 31–60: first data-led pitch wave; respond to every relevant request.
Days 61–90: second wave tied to research launch; track mention density.
Measure
· Unlinked + linked brand mentions per month (trend, not vanity)
· Mention diversity: how many distinct trusted domains
· Consistency of how outlets describe you (narrative density)
05
Video & Multimedia Authority
10%Expert-led video whose transcripts become AI source material: teaching content, not promos, published where engines and buyers both look.
Why it carries this weight: Transcripts are text the models read, and video is the format buyers trust. One strong video becomes ten assets — the fan-out engine — and every derivative reinforces the same entity and topics.
The plays
- →Lead with expertise: teach the thing you want to be known for; the product appears only as evidence.
- →Publish transcripts on your own domain, structured with real headings — the video feeds YouTube, the transcript feeds everything else.
- →Run the 1→10 fan-out on every flagship video: clips, posts, quotes, a written companion piece.
- →Name videos like questions buyers actually ask; YouTube is the second-largest search engine and a primary LLM source.
- →Consistency over production value: a weekly teaching video beats a quarterly cinematic one.
The 30 · 60 · 90
Days 0–30: define the show (chapter 03’s POV, on camera); ship two.
Days 31–60: weekly cadence; transcript pages with schema.
Days 61–90: fan-out system running; measure which topics surface.
Measure
· Transcript pages indexed and cited
· YouTube search impressions for category terms
· Video-sourced quotes appearing in AI answers
06
Category Content & Question Ownership
10%Owning the exact questions buyers ask AI: definitions, comparisons, methodologies, and the "best X for Y" pages — written to be retrieved, not just read.
Why it carries this weight: Engines answer questions by retrieving passages. If your pages aren’t structured as answers — chunked, entity-explicit, question-first — someone else’s are.
The plays
- →List the 25 questions your buyers actually ask an AI (sales calls and community threads are the source). One page each, answer-first.
- →Structure for retrieval: H2/H3 chunks that stand alone, the entity named in every section (no orphaned "it"), scope made explicit.
- →Write the honest comparison pages, including against competitors. If you don’t define the comparison, a third-party affiliate will.
- →Add FAQ and HowTo schema where it genuinely fits the content.
- →Cover the counterarguments. Engines summarize both sides; one-sided pages lose the citation to whoever covers the objection.
The 30 · 60 · 90
Days 0–30: the 25-question list; first eight pages live.
Days 31–60: comparisons + definitions complete; retrieval-structure pass on existing pages.
Days 61–90: full set live; track which questions you now surface for.
Measure
· Blind-question mention rate (the audit’s anchor)
· Coverage: questions answered on-domain vs. the 25-list
· AI Overview / answer citations to those pages
07
AI Visibility Monitoring
5%Standing measurement of how engines treat you: recommendation frequency, citation frequency, competitive position, and narrative accuracy, tracked on a monthly cadence.
Why it carries this weight: You can’t improve what you can’t see, and AI answers drift without telling you. Five percent of effort, but it’s the pillar that makes every other pillar accountable.
The plays
- →Fix a panel of 10–15 blind category questions and run them monthly across ChatGPT, Claude, Gemini, and Perplexity. Same questions, every month — the trend is the data.
- →Log mentions, position, sentiment, and who else gets named. The competitor field tells you who’s winning attention you’re not.
- →Watch narrative accuracy: when engines describe you wrongly, trace it to the source and fix the source.
- →Re-run the full audit quarterly; tie pillar movements to the work shipped that quarter.
- →Purpose-built listening tools (Profound, Scrunch, Athena) when spreadsheet tracking outgrows itself.
The 30 · 60 · 90
Days 0–30: question panel fixed; baseline run logged.
Days 31–60: second run; first trend read; fix one narrative error at its source.
Days 61–90: quarterly audit re-run; report movement against the work done.
Measure
· Mention rate trend on the fixed panel
· Share of voice vs. the competitor field
· Narrative accuracy: engine descriptions vs. your canonical one
The horizontal layer · cuts across every chapter
Community & customer validation
AI increasingly trusts what customers say over what you say. Reddit, G2, forums, and communities are where narrative density gets built — the same positioning, repeated by independent voices. Educate customers on your POV, make them willing to repeat it, and close the gap between what marketing claims and what customers feel. If those two diverge, every chapter above underperforms.
The rhythm that makes it stick: audit quarterly, monitor monthly (chapter 07), and run two chapters at a time — never all eight. GEO compounds like the rest of go-to-market: patient, sequenced, and measured.
Want it run, not just read?
James built this system ahead of the market and ran it to #1–2 across the major engines. He runs the playbook with your team — fractionally, or as a focused quarter.
Talk to James →