Writing  ·  Playbook  ·  June 2026

The B2B GEO roadmap I'd build if I started today.

A zero-to-one GEO strategy for a B2B SaaS company with limited time and budget. Opinionated prioritisation, phase-by-phase. Honest about what takes weeks and what takes months.

Most GEO advice reads like a feature list: do entity SEO, build source-worthiness, create structured content, add schema. That's fine as a taxonomy. It's useless as a plan, because it tells you nothing about what to do first, what depends on what, and what you're actually trying to move in the first 90 days.

This is the phased roadmap I'd build for a B2B SaaS company starting from scratch. The phases are ordered by: speed-to-impact first, foundation work second, compounding work third. If you have a specific constraint (very limited time, very limited budget, specific engine to prioritise), the phase structure makes it easy to adjust.

Before the phases: the baseline.

You cannot build a useful roadmap without a baseline. The baseline has two components: where you are now in AI search (your citation share and entity coverage), and where your competitors are. Without this, you're optimising in a vacuum.

Baseline setup takes two to three days:

  1. Build a prompt set of 50–80 buyer-intent queries for your category. Run them across ChatGPT, Perplexity, and Google AI Overviews. Record your citation share and your top three competitors' citation shares.
  2. Run the five-dimension entity coverage map for your brand across all three engines. Score each dimension 0–2. Note the specific gaps.
  3. Check your Knowledge Panel, Wikidata entry, and Wikipedia page. Note every inaccuracy or gap.

The baseline tells you which phase to start in. If your entity coverage map scores below 20/30, you have an entity foundation problem and must fix that before anything else will compound. If your entity coverage is solid but your citation share is low, the problem is source surface: you need more of the right off-site presence. If both are reasonable but your competitors are significantly ahead, the problem is relative: you understand the playbook but need to execute faster.

Phase 1 (Weeks 1–2): Entity and reference foundation.

The fastest, highest-leverage interventions available. These are mechanical fixes to known surfaces, not new content to produce. A team of one person working focused can complete Phase 1 in two weeks.

Wikidata and Wikipedia

Fix or create your Wikidata entry. The minimum properties: instance of (organisation), industry (use the correct Wikidata property for your sector), founded date, headquarters, official website, and key executive (linked to their own Wikidata entity if one exists). Add references to credible sources for the major factual claims.

If a Wikipedia page exists: update any outdated descriptions, add missing references to recent credible coverage, correct factual errors. If no page exists and your company meets notability criteria (at least three independent, credible editorial sources covering the company), create one. Write it in encyclopaedic register, not marketing language.

Organisation schema on homepage

Deploy the Organisation schema block described in the Knowledge Panel audit post. Specifically: include the sameAs array with your Wikidata entry URL, Wikipedia URL (if applicable), LinkedIn, and Crunchbase. This is the signal that tells Google's entity resolution system that all these sources are describing the same company.

Author schema on best content pages

Identify your top ten content pages by traffic and/or commercial importance. Add named human authors to each, with Article + Person schema: real names, real LinkedIn links, real sameAs connections.

Phase 1 expected outcome: Measurable improvement in entity coverage map scores, particularly on factual accuracy and key people dimensions. No immediate citation share change: these are foundation changes that take 3–6 weeks to propagate.

Phase 2 (Weeks 3–6): Source surface expansion.

With the entity foundation set, the next phase is expanding your presence across the four off-site source categories that Phase 1 doesn't address: editorial, community, document, and additional reference.

Editorial outreach

Identify the three to five publications that cover your category and have editorial independence. Not sponsored content, not press release syndication. Pitch one story per publication over the next four weeks. The stories that earn coverage are: original data or research (even small-scale), a clearly non-obvious point of view from a named executive, or a category narrative that the publication's audience hasn't seen articulated this way before. Generic "we built a product" pitches don't move the dial.

Community presence

Identify the two to three communities where your buyers are active: specific subreddits, Hacker News, Slack groups, Discord communities, specialist forums. Start genuinely participating: answering questions in your area of expertise, without mention of your product unless it's directly relevant and disclosed. The goal is establishing genuine practitioner-level recognition, not content seeding. This takes longer than four weeks to compound but needs to start in Phase 2.

Document source creation

Produce one piece of content designed to exist as an indexed document: a research report with a clear methodology, a comprehensive guide with specific and verifiable claims, a talk with a transcript. Publish it under a named author with Article schema. This is the owned-source investment that bridges owned and document source categories.

Phase 2 expected outcome: First measurable movement in citation share, typically 5–15 percentage points over baseline, depending on category competitiveness. Source coverage map starts showing improvements across editorial and community dimensions.

Phase 3 (Months 2–3): Prompt-optimised content.

With the entity foundation in place and off-site presence growing, this phase focuses on producing content that directly addresses the buyer-intent prompts in your baseline set: the actual questions buyers ask in AI assistants when researching your category.

The content brief structure for prompt-optimised pages:

  1. Target one specific buyer-intent prompt or a cluster of closely related prompts.
  2. Write a page that answers that prompt completely and specifically, in the length required to be thorough, not in a target word count.
  3. Include at least one original claim or perspective that only your team can make, and that a model would have reason to quote.
  4. Name a specific author with Person schema. Include a methodology note where relevant.
  5. Link to two or three related pages on your site (commercial pages where relevant, editorial content where not).

Produce three to five of these pages in Phase 3. Don't produce ten thin ones. Produce three thorough ones. Run your prompt set at the end of Phase 3 and compare citation share to the Phase 2 end baseline.

Phase 3 expected outcome: Second measurable movement in citation share. First signal in branded search trend data (if your citation share gains are meaningful enough to be influencing buyer awareness). First pipeline survey responses attributing discovery to AI search, if the survey question has been running since Phase 1.

Phase 4 (Month 4+): Measurement cadence and compounding.

By month four, you should have: a functioning baseline and monthly tracking cadence for citation share, the entity foundation work done and propagating, at least one round of editorial outreach landed, active community presence in two to three communities, and three to five prompt-optimised content pieces live.

Phase 4 is the compounding phase: continuing the editorial and community work consistently, iterating on the content programme based on what's moving citation share, and building the measurement reporting into the standard marketing review cycle.

The things that compound over 6–12 months: editorial relationships (the second placement is easier than the first), community reputation (recognition builds with consistent participation), and the entity signals in the reference sources (more sources corroborating the same description reinforces the model's representation of you). The things that don't compound: tactical schema tweaks, one-off press releases, FAQ blocks added to existing pages. Focus Phase 4 investment on the compounding activities.

The goal by month six: citation share that is consistently above your Phase 1 baseline, measurable correlation between that improvement and branded search trend, first genuine pipeline signal in the survey data. That is a defensible 90-day programme result, and it's the basis for the expanded investment conversation with leadership.

/ Prioritisation matrix

When choosing what to work on within any phase, score each task: impact (1–3) × speed to citation effect (1–3) × effort required (inverse: 3 = low effort, 1 = high effort). Total of 9 = do first. Total of 3 = only if you have spare capacity. Wikidata fix typically scores 8–9. New blog post on a topic you already rank for typically scores 3–4.

The entire roadmap above is what I compress into four to six weeks as a consulting engagement: running the baseline audit, completing Phase 1, building the Phase 2 and 3 briefs and editorial targets, establishing the measurement framework. The execution of Phase 2 onwards is typically handed back to the in-house team with a prioritised backlog. If that model sounds useful, the GEO audit and content strategy services cover it end to end.

NOTES
  1. The timeline estimates assume a single person working focused on GEO, approximately 50% of their time. With a dedicated team, phases compress. With less resource, they extend. The sequence doesn't change.
  2. "Citation share" movement expectations are deliberately conservative. Category competitiveness, starting entity coverage score, and editorial opportunity all affect the rate of change. These are the ranges I've seen across GEO-focused work in different categories. Not guarantees.
  3. This roadmap focuses on earned visibility in AI search. Paid AI search placement (e.g. sponsored placements in Perplexity or future AI advertising products from Google) is a separate channel and not covered here.

/ Frequently asked

Can I do this without an external consultant?

Yes. Everything in this roadmap is executable in-house. The value of external help is speed of diagnosis (the baseline audit and competitive entity analysis), the experience to distinguish high-leverage from low-leverage interventions, and the editorial relationships that make Phase 2 outreach move faster. If you have the time and patience to build those yourself, the roadmap is fully DIY-able.

What if my company is too early-stage to have editorial coverage?

Phase 1 is still fully executable regardless of company stage. Phase 2 is harder without existing press relationships, but not impossible. A well-argued point of view from a founder with specific domain expertise can land editorial coverage in niche trade publications even without a big name. The key is pitching genuine insight, not product announcements. Start with the smallest-circulation credible publication in your category and work up.

Should I work on traditional SEO and GEO simultaneously?

Yes. They share significant overlap (particularly entity work, technical fundamentals, and content quality) and the traditional SEO improvements compound into AI search visibility rather than competing with it. The only caveat is prioritisation: if you have very limited resource, Phase 1 GEO work (entity and reference foundation) typically has a higher ROI per hour than marginal traditional SEO improvements on an already-solid site. If the traditional SEO foundation is broken, fix that first.

tc
/ Written by

Thomas Cox

Twelve years in B2B SEO, most recently at VP level. Now independent — helping companies stay discoverable as buyer search moves into ChatGPT, Perplexity, and Google AI Overviews. Remote · UK.

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