How To Brief An AI SEO Agency Properly

Resist the temptation to interpret a single run. Competitors move around between runs, and a rival appearing above you once is not a finding. Run the same prompt several times, count how often each company appears, and only then decide whether there is a gap worth spending a quarter on. Reacting to one answer is the most common way effort gets spent on a problem that does not exist.

Ask one final question before signing: what would you tell me if this is not working after six months? The answer reveals whether they have thought about failure, and an agency that has not thought about failure will not recognise it. ai overviews optimization

Also watch what happens to your citations over time rather than checking once. A page that earns a citation and then loses it usually has a fresher competitor rather than a technical problem, and the fix is updating your figures rather than rewriting the page. Because retrieval runs live, that maintenance is cheap and it is the difference between a page that keeps earning and one that quietly stops.

Look at What They Do About Third Party Sources This is where the real work lives and where weak proposals are thinnest. Ask specifically what they will do about the review platforms, directories, forums and comparison articles that assistants actually cite in your category.

It cuts both ways. Stale pages with outdated figures get passed over in favour of current ones, and a competitor can displace you by updating a page you have left alone for two years. Dating your content and keeping figures current is a lightweight habit with an outsized effect here.

There is a variant of this worth checking separately. Sometimes you appear and the competitor appears above you, which is a different problem from being absent. In that case compare the specificity of the two descriptions rather than the sources: the company described in concrete terms tends to be listed first, because a specific description is easier to justify than a general one.

This is where the two disciplines meet. Work done to make pages quotable for assistants tends to help here as well, because the underlying problem is the same. A model is looking for a passage it can lift and attribute.

A reasonable formulation: after two quarters, we expect movement in mention rate on buying intent prompts, improvement in the accuracy of how we are described, and new citations from the sources our baseline showed matter. If none of those move, we will treat the approach as unsuccessful.

The pattern is consistent across most categories. Review platforms, industry publications, documentation, forum threads and comparison articles appear far more often than brand websites. When a brand site is cited it is usually a specification page, a pricing page or a technical document rather than a homepage or a landing page.

A weak brief produces a generic proposal, and a generic proposal produces a generic engagement that spends the first two months discovering things you already knew. The brief is the cheapest lever you have over the quality of the work.

In most categories the result is the same shape: a review platform, an industry directory, one or two forum threads, a comparison article, occasionally a trade publication, and only then anybody's own website. The competitor is winning on pages neither of you owns.

The Adaptation That Actually Works Three moves are producing results for most sites. Shift editorial effort from questions a summary can answer toward questions that need comparison, judgement or original data. Make sure the pages you keep are structured to be cited, since a citation is now a meaningful outcome in itself.

Perplexity is unusually useful to study because it shows its working. Every answer arrives with numbered citations you can click, which means you can reverse engineer what it rewards without guessing. Most assistants hide this. Perplexity puts it on the page.

Being the Source Instead of the Casualty The summary cites sources, and being one of them is now a legitimate objective. The requirements resemble what earns citations anywhere else: a page that answers directly, contains specifics worth attributing, and is reachable and readable by a crawler.

Segment by query type. Informational and definitional queries are the most affected. Transactional queries, navigational queries and anything where the user needs to compare specific options or complete a purchase are far less affected, because a summary cannot finish the job.

A small habit pays off here more than it should. Give each substantial page a short section that states the plain facts in one place: what the thing is, what it costs, how long it takes, who it suits and who it does not. That block is disproportionately likely to be the passage that gets lifted, because it answers several likely questions in a form that survives extraction, and it costs almost nothing to add to a page you were writing anyway.

Run the Baseline Properly Run each prompt in a signed out session, or in a fresh session with memory and personalisation disabled. Your own browsing history and past conversations will otherwise skew results toward showing you what you already know.