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Checklist · Generative engine optimization (GEO)

GEO checklist

A GEO checklist of 18 checks for retrieval, reranking, citation, accuracy, and testing, with the evidence for each and the tactics that did not replicate.

By , founder of AEO HQ

Published · Updated

A GEO checklist is a list of checks that tests whether generative engines, such as ChatGPT, Google's AI Overviews, Perplexity, and Claude, can retrieve a site's pages, use and cite them in answers, and describe the company accurately. This one has 18 checks in six groups. Four groups follow the stages an engine goes through before it cites a page, one covers how changes are tested, and one covers tactics to avoid. A content tactic is included only if research supports it, and each check says how strong that support is. Tactics that did not replicate appear as checks that pass when a plan does not rely on them.

Generative engine optimization (GEO) is work to get a website's pages retrieved, cited, and described accurately in answers written by AI systems. This checklist is the audit companion to the complete guide to generative engine optimization, which explains each stage. Crawler access, indexing, structured data, and the other site-wide checks are in the AEO checklist. Where a check belongs there, this page names it instead of repeating it. The sources behind each check were read on September 27, 2026.

Scope

  • Covers: GEO work on a company's own pages for Google's AI Overviews and AI Mode, ChatGPT search, Gemini, Claude, Perplexity, and Microsoft Copilot, and the way changes to those pages are tested.
  • Does not cover: crawler access, indexing, structured data, dates, third-party sources, and offer pages, which are in the AEO checklist. The rest of technical SEO is in the technical SEO checklist for AI search, and names and profiles are in the entity and brand consistency checklist. Advertising inside AI answers is not covered.
  • For: marketers, content leads, and founders at B2B companies who plan, buy, or audit GEO work.
  • Pass criteria are AEO HQ's recommendations. The facts behind them link to their sources.
  • Evidence labels:
    • Strong: official platform documentation, or several independent studies that agree.
    • Moderate: laboratory studies, a single study, or correlations.
    • Weak: one small test, or a source with a conflict of interest.
  • Verdicts: where a check rests on a research finding, it also gives that finding's verdict in AEO HQ's record of what replicates in AEO and GEO research: replicated, partly replicated, did not replicate, contested, or not yet replicated.

Prerequisites

How the checks were chosen

A 2026 review of 45 GEO studies found that "topical relevance and context position are the most reproducible levers, generic heuristics transfer poorly, competition can erode individual gains, and citation-oriented rewrites can impair retrieval" (opens in a new tab) (preprint). It also found that "no reviewed technique shows a stable, longitudinal, cross-platform causal effect on organic discoverability or downstream behavior" (opens in a new tab). AEO HQ built the checklist on that record:

  • Groups 1 to 4 check the levers the research supports, with the strength of that support stated for each: being retrieved, relevance to the question, an early answer, and specific, consistent claims.
  • Group 5 checks how changes are tested, because no tactic has a proven lasting effect.
  • Group 6 covers tactics that did not replicate, are contested, or break platform rules.

Quick checks to run first

If time is short, AEO HQ recommends starting with these five checks:

  1. Check 1.1: GEO work starts only on pages that engines already index.
  2. Check 2.1: edits add what the question needs, and nothing else.
  3. Check 5.1: changed pages are compared with pages that were not changed.
  4. Check 5.5: every claimed lift names its conditions.
  5. Check 6.1: no page text is rewritten to fit what engines are thought to prefer.

1. Retrieval: whether a page becomes a candidate

Retrieval is the step in which an engine fetches candidate pages from a search index while it builds an answer. A page that is not retrieved cannot be cited, whatever its wording.

2. Reranking: whether a page reaches the model

Reranking reorders the retrieved pages, usually with a second model, and only the top few reach the model that writes the answer. The AEO checklist's check 3.3 covers the main on-page lever at this stage, an answer at the top of the page. In the KDD 2026 pipeline, placing the answer early "yields higher reranking scores, whereas restructuring that displaces the answer to later paragraphs results in significant rank drops" (opens in a new tab).

3. Citation: whether the model uses and cites the page

Once a page is among the sources, topical relevance and list position were the biggest drivers of being cited first in 252,000 controlled trials across six models; explicit price information and a recent timestamp also helped consistently, completeness and trust cues added smaller gains, and formatting-only edits had little impact (opens in a new tab) (peer-reviewed; laboratory; the authors work for Sprinklr, a software company). The AEO checklist covers specific facts in check 3.4 and visible dates in check 4.1.

4. Accuracy: what the answer says about the company

Being cited is not the same as being described correctly. The AEO checklist's check 9.4 grades answers about the company against a fact sheet.

5. Testing changes

No tactic has a proven lasting effect, so each change is a test. The only controlled field study AEO HQ found shows why a comparison group matters: total ChatGPT referrals grew 5.7 times while untreated pages on the same site grew 3.5 times over the same window (opens in a new tab), and the authors conclude that headline AEO multiples "substantially overstate causal effect" (opens in a new tab) (preprint; one site; the authors work for Glasp, the company that owns it).

6. Tactics that did not replicate or break platform rules

Each check in this group passes when the practice is absent. Generative engine optimization antipatterns describes each one with a detection test. Other practices to avoid are covered in the AEO checklist: hidden text, pages built for every variation of a query, false dates, and promises of guaranteed placement in its practices to avoid, and schema markup or llms.txt treated as ways to earn citations in its structured data checks.

Version and change log

  • Version 1.0, September 28, 2026: First published. Sources checked on September 27, 2026.

Next steps

AEO HQ sells generative engine optimization services at fixed, published prices: an automated audit for $499, an audit of search and AI visibility for $2,500, the AEO Blueprint for $4,995, and the Blueprint + Implementation for $8,995.

Sources

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  2. Martinez, O. (2026). Optimizing visibility in generative engines: A critical survey of generative engine optimization (2023–2026) (arXiv:2607.14035) [Preprint]. arXiv. https://doi.org/10.48550/arXiv.2607.14035 (opens in a new tab)
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How to cite this page

Maxwell, P. (2026). GEO checklist. AEO HQ. Last updated September 28, 2026. https://www.aeohq.ai/articles/geo-checklist

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