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GEO courseModule 10 of 10: Measure and PlanLesson 10.3

Your Audit, Priorities and 90-Day Plan

Pulling the course together: score your agency against every check, sort what you find by priority, and turn it into a 90-day plan with owners and dates.

4 min read

01What it is

Before a long journey you check the car, decide what has to be fixed before you set off, and plan the route. This is the check, the list and the route.

The GEO audit is in the Resources section: 81 checks across every module, each linked to the lesson that explains it. Tick Yes, Partly or No, see a score for each part of the course, and your failed checks turn into a 90-day plan in priority order. It's saved in your browser and prints on a few pages.

Open the GEO audit

The four priorities

PriorityWhat it meansExamples
1. Critical: fix nowStops AI reaching or reading you, or breaks the lawAI crawlers blocked; noindex on key pages; site excluded from Google's AI features; rent ranges in adverts; fake or incentivised reviews; a wrong fee live
2. High impactAffects big commercial opportunitiesInconsistent name and phone; incomplete Business Profile; no fees page; stale landlord advice; a broken enquiry form
3. GrowthRaises your chances of being named and citedLocal data, area guides, answer-first rewrites, comparison pages, local press
4. RefinementSmaller improvementsAlt text, schema tidy-up, internal links, minor wording
Weights say how much attention a topic deserves overall. Priorities say what to fix first. A legal or accuracy problem is Priority 1 even when its weight is tiny.

The 90 days

WhenFocusWhat gets done
Weeks 1 and 2Set up and baselinePrompt log and standard set; baseline runs; Search Console, Bing and the AI channel in Analytics; robots.txt and security settings; fix quick Priority 1 items (a noindex, a crawler block, rent ranges on live adverts)
Weeks 3 and 4Access and identityFix remaining blocks and missing facts; publish the fact sheet; make your name and details identical everywhere; complete Business Profile, Bing and Apple
Weeks 5 to 9Reviews, fees and contentA review routine for every client; a plain-text fees page; listings and lettings wording checked; answer-first rewrites of key pages; the response standard and mystery enquiry; first monthly report at day 60
Weeks 10 to 13Authority and proofA dated local data page; one real area guide; two or three honest approaches from your source map (lists, press, partners); tidy markup and forms; re-run the audit and write the three-month report

Quick wins (each under a day)

  • Remove an accidental crawler block or stray noindex.
  • Make sure your site is included in Google's Search generative AI setting.
  • Make your name, address and phone identical everywhere.
  • Reply to every unanswered review.
  • Put your fees in plain text on a page, with a date.
  • Remove rent ranges and "best offer" wording from lettings adverts.
  • Add a "what we do, where, how to reach us" block to the homepage.
  • Add an AI assistant option to "How did you hear about us?".
  • Claim Bing Places and Apple Business.
  • Write down who owns which account.

Never do

  • Buy fake or incentivised reviews, fake lists, fake mentions or fake awards.
  • Hide text or prompts aimed at AI, or add "remember us" buttons.
  • Buy a schema, llms.txt or "AI readiness" package as a growth tactic.
  • Create hundreds of thin town pages, or a page for every possible question.
  • Change dates without changing the content.
  • Paste client data into public AI tools.
  • Claim "No. 1", "best" or "leading" without evidence.
  • Judge progress from one test, or pay anyone who guarantees mentions.

Who owns what

JobSuggested ownerHow often
Prompt log and monthly reportOne named person, often marketing or the office managerMonthly
Fact sheetA director or compliance leadQuarterly, and the day anything changes
Business Profile, Bing, AppleEach branch manager, with one group owner for namingMonthly
Reviews: requests and repliesBranch manager, with coverWeekly
Listing accuracy and statusSales and lettings managers, with the CRM administratorWeekly, plus a monthly sample
Website access and crawlersWeb provider, with a named contact at the agencyAfter every site change, and twice a year
Claims, awards and "best" statementsDirector or compliance lead, with an evidence fileWhenever used
AI tools and staff rulesMarketing leadQuarterly
A small agency has the same jobs with fewer people. One person may wear four hats; just write down which hat covers what. And keep every account in the agency's name, never only a provider's.

That's lesson 10.3

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← Back to 10.2 When It Isn't Working: The GEO Loop and the "AI Doesn't Mention Us" Checklist

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