Skip to content

GEO proposal templates

A white-label GEO proposal you can adapt today.

A clear proposal makes GEO easy to buy. This template gives you the structure and wording to adapt for your own clients — replace everything in [brackets] and remove anything that doesn't apply.

Key takeaways4 min read

  • Open with the client's own visibility findings, not with a definition of GEO.
  • Describe deliverables and reporting precisely so there is no ambiguity about scope.
  • State what you can't control as clearly as what you will do.
  • Keep the language honest — no guaranteed mentions, rankings or traffic.

01How to use this template

Each section below includes copy-ready wording. Replace bracketed text, cut what doesn't apply and add your agency's branding. The proposal works best when it follows an AI visibility audit, so section two can quote real findings.

02Executive summary

Template
[Client] has strong foundations in traditional search, but is currently [absent from / inconsistently mentioned in] AI-generated answers for [X of Y] of the buyer questions we tested.

This proposal sets out a [3-month foundations project / 6-month GEO program] to make [Client] easier for AI answer engines — including ChatGPT, Google AI Overviews, Gemini, Perplexity and Microsoft Copilot — to find, understand and trust.

We will measure progress monthly against a fixed set of [number] buyer prompts and report on visibility, how [Client] is described, and the sources the engines rely on.

03What we found

Summarise three to five findings from the audit. Each should state the issue, the evidence and why it matters.

Template
Finding 1 — [Competitor A and Competitor B] are recommended for "[prompt]" while [Client] is not mentioned. The answers cite [source], where [Client] has no listing.

Finding 2 — [Client]'s [service] has no dedicated page, so there is no specific source for engines to retrieve for [type of question].

Finding 3 — Business details differ between the website and [platforms], which makes [Client] harder to identify with confidence.

04Scope of work

Template
Phase 1 — Baseline and plan (weeks 1–2)
• Agree the tracked prompt set ([number] prompts across discovery, comparison and decision)
• Record the dated visibility baseline across [engines]
• Prioritised roadmap

Phase 2 — Foundations (weeks 3–8)
• Technical retrievability review and fixes (crawl access, rendering, robots.txt, sitemaps)
• Entity cleanup across [number] listings and profiles
• Structured data for [Organization / LocalBusiness / Service / FAQ] on [number] templates
• Answer-first improvements to [number] priority pages

Phase 3 — Growth (monthly, from month 3)
• [number] new or rewritten pages per month based on prompt gaps
• Corroboration: outreach to [number] relevant third-party sources per month
• Monthly prompt tracking and reporting

05Reporting

Template
Each month you will receive a branded report covering:
• Prompt visibility — the share of tracked prompts where [Client] appears
• Share of answer compared with [named competitors]
• How [Client] is described, with example answers
• The sources most often cited in your category, and where [Client] is missing
• Work completed this month and priorities for next month

06Assumptions and what we can't control

Template
• AI answer engines decide independently what to include in their answers. We cannot guarantee that [Client] will be mentioned, cited or recommended for any specific prompt.
• Answers vary between runs and change as the engines are updated, so we report trends across the full prompt set.
• [Client] will provide access to [website CMS, analytics, Google Business Profile, other listings] within [5] working days of kick-off.
• [Client] will review and approve content within [5] working days of submission.
• Work outside the scope above will be quoted separately.

07Timeline and investment

Present pricing as clear options rather than one number. Two or three options anchored to the scope above work well.

Template
Option A — AI Visibility Audit: [price], one-off, delivered in [2] weeks
Option B — GEO Foundations: [price], fixed fee, [8] weeks
Option C — Foundations + Ongoing Program: [price] then [monthly price] per month, minimum [6] months

Next steps: approve your preferred option by [date] and we will schedule kick-off within [X] working days.

Next · AI visibility education

AI search explained: a primer to share with your clients

Read the guide

Put it into practice

Ready to put this into practice?

If you’d rather we did the work for your clients, under your brand, tell us what you need.

What can we help with?

We use these details only to reply to your enquiry. See our privacy policy.