AEO and GEO audit

AEO & GEO Audit Checklist for B2B SaaS: 38 Checks

An AEO and GEO audit checklist for B2B SaaS: buyer questions, AI answers, citations, crawler access, owned pages and third-party sources. Free CSV.

What an AEO audit checks

An AEO audit asks one question: when buyers ask AI, are you recommended, and if not, why?

AEO (answer engine optimization) and GEO (generative engine optimization) audits cover the same ground: which buyer questions you win or lose in ChatGPT, Perplexity, Gemini and Google's AI results, who wins instead, which pages the answers rely on, and what you can fix. This checklist has 38 checks in seven groups, each with how to test it and what counts as a pass. Record your results in the free CSV audit template.

1. Scope: buyer questions and competitors

An AEO audit is only as useful as the questions it tests. Fix the scope before running anything.

CheckHow to testPass if
Unbranded category questions are listedWrite the “best [category] for [segment]” questions a buyer asks before knowing your name.At least 10 questions, written in buyer language, not product language.
Alternatives and comparison questions are includedAdd “[competitor] alternatives” and “[you] vs [competitor]” for your top three competitors.Each named competitor has at least one alternatives question.
Use-case and integration questions are includedAdd questions for your main use cases and the tools you integrate with.Every use case you sell on appears in at least one question.
Pricing and fit questions are includedAdd questions about price range, team size and industry fit.The audit can show whether AI describes your pricing and target customer correctly.
Competitor set is fixedName the three to five competitors you will compare against before the first run.The set does not change after results come in.
The question set is frozenSave the exact wording, language and country for every question.A retest can reuse the identical set.

2. Answers: run the questions properly

Answer engines vary between runs and between products. Record enough to tell a pattern from a one-off.

CheckHow to testPass if
Every engine your buyers use is coveredRun the set in ChatGPT with search, Perplexity, Gemini and Google AI Mode or AI Overviews.No engine is assumed from another; results are recorded per engine.
Each question is run more than onceRepeat every question at least twice per engine.Repeated runs are stored separately, not overwritten.
Run conditions are recordedNote date, engine, model or mode, logged-in state, country and language.Anyone can tell how a result was produced.
Full answers are savedKeep the answer text or a full screenshot, not a summary.The exact wording of each recommendation can be quoted later.
Every cited URL is savedCopy each source link the answer displays.Sources are tied to the question and run they came from.

3. Recommendations and citations: read the results

Being named is not the same as being chosen. Score each answer for what actually matters to a sale.

CheckHow to testPass if
Mention and recommendation are scored separatelyFor each answer, mark whether you are named and whether you are presented as a fit for the buyer's need.You can count questions where you are mentioned but not recommended.
Competitor wins are recordedNote which competitor is recommended on each question you lose.You know who displaces you, question by question.
Position is recorded where an order existsRecord list position when the answer gives a ranked list.Position is only compared between runs that both show an order.
Accuracy is checkedCompare what the answer says about your pricing, features and category with your current facts.Each wrong claim is listed with the correct fact and its source page.
Cited sources are classifiedLabel each cited URL: your site, competitor site, round-up or comparison article, review site, community, other.You know which kinds of pages decide your category.
Your presence on cited pages is checkedOpen each cited round-up and comparison article.Each one is marked: you are listed, listed inaccurately, or missing.

4. Technical access: can answer engines read you?

These checks are quick and remove reasons an engine cannot use your pages at all.

CheckHow to testPass if
AI search crawlers are allowedCheck robots.txt for OAI-SearchBot, PerplexityBot, Claude-SearchBot and Googlebot.None of the search crawlers your buyers' engines use is blocked by accident.
Training and search crawlers are decided separatelyReview GPTBot, ClaudeBot and Google-Extended rules on their own.Blocking training is a deliberate choice that does not also block search.
Key facts are in the HTMLFetch pricing, product and integration pages with JavaScript disabled.Prices, plan names and capabilities appear as text in the page source.
Important pages are indexableCheck status codes, canonical tags and noindex on the pages that answer buyer questions.Each returns 200, is self-canonical and is indexable.
Pages are in your sitemapConfirm the buyer-question pages are listed in sitemap.xml.Every page you want cited is listed.
Structured data is truthfulValidate Organization and product structured data.Markup matches visible content; no invented ratings or reviews.

5. Owned pages: does your site answer the questions?

Engines can only repeat facts that exist somewhere. Your site should state them plainly.

CheckHow to testPass if
Category and audience are explicitRead your homepage and product page as a buyer.It is obvious within one screen what the product is, in the market's own category words, and who it is for.
Pricing is public and currentCompare the pricing page with what AI answers say.Current plans and starting price are published, or the reason they are not is stated.
Integrations are listedCheck that each integration you sell on has a visible page or entry.An engine asked about an integration can find a page that confirms it.
Comparison and alternatives pages existLook for honest “[you] vs [competitor]” and “[competitor] alternatives” pages.The competitors that win your questions have a comparison page.
Use-case pages exist for the questions you loseMap lost questions to pages on your site.Each lost question has a page that answers it directly.
Outdated pages are fixed or retiredSearch your own site for old pricing, product names and discontinued features.No owned page contradicts the current facts.
Proof is visibleCheck for customer names, case studies, numbers and reviews you are allowed to show.Claims about results are supported on the page that makes them.

6. Third-party sources: where are you described?

In our citation data most sources were not vendor sites. This section is usually where the biggest gaps are.

CheckHow to testPass if
Cited round-ups are on an outreach listCollect every cited “best [category]” and comparison article from section 3.Each has an owner and a next step: pitch, correct, or ignore.
Your descriptions on third-party pages are correctRead how each cited page describes you.Wrong facts are listed with a correction request ready.
Review profiles are accurateCheck G2, Capterra and other profiles for category, pricing and screenshots.Profiles match current facts, even if they are rarely cited directly.
Community presence is knownSearch Reddit and relevant communities for your category questions.You know where your category is discussed and whether you appear, especially if buyers use Perplexity.
Partner and marketplace listings are currentCheck integration marketplaces and partner directories.Listings exist where buyers and engines would look for them.

7. Prioritize and retest

Turn findings into a short list of actions, then prove whether they changed anything.

CheckHow to testPass if
Gaps are ranked by business valueOrder lost questions by how close they are to a purchase and how often the loss repeats.The top five actions are tied to the questions they should change.
Each action has an owner and a dateAssign content, product marketing, PR or engineering owners.No action is unassigned.
A retest date is bookedSchedule a rerun of the frozen set four to eight weeks after the changes go live.The retest uses the same questions, engines, conditions and number of runs.

The crawler checks in group 4 take a minute with the free AI crawler checker. The finding behind group 6 comes from our study of 768 AI citations for B2B software questions.

AEO audit vs SEO audit

What a normal SEO audit misses

An SEO audit checks whether your pages can rank. An AEO audit checks whether AI answers choose you, which is decided largely by pages you do not own. Groups 2, 3 and 6 above have no equivalent in a standard SEO audit; groups 4 and 5 overlap with one.

How long it takes

One to three days for 20–30 questions

Most of the time goes into running each question on several engines twice and reading the cited pages. Tools can automate the runs; the scoring of recommendations and the source review still need a person.

Prefer not to run it yourself?

RecoProof runs this audit for B2B SaaS teams.

The AEO audit service covers groups 1 to 3 and 7 on up to 30 buyer questions across three engines, compares you with three competitors, and delivers a reviewed report with a prioritized 90-day plan. Start with the free five-question audit to see whether there is a gap worth fixing.