Resource
Framework

AEO Strategy Template

Build a structured AI visibility roadmap from baseline measurement through ongoing optimisation.

Quick answer
An effective AEO strategy requires more than ad-hoc optimisation. This framework template provides a structured approach to planning, executing, and measuring your AI visibility initiatives — from initial audit through quarterly review cycles.
Overview

About this framework

The template is designed for in-house SEO and growth teams who need to build a business case, align stakeholders, and execute systematically. It covers goal-setting, resource allocation, timeline planning, and the KPIs that demonstrate progress to leadership.

Whether you are starting from scratch or formalising existing efforts, this framework ensures you cover all critical dimensions of AEO: technical readiness, content optimisation, competitive positioning, and performance measurement.

Phase 1: Baseline & Assessment

  • 1

    Run a complete AEO audit across all target engines

    Establish your current technical readiness, content quality, and competitive position.

  • 2

    Measure current Share of Model per engine

    Record baseline SoM for your brand and top 3-5 competitors across all target query categories.

  • 3

    Identify your top 50-100 target queries

    Build your initial query bank based on business priorities, search volume, and competitive opportunity.

  • 4

    Audit competitor AI visibility

    Understand which competitors have strong AI presence and what they are doing differently.

  • 5

    Document current technical blockers

    List all robots.txt, schema, rendering, and crawlability issues preventing AI indexing.

Phase 2: Quick Wins

  • 1

    Fix all critical technical blockers

    Resolve robots.txt blocks, add llms.txt, fix broken schema — these yield immediate results.

  • 2

    Implement foundational schema markup

    Add Organization, Article, BreadcrumbList, and FAQ schema across your site templates.

  • 3

    Optimise top 10 pages for answer-first formatting

    Rewrite lead paragraphs to directly answer the query before providing supporting detail.

  • 4

    Create or update llms.txt file

    Give AI engines explicit guidance about your site content and priority pages.

  • 5

    Set up monitoring for weekly SoM tracking

    Begin tracking Share of Model weekly to measure the impact of quick win changes.

  • 6

    Brief content team on AI-friendly writing practices

    Ensure all new content follows answer-first formatting and citability best practices.

Phase 3: Sustained Optimisation

  • 1

    Expand query bank to 200+ queries per quarter

    Broaden monitoring coverage as you identify new query opportunities and market shifts.

  • 2

    Create dedicated content for high-opportunity queries

    Publish new content specifically designed to earn citations for queries where you currently have low SoM.

  • 3

    Build competitive monitoring dashboard

    Track competitor SoM trends alongside your own to identify threats and opportunities.

  • 4

    Implement advanced schema for product and service pages

    Add Product, Review, SoftwareApplication, and Offer schema for commercial pages.

  • 5

    Establish monthly reporting cadence for stakeholders

    Use the AI Visibility Report Template to communicate progress to leadership.

Phase 4: Quarterly Review

  • 1

    Compare SoM against baseline and previous quarter

    Track the trend line — consistent improvement matters more than any single measurement.

  • 2

    Review citation rate changes per page and per engine

    Identify which content investments are driving the most citation improvement.

  • 3

    Update query bank based on new business priorities

    Add queries for new products, markets, or competitive threats that have emerged.

  • 4

    Re-run technical audit to catch regressions

    CMS updates, design changes, and deployments can inadvertently break AI crawlability.

  • 5

    Adjust resource allocation based on results

    Double down on engines and query categories showing the strongest improvement trajectory.

FAQ

AEO Strategy Template FAQ

Get started

Start with the pages and proof that AI can actually use

Run the free audit to see what blocks AI from citing your site. Use the trial when you need ongoing monitoring, attribution, prompt discovery, and team workflows after the first fixes are live.