Local GEO & AEO Playbook

Robust Digital Solutions · Citex AI

The Local GEO & AEO Implementation Playbook

A step-by-step guide to making your business visible to ChatGPT Search, Perplexity, Google AI Overviews, and Gemini — written so you don't need a technical background to follow it.

5 steps · roughly 2–4 hours, start to finish No coding experience required — copy, paste, done

Generative AI engines now answer local buying questions directly, often without a single click to a website. Whether they mention your business comes down to five fixable things: whether their crawlers can read your site, whether your site tells them clearly what kind of business you are, whether your content actually answers questions, whether your listed details match everywhere, and whether you're checking any of this at all. This guide walks through all five, in order.

What's ahead

  1. Let AI crawlers into your site — a two-minute file fix most businesses have never touched.
  2. Tell AI exactly what your business is — structured data (schema) for your specific industry.
  3. Write answers, not ads — the content format AI engines actually quote.
  4. Make your business details match everywhere — directory and listing consistency.
  5. Test whether it's working — a simple weekly check, no tools required.
1

Let AI Crawlers Into Your Site

Every website has a small file called robots.txt that tells automated visitors which parts of your site they're allowed to read. Most websites were never updated to explicitly allow the newer AI crawlers — GPTBot (ChatGPT), PerplexityBot, ClaudeBot, and Google-Extended (Google's AI training crawler). If your file is silent on these, some engines treat that as "assume blocked" and skip your site entirely. This is the single most common reason a business is invisible to AI search, and it's the easiest to fix.

The fix

Add the following to your robots.txt file. If you don't already have one, create a plain text file with exactly this name.

User-agent: GPTBot
Allow: /

User-agent: PerplexityBot
Allow: /

User-agent: Anthropic-ai
Allow: /

User-agent: ClaudeBot
Allow: /

User-agent: Google-Extended
Allow: /

Sitemap: https://www.yourdomain.com/sitemap.xml

Where it goes

This file must live at the root of your domain — yourdomain.com/robots.txt, nowhere else.

  • WordPress with Yoast SEO: Yoast → Tools → File Editor → edit robots.txt directly, save.
  • WordPress with RankMath: RankMath → General Settings → Edit robots.txt.
  • Any other host: upload the file to your site's root directory via your hosting file manager or FTP.
Verify it worked: visit yourdomain.com/robots.txt in a browser. If you see the plain text above, it's live. This takes effect immediately — there's nothing to "wait" for.
2

Tell AI Exactly What Your Business Is

Schema markup (also called structured data, or JSON-LD) is a small block of code that states facts about your business in a format machines parse reliably — your name, address, phone number, business type, and service area — instead of making an AI engine guess by reading your homepage copy. Businesses without it are far more likely to be miscategorized or skipped entirely when an AI engine is deciding who to recommend.

Which schema type fits your business

Business typeSchema @type
Home services & trades (HVAC, plumbing, electrical, roofing)HVACBusiness *
Medical, dental & healthcare practicesMedicalClinic
Med spas, aesthetics, wellness & salonsHealthAndBeautyBusiness
Legal, financial & professional servicesLegalService **
Retail, showrooms & boutiquesStore
General local businessLocalBusiness

* Use the closest match to your trade — Plumber, Electrician, RoofingContractor, and HVACBusiness are all valid Schema.org types.   ** Use FinancialService or AccountingService if that fits better than legal.

Template (edit the bracketed parts)

<script type="application/ld+json">
{
  "@context": "https://schema.org",
  "@type": "[Your type from the table above]",
  "name": "[Your Business Name]",
  "url": "https://www.yourdomain.com",
  "telephone": "[Your Phone Number]",
  "areaServed": "[Your City, State]",
  "address": {
    "@type": "PostalAddress",
    "addressLocality": "[Your City]",
    "addressRegion": "[State]"
  },
  "geo": {
    "@type": "GeoCoordinates",
    "latitude": "[Your Latitude]",
    "longitude": "[Your Longitude]"
  },
  "openingHoursSpecification": {
    "@type": "OpeningHoursSpecification",
    "dayOfWeek": ["Monday","Tuesday","Wednesday","Thursday","Friday"],
    "opens": "08:00",
    "closes": "18:00"
  }
}
</script>

Where it goes

Paste it just before the closing </head> tag of your homepage. On WordPress, Yoast and RankMath both have a "Schema" tab per-page where you can paste custom JSON-LD without touching theme files — or use a plugin like Insert Headers and Footers.

Verify it worked: paste your homepage URL into Google's Rich Results Test at search.google.com/test/rich-results. It should detect your business type with no errors.
3

Write Answers, Not Ads

AI engines quote content that directly answers a question in the first sentence. Most business websites lead with a slogan instead of an answer, which gives the AI nothing clean to extract and cite. The fix is a formatting habit, not a rewrite of your whole site: for every page, put the direct answer first, in one sentence, then the marketing language after.

Instead of thisWrite this
"Welcome to Summit Peak HVAC — your trusted comfort partner since 1998!""Summit Peak HVAC provides same-day emergency heating and cooling repair throughout Austin, TX, with dispatch fees starting at $89."

Questions worth answering directly, per page

  • What does this cost? (give an actual range, not "contact for pricing")
  • What areas or cities do you serve?
  • What are your hours, and do you offer emergency/same-day service?
  • What exactly is included?
  • How fast can someone get an appointment or service?

FAQ template

<section itemscope itemtype="https://schema.org/FAQPage">
  <div itemprop="mainEntity" itemscope itemtype="https://schema.org/Question">
    <h3 itemprop="name">[The exact question a customer would type]</h3>
    <div itemprop="acceptedAnswer" itemscope itemtype="https://schema.org/Answer">
      <p itemprop="text">[A direct, specific answer — 40 to 60 words, no fluff]</p>
    </div>
  </div>
</section>

Repeat this block for each question. Place it on the page most relevant to that question — pricing questions on your services page, hours questions on your contact page.

4

Make Your Business Details Match Everywhere

AI engines cross-check your name, address, and phone number (NAP) against outside sources — Google Business Profile, directories, review sites — before deciding how confident they are in recommending you. Even small mismatches (a missing suite number, an old phone number, "St." vs "Street") lower that confidence.

Check these first

  • Google Business Profile — the most heavily weighted source; confirm it's claimed and current
  • Bing Places for Business
  • Apple Business Connect
  • Yelp
  • Your Facebook Business Page
  • One relevant industry directory — Healthgrades/Zocdoc (medical), Avvo/FindLaw (legal), Houzz (home services/trades), or your sector's standard listing site

How to check

Search "[Your Business Name]" "[Your City]" and open every result. Compare the name, full address, and phone number character-by-character against your website. Fix any that don't match exactly — abbreviations count as mismatches.

5

Test Whether It's Working

You don't need software for this. Once a week, open ChatGPT, Perplexity, and Gemini and ask the exact question a customer would ask.

"best [your service] in [your city]"
"[your service] near [your city]"
"who should I call for [problem you solve] in [your city]"

Log whether you're mentioned. If you're not appearing after four weeks of the fixes above, the most common cause is Step 1 (crawler access still blocked somewhere — check for a caching plugin or CDN overriding your robots.txt) or Step 2 (schema not validating — recheck the Rich Results Test).

WeekEngineQuery usedMentioned?
1   
2   
3   
4   

Quick-Reference Checklist

Everything above, in one list you can work through in order.

Step 1 — Crawler access

  • robots.txt updated with GPTBot, PerplexityBot, Anthropic-ai, ClaudeBot, Google-Extended
  • Confirmed live at yourdomain.com/robots.txt

Step 2 — Schema markup

  • Correct schema @type selected for your business
  • JSON-LD added to homepage, name/address/phone/hours filled in
  • Passed Google Rich Results Test with no errors

Step 3 — Definition-first content

  • Homepage opens with a direct answer, not a slogan
  • FAQ section added answering pricing, area, hours, and speed questions

Step 4 — Listing consistency

  • Google Business Profile, Bing Places, Apple Business Connect, Yelp, Facebook all checked
  • One relevant industry directory checked
  • Any mismatches corrected

Step 5 — Testing

  • Weekly AI-mention test scheduled for the next 4 weeks

Robust Digital Solutions

If You'd Rather This Be Handled For You

This playbook covers everything needed to do the work yourself. If your time is better spent running the business, or you'd rather it be done correctly the first time, here are the two ways we take it off your plate.

Complete Local Citation & Entity Authority Build

$997 one-time

We do Steps 2 and 4 for you — manual citation audit and cleanup, directory submissions, and schema implementation — done once, correctly.

Book the Citation Build — $997
Recommended

Continuous GEO, AEO & Local Search Growth Retainer

$700 / month

All five steps, plus ongoing monitoring, monthly content and schema updates, and reporting — so this never goes stale as AI models change.

Start Monthly Growth — $700/mo

Not sure which fits? Schedule a free strategy call — no obligation.