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Checklist: How to Appear in Recommendations from ChatGPT, Perplexity, and Gemini

What are we talking about?

Hand holding a cell phone with AI apps such as ChatGPT, Gemini, and Claude; real photo

Understanding the concept of GEO (Generative Engine Optimization) is an important first step, but what truly changes a company’s ranking in AI-powered search results is practical action, sustained over time. This checklist breaks down the main pillars of this discipline into concrete steps, tailored to the reality of a Brazilian B2B software company.

1. Authority in traditional search

  • The website loads quickly and works well on mobile devices.
  • The main pages have clear titles and descriptions, without excessive technical jargon.
  • There is relevant and up-to-date content on the business's core topics, not just static corporate pages.

2. Listings in relevant directories and listings

  • The company is registered on review platforms relevant to the industry, with a complete and up-to-date profile.
  • The company appears in at least a few “best X tools” articles within its own niche.
  • Partnerships, industry associations, and relevant certifications are prominently listed on the website.

3. Structured data and easily extractable content

  • The main pages use clear headings and subheadings that answer the question right away, before any lengthy explanation.
  • There is a frequently asked questions section on the site's most important pages.
  • The website uses technical markup (structured data) that helps automated systems understand what each page is about.

4. Genuine, authoritative content—not just institutional content

5. Reputation and Reviews

  • There is a simple, recurring process for asking satisfied customers for reviews.
  • The company publicly monitors and responds to reviews, both positive and negative.
  • Relevant industry awards, recognitions, and certifications are documented and displayed.

6. Message consistency across all channels

  • The description of what the company does is the same—or very similar—on its website, on LinkedIn, in industry directories, and in any other public source.
  • There are no conflicting versions of the position.
  • Basic information such as the company name, product category, and key differentiators is consistent across all public appearances of the company.

Where to start, in practice

For those starting from scratch, here is the suggested order of priority:

  1. Ensure that the website has a solid technical foundation.
  2. Review and complete profiles on review platforms and industry-specific directories.
  3. Make educational content that is currently unnecessarily restricted accessible.
  4. Only then should you invest in more advanced strategies, such as technical markup of structured data and active campaigns to solicit reviews.

This process doesn't usually yield visible results within a few weeks. It's more like building traditional organic authority.

Frequently Asked Questions

Where do I start if my company doesn't have any of that right now?

Start with the cheapest and quickest item to address: review the consistency of the company's description across all public channels.

Does this require hiring a specialist, or can I get started on my own?

The first steps can be taken in-house. More technical steps, such as marking up structured data, usually require support from the team responsible for website development.

How long does it take to see results?

There is no guaranteed timeframe, but the first signs of change appear after a few months of consistent work.


This checklist is a practical follow-up to the article on what GEO is and why it already matters to B2B software companies.

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