Start with a research question
Define the decision the research should support before collecting data. Common questions include:- Does the brand appear when buyers discover or compare products in its category?
- Which competitors receive more mentions or stronger recommendations?
- How accurately do AI platforms describe the brand and its capabilities?
- Do answers cite the brand’s website, third-party sources, or no visible source?
- Which topics combine meaningful demand, commercial value, and a large visibility gap?
Build a prompt universe
A prompt universe is the controlled set of questions used in the study. It should represent how real users express needs, not simply turn a keyword list into questions. Design prompts across several dimensions:
The Octoparse AI Visibility Prompt Generator uses a brand website, competitors, target market, and prompt language to generate 30 tailored prompts. It balances the set across four stages:
- Discovery — questions people ask before they know which brands to consider.
- Use case — problem- and scenario-based questions about completing a task.
- Comparison — alternatives, brand comparisons, and competitive shortlists.
- Evaluation — questions about fit, reputation, and recommendations.
Control the sample size
Start with a broad scan, then deepen the areas that matter most.- Baseline scan: cover the main categories, use cases, competitors, journey stages, markets, and platforms.
- Focused study: add more prompts and local-language variations for topics with high value, strong competitor visibility, or a clear brand gap.
Run a controlled cross-platform test
Run the same prompt set across the AI platforms relevant to the target audience. A study might include ChatGPT, Gemini, Claude, Perplexity, Google AI Overviews, or Google AI Mode, depending on market availability and research access. For every run, preserve:- the exact prompt;
- the full answer, not just whether the brand appeared;
- visible citations, source titles, URLs, and domains;
- platform, model or product surface, market, and language;
- run timestamp and relevant account or personalization conditions;
- the target brand and competitors being evaluated.
Create a structured analysis table
Use one row per prompt and platform run. A practical schema is:
Automated classification can accelerate the analysis, but ambiguous mentions, sentiment, ranking, and brand-name collisions need human review. Keep the original answer so every derived label can be audited.
Measure the visibility funnel
GEO performance can be evaluated as a sequence rather than a single score:
Use metric definitions consistently. For example, define whether “mention rate” counts one mention per answer or every occurrence, and whether “share of voice” is based on prompts, mentions, or ranked positions. Publish the denominator with the result.
Diagnose visibility gaps
Review the results by topic, intent, journey stage, platform, market, and competitor. Prioritize gaps in this order:- A commercially important topic where the brand is consistently absent.
- A topic where the brand appears but is described inaccurately or with outdated information.
- A topic where the brand appears but the answer does not cite the official site or another reliable source.
- A topic with unstable results that needs a larger sample before action.
Turn findings into action
Match the user question and evidence gap to the appropriate response:
Content should answer the question early, use descriptive headings, state applicable conditions and limits, and make important claims easy to verify. Third-party authority may also matter: technical communities, videos, GitHub examples, industry publications, review sites, and local-language sources can influence the evidence available to answer engines.
Repeat the study over time
A GEO study is a measurement cycle, not a one-time audit:- Freeze a baseline prompt set and research conditions.
- Run the prompts and retain the raw evidence.
- Prioritize and implement actions.
- Rerun the unchanged baseline to measure movement.
- Maintain a separate exploratory set for new topics and user language.
GEO platform vs controlled research workflow
There are two common ways to operationalize the method: use an off-the-shelf GEO platform or build a controlled collection workflow with a tool such as Octoparse. Neither approach is universally better. The right choice depends on whether the priority is speed and standardized reporting or control and research transparency.
The main advantage of a controlled workflow is not simply “more data.” It is a clearer chain of evidence:
Collecting GEO research data with Octoparse
For a small study, prompts and answers can be recorded manually. As the number of prompts, platforms, markets, and repetitions grows, consistent collection becomes the main operational challenge. Octoparse provides a free prompt generator for building the initial question set and ready-made visibility templates for supported surfaces. For example, the ChatGPT Visibility Tracker accepts prompts, a target brand, and competitors, then returns structured fields for complete responses, brand mentions and positions, competitors, and citations. Running the same inputs again can support change tracking. Template availability, fields, access, and the behavior of third-party AI surfaces can change. Review the template page before use, retain timestamps and raw responses, and manually validate important conclusions. Octoparse supports the collection and structuring stage of the research; business prioritization, causal interpretation, and GEO strategy still require analyst judgment.Research limitations
- AI answers are probabilistic and may vary even when the prompt is unchanged.
- Results may depend on model version, product surface, geography, language, account state, and personalization.
- Visible citations do not necessarily expose every source used to produce an answer.
- Mention position is not always equivalent to preference or recommendation.
- Sentiment and description accuracy require context-aware review.
- Platform terms, access rules, and applicable laws still govern collection and reuse.
Related resources
- GEO and AI visibility monitoring with Octoparse — turn the research method into a controlled collection workflow
- Data collection for market and competitive research — design recurring research around comparable web data
- Data collection for AI and LLMs — prepare traceable, structured web data for AI workflows
- Octoparse templates — browse ready-made collection workflows
- Is web scraping legal? — understand collection scope and responsibility