The B2B AI Search Playbook: Get Found & Cited by AI

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Your buyers now ask an AI who to hire before they ever reach your website, and it names five firms. This is the playbook for getting into that sentence. Written for B2B services firms, it covers the SEO, AEO and GEO work that actually earns citations: the technical floor, the content model engines extract from, and the off-site evidence (reviews, quantified case studies, founder authority, earned media) that decides who gets named. Every statistic carries its primary source and date, including an appendix of the widely repeated stats we refused to use. Ten chapters, a 90-day plan, and a toolkit of frameworks and checklists you can act on this quarter.

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The B2B SEO, AEO & GEO Playbook for Agencies, MSPs & Consultancies

Somewhere today a prospective client asked an AI to name the best firms in your field. It named five. You weren’t one of them, and you’ll never know it happened, no lost form, no bounced visit, no line in your analytics.

This is a book about getting into that sentence.

The one idea everything rests on

For a B2B services firm, visibility in AI search is won off-site and earned, not on-site and optimized. The engines that now answer your buyers’ questions mostly decide who to name based on what other sources say about you, reviews on G2 and Clutch, mentions in industry media, a founder quoted in the places the model already trusts. The single most controllable thing you own, your own website, turns out to be one of the weaker levers.

What’s inside

Introduction: The List You Never See
Chapter 1: The Shift Is Real (and Measurable)
Chapter 2: Name the Game: SEO vs AEO vs GEO
Chapter 3: How AI Engines Choose Who to Cite
Chapter 4: Foundations: Don’t Get Left Out of the Index
Chapter 5: Content That Gets Cited
Chapter 6: The B2B-Services Playbook
Chapter 7: Measuring the Invisible
Chapter 8: Proof, What ROI Is Real, and What’s Marketing
Chapter 9: What’s Coming (Agentic Search)
Chapter 10: Your 90-Day Plan
Toolkit: every framework, checklist and source in one place

The frameworks you can act on

The Citation Visibility Ladder: Six rungs from crawlable to chosen. Most services firms stall on rung two while the climb happens at rung four.
The EARNED content model: Entity-named, Answer-first, Referenced, Novel, Extractable, Dated. How to build a page the engines will actually cite.
The Off-Site Scoreboard: Reviews, case studies, founder authority and earned media, each with a baseline target. This replaces your rankings report.
The Invisible Test: A ten-prompt, fifteen-minute monthly measurement that turns “are we even in there” into a tracked citation rate.
The 3×3×3 Plan: Three phases, three fronts, three metric types, across 90 days.

Why this one is different

Most AI-search guides recycle the same eight studies, half of them mis-cited, wrapped around a pitch for whatever tool the author is selling. We made two promises instead.

First: every statistic carries its primary source and its date. When a popular stat is wrong, we say so plainly, there is an entire appendix of the widely repeated figures we deliberately refused to use, and why.

Second: we show our own data, including the parts that didn’t work. You’ll see anonymized numbers from Zaphyre client accounts, the wins, but also the month we misread our own report, the traffic that turned out to be our dev team, and the tactic we shipped early that the evidence later told us doesn’t matter.

Who it’s for

Written for the person running a B2B services firm (an agency, a managed IT provider, a consultancy) who sells expertise on a retainer, not seats on a subscription. In-house B2B marketers will recognise most of it too, and we flag where the playbook shifts for them.

Format

50-page PDF, 2026 edition. Instant download by email after checkout.