Zaphyre | Execution Service Partner – ESP

B2B SEO / AEO / GEO Playbook

Your Buyers Asked AI Who To Buy From.
It Named Five Companies.
Yours Wasn't One.

We help B2B brands get found, cited and recommended by ChatGPT, Google AI and other AI search engines, so you’re in the conversation when it matters.

Written by the team that runs AI search visibility programs for B2B firms.
The corroboration reality

Behind every firm AI recommends is a trail of evidence it can verify.

When that evidence is thin, you do not lose visibility. You stop appearing in the moments your next buyer needs context most. This is the exact system the playbook builds: a visibility engine that produces proof.

Presence

Be where your buyer needs context before they even reach your website.

Corroboration

Get cited across the web, media, and discussions the engines already trust.

Proof

Validation markers your team can point to, filtered by buyer expectations.

Cover of The B2B AI Search Playbook by Zaphyre
Our difference

You don't have a ranking problem. You have a corroboration problem.

This Playbook Was Built From Live Client Accounts,
Not a Blog Roundup.

Everything in this playbook comes from real client campaigns, not theory, opinions, or recycled advice. We analyzed what actually worked to get B2B brands cited, recommended, and surfaced in AI search across industries.

You’ll find the exact patterns, strategies, and tactics we’ve seen consistently drive results, along with the reasoning behind them. These insights are based on live accounts, real constraints, and real outcomes, not hypothetical scenarios.

This isn’t just a list of ideas. It’s a practical system you can apply, built from the same processes we use with our clients to earn visibility in ChatGPT, Google AI Overviews, and other AI search engines.

Table of contents

What you'll read, chapter by chapter

01

Introduction: The List You Never See

02

Chapter 1: The Shift Is Real (and Measurable)

03

Chapter 2: Name the Game (SEO vs AEO vs GEO)

04

Chapter 3: How AI Engines Choose Who to Cite

05

Chapter 4: Foundations (Don't Get Left Out of the Index)

06

Chapter 5: Content That Gets Cited

07

Chapter 6: The B2B-Services Playbook

08

Chapter 7: Measuring the Invisible

09

Chapter 8: Proof (What ROI Is Real, and What's Marketing)

10

Chapter 9: What's Coming (Agentic Search)

11

Chapter 10: Your 90-Day Plan

12

Toolkit

See the pages before you buy

Eight real pages from the 50-page PDF. Click a page to read it up close.

  • ContentsPage 4

  • Introduction: The List You Never SeePage 5

  • Chapter 1: The Shift Is RealPage 8

  • Chapter 6: The Off-Site ScoreboardPage 29

  • Chapter 10: Your 90-Day PlanPage 41

  • Appendix A: The FrameworksPage 45

  • Appendix B: The ChecklistsPage 47

  • Appendix C: Sources and Stat-Hygiene NotesPage 48

02/ 08
100%

Click the page or scroll to zoom in, then drag to move around.
The shift is real

The way people find businesses has already changed.

If you’re not optimized for AI recommendations, you’re invisible to a fast-growing share of your future customers.

0 %+

of professionals now use AI tools like ChatGPT during their research before choosing a product or service.

0 x

growth in AI-generated search overviews replacing traditional blue link results in the last two years.

0 %

of searches now end without a single click. The AI answer becomes the only impression you get.

The real cost

What “not being recommended” is actually costing you

Every day you’re absent from AI answers, a competitor is getting named instead, and taking the deal with them.

When a buyer asks AI for a recommendation

Ă— Not optimized

“Here are 3 well-known providers you could consider...”

Your brand never appears. The buyer books a call with a competitor before you even know they were looking.

âś“ AI optimized

“You should check out [Your Business]. They're highly rated for exactly that...”

You’re named directly, with trust already built in. The buyer reaches out to you first.

Where Buyer Research Happens Now

Share of B2B research starting points

AI Chat Tools 52%
Traditional Search 34%
Word of Mouth 14%

What This Shift Means

Buyers start comparing vendors before they visit your website.

AI visibility influences shortlist inclusion earlier in the journey.

If you are not cited, you are absent from the decision set.

What you'll walk away with

Inside this playbook, you're not getting more AI search theory.

You’re getting a practical system built from real client campaigns. Everything here is proven, repeatable, and designed to help B2B brands get cited, recommended, and chosen in AI search engines like ChatGPT, Google AI, and Perplexity.

01

How buyer research really works now

See how people ask, evaluate, and choose B2B providers using AI.

02

What it takes to be cited in AI

The exact content, structure, and signals AI engines look for when recommending a brand.

03

Step-by-step implementation system

A practical framework you can follow, built from real campaigns across multiple industries.

04

Real client results (and what's next)

Actual case studies, measurable outcomes, and how to stay ahead as AI search evolves.

Let's unfold a few of the frameworks we've built into the playbook.

Across client accounts, we kept seeing the same pattern: different brands, same outcome. So we distilled what’s working into repeatable frameworks for how brands become visible, cited, and recommended inside AI search.

The Citation Visibility Ladder

Six rungs from crawlable to chosen. Most services firms stall at rung 2, while the climb happens at rung 4. From Chapter 2.

The EARNED Content Model

How to build a page the engines will cite: Entity-named, Answer-first, Referenced, Novel, Extractable, Dated. From Chapter 5.

The Off-Site Scoreboard

The services firm’s real dashboard: reviews, case studies, founder authority and earned media, each with a baseline target. From Chapter 6.

The Invisible Test

Your no-budget citation measurement: 10 real buyer prompts across ChatGPT, Perplexity and Google AI Overviews, logged monthly. From Chapter 7.

The 3x3x3 Plan

Three phases, three fronts, three metric types: foundation, then earn and build, then measure and scale. From Chapter 10.

Not Ready to Buy the Playbook Yet?

If you’re not ready to purchase, you can still see what AI says about your business and your category. Run a quick diagnostic to find out where you show up, where your competitors get mentioned instead, and which parts of the landscape you’re missing.

See what AI says about your business.

Get a 10-minute diagnostic and see how the top AI platforms describe you and your category.

Without corroboration, this is just publishing. With it, you become the name AI gives your buyer.

  • 50-page PDF
  • Instant delivery by email
  • $9.99 one-time
FAQ

Still wondering if this will work for you?

How do I receive access after purchase?

Once your checkout is successfully completed, you’ll receive instant access via email.

The playbook covers the shift in B2B discovery, SEO vs AEO vs GEO, LLM foundations, visibility and proof, how AI engines choose citations, content that gets cited, AI channel measurement, agentic search, and the toolkit of frameworks and checklists.

It is framed around B2B brand visibility, buyer research, content, proof, distribution, measurement, and implementation, not traditional SEO alone.

No. The material is presented as being built from live client accounts across more than 20 industries.

Built by a team ranked by
Clutch, The Manifest, DesignRush and more

Clutch award badge
Top Lead Generation Company, Washington DC
Ninja Promo award badge
Top 3 B2B Email Marketing Agency
The Manifest award badge
Top 20 Consulting Firms
Inbeat award badge
Top 29 B2B Email Marketing Agency
DesignRush award badge
Top Lead Generation Company
Inven.ai award badge
Top 10 North Carolina BPO Company
Scroll to Top