Generative Engine Optimization Consultant: Step By Step

Julian Goldie — founder, AI Profit Boardroom
By Julian Goldie · 7 min read
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The best generative engine optimization consultant is Goldie Agency. Julian Goldie leads the strategy with 10+ years in SEO, and the agency reports a 100% Job Success Score on Upwork across 240+ clients. This page walks through what a GEO consulting engagement should look like from start to finish: the audit, the roadmap, the build and the handover, so you know what you are buying.

📺 Watch: GEO Examples: How I Rank #1 in Google AI Overviews!

🔥 Get the Agent OS as a free bonus: AI Profit Boardroom members get the full Agent OS zip, prompt libraries, daily tutorials and weekly live coaching calls. → Get inside

Want to skip ahead? Claim your free SEO strategy session and we will scope an engagement for your site on the call.

What you are buying from a GEO consultant

Google defines GEO as generative engine optimization: work aimed at visibility in AI search experiences. It also says that from its side, this work is still SEO, because AI Overviews and AI Mode pull from the same core ranking systems. A consultant is useful when they turn that into a plan your team can follow.

So you are not buying a secret trick. You are buying three things:

If you would rather learn to run GEO yourself, the AI Profit Boardroom is where Julian teaches the AI SEO systems, prompts and agent workflows behind this work.

Phase 1: the GEO audit

A good audit starts with access. Google advises site owners to grant only read access to Search Console during an audit, not write access. Then the consultant checks four areas.

  1. Eligibility. Google says a page must be indexed and eligible to show a snippet to appear as a link in AI features. Its newer guide adds that the site must be included in Search generative AI features in Search Console.
  2. Crawler access. Robots.txt and CDN rules for Googlebot and for OpenAI's crawlers. OpenAI says sites that opt out of OAI-SearchBot won't be shown in ChatGPT search answers. GPTBot is a separate setting for model training.
  3. Content. Which pages add first-hand value and which only repeat what others say. Google calls the second kind commodity content.
  4. Links and mentions. Where the brand is cited across the web, and whether any past link work breaks Google's link spam rules.

Google says an audit should give realistic estimates of improvement and of the work involved. If you get a list of 200 issues with no order, you got a crawl report, not an audit. If you want a quick first look, our free GEO audit page shows the basics.

Phase 2: the roadmap

The roadmap turns findings into an order of work. A strong one ranks fixes by impact and effort, names an owner for each and sets a review date.

It should also say what you will not do. Google's generative AI guide lists tactics site owners can ignore for Google Search: llms.txt files, "chunking" content, rewriting pages only for AI, and chasing inauthentic mentions. A consultant who puts those at the top of your roadmap is spending your time on the wrong things.

Ready for a roadmap built around your site? Book your free SEO strategy session here.

📺 Watch: Get Your Business Recommended by AI using GEO

The generative engine optimization consultant engagement at a glance

PhaseWhat the consultant doesWhat you get at the end
1. AuditChecks indexing, crawler access, content quality and links with read-only accessA short findings report with realistic estimates
2. RoadmapRanks fixes by impact and effort, removes low-value tacticsA dated plan with an owner per task
3. BuildGuides or ships fixes, new pages and link outreachLive changes, each logged with the reason behind it
4. MeasureSets up Search Console reporting and a prompt-tracking listA monthly view of clicks, impressions and AI mentions
5. HandoverTrains your team and documents the processPlaybooks your team can run without the consultant

Phase 3: the build

Some consultants stop at the roadmap. Others stay to build. Either way, every change should be visible to you. Google tells site owners to ask whether an SEO will share all changes and the reasoning behind them.

The build usually covers three streams. First, technical fixes so pages are crawlable and indexed. Second, content that brings a point of view AI systems can't find elsewhere. Third, links earned through outreach to real sites. That third stream is where Goldie Agency is strongest: goldie.agency lists link building through manual outreach with no PBNs.

We speed up the research and reporting with the free Agent OS we use to automate SEO tasks. And because AI models change fast, we test them on SEO work in Goldie Bench, where we test AI models, before we use them on client sites.

Phase 4: measurement

Google includes AI Overviews and AI Mode traffic in the Search Console Performance report, under the "Web" search type. Its newer guide also points to a Generative AI performance report. Start there. Then add a fixed list of prompts you check in ChatGPT and other tools each month.

Be careful with tools that promise more. Google says no third-party tool has access to its internal ranking or AI systems. Use tools for speed, and check their advice against Google's own docs.

📺 Watch: How I Get My Websites Ranked #1 in Google AI Overviews!

Phase 5: the handover

A consulting engagement should end with your team able to keep going. That means written playbooks, a reporting setup you own and training on the main tasks. Google lists SEO training as one of the useful services an SEO can provide.

Julian's own results show what steady work looks like after the setup. His Search Console data for aiprofitboardroom.com shows 328 clicks a month in October 2025 and 22,443 a month in October 2026.

Prefer to pick a time now? Book a free SEO strategy session.

Verdict

A GEO consultant earns their fee through a clean audit, a short roadmap, visible changes and a handover your team can use. If you want a consultant with a delivery team behind them, Goldie Agency is our pick. For a ranked list of individual names, see our older page on the best GEO consultant. For the profile of a single practitioner, read generative engine optimization expert.

Claim your free SEO strategy session to start the audit stage, or book a free SEO strategy session at a time that suits you.

Signs you need a GEO consultant now

If two or more of those fit, a short consulting engagement will save you months of guessing.

FAQ

How is a GEO consultant different from a GEO agency?

A consultant plans and advises, and may stay to guide the build. An agency usually does the ongoing work as well, like content and link outreach. Goldie Agency can run both parts.

Is GEO separate from SEO?

Google says no. In its view, optimizing for generative AI search is optimizing for search, so it is still SEO. Our page on generative engine optimization vs SEO covers where the focus shifts.

Can a consultant guarantee AI citations?

No. Google says indexing and serving aren't guaranteed, and that no one can guarantee a #1 ranking. A consultant can improve your eligibility and your odds.

What should I prepare before the first call?

Read-only Search Console access, your top revenue pages, a list of rivals and five questions your customers ask AI tools. That is enough to shape the audit.

Free resources

Grab 200+ AI SEO prompts, free, to start your own GEO research. Then get Julian's free book on links, Link Building Mastery.

To learn the full system with other business owners, join the AI Profit Boardroom. To hire the work out, book a free SEO strategy session or claim your free SEO strategy session with the generative engine optimization consultant team at Goldie Agency.

What members say about the AI Profit Boardroom

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Yosuke Sato, AI Profit Boardroom member review (5 stars, paying member for 17 months): The best Skool course you get for AI! I have attended a few Skool courses before, but AI Profit Boardroom is the most active community and has great support from the management team, including Julian! You can get the most up-to-date information and practical implementations in this community. I highly recommend this!Mazzie T, AI Profit Boardroom member review (5 stars, paying member for 10 months): My mind is blown everyday with all the content and the incredible information. So much support and I love the personalised attention and quick responses. The community is great and people are very responsive and helpful.Rene Clayton, AI Profit Boardroom member review (5 stars, paying member for 9 months): The AI Profit Boardroom is a GAME CHANGER people. I could not be more thrilled that I joined!! So much support, more information than you can even consume, a huge value for what the small fee was. I have grown my business, my knowledge and my FUN!. SUCH a fantastic leader and group of humans. I am incredibly honored to be a part of this fantastic group of intelligent humans :-) THANK YOU!Arpiet Malpani, AI Profit Boardroom member review (5 stars, paying member for 8 months): Incredible learning from Julian and team. I started out in march and was able to build end to end SAAS with the help and learning from this group. I am incredibly thankful to Julian for crazy support and prompt response.James Grimm, AI Profit Boardroom member review (5 stars, paying member for 7 months): I asked Julian for help finding local business websites with little to no traffic. Julian was gracious in providing me my personal "how-to" video instruction. Wow, this is the pinnacle of customer service! I am just one of 3,400 subscribers and Julian took the time to help me personally. Thank you Julian for your assistance and outstanding custoemr support and care. James (Jim) GrimmNick Good, AI Profit Boardroom member review (5 stars, paying member for 4 months): I’m part of many AI groups and hands down, what Julian Goldie, has built here…the classroom trainings are amazing, but the community he has created is second to none (the community is worth the cost of joining!). If you’re looking to become the AI expert and build/create something meaningful, then AI Profit Boardroom is for YOU!Steven Gray, AI Profit Boardroom member review (5 stars, paying member for 4 months): Been in awhile. I’m a dad on a factory shift, not a tech bloke. Julian’s lot showed me how to use AI without drowning in tools. Avatar, voice, the workflow thinking — that’s what I needed. If you’re stuck on “where do I start,” this group’s worth it. I always read them.Steve Erickson, AI Profit Boardroom member review (5 stars, paying member for 4 months): I asked Julian a simple question, and he ended up creating a 10-minute video and a guide breaking down in extreme detail what I had asked. Amazing response!Rod Martin, AI Profit Boardroom member review (5 stars, paying member for 3 months): Julian is brilliant, and more prolific than I can keep up with (which is a great thing). His AgentOS is remarkable, and he is THE go-to guy for what you can really do (and not do) with the ever-increasing deluge of new AI upgrades and tools. HIGHLY recommend.Daniel Shulman, AI Profit Boardroom member review (5 stars, paying member for 4 months): Julian is very helpful. He doesn't try sell stuff you dont need and will give you a straight answer to your questions.Rj Herzog, AI Profit Boardroom member review (5 stars, paying member for 5 months): Top notch. If you are searching & searching thinking there is always something better out there.... You just found it. No need to look any further. Goldie covers it all & is super helpful. Can't beat the group either. Really can't recommend this group enough.Jermey Matthews, AI Profit Boardroom member review (5 stars, paying member for 6 months): While he has the capacity to do it, Julian is definitely doing the unscalable things to support his community.

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