The B2B SEO and GEO library.
The guides, checklists, templates and data we use with our own B2B and SaaS clients. Pick one, download it and use it this week.











Guides
Step-by-step playbooks with the frameworks, examples and data we use with clients.

How to Get Recommended by ChatGPT and AI Overviews
A seven step guide for B2B and SaaS teams to get named by ChatGPT, Perplexity, Gemini and Google AI Overviews, with a 30-day plan.
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B2B SaaS SEO Agency Comparison Guide
Compare five types of SEO partners for B2B SaaS, with sourced price ranges, 12 criteria, 20 sales call questions and a fill-in scorecard.
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90-Day B2B SEO Roadmap
A week-by-week 90-day SEO plan for B2B teams: tracking, technical fixes, BOFU pages, outreach, GEO and the KPIs to report each month.
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The B2B SaaS Keyword Research Guide
A 7-step B2B SaaS keyword research guide: mine customer language, fill in BOFU templates, score keywords and build a keyword map and content plan.
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The B2B SaaS Metrics Guide
20 B2B SaaS revenue metrics for marketing teams, with formulas, worked examples, public benchmarks and a monthly report template.
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The B2B LinkedIn Thought Leadership Playbook
A free playbook for B2B founders and executives: content pillars, post templates, a weekly workflow, metrics and a 30-day LinkedIn starter plan.
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Print them, tick them off and hand them to your team.
GEO Checklist for B2B SaaS
56 GEO checks for B2B SaaS teams to get named and cited in ChatGPT, Perplexity, Gemini and Google AI answers, with a priority table.
E-E-A-T Checklist for B2B Websites
54 E-E-A-T checks for B2B and SaaS sites, built on Google's rater guidelines, with a scoring table and a 30-day fix plan.
The B2B SEO Audit Checklist
73 SEO audit checks for B2B websites, each with a test, plus a findings table and a scoring method to decide which fixes come first.
Templates
Excel workbooks with formulas and examples, plus a short guide.

SEO Agency Evaluation Scorecard
Score up to three SEO agencies side by side on 39 weighted criteria, from pipeline focus to AI search. Free Excel scorecard and PDF guide.
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Content Brief and Content Calendar Template
Free Excel content brief and content calendar template for B2B teams, with a filled example brief and a guide to planning a quarter.
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