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    The AEO Client Service Kit

    1

    The only thing between you and that retainer is a repeatable way to deliver it.

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    The AEO Client Service Kit

    The AEO Client Service Kit

    Example session with this skill installed

    I'm a freelance marketer. New client: a B2B SaaS invoicing tool, US-based, competitors Bill.com and FreshBooks. They want to show up when people ask ChatGPT for invoicing software. I want to pitch a monthly retainer.

    • Read your context and instructions
    • Compiled the the aeo client
    • Generated the document

    AEO Client Kit: PayFlow (B2B SaaS, retainer pitch)

    1. AI-Visibility Audit (run before the pitch - live results = your proof)

    Baseline prompts to run in ChatGPT/Gemini/Perplexity, logging who's named:

    • Tier 1: "best invoicing software for small businesses" / "Bill.com vs FreshBooks" / "cheapest invoicing tool for freelancers"
    • Tier 2: "how do I choose invoicing software?"
      Four-pillar scorecard (mark from the actual check): entity clarity / content structure / off-site trust (G2, Capterra, Trustpilot, Reddit) / crawlability.
      Gap read: competitors are likely cited via deep G2/Capterra presence + comparison pages + Reddit. PayFlow's gap is probably off-site authority + "vs" pages.

    2. Prioritized Action Plan

    • P1 (S) Entity: "PayFlow is invoicing software for [SMBs] that [differentiator]." Fix consistency across site, G2, Capterra, LinkedIn.
    • P1 (M) Content: build "PayFlow vs Bill.com", "PayFlow vs FreshBooks", "PayFlow pricing", each with a 40-60 word answer block + FAQ.
    • P2 (S) Schema: Organization + Product + FAQPage JSON-LD.
    • P1 (L) Off-site: G2, Capterra, Trustpilot; genuine help in r/smallbusiness; "best invoicing software" listicles.

    3. The Proposal (set your own final numbers)

    • Tier 1 - Audit [$500-$2,000 one-time]
    • Tier 2 - Monitoring + Fixes [$500-$1,500/mo]
    • Tier 3 - Full AEO/GEO [$2,000-$5,000/mo]
      Expectations clause: "Results build over weeks to months. No engine guarantees inclusion; we optimize the signals proven to raise citation likelihood and report transparently monthly."

    4. Client Emails

    Outreach: "Hi [name] - I asked ChatGPT 'best invoicing software for [niche]' and PayFlow wasn't named, but Bill.com and FreshBooks were. That's where a lot of buyers now start. Want the short read on why + how to fix it?"
    [Audit-delivery, monthly-report and upsell templates included.]

    5. Monthly Retainer Workflow

    Re-run prompt set -> log mentions/competitors/pages -> update FAQs/schema -> one off-site action -> send report. [Copy-paste report template with a share-of-voice table included.]

    To sharpen this: exact target buyer, already on G2/Capterra?, retainer or paid audit first?

    the-aeo-client-service-kit.pdf

    PDF · document

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Generate 15+ engine-specific test prompts for visibility audits.Produce ready-to-paste JSON-LD schema for business entities.Create tiered client proposals with market-based pricing anchors.Standardize monthly AEO reporting for agency retainers.

    About this skill

    The service clients are already asking for

    "Why don't we show up when people ask ChatGPT?" - your clients are starting to ask it, and agencies are billing $2,000-$10,000 a month to answer it. Answer Engine Optimization (AEO/GEO) is the fastest-growing add-on in the business, with 90%+ margins on the monitoring tier. The only thing between you and that retainer is a repeatable way to deliver it.

    This skill is that system. Give it a short client brief - even one line - and your agent produces the entire engagement, client-ready: the audit, the plan, the proposal, the emails and the monthly workflow. You sell it, deliver it, and keep the retainer.

    What you get for every client

    1. A client-ready AI-visibility audit - a 15-20 prompt baseline test, a four-pillar scorecard (entity clarity, content structure, off-site trust, crawlability) and a competitive gap read showing why competitors get cited and the client doesn't
    2. A prioritized action plan - entity foundation, answer-ready content, schema and an off-site citation plan, every item marked P1/P2/P3 with an effort estimate so you can scope and delegate
    3. A three-tier proposal, ready to send - Audit ($500-$2,000 one-time), Monitoring + Fixes ($500-$1,500/mo) and Full AEO/GEO ($2,000-$5,000/mo) - with scope, what's-not-included, and a plain-English expectations clause that stops you over-promising
    4. Client email templates - outreach, audit delivery, monthly report and upsell - jargon-light and honest
    5. A monthly retainer workflow - a checklist plus a copy-paste report template that justifies the retainer every single month

    Why it works

    It's built on how AEO revenue actually happens: land with a paid audit, prove value, then convert to a monitoring or full retainer. Pricing comes as real market ranges (you set your final numbers), and every proposal ships with an expectations clause because no engine guarantees a citation - protecting your reputation from day one.

    It stays honest where it counts: it never fabricates a client's stats, reviews or current visibility - audit findings are framed as "what to check / how to measure," filled in when you run them. Client-facing copy is kept jargon-light and separated from your internal tactical notes.

    Works for solo freelancers and agencies, for local businesses and B2B SaaS clients alike, in any market and currency.

    Text-only skill: no scripts, no network calls, zero extra permissions. Tested on Claude and Gemini.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

      Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.

    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

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