PTENES
AEO · GEO · AI Visibility

Your company mentioned by AI

The 5-phase method for making a company findable and recommendable by ChatGPT, Claude, Gemini, and Perplexity—with the complete zero-customer case study.

# The method's critical path

F0 Diagnóstico   → benchmark (baseline)
F1 Catálogo      → content (~50 fact sheets)
F2 Publicação    → exposure (AEO/GEO)
F3 Agente        → conversion (chat + leads)
F4 Loop          → evidence (measure the delta)

# No phase is completed "by eye":
# every gate is an executed command.
What it is

A replicable playbook, with evidence

Most companies simply don't exist for AI—and that's measurable before and after. AIV 2026 packages the method that reverses this, along with the complete execution, documented with the zero client (INEMA).

📕 5-phase playbook

Diagnosis → catalog → publication → agent → loop. Each phase has steps, verifiable exit criteria, a budget, and real pitfalls encountered along the way.

🧪 Documented real case

The zero-customer started with 0% visibility across 52 neutral prompt measurements. War-game plan, record of what was built, and decision report—all in the repo.

🤖 Sales agent on the site

A chat that guides visitors through the site, qualifies interest, and captures leads—with proven security gates (adversarial suite, rate limit, closed schema).

How it works

The method's 5 phases

Rules that apply to all of them: never invent client data (without confirmation → PENDING), measure before changing anything, test locally before publishing, and never put an agent in production without explicit approval.

F0 Diagnosis→ F1 Catalog→ F2 Publication→ F3 Agent→ F4 Loop
F0

Diagnosis (2 days)

~20 neutral questions in the niche, 3 runs on each AI. Records who is cited, with which sources, and with which errors. The baseline is the “before” for the case.

F1

Catalog (1–2 weeks)

~50 versioned Markdown+YAML fact sheets: company information, products, FAQ derived from F0, portfolio. Extraction with real sources, client review in batches of 10.

F2

Publication (1 week)

Static generator → pages with a direct answer in the 1st paragraph, JSON-LD, and a sitemap, served on the client's domain, with AI bots allowed and tested by user-agent.

F3

Agent (2–3 weeks)

Widget in shadow DOM + serverless function + LLM. Navigation and capture via tool use with a closed schema; catalog as the only source—the agent doesn’t make up prices or URLs.

F4

Loop (continuous)

Monthly AI Share of Voice measurement against the baseline + a weekly loop based on real conversations. Questions without a fact sheet become new fact sheets.

⚙

Embedded war game

The plan assumes barriers will arise: each phase states optimistic and pessimistic assumptions, failure modes with predesigned fixes, and a retry budget.

Prerequisites

What must be in place before you start

The method is inexpensive to run—the publishing infrastructure is static and free; the agent uses a low-cost LLM behind a serverless function.

🧑‍💻 From the person doing the work

Clone the repo and read the playbook from start to finish before doing anything.

# starting point
git clone https://github.com/inematds/aiv2026
cat aiv2026/playbook-aeo-geo.md

🏢 From the client

Access to the domain/site (for the proxy and robots.txt), 1–2 h/week of review during catalog creation, and a decision-maker available to approve the agent's transcripts.

🧱 From infrastructure

Static hosting (GitHub Pages works), a serverless Postgres (Supabase) for the agent, and an LLM key—via OpenRouter by default—that never touches the browser.

User guide · step by step

From zero to a customer cited by AI

The executable playbook summary—from zero to continuous operations. The details, failure modes, and complete criteria are in the repo documents (the README includes this same expanded step-by-step guide).

1

Start from scratch: generate your war-game plan

Clone the repo, read the playbook from start to finish, and use the original prompt with the [placeholders] replaced by the new client's project. Plan the safeguards before writing a line of code.

git clone https://github.com/inematds/aiv2026
cat aiv2026/playbook-aeo-geo.md              # the method
cat aiv2026/case-inema/prompt-war-game-portugues.md  # generate your plan with it
2

Measure the baseline (F0)

Gather ~20 neutral questions in the niche with the client, freeze the question set as v1, and run each prompt 3× on each AI. Without a baseline, no later result can be demonstrated.

# log in CSV: date, tool, prompt, execution,
# client mentioned?, competitors, cited sources, AI errors
resultado do cliente-zero: 0% de aparição em 52 medições
3

Write the catalog (F1)

Markdown+YAML entries in batches of 10, always with a real source. The FAQ comes from the F0 question set itself—questions with proven demand, not made up.

# required front matter for each record
slug, tipo, titulo, resumo, status, fonte, confianca, atualizado_em
# hard rule: without confirmation → confianca: PENDENTE
# the validator rejects publishing a PENDENTE record
4

Publish for AI (F2)

Generate static pages with a direct answer in the 1st paragraph, JSON-LD, and a canonical URL on the client's domain. Allow AI bots in robots.txt and verify with curl.

# the gate isn't an opinion; it's a command:
curl -A "OAI-SearchBot" https://dominio-do-cliente/conhecimento/  # 200
curl -A "ClaudeBot"     https://dominio-do-cliente/conhecimento/  # 200
# + validated JSON-LD + sitemap submitted to Google Search Console
#   and Bing Webmaster Tools (one-time setup; after that, they re-crawl)
5

Install the agent (F3)

Lightweight widget on the site, serverless function in between, catalog as the single source of truth. Navigation and lead capture are tools with a closed schema—the model can’t make up a URL. The brain calls the OpenRouter by default: an OpenAI-format endpoint for hundreds of models, switching models means changing a string, and the cost per conversation is ready in the dashboard.

# gates before go-live (none are optional)
suíte adversarial ≥20 ataques  # 0 leaks, 0 actions outside the schema
flood de requisições           # rate limit returns 429
lead de teste                  # confirmed with a database query
10 transcrições                # approved by the client
6

Start the loop and prove the delta (F4)

Install the 4 measurement signals (site, knowledge pages, agent, share of voice) and rerun the v1 question set every month. The delta against the baseline is the case's key number.

# share of voice stagnant after 3 months?
# the lever stops being content and becomes authority
# external: the sources AI cites instead of the client
re-medição mensal → delta vs baseline → relatório de 10 linhas
7

Keep the three surfaces up to date (ongoing operations)

Every content change goes to three destinations: the public site, the agent’s database, and search engines. Forgetting any one of them leaves a surface out of date—the agent answers from the database, not the files.

# edit the record in catalogo/ (without confirmation → PENDENTE), then:
node scripts/gerar-site.mjs               # 1. site: HTML+JSON-LD+sitemap → push
node scripts/sync-catalogo-supabase.mjs   # 2. agent database (catalogo_fichas)
# 3. search engines: the sitemap is published with a new lastmod, and Google/Bing
#    re-crawl on their own; strategic page changed → request
#    manual reindexing in Google Search Console (URL Inspection)
The case study

The zero-customer in numbers

Everything verified with a real command and documented in the repo: the original war-game plan, the record of what was built (with runbook), and the decisions and risks report.

0%

of appearances in the 52 baseline measurements—the proof of the problem and the “before” for the case.

54 records

catalog entries became indexable public pages, with JSON-LD, sitemap, and AI bots tested one by one.

22 attacks

in the adversarial suite against the published agent: 0 instruction leaks, 0 actions outside the schema.

4 signals

measurement tools installed for the loop: site, knowledge pages, agent conversations, and monthly AI Share of Voice.

📋 prompt-war-game-portugues.md

The original prompt that generated the plan—reusable: replace the [placeholders] with the new client's project.

🗺️ case-inema/plano-aiv.md

The complete war-game plan, with tables of 22 failure scenarios that transfer almost entirely to any client.

🧾 case-inema/o-que-foi-feito-aiv.md

What has been built + the operational runbook: how to regenerate the site, sync the catalog, and remeasure the question set.

Roadmap

Where the program stands

The zero-customer completed all 5 phases in 2026-07; the indexing window and monthly remeasurement are underway.

Done
Method executed end to end with the zero-customerMeasured baseline, 54 records published, agent built and tested, 4 measurement signals live.
Now
Indexing window + first remeasurementsSearch Console/Bing processing the sitemap (2–6 weeks); v1 battery remeasured monthly to calculate the delta.
Next
Case study wrapped up with delta + service offerWhen share of voice moves, the case becomes sales material and the playbook becomes a proposal for new clients.