ACADEMY/MODULE 08
AEO75 minBUILD: Trusted-source plan

Earn presence on the sources AI trusts

Build legitimate category consensus across reviews, communities, partners, media, video, and expert resources.

THE OUTCOME

You will have a source map and a 90-day plan to improve the third-party evidence surrounding the brand.

Off-site AEO workspace

Trusted source network

Prioritize the review sites, communities, partner pages, expert media, datasets, and directories that answer engines actually use.

EXAMPLE WORKSPACEDemo data: 186 citations across 24 prompts
Sources analyzed18661 unique domains
Priority sources228 attainable now
Entity consistency76%9 profiles conflict
Share of sources18%Competitor: 31%
VISUAL ANALYSIS

Citation influence by source class

A source matters when it is repeatedly retrieved for your priority decisions.

Review platformsHigh influence
82
Expert media3 gaps
67
CommunitiesBuyer language
59
Partner sitesAttainable
48
DirectoriesMixed quality
31
0citation share82
WHY THIS MODULE MATTERS

Your website can describe the product, but third-party sources help answer engines validate reputation, category fit, and comparative claims. Source engineering means earning accurate presence where buyers already learn, not manufacturing mentions.

08.1

Map the source ecosystem

Start with what engines and buyers already trust for your category.

KEY DECISIONS AND FIELD CHECKS / 5 ITEMS
  • 01

    Export cited domains from the audit and top-ranking domains from commercial queries.

  • 02

    Group them into reviews, communities, editorial, partners, video, data, marketplaces, and associations.

  • 03

    Score influence, relevance, attainability, accuracy, and current brand presence.

  • 04

    Harvest: Collect every cited domain and URL across priority prompts and engines.

  • 05

    Plan value: Offer data, expertise, customer proof, integration material, or a useful tool rather than a generic pitch.

HUMAN OWNSJudgment and approval

Choose the business priority, interpret exceptions, protect confidential data, challenge weak evidence, and approve the final decision.

AI ASSISTSAnalysis and structure

Clean, classify, compare, calculate, and draft rows from supplied evidence. AI may surface patterns; it does not own strategy.

SOURCE FILESSource overlap export

Citation tracker, plus source context from Ahrefs / Semrush.

OUTPUT PREVIEW / citation-harvest.CSVOne example row from the finished deliverable
EXAMPLE DATA - REPLACE IT
PromptEngineCited domainCited URLSource classFrequencyCaptured
Best agency reporting toolPerplexityg2.com/categories/agency-reportingReview9Yes
CLAUDE / CHATGPT PROMPTAnalyze the evidence without outsourcing the decision
BEFORE RUNNING

Remove personal or confidential data. Attach the named exports, explain every column, and tell the model when the dataset was collected.

You are assisting a human B2B SaaS SEO and AEO operator with Module 08: Earn presence on the sources AI trusts.

Current lesson: Map the source ecosystem
Objective: Start with what engines and buyers already trust for your category.
Required artifact: Trusted-source plan

BUSINESS CONTEXT I WILL PROVIDE
- Product, category, target market, pricing model, sales motion, and geography
- The priority customer segment and the commercial outcome for this 90-day cycle
- Source overlap export exported from Citation tracker
- Source context exported from Ahrefs / Semrush
- Definitions for any internal fields, stages, scores, and abbreviations

TASK
1. Export cited domains from the audit and top-ranking domains from commercial queries.
2. Group them into reviews, communities, editorial, partners, video, data, marketplaces, and associations.
3. Score influence, relevance, attainability, accuracy, and current brand presence.
4. Harvest: Collect every cited domain and URL across priority prompts and engines.
5. Plan value: Offer data, expertise, customer proof, integration material, or a useful tool rather than a generic pitch.

REQUIRED OUTPUT
Return a table using these exact columns: Prompt | Engine | Cited domain | Cited URL | Source class | Frequency | Captured.
For every recommendation, cite the source row, URL, call note, or data point that supports it.
Add a confidence column in your analysis: High, Medium, or Low.
List missing evidence separately instead of guessing.
Finish with a section named HUMAN DECISIONS REQUIRED.

RULES
- Do not invent search volume, revenue, customer statements, product capabilities, or competitor facts.
- Do not treat correlation as causation.
- Preserve contradictory evidence and explain why it conflicts.
- Do not make the final priority or publishing decision. Prepare the evidence for a human owner.
- Use this example only as a format reference, not as evidence: A niche consultant roundup cited across five Tier 1 prompts may matter more than a large publication with no category relevance.
HUMAN APPROVAL GATE

Influential sources are ranked using audit evidence. A named human owner must verify this before the lesson is complete.

B2B SAAS EXAMPLE

A niche consultant roundup cited across five Tier 1 prompts may matter more than a large publication with no category relevance.

08.2

Fix owned third-party profiles

Basic inconsistency creates avoidable ambiguity.

KEY DECISIONS AND FIELD CHECKS / 4 ITEMS
  • 01

    Audit category, description, logo, URL, features, integrations, pricing state, and company facts.

  • 02

    Align language to real positioning while respecting each platform’s format.

  • 03

    Set a quarterly review owner for marketplaces, partner directories, and review profiles.

  • 04

    Classify: Label owned, review, media, community, partner, directory, academic, or public data.

HUMAN OWNSJudgment and approval

Choose the business priority, interpret exceptions, protect confidential data, challenge weak evidence, and approve the final decision.

AI ASSISTSAnalysis and structure

Clean, classify, compare, calculate, and draft rows from supplied evidence. AI may surface patterns; it does not own strategy.

SOURCE FILESSource context

Ahrefs / Semrush, plus corrected listings from Review / partner portals.

OUTPUT PREVIEW / source-priority-score.CSVOne example row from the finished deliverable
EXAMPLE DATA - REPLACE IT
SourcePrompt overlapCitation frequencyBuyer trustFeasibilityCurrent statePriority
G2 category18 / 24HighHighMediumWeak profileP1
CLAUDE / CHATGPT PROMPTAnalyze the evidence without outsourcing the decision
BEFORE RUNNING

Remove personal or confidential data. Attach the named exports, explain every column, and tell the model when the dataset was collected.

You are assisting a human B2B SaaS SEO and AEO operator with Module 08: Earn presence on the sources AI trusts.

Current lesson: Fix owned third-party profiles
Objective: Basic inconsistency creates avoidable ambiguity.
Required artifact: Trusted-source plan

BUSINESS CONTEXT I WILL PROVIDE
- Product, category, target market, pricing model, sales motion, and geography
- The priority customer segment and the commercial outcome for this 90-day cycle
- Source context exported from Ahrefs / Semrush
- Corrected listings exported from Review / partner portals
- Definitions for any internal fields, stages, scores, and abbreviations

TASK
1. Audit category, description, logo, URL, features, integrations, pricing state, and company facts.
2. Align language to real positioning while respecting each platform’s format.
3. Set a quarterly review owner for marketplaces, partner directories, and review profiles.
4. Classify: Label owned, review, media, community, partner, directory, academic, or public data.

REQUIRED OUTPUT
Return a table using these exact columns: Source | Prompt overlap | Citation frequency | Buyer trust | Feasibility | Current state | Priority.
For every recommendation, cite the source row, URL, call note, or data point that supports it.
Add a confidence column in your analysis: High, Medium, or Low.
List missing evidence separately instead of guessing.
Finish with a section named HUMAN DECISIONS REQUIRED.

RULES
- Do not invent search volume, revenue, customer statements, product capabilities, or competitor facts.
- Do not treat correlation as causation.
- Preserve contradictory evidence and explain why it conflicts.
- Do not make the final priority or publishing decision. Prepare the evidence for a human owner.
- Use this example only as a format reference, not as evidence: The site says “revenue intelligence” while profiles say “CRM analytics”; choose and substantiate the category relationship.
HUMAN APPROVAL GATE

Third-party profiles are accurate and consistent. A named human owner must verify this before the lesson is complete.

B2B SAAS EXAMPLE

The site says “revenue intelligence” while profiles say “CRM analytics”; choose and substantiate the category relationship.

08.3

Create an earnable reason to mention

Outreach without value produces weak placements.

KEY DECISIONS AND FIELD CHECKS / 6 ITEMS
  • 01

    Package original data, a useful tool, expert commentary, a tested comparison, or a customer workflow.

  • 02

    Match the asset to a source that serves the same audience.

  • 03

    Pitch the source’s reader problem; disclose relationships and avoid control over editorial conclusions.

  • 04

    Score: Measure prompt overlap, citation frequency, trust, relevance, feasibility, and current brand state.

  • 05

    Earn: Work through customer, partner, PR, community, and expert channels with disclosure.

  • 06

    Measure: Track source wins, corrected facts, citation share, referral quality, and answer changes.

HUMAN OWNSJudgment and approval

Choose the business priority, interpret exceptions, protect confidential data, challenge weak evidence, and approve the final decision.

AI ASSISTSAnalysis and structure

Clean, classify, compare, calculate, and draft rows from supplied evidence. AI may surface patterns; it does not own strategy.

SOURCE FILESCorrected listings

Review / partner portals, plus source quality overlay from CRM / referral analytics.

OUTPUT PREVIEW / entity-consistency-audit.CSVOne example row from the finished deliverable
EXAMPLE DATA - REPLACE IT
SourceCategoryAudiencePricingCapabilitiesConflictCorrection owner
Partner directoryAnalyticsAgenciesOldMissing automationYesPartnerships
CLAUDE / CHATGPT PROMPTAnalyze the evidence without outsourcing the decision
BEFORE RUNNING

Remove personal or confidential data. Attach the named exports, explain every column, and tell the model when the dataset was collected.

You are assisting a human B2B SaaS SEO and AEO operator with Module 08: Earn presence on the sources AI trusts.

Current lesson: Create an earnable reason to mention
Objective: Outreach without value produces weak placements.
Required artifact: Trusted-source plan

BUSINESS CONTEXT I WILL PROVIDE
- Product, category, target market, pricing model, sales motion, and geography
- The priority customer segment and the commercial outcome for this 90-day cycle
- Corrected listings exported from Review / partner portals
- Source quality overlay exported from CRM / referral analytics
- Definitions for any internal fields, stages, scores, and abbreviations

TASK
1. Package original data, a useful tool, expert commentary, a tested comparison, or a customer workflow.
2. Match the asset to a source that serves the same audience.
3. Pitch the source’s reader problem; disclose relationships and avoid control over editorial conclusions.
4. Score: Measure prompt overlap, citation frequency, trust, relevance, feasibility, and current brand state.
5. Earn: Work through customer, partner, PR, community, and expert channels with disclosure.
6. Measure: Track source wins, corrected facts, citation share, referral quality, and answer changes.

REQUIRED OUTPUT
Return a table using these exact columns: Source | Category | Audience | Pricing | Capabilities | Conflict | Correction owner.
For every recommendation, cite the source row, URL, call note, or data point that supports it.
Add a confidence column in your analysis: High, Medium, or Low.
List missing evidence separately instead of guessing.
Finish with a section named HUMAN DECISIONS REQUIRED.

RULES
- Do not invent search volume, revenue, customer statements, product capabilities, or competitor facts.
- Do not treat correlation as causation.
- Preserve contradictory evidence and explain why it conflicts.
- Do not make the final priority or publishing decision. Prepare the evidence for a human owner.
- Use this example only as a format reference, not as evidence: Offer anonymized agency reporting benchmarks and a methodology note to an operations newsletter.
HUMAN APPROVAL GATE

Every outreach target has genuine audience value. A named human owner must verify this before the lesson is complete.

B2B SAAS EXAMPLE

Offer anonymized agency reporting benchmarks and a methodology note to an operations newsletter.

08.4

Build review and community systems

Authentic customer and practitioner language compounds.

KEY DECISIONS AND FIELD CHECKS / 4 ITEMS
  • 01

    Request reviews at moments of demonstrated value, without scripting sentiment or gating unhappy users.

  • 02

    Answer community questions with complete help and disclose affiliation when relevant.

  • 03

    Track accuracy, freshness, and useful discussion; never use fake accounts or paid undisclosed advocacy.

  • 04

    Audit entity: Compare category, audience, features, pricing, leadership, and evidence across priority profiles.

HUMAN OWNSJudgment and approval

Choose the business priority, interpret exceptions, protect confidential data, challenge weak evidence, and approve the final decision.

AI ASSISTSAnalysis and structure

Clean, classify, compare, calculate, and draft rows from supplied evidence. AI may surface patterns; it does not own strategy.

SOURCE FILESSource quality overlay

CRM / referral analytics, plus source overlap export from Citation tracker.

OUTPUT PREVIEW / source-earning-plan.CSVOne example row from the finished deliverable
EXAMPLE DATA - REPLACE IT
SourceValue offeredProof availableRelationship pathPitch ownerStatusOutcome
MarTech guideBenchmark datasetMethod + sampleEditor introductionPR leadDraftingPending
CLAUDE / CHATGPT PROMPTAnalyze the evidence without outsourcing the decision
BEFORE RUNNING

Remove personal or confidential data. Attach the named exports, explain every column, and tell the model when the dataset was collected.

You are assisting a human B2B SaaS SEO and AEO operator with Module 08: Earn presence on the sources AI trusts.

Current lesson: Build review and community systems
Objective: Authentic customer and practitioner language compounds.
Required artifact: Trusted-source plan

BUSINESS CONTEXT I WILL PROVIDE
- Product, category, target market, pricing model, sales motion, and geography
- The priority customer segment and the commercial outcome for this 90-day cycle
- Source quality overlay exported from CRM / referral analytics
- Source overlap export exported from Citation tracker
- Definitions for any internal fields, stages, scores, and abbreviations

TASK
1. Request reviews at moments of demonstrated value, without scripting sentiment or gating unhappy users.
2. Answer community questions with complete help and disclose affiliation when relevant.
3. Track accuracy, freshness, and useful discussion; never use fake accounts or paid undisclosed advocacy.
4. Audit entity: Compare category, audience, features, pricing, leadership, and evidence across priority profiles.

REQUIRED OUTPUT
Return a table using these exact columns: Source | Value offered | Proof available | Relationship path | Pitch owner | Status | Outcome.
For every recommendation, cite the source row, URL, call note, or data point that supports it.
Add a confidence column in your analysis: High, Medium, or Low.
List missing evidence separately instead of guessing.
Finish with a section named HUMAN DECISIONS REQUIRED.

RULES
- Do not invent search volume, revenue, customer statements, product capabilities, or competitor facts.
- Do not treat correlation as causation.
- Preserve contradictory evidence and explain why it conflicts.
- Do not make the final priority or publishing decision. Prepare the evidence for a human owner.
- Use this example only as a format reference, not as evidence: After a successful implementation milestone, invite the customer to describe the original problem, setup, and measurable outcome in their own words.
HUMAN APPROVAL GATE

Review/community work has clear ethical rules. A named human owner must verify this before the lesson is complete.

B2B SAAS EXAMPLE

After a successful implementation milestone, invite the customer to describe the original problem, setup, and measurable outcome in their own words.

DEFINITION OF DONE0% complete
0/4

Check each item only after the artifact meets the standard.