GEOflux docs
Prompts

Build a prompt plan

A practical guide for brands and agencies on what to track, how much, in whose words, and how to keep it honest month after month

This guide is for brands and agencies setting up prompt tracking in GEOflux. It covers what to track, how much, in whose words, and how to keep it honest month after month.

Steps 1 to 5 happen once before anything is measured; step 6 repeats every month, and only the quarterly review reopens steps 4 and 5.

Why prompts decide everything you measure

Every number in GEOflux, Visibility, Share of Voice, Mentions, Citations and Sentiment, is computed against one thing: your prompt set, the questions GEOflux asks ChatGPT, Gemini and Perplexity on your behalf, every day on Starter and Growth. The prompt set is not a setting you configure once. It is the working definition of what "being visible in AI" means for your brand.

That has three consequences. A weak set produces confident, wrong numbers: track questions nobody asks and you measure a conversation that is not happening. Changing the set mid-quarter resets your baseline, so every month-on-month comparison breaks. And for agencies, the set is the scope of the engagement: a client who wants 50 more prompts is asking for more engagement, and the plan they are on is what sizes it.

The order that works: define the questions first, agree them with whoever owns the result (your team or your client), and only then start tracking. Do it in that order and every later conversation is about performance, not about what the number means.

A good prompt set mirrors how real buyers ask AI assistants, in their words rather than your marketing language. It covers the commercially important topics first and weights them to where the money is. It is mostly non-branded, because the fight is the category question ("best X for Y"), not the question where the buyer already typed your name. It is stable enough to trend and governed enough that every change is a dated decision. And it fits your credit budget with room to spare.


The basics

A prompt is not a keyword. A keyword is the 2 to 5 words someone types into Google ("personal loan rates"). A prompt is the full question the same person types into an AI assistant ("Which bank has the lowest interest rate on a personal loan right now?"). Real prompts are full sentences with context, not keyword fragments, and they get longer when the person is not using web search. Your prompts should read the same way; GEOflux accepts prompts of 4 words up to 200 characters, roughly 30 to 35 words.

How GEOflux meters your set

TermWhat it meansWhat it means for planning
ProjectOne brand in one country. The country is chosen at setup and cannot be changed later. A project has a business type (B2B or B2C). A second market or a second brand is a separate project with its own plan and credits.Confirm the country before you create the project; size each project for one market and one main brand.
Credit1 credit = 1 answer. A slot is a prompt, or a link between a prompt and a persona, and each slot holds 1 credit per engine that answers it: 3, for ChatGPT, Gemini and Perplexity. Credits come back when a prompt is archived and are charged again on restore. Extra credits come in packs of 150.Count slots and multiply by 3. 150 credits = 50 prompts with no personas, or 40 prompts + 10 persona links. 450 credits = 150 prompts, or 50 prompts + 100 persona links, or about 37 prompts with 3 personas each (37 x 4 x 3 = 444).
RunStarter and Growth run every active prompt daily on ChatGPT, Gemini and Perplexity; the credits a slot holds cover every run, so running more often costs nothing extra. Free runs every 3 days. A new prompt also gets one immediate run.Prompt count and persona links are your only budgeting levers.
TopicOne topic per prompt, created as you go. The grouping you filter and report on.Free: 1 to 2 topics. Starter: 5 to 6. Growth: 6 to 12, depending on the shape you pick in Step 4. Fewer than 5 prompts in a topic gives a noisy topic score.
Buyer Journey and Brand typeTwo dedicated fields on every prompt, separate from tags. Buyer Journey is Discover, Evaluate or Buy. Brand type is Branded or Non-branded. At most one value of each per prompt; both are optional, and a prompt without a value drops out of that filter. Set them when adding a prompt, in bulk from the prompts table (Assign), or in the CSV.Fill both on every prompt. The prompts table shows how many prompts are missing each value and lets you filter to them.
TagFree-form labels for everything else: product line, month added, baseline marker. Up to 10 per prompt in the app; a CSV row carries up to 5. Buyer Journey and Brand type are not tags and do not count toward the cap.Keep tags to the few you will actually filter on.
PersonaA described user, B2C or B2B, built from structured attributes (age, role, company size and so on) plus a short "Other details" note of up to 150 characters, added to the question as "about me" context. It runs as a separate answer; the prompt's own answer without a persona keeps running too. Included slots: Free 0, Starter 1, Growth 3; more personas are a paid add-on that also adds 50 credits.Use personas on a subset of prompts, not all, or the budget disappears.
ArchiveStops the prompt's runs, returns its credits and keeps its data. The history is hidden from stats until the prompt is restored, and restoring charges the credits again. Deleting an active prompt archives it. The Archived tab also has "Delete permanently": it erases the prompt and all its answers, cannot be undone, and returns no credits (archiving already did).Archive deliberately: an archived prompt leaves your stats. Never delete permanently anything that was part of a baseline.

For the full credit model, see Billing and credits. For personas, see Personas.

The vocabulary of a prompt set

  • Buyer Journey. Discover: the buyer is learning or describing a problem, with no options in mind yet ("how do I make good espresso at home", "my espresso tastes sour, is it the beans or the machine?"). Evaluate: the buyer is judging which options are worth considering ("best X for Y", "recommend me an X under 500", "X vs Y", "alternatives to X"). Buy: the buyer has decided what they want and asks where, whether or from whom ("where can I buy X online with free returns", "is X worth it", "which provider near me"). Rule of thumb: no options in mind = Discover; choosing between options = Evaluate; ready to act = Buy. "Where do I buy X" is a Buy prompt even though it returns a list of retailers. Answers that name brands happen mostly in Evaluate and Buy, so that is where most of the budget goes.
  • Branded vs Non-branded. A branded prompt names you or a competitor ("is Monzo safe", "Monzo vs Starling"). A non-branded prompt names only the category. Branded prompts almost always mention the brand, so they flatter and teach little. Keep them to roughly 10% of the set, as an accuracy and sentiment check, and mark every prompt with the Brand type field so the split is visible.
  • Prompt type. Category head ("best X"), use case or constraint ("best X for small teams under 100 dollars a month"), comparison ("X vs Y"), alternatives ("alternatives to X"), problem-led ("my espresso tastes sour, is it the machine or the beans"), local ("X near Manchester"), pricing and trust ("is X worth it").
  • Set vs universe. The universe is every question your category asks (thousands). The set is the sample you track. Sampling is fine, because visibility is read as a share across prompts and days, never as a single prompt's position.

The two fields and how to read them

Give every prompt a Buyer Journey value (Discover, Evaluate or Buy) and a Brand type value (Branded or Non-branded). They are dedicated fields, not tags, so they do not use up tag slots, and the prompts table tells you how many prompts are still missing either one. General tags stay for the rest: product line, the month a prompt was added (added-2026-11) and the baseline marker (baseline-2026-q4).

How to read them in GEOflux: the headline number is the Overview with Brand type set to Non-branded, last 30 days, all engines. The funnel read is the dedicated Buyer Journey tab in the Overview. Filters combine with AND across fields and OR within one field, so the useful combined slices are a click away: Evaluate + Non-branded shows how you do when buyers compare options without naming anyone; Buy + Non-branded shows the purchase moment; Branded on its own is the brand-check slice. Filters only include, they never exclude, which is why every prompt needs a Brand type value: Non-branded is read by selecting it, not by removing Branded. See Filters and periods.


Step 1: Start from real demand

Nothing downstream can be more right than this foundation. Before writing a single prompt, collect five things.

InputWhy it mattersWhere it comes from
Domain and sub-brands in scopeDefines what counts as "you" in an answer.Your team; check regional and product domains.
Market and languageA GEOflux project covers one brand in one country, and the country cannot be changed after setup. Language is one of the strongest drivers of which brands an AI names. GEOflux has no language setting: the language of your prompts is simply the language you write them in, so writing in the market's language is up to you. A second market means a second project.Your footprint for this period, not your ambitions.
Competitor setShare of Voice is relative to it, and each plan caps how many you can track. Free (3): your three closest rivals. Starter (4): three rivals plus one challenger the AI already recommends in your category. Growth (9): four to six rivals plus two to three challengers. GEOflux suggests competitors from the brands mentioned in your own answers, ranked by how many answers mention them, and a new project also gets competitors detected when its prompts were generated. Set your own list anyway; do not rely on the suggestions to fill it.Your own list, checked against the suggestions after the first week.
Commercial weight by product lineThe set is deliberately unequal: what makes money gets more prompts.Your sales data. Only you know this side.
Demand dataProves the topics you pick are ones people actually ask about.Google Search Console, Google Ads Keyword Planner, any keyword tool, sales and support conversations.

See Track competitors for how to manage the competitor set.

Use Google data to size the conversation, then translate it

No AI engine publishes prompt search volume, and any "prompt volume" you see in a tool is a modelled estimate. Google keyword volume is the most reliable proxy you have: the same demand that types "cheap car insurance" into Google asks an assistant "what is the cheapest car insurance for a 25-year-old in the UK right now and where do I buy it". Volumes will not map one to one, but the ranking of topics by demand carries over.

The method we recommend for every brand (volumes below are illustrative UK figures):

  1. Pull the head keyword of each topic with its monthly Google volume, for example "personal loan" (135,000), "car insurance" (450,000), "cheap flights" (1,200,000).
  2. Under each head, list the variations that carry intent: "best personal loan rates" (14,800), "car insurance monthly payments" (2,900), "cheap flights to barcelona" (33,100). Modifiers such as best, cheap, online, price, reviews, vs, alternatives, for [segment] are the ones that turn into recommendation prompts.
  3. Write one prompt per variation, in the buyer's voice, keeping the intent and the constraint. The keyword is the receipt for the prompt: it proves someone asks this.
  4. Allocate prompts per topic roughly in proportion to head volume and commercial weight, not equally.
Topic (Google volume)Variation (volume)Prompt written from it
personal loan (135,000)best personal loan rates (14,800)Which bank has the lowest interest rate on a personal loan right now?
car insurance (450,000)car insurance monthly payments (2,900)Which insurers let me pay car insurance monthly without a big fee, and which is cheapest overall?
travel insurance (301,000)family travel insurance (6,600)What travel insurance would you recommend for a family with two kids going to Spain for a week?
cheap flights (1,200,000)cheap flights to barcelona (33,100)I need cheap flights from London to Barcelona in October. Which sites should I book on to get the best price?

Other places real questions live

  • Google Search Console: your top 50 to 100 non-branded queries, turned into questions. Longer, more specific queries are the ones most likely to already be answered by an AI feature.
  • People Also Ask, Reddit, forums and review sites: the raw buyer voice ("is a 300 pound espresso machine actually better than a 150 one for a beginner").
  • Sales calls and support tickets, plus a "how did you hear about us" field that asks for the exact prompt.
  • GEOflux's AI prompt and topic suggestions. They are generated from your website and never mention your brand; they also take your tracked competitors, personas, existing prompts and topics into account, and are written in the language of your project's country. Treat them as a draft to judge, never as the final set. See Suggested prompts.
  • The AI answers themselves: when an assistant answers a broad question it silently splits it into sub-questions about reviews, price, specs and comparisons. Each facet you see in a real answer is a prompt candidate.

Step 2: Build the topic tree and set the two ratios

Prompts are derived, not brainstormed. Your own site already holds the structure: the homepage states what you are (home coffee machines), the navigation lists the product families (espresso machines, bean-to-cup, pod machines, grinders, accessories), and each family splits into the situations people buy for (first machine, small kitchen, office, upgrade from pods). Each branch becomes a GEOflux topic, and each topic spreads across the three Buyer Journey stages. Add one more topic for comparisons and alternatives, which is where the branded prompts live.

The two ratios

RatioTargetWhy
Buyer Journey: Discover / Evaluate / Buy20 / 40 / 40Answers that recommend brands come from evaluation and buying questions. Discover keeps you present at the start of the journey without eating the budget.
Non-branded / Branded90 / 10When a buyer already wants you, the AI barely matters. The fight is the category question. Keep a small branded slice, marked Branded, for accuracy and sentiment.

These are starting defaults, not laws. The direction is solid: AI engines name brands far more often on comparison and buying questions than on educational ones, and in B2B categories many conceptual questions come back with no brand at all. How commercial a category's AI conversations are also differs a lot between industries, so tilt the split to your vertical and write the tilt down:

VerticalDiscover / Evaluate / BuyWhy
Ecommerce, travel, automotive, telecom, consumer finance25 / 40 / 35Brands get named at every stage here, so a little more Discover coverage still pays.
B2B software, professional services, education, health15 / 50 / 35Conceptual questions rarely name brands; put the budget where comparisons happen.
Local services15 / 35 / 50The recommendation happens at the "near me / in [city]" question.

Inside each stage, keep a mix of prompt forms so that stage comparisons are not distorted by phrasing: roughly 40% list or "best" prompts, 30% constrained use-case or persona prompts, 20% "X vs Y" or alternatives, 10% open-ended. How a question is phrased can move brand mentions as much as which stage it belongs to.

On branded: give every prompt a Brand type. The headline Visibility and Share of Voice are read with Brand type set to Non-branded; that is how the brand-check slice stays out of the headline number. Filters include, they do not exclude, so the Non-branded value has to be on every non-branded prompt. Keep about 10% of the set branded, collected in a dedicated "Comparisons and alternatives" topic rather than scattered through the product topics, so the ratio holds at set level. On Growth, make it a deliberate brand-check slice of 10 to 15 prompts (accuracy, sentiment, "is X trustworthy", head-to-head against each direct competitor). Five branded prompts are too few for a sentiment trend; a marked slice gives you the sample without inflating the score.

Prompt types to cover inside each topic

A healthy product topic of 6 to 10 prompts mixes types rather than repeating "best X" with synonyms. Rewording a prompt without changing its intent barely changes the answer, so wording twins waste credits. Comparison and alternatives prompts, which name brands, go in their own topic (see the Starter table in Step 4), so the product topics stay non-branded.

TypeExample (home coffee machines, UK market)Buyer JourneyShare of a product topic
Category headWhat are the best espresso machines for home use in the UK?Evaluate1 to 2 prompts
Use case / constraintWhich bean-to-cup coffee machine would you recommend for a small kitchen under 400 pounds?Evaluate2 to 3
Problem-ledMy espresso comes out sour and watery. Is it my machine, and what should I upgrade to?Discover / Evaluate1 to 2
Buy / localWhere can I buy an espresso machine online in the UK with free returns and next-day delivery?Buy2 to 3
Trust / pricingIs a 700 pound espresso machine worth it for someone who drinks two coffees a day?Buy1

And in the dedicated comparisons topic:

TypeExampleBuyer JourneyBrand type
ComparisonSage Barista Express or De'Longhi Dedica for a beginner?EvaluateBranded
AlternativesWhat are good alternatives to a Nespresso machine that use fresh beans?EvaluateBranded

Weight the topics unequally

Allocation follows commercial weight. Weight to what makes you money (racing shoes get a fat slice, running socks a sliver). Weight to what you can deliver (no visibility on a line you cannot restock; that only converts into disappointed customers). And don't only fight the giants: a challenger tracking only head prompts is invisible, while the niche prompts are where depth beats scale. Coverage before depth: every commercially important topic gets Discover, Evaluate and Buy coverage before any topic gets a second layer.

Why topics matter for sentiment

Each prompt's topic is how GEOflux splits sentiment and brand perception by product line. A bank is rarely described the same way across everything it sells: AI may praise Larkmoor Bank's personal loans and call its credit cards expensive, while Pellinor Bank is the card it recommends. Pooled into one number the two banks look alike; split into a Loans topic and a Credit cards topic, Larkmoor leads on loans and Pellinor on credit cards.

With at least 5 prompts per topic, Competitor breakdown by topic on the Overview's Topics tab, set to Sentiment, shows which brand is best perceived on each topic among you and your tracked competitors. Brand Perception, filtered to one topic, shows why. So give each product line its own topic rather than one broad topic for everything.

See how topics split sentiment by brand in the video: Sentiment by topic.


Step 3: Write prompts the way people type them

AI engines answer the questions people ask, in people's language. A prompt written in your marketing vocabulary tests a conversation nobody is having. The one test that matters: would a real person type this into ChatGPT, exactly like this?

Ten rules

  1. Write a question or a request, aim for 8 to 15 words, one intent per prompt. "Which bank has the lowest rate on a personal loan right now?", not "personal loan interest rate". GEOflux needs at least 4 words and accepts up to 200 characters, roughly 30 to 35 words.
  2. Use the buyer's words, not the brand's. "Best coffee machine for a beginner", never "precision-engineered home barista system".
  3. Add the context a real person adds: budget, location, use case, experience level. Constraints push the engine from explaining into recommending, and many real commercial conversations include one ("for a small team", "under 500 dollars").
  4. Keep brand names out of non-branded prompts, yours and your competitors'. Mark the few branded prompts you keep as Branded.
  5. Write in the language the market searches in, in a project set to that country. A German audience gets German prompts in a DE project; a UK audience gets British English in a GB project. Add a second language only if your audience really searches in it.
  6. First person and natural imperfection are fine ("I want to buy...", "Recommend me..."). Many real prompts contain pronouns; keyword-shaped prompts under-represent how people ask.
  7. One prompt, one job. Don't stack two questions; the engine answers one and you won't know which.
  8. Skip pure definitions ("what is term life insurance") unless the slot is a Discover prompt you chose on purpose. Definitions rarely name brands.
  9. Ask list- or ranking-shaped questions when you want brands surfaced ("what are the 5 best..."). Lists tend to surface more brands than open-ended phrasing. Don't make every prompt a list, though; real users don't.
  10. Don't burn credits on wording twins. "Best CRM for small business" and "top CRM for SMBs" measure the same thing. Spend the slot on a different intent, constraint or persona.

Before and after

Weak promptWhy it failsRewritten
private health insuranceKeyword, not a question; no intentHow much does private health insurance cost in the UK, and which providers have the best plans for a family?
What is the best precision-engineered home barista system?Brand-speak nobody typesWhat is the best espresso machine for a beginner who wants cafe-quality coffee at home?
Is [Brand] the best bank in the UK?Branded, leading, flattersWhich UK banks have the best current accounts with no monthly fees?
Best CRM.Too short, no context, no marketWhat CRM should a 10-person agency use if we mostly need pipeline tracking and email sync?
Tell me about air fryers and which to buy and where and how much they costThree questions in oneI want to buy an air fryer online. Which UK retailers would you recommend?

Personas: when they earn a credit

A persona is built from structured attributes (age, role, company size and so on) plus a short "Other details" note, and GEOflux adds it to the question as "about me" context, running it as a separate answer alongside the prompt's own answer. Changing the persona (role, company size, budget, family situation) can change a large share of the brands named, especially for smaller brands. That makes personas valuable and expensive: each link holds as many credits as a prompt (3 on the base engines). Link them to the 10 to 15 prompts where the audience genuinely changes the answer, not to the whole set. On Growth, 3 personas on 15 prompts is 45 links, or 135 credits, almost a third of the plan; 3 personas on every prompt turn 450 credits into about 37 prompts.


Step 4: Size the plan: 45, 150 and 450 credits

Credits are allocated, not consumed. A credit is one answer, so a prompt holds 3 credits (one each for ChatGPT, Gemini and Perplexity), and 3 more per linked persona, for as long as it is active; archiving returns them, restoring charges them again, and at each renewal the balance resets to the plan allowance minus what active slots hold. So the credit total is the size of your active set, and the plan is the size of the set. GEOflux generates reports from a single prompt, but the read only becomes meaningful from about 25 prompts. Below that, treat the set as a pilot of one topic, not a benchmark.

The shapes below are counted in prompts and slots, which is how you plan; multiply slots by 3 for credits. Every shape leaves 5 to 10 slots (15 to 30 credits) free. That headroom is what lets you add a prompt in month two without archiving one.

Free (45 credits, 15 prompts): a pilot

One topic, Evaluate and Buy prompts only, one market, 12 to 15 prompts. Free runs every 3 days and has no personas, which is one more reason it is a pilot, not a benchmark. It proves the mechanism (you see real answers naming your competitors) and seeds the paid set later.

Starter (150 credits, 50 prompts, 1 persona slot): one market, core topics

Forty-five prompts across 6 topics in one country is a sound monitoring set, with 5 slots (15 credits) free. Starter includes one persona, but every prompt you link it to takes a slot out of that headroom, so keep it to 3 prompts at most, or skip it.

Topic (by commercial weight)DiscoverEvaluateBuyTotalof which branded
Core product line A244100
Core product line B244100
Product line C13370
Key use case / segment23380
Comparisons and alternatives12254
Buy and trust (delivery, returns, pricing)12251
Total9 (20%)18 (40%)18 (40%)45 of 50 prompts5 (11%)

Check: 10 + 10 + 7 + 8 + 5 + 5 = 45 prompts, 135 of 150 credits, 15 free.

What Starter cannot do well: more than one persona, and more than 6 topics. Those are the reasons to move to Growth. A second country or a second brand is never a reason to squeeze the plan: it is a separate project with its own plan.

Growth (450 credits, 150 prompts, 3 persona slots): pick one of three shapes

ShapeAllocationSlots (x 3 = credits)Best for
A. Wide coverage, no personas140 prompts across 10 to 12 topics140 of 150 (420 of 450 credits), 10 freeMarketplaces and multi-category retailers where breadth of topics matters more than audience
B. Balanced115 prompts across 8 to 10 topics + 3 personas on the same 10 audience-sensitive prompts115 + 30 = 145 of 150 (435 of 450 credits), 5 freeMost brands: full topic coverage with an audience check on the prompts that decide purchases
C. Audience-led85 prompts across 6 to 8 topics + 3 personas on the same 20 prompts85 + 60 = 145 of 150 (435 of 450 credits), 5 freeB2B, or B2C brands where the buyer profile changes the answer (family vs solo, SMB vs enterprise)

All three shapes are one brand in one country. A brand active in two markets runs two projects, each sized on its own plan, with the intent translated rather than the prompts copied word for word.

In every shape keep the 20/40/40 and 90/10 ratios at the level of the whole set, and keep the 5 to 10 free slots unallocated for the first quarter, so an addition never forces you to remove something.

Quick sizing formula

Base prompts = topics x 3 stages x 2 to 4 prompts per stage, then trim to the shape. Six topics x 3 x 2.5 = 45, the Starter set. Ten topics x 3 x 4 = 120, trimmed to 115, the prompts in Growth shape B. Twelve topics x 3 x 4 = 144, trimmed to 140, Growth shape A. If the formula gives more than the plan allows, cut topics before you cut stages: a topic with only Evaluate prompts is still readable, a topic with 2 prompts is not.


Step 5: Test, approve, baseline

Approve the set before it runs. In a company that means the marketing lead and the sales lead agree the list; in an agency it means the client signs it off. Either way it fixes the definition of visibility, stops moving goalposts (changes become dated decisions instead of a drip of "can we also track...") and, for agencies, draws the scope line.

Checklist before you import

  • Every prompt has a demand receipt: a Google keyword with volume, a Search Console query, a forum thread or a support ticket behind it.
  • Ratios hold at set level: about 20/40/40 Discover / Evaluate / Buy, about 90/10 non-branded, at least 5 prompts per topic.
  • No wording twins. Two prompts that would get the same answer become one prompt plus a different intent or constraint.
  • Language matches the market, and the project is set to the right country.
  • 3 to 5 prompts pasted manually into ChatGPT, Gemini and Perplexity in an incognito session. If none of them names any brand, the prompt is in explaining mode; rewrite it to ask for a recommendation.
  • Competitors named in those manual answers are in your tracked competitor set, within your plan's limit.
  • CSV built for import: columns prompt, topic, buyer journey, brand type, tag 1 ... tag 5. Values are case-insensitive ("non branded" works); conflicts or unknown values are flagged in the preview. Topics and tags are created if new. Personas cannot be set in the CSV; assign them afterwards in the prompts table. The country comes from the project. Max 500 rows per file. GEOflux refuses the whole import if you do not have enough credits, and skips prompts you already track. Before you confirm, check the preview's "missing Buyer Journey" and "missing Brand type" counts; both should be zero. See Importing prompts from CSV.
  • Credit total at or under the plan, with 5 to 10 slots (15 to 30 credits) of headroom.

The approval document

One page: the topic tree, prompt counts and weighting per topic, the two ratios, the competitor set, market and language, any deliberate deviation from the defaults with its reason, and the prompt list. Keep the CSV you imported as the canonical copy of the approved set: the prompt export in GEOflux contains ID, prompt, metrics, tags in one cell, persona, Buyer Journey, Brand type and the date added, but no topic column, so it is not in import format. When the page is agreed, you have a fixed definition of visibility.

Why day 2 differs from day 1

AI answers are not deterministic. Ask the same question twice on the same day and you will rarely get the identical list of brands; over a month, even a category leader is absent on some days, while smaller brands come and go. Rephrasing, engine updates, the user's location and language all move the answer. Nothing is wrong with your set when day 2 differs from day 1. That is the medium you are measuring.

On Starter and Growth, GEOflux runs every prompt daily on all three engines so that stability comes from aggregating across prompts and days rather than from any single run. Read visibility as a share across the set and across a window, never as a per-prompt position. See When data updates.

WindowWhat you can read
Days 1 to 2Data is arriving; nothing to interpret yet.
Days 3 to 7Sanity check: prompts with zero brands at all (not even competitors) are in explaining mode. Rewrite them now, before the baseline.
Day 14First honest read: topics where you are absent and competitors dominate.
Day 30Your day-zero baseline. Save the imported CSV (the set). Create a shared report with a custom date range (for example 1 to 30 November): a custom range stays fixed, while a preset like "Last 30 days" keeps rolling. Shared reports carry period, engine, topic, tag and persona filters, but not yet Buyer Journey or Brand type, and Share is blocked while either of those is set, so the report shows the full set. For the non-branded headline, open the Overview with the same custom range and Brand type set to Non-branded, and record the Visibility and Share of Voice numbers in the approval document. Optionally export the Answers for the same range as an .xlsx (date, engine, prompt, persona, answer, brands with sentiment, citations; up to 500 rows). Date it and file it. Every later report is a diff against this.

See Shared reports for how to create one.

Read every screen through the same filter

Every number is measured over a scope. The Overview filters are period (presets or a custom range), brand, engine, topic, tag, Buyer Journey, Branded vs Non-branded and persona. Within one filter, values combine with OR; across filters, with AND. The same visibility score can be excellent on one scope and poor on another. Before reading anything, set the period, the engine, the topic and the Brand type, then trust the number. When a score surprises you, change one filter at a time and watch which one moves it. For the funnel, use the Buyer Journey tab; for a slice, combine fields (Evaluate + Non-branded, Buy + Non-branded).

The non-branded read is the discovery read and usually the truer test: it shows how you perform when the buyer did not name you. Fix one headline scope (last 30 days, all engines, Brand type Non-branded) and use it every month, so numbers stay comparable and nobody asks "what is this measuring" twice.


Step 6: Keep it alive: the monthly and quarterly routine

A prompt set is a living thing, but a governed one. Refresh too often and you introduce noise and reset the baseline; never refresh and you track last year's conversation.

Weekly (15 minutes)

  • Scoreboard read with filters set first: Visibility, Share of Voice, Sentiment and the competitor leaderboard, by topic and by engine. You are reading momentum, not reacting to a day.
  • Sentiment: a negative movement is handled the same day, not at month end. On the Answers page, set a custom range of one day; each answer's drawer lists its cited sources, which link to the source pages in the app. Find the source, decide the response. The Answers page filters are period, brand, engine, prompt, sentiment, topic, tag, Buyer Journey, Branded vs Non-branded, persona and a text search. Set an alert so you don't have to watch for it: alerts fire on Visibility, Share of Voice or Sentiment, on a percentage change or a threshold, and arrive by email.
  • New competitor showing up in GEOflux's suggestions with meaningful mentions: add it as a dated decision, within your plan's competitor limit.

Monthly (the close)

  1. Flag what is not earning its credit. A prompt with zero brand mentions, zero citations and zero competitor appearances for 30 or more days is a question the engines answer without brands. Note it as a candidate for the quarterly review; do not archive it yet, because an archived prompt leaves the stats and changes the baseline read mid-quarter.
  2. Keep what teaches. A prompt where competitors appear and you do not is the most valuable prompt in the set: it is a gap you can work on. Never prune those.
  3. Add deliberately. New product lines, seasonal demand (Black Friday, summer holidays, back to school) and gaps found in the cited sources go in as dated additions, tagged with the month (added-2026-11), so you can read them apart from the baseline set. This is what the headroom is for.
  4. Report at topic level, not prompt level. Per-prompt numbers move daily; 30-day Visibility and Share of Voice by topic are what you can act on.

A monthly report that keeps everyone aligned has four parts: what moved (a shared report with the month's custom date range, read against the baseline report, plus the Non-branded headline taken from the Overview with the same range, since Brand type cannot be shared yet), what we did (actions taken, with before and after), what we found (new risks and openings from the answers and sources), and what we need decided (the batched sign-off items). Run the meeting off that report: decisions first, then numbers, then next month's focus.

Quarterly (the set review)

  • Re-check the ratios; sets drift toward branded and Evaluate prompts over a year of additions.
  • Go through the candidates flagged at the monthly closes and the prompts flat for 90 days: archive, replace with a different intent, or investigate why nobody wins them. Archiving returns the credits; the history stays but leaves the stats.
  • Re-pull Google volumes for the topic heads. Demand shifts; a topic that lost half its volume should lose prompts to one that gained.
  • Re-run the manual incognito check on 5 prompts per engine. Engines change how many brands they name and how much they expand a question, so a prompt that surfaced brands in January may not in July.
  • Present all changes as one dated amendment to the approval document. Changes mid-quarter reset the baseline; changes at the quarter boundary start a new chapter.

Rules of governance

  • Additions and removals are dated decisions, because every change changes the test.
  • Archive deliberately, and only at the quarterly review. An archived prompt leaves your stats and costs its credits again if you restore it. "Delete permanently" in the Archived tab erases the prompt and all its answers and cannot be undone; never use it on anything that was part of a baseline.
  • Tag the original set (baseline-2026-q4) so you can report on the original definition of visibility alongside the expanded one. This only works while those prompts stay active: an archived baseline prompt drops out of that report and changes the baseline read, which is one more reason to prune at quarter boundaries only.
  • Keep 5 to 10 slots (15 to 30 credits) of headroom so an addition never forces a removal.

For agencies: prompts are the scope line

The agencies that make AI visibility profitable sell packages with a fixed shape, not hours and not "whatever the client needs". The cleanest unit to build those packages on is the prompt count: it is what GEOflux meters, it is what the client can understand, and it grows in visible steps. Because each client brand in GEOflux has its own plan and credit wallet, the allocation per client is explicit, which makes it the most defensible line in a proposal.

Map the plan to the tier

Package (example names)What the client getsGEOflux planPrompt set
TrackPrompt set built and maintained on the core topics, a monthly visibility report, sentiment alerts, a quarterly set review. Reading only, no fixes.Starter, 150 credits45 prompts, 6 topics, one market, 5 slots free, persona on 3 prompts at most
Track + ImproveEverything in Track plus acting on what the data shows: content briefs for the prompts where competitors win, corrections to how AI describes the brand, work on the sources the engines cite, full Discover / Evaluate / Buy coverage.Growth, 450 creditsShape A or B: 115 to 140 prompts, 8 to 12 topics, personas on the audience-sensitive slice
Track + Improve + ExpandEverything above plus new ground: a second market or a second brand, competitor displacement on the prompts they own, PR toward cited sources, AI traffic reported in the client's own analytics.One Growth project per market or brandEach project sized on its own plan; shape C where audience drives the answer

Package level and brand size are two different axes. A large brand on Track gets the head topics of its universe; the same brand on the top package gets full coverage. State the prompt allocation in every proposal, and state what is excluded: a package is defined as much by what it leaves out as by what it includes.

Five rules that hold the ladder together

  1. Every package includes the report. The monthly numbers are what the client renews for; work without a report is work the client forgets.
  2. No fixes before a baseline. Improvement against an unmeasured start cannot be shown, and what cannot be shown gets questioned.
  3. Let the data sell the next package. A Track report that shows the client missing from 12 Buy prompts where three competitors appear makes the upgrade obvious without a pitch.
  4. Keep strategy out of the entry package, or nobody buys the ones above it.
  5. Decide each client's set size at proposal time, and check the wallet before any bulk import.

The repeatable new-client setup

Same list, every client, no exceptions. That is what makes it a product a junior can run.

  1. Before kickoff: domain confirmed, competitor set agreed in writing (direct rivals plus adjacent challengers, within the plan's cap), Search Console and analytics access requested when the contract is signed, not at the first meeting.
  2. Create the project with the country set to the engagement's scope, not the client's ambitions. The country is chosen once and cannot be changed later, so confirm it first.
  3. Load the agreed competitors, within the plan's competitor cap; compare against the brands GEOflux surfaces after the first week and add what is missing as a dated decision.
  4. Build the set from the topic tree and the Google data, size it to the plan, import via CSV with Buyer Journey and Brand type filled on every row.
  5. Send the approval document; import only when it comes back agreed.
  6. Run 30 days, save the baseline as a shared report with a custom date range plus the imported CSV, and record the Non-branded headline from the Overview. Invite the client as a user: on paid and trial projects every seat automatically receives the weekly and monthly summary emails (the only opt-out is the unsubscribe link). If they care about citations, add a watchlist: it tracks source domains you choose (their own domain, key earned-media sites) and sends a daily, weekly or monthly digest of what AI answers cite from them, to the emails you list.

See Agency and User management for the account side.

The audit is your way in

A short visibility check is the strongest opener you have, and GEOflux has a tool built for it: pitch reports. An agency on a paid plan (not a trial) can create a pitch report for a prospect. Each pitch runs on the Growth package: 450 credits (150 prompts), no personas, collecting for 7 days. GEOflux can generate the set for you (25 prompts, 5 topics x 5), or you write your own list, weighted to Evaluate and Buy, in the prospect's language, capped by the 450 credits (150 prompts). You can have up to 10 live pitches at once. A pitch cannot be created for a domain where your agency already has any project, including an existing client. It costs nothing from any client's budget, and if the prospect converts the pitch becomes a paid client project, so the pitch set seeds the paid set. After the week, show them which real questions already name their competitors and not them: concrete, not a deck of claims.

Portfolio hygiene

  • One vocabulary across all clients: Buyer Journey (Discover / Evaluate / Buy) and Brand type (Branded / Non-branded) filled on every prompt, plus general tags for product line and baseline quarter, so reports are built the same way every month.
  • One headline scope across all clients (last 30 days, all engines, Brand type Non-branded), so a 32% and an 18% are comparable.
  • A quarterly portfolio pass: which clients have prompts flat for 90 days, which are near their credit ceiling, which sets have drifted from the ratios.

Templates, worked examples, checklist, mistakes to avoid

Prompt templates by type

Fill the brackets in your buyers' language.

TypeTemplateBuyer JourneyBrand type
Category headWhat are the best [category] for [segment] in [country]?EvaluateNon-branded
ConstraintWhich [category] would you recommend for [use case] on a budget under [amount]?EvaluateNon-branded
Problem-ledI have [problem]. What kind of [category] would help, and what are my options?DiscoverNon-branded
How-to with tool contextHow do I [task], and which [tool/service] should I use for it?DiscoverNon-branded
Comparison[Brand A] or [Brand B] for [use case]? Which is better?EvaluateBranded
AlternativesWhat are good alternatives to [Brand] for [use case]?EvaluateBranded
Buy / whereWhere can I buy [product] online in [country] with [fast delivery / free returns]?BuyNon-branded
LocalWhich [service] would you recommend in [city] for [need]?BuyNon-branded (add a local tag if useful)
Trust / worth itIs [product/service] worth it for [segment]? What do reviews say?BuyNon-branded
Brand accuracyWhat do you know about [Brand]? Is [Brand] trustworthy for [use case]?BuyBranded

Worked example: a 45-prompt Starter set for a UK digital bank

Head volumes are illustrative; 5 slots (15 credits) free.

Topic (Google head volume)PromptsD / E / BExample prompts
Personal loans (135,000)112 / 5 / 4Which bank has the lowest rate on a 10,000 pound personal loan right now? / Where can I get a personal loan approved fully online in the UK?
Mortgages (74,000)92 / 4 / 3Which UK lenders accept a 5% deposit on a first mortgage? / What is the best mortgage lender for self-employed applicants?
Credit cards (60,500)71 / 3 / 3Which credit card gives the longest 0% purchase period, and who issues it?
Current accounts and banking apps82 / 3 / 3Which UK banks have the best current accounts with no monthly fees? / What is the best banking app for a freelancer?
Comparisons and alternatives51 / 2 / 2Monzo or Starling for everyday banking? / What are good alternatives to Revolut for spending abroad?
Trust and fees51 / 1 / 3Is a premium current account worth it in the UK? / Which online banks have hidden fees?
Total45 of 50 prompts9 / 18 / 185 branded prompts: 4 in comparisons and alternatives, 1 in trust and fees

Check: 11 + 9 + 7 + 8 + 5 + 5 = 45 prompts; Discover 9 (20%), Evaluate 18 (40%), Buy 18 (40%); branded 5 of 45 (11%); 135 of 150 credits, 15 free.

Worked example: a 450-credit Growth set for an online travel agency (shape B, Balanced)

115 prompts across 9 topics (Cheap flights 19, City breaks 17, All-inclusive holidays 16, UK staycations 14, Travel insurance 12, Guided tours 10, Last-minute deals 10, Hotels 9, Comparisons and trust 8), plus 3 personas (family with young kids, couple on a tight budget, business traveller) linked to the same 10 Evaluate prompts where the audience changes the recommendation: 115 + 30 = 145 slots, or 435 credits, with 15 free. The persona slice reads as three separate series against the same 10 questions.

One-page checklist

  • Domain, market, language and competitor set (closest rivals plus challengers, within your plan's competitor limit) agreed; project country confirmed before creation.
  • Topic tree taken from the site and weighted by commercial value and Google head volume; comparisons and alternatives in their own topic.
  • Every prompt has a demand receipt and reads like a real user typed it (8 to 15 words, one intent, buyer's words, market language).
  • Ratios at set level: about 20/40/40 Discover / Evaluate / Buy, about 90/10 non-branded; at least 5 prompts per topic.
  • Set sized to the plan (15, 50 or 150 prompts; 45, 150 or 450 credits) with 5 to 10 slots of headroom; personas only on the audience-sensitive slice.
  • 3 to 5 prompts tested manually per engine; at least one brand appears in the answers.
  • CSV built with Buyer Journey and Brand type on every row; import preview shows zero missing values; approval document agreed before import.
  • 30-day baseline saved as a shared report with a custom date range plus the imported CSV, with the Non-branded headline recorded from the Overview; headline scope fixed (last 30 days, all engines, Brand type Non-branded).
  • Monthly: flag candidates and add dated prompts. Quarterly: archive, re-check ratios and volumes.

Mistakes to avoid

MistakeWhat it doesFix
Importing a Google Ads keyword list as promptsMeasures 2 to 4 word fragments nobody types into an AI; answers rarely name brandsTurn each keyword into a question with a constraint
Half the set brandedVisibility looks like 90%, teaches nothing, collapses when a buyer asks the category questionCap branded at 10%, mark it, report the Non-branded filter as the headline
Equal prompts per topicThe money-making line gets the same attention as the sliverWeight by commercial value and demand
Ten paraphrases of "best X"Thirty credits measuring one thingOne per intent, constraint or persona
Personas on every prompt450 credits become about 37 promptsPersonas on 10 to 15 audience-sensitive prompts
Reading day 2 against day 1Panic about noise that is the mediumRead 30-day shares by topic; baseline at day 30
Changing the set mid-quarterBaseline gone, month-on-month invalidDated additions tagged separately; structural changes at quarter boundaries
Archiving baseline prompts mid-quarterArchived prompts leave the stats, so the baseline read changesFlag monthly, archive at the quarterly review only
"Delete permanently" on a prompt that was in a baselineThe prompt and all its answers are gone for good, and the baseline can no longer be rebuiltArchive instead; leave permanent deletion for test prompts that never entered a baseline
Prompts with no Buyer Journey or Brand type valueThey drop out of those filters, so the headline and funnel reads silently miss themCheck the unassigned counts in the prompts table and use Assign to fill them in bulk
English prompts for a non-English audienceLanguage is one of the strongest drivers of which brands get namedWrite in the market's language, in a project set to that country. GEOflux has no language setting; the prompt text is the language
Describing the audience inside the prompt text instead of building a personaTwo mechanisms doing one job, and the audience cannot be filtered onBuild the persona from its attributes and the "Other details" note; keep the prompt clean

On this page

Why prompts decide everything you measureThe basicsHow GEOflux meters your setThe vocabulary of a prompt setThe two fields and how to read themStep 1: Start from real demandUse Google data to size the conversation, then translate itOther places real questions liveStep 2: Build the topic tree and set the two ratiosThe two ratiosPrompt types to cover inside each topicWeight the topics unequallyWhy topics matter for sentimentStep 3: Write prompts the way people type themTen rulesBefore and afterPersonas: when they earn a creditStep 4: Size the plan: 45, 150 and 450 creditsFree (45 credits, 15 prompts): a pilotStarter (150 credits, 50 prompts, 1 persona slot): one market, core topicsGrowth (450 credits, 150 prompts, 3 persona slots): pick one of three shapesQuick sizing formulaStep 5: Test, approve, baselineChecklist before you importThe approval documentWhy day 2 differs from day 1Read every screen through the same filterStep 6: Keep it alive: the monthly and quarterly routineWeekly (15 minutes)Monthly (the close)Quarterly (the set review)Rules of governanceFor agencies: prompts are the scope lineMap the plan to the tierFive rules that hold the ladder togetherThe repeatable new-client setupThe audit is your way inPortfolio hygieneTemplates, worked examples, checklist, mistakes to avoidPrompt templates by typeWorked example: a 45-prompt Starter set for a UK digital bankWorked example: a 450-credit Growth set for an online travel agency (shape B, Balanced)One-page checklistMistakes to avoid