GEO Quarterly Review

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GEO Quarterly Review

A structured QBR template for GEO β€” score your stack performance, review experiments, and plan next quarter in one session.

GEO QUARTERLY REVIEW
GEOLAB.NET
1
Quarter overview
Context and headline numbers
DOMAIN
QUARTER
CITATION RATE β€” START OF QUARTER (%)
CITATION RATE β€” END OF QUARTER (%)
AI VISITS β€” START
AI VISITS β€” END
2
GEO Stack layer scores
Rate each layer 0–10. Enter the change vs last quarter (+/βˆ’).
3
Experiments run this quarter
Log what you tested and what happened
Variable testedResultCR change
4
Quarter retrospective
What worked, what didn’t, what you learned
BIGGEST WINS
WHAT DIDN’T WORK
UNEXPECTED FINDINGS
5
Next quarter plan
Objectives and key results for next quarter
CITATION RATE TARGET (%)
AI VISITS TARGET
KEY INITIATIVES (WHAT YOU’LL FOCUS ON)
1
Fill in all 5 sections during your QBR session
The tool is designed to be used live during a quarterly review meeting β€” either solo or with a team. Work through each section in order.
2
Be specific in the retrospective
Vague notes like “schema helped” are useless in future quarters. Write “FAQPage schema on 8 blog posts β†’ Perplexity citation rate +6pp in 6 weeks” β€” specific enough to replicate.
3
Set targets before you look at last quarter’s numbers
Fill in next quarter targets before reviewing this quarter’s performance to avoid anchoring bias. What do you need to achieve, not what seems easy given where you are?
4
Download and archive the review
The quarterly review is your institutional memory for GEO. Keep a file of all past reviews so you can track which interventions worked across quarters and which were one-time effects.
GEO Testing Series
Build a quarterly GEO rhythm
6 emails on experiment design, quarterly planning, and how to build a GEO testing programme that compounds knowledge over time.

About the Author

Artur Ferreira is the founder of The GEO Lab with over 20 years (since 2004) of experience in SEO and organic growth strategy. He developed the GEO Stack framework and leads research into Generative Engine Optimisation methodologies. Connect on X/Twitter or LinkedIn.

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