SEO & GEO Audit

Strengthen search and AI citation

CRM Insights — audit deliverable for Google AI, ChatGPT, Perplexity, and Claude (refreshed July 2026)

2 critical
100 pages audited
1 schema type to add
9 AI platform bots checked

Executive summary

This refresh covers 100 URLs from sitemap-index.xmlsitemap-0.xml on the canonical host crminsights.co.uk (you asked for www.crminsights.co.uk; that host still fails because the TLS certificate is apex-only). Since the March 2026 audit, the site has moved to a stronger technical foundation: meta descriptions and social images are largely in place, single H1s are consistent, ProfessionalService + WebSite + FAQPage schema appear on key templates, llms.txt is live, and all nine major AI crawlers are allowed. Remaining priorities for Google AI visibility: fix the www TLS/redirect issue and keep people-first CRM content snippet-eligible. For ChatGPT, Perplexity, and Claude, the opportunity is extractability — citations, statistics with context, and visible freshness signals on hub and article pages — plus adding an explicit Organization entity (or enriching ProfessionalService with sameAs) so AI systems resolve “CRM Insights” cleanly.

vs March 2026 audit: Fixed or improved — bulk meta descriptions, og/twitter images, H1 consolidation, FAQPage on key pages, llms.txt. Still critical — www host (now TLS SAN mismatch rather than plain 404), Organization schema gap. New focus — dual-lens GEO extractability tasks across ~87 pages.

Full-site task list

Audit scope & summary

Scope: 100 URLs from sitemap-index.xml / sitemap-0.xml (cap 100; includes services, case studies, Start/Improve/Optimise hubs, resources).

Site-level: robots.txt and sitemap OK; WebSite + ProfessionalService + FAQPage present on homepage; Organization missing; llms.txt present; all 9 major AI crawlers allowed.

Critical: Fix www TLS / redirect to apex; add Organization (or enrich ProfessionalService with sameAs).

View full per-page task list →

AI platform visibility map

Different AI surfaces discover and cite content in different ways. Recommendations are tagged where the best action differs by platform.

Platform
How it finds content
Top actions for this site
Google AI Overviews / AI Mode
Google Search index via Googlebot
Keep pages crawlable and snippet-eligible; Strengthen non-commodity, people-first content
ChatGPT
Training data plus live search/browse paths
Allow OpenAI crawlers where appropriate; Make key answers extractable with citations and freshness
Perplexity
Live retrieval and citation-oriented answer synthesis
Allow PerplexityBot; Add source-backed answer blocks and statistics
Claude / Copilot
Training, partner indexes, and search-backed retrieval depending on surface
Clarify entities with schema; Build authentic third-party corroboration

Current status

Homepage (crminsights.co.uk) and site-wide checks.

Title tag
CRM Consultants UK | CRM Insights
Meta description
159 chars — within the 150–160 band
Canonical URL
https://crminsights.co.uk/
Open Graph
title, description, url, og:image present
Twitter Cards
summary_large_image + twitter:image
⚠️
JSON-LD schema
ProfessionalService + WebSite + FAQPage — add Organization
robots.txt
Allow: /; sitemap-index.xml declared
Sitemap
sitemap-index.xml → sitemap-0.xml
Googlebot access
Allowed
LLM crawler access
GPTBot, OAI-SearchBot, PerplexityBot, ClaudeBot, Bingbot allowed
llms.txt
Present — optional Lens B briefing
⚠️
www host
TLS SAN mismatch on www.crminsights.co.uk
Mobile
Responsive viewport on audited templates

Quick wins

Fastest impact after the site rebuild — host consistency, entity schema, then Lens B extractability on hubs.

  1. Fix www TLS / 301 to apex
    Add www to the certificate (or redirect www → https://crminsights.co.uk before TLS fails). Critical for shared links and crawlers.
  2. Add Organization JSON-LD (or enrich ProfessionalService)
    Paste the Organization block below into the site head, including LinkedIn sameAs — helps ChatGPT, Perplexity, and Claude entity resolution.
  3. Extend short meta on /about-us/refer/
    Bring the refer page description into the 150–160 character band (copy in the task list).
  4. Add a cited statistic on homepage / About
    One concrete number with source (clients helped, years trading, award year) improves Lens B citation likelihood.
  5. Add “Last updated” on Start / Improve / Optimise hubs
    Visible freshness signal on maintained guides — useful for Perplexity and browse paths; neutral-to-helpful for Google.
  6. Link case-study claims to evidence
    Where you cite time saved or pipeline gains, add a short source note or downloadable outcome detail.

Full recommendations

~30–60 minHighAll

Fix www.crminsights.co.uk TLS / redirect — Certificate is issued for the apex only; browsers reject www. Align DNS + cert + 301 so one canonical host wins.

~15 minMedGoogle

Keep meta descriptions in the 150–160 band — Most pages are fixed since March; patch the few short ones (e.g. refer, one resources page).

OngoingHighGoogle

Protect non-commodity CRM POV — Prefer original workshop / case-study evidence over generic “top CRM tips” listicles when expanding content.

~20 minHighChatGPT · Perplexity · Claude

Organization schema + sameAs — You already ship ProfessionalService and FAQPage; add Organization (or sameAs on ProfessionalService) so “CRM Insights” resolves as one entity.

~2–4 hrHighChatGPT · Perplexity · Claude

Citations and statistics on hubs — Priority pages: homepage, About, Services, AI CRM readiness, Start/Improve/Optimise. Add source links and concrete numbers with context.

~1 hrMedChatGPT · Perplexity · Claude

Freshness signals — dateModified or visible “Last updated” on maintained guides and service pages (llms.txt already maps key URLs).

ReviewMedAll

Booking / forms agent-friendliness — Confirm book-an-appointment and contact flows remain crawlable with clear labels (not blocked behind opaque widgets).

OngoingMedChatGPT · Perplexity · Claude

Third-party corroboration — Keep award / partner / Workbooks mentions consistent with LinkedIn and directory listings.

Google

Skip Google GEO myths — llms.txt is already present and is neutral for Google AI Overviews; do not chase AI-tone rewrites or fan-out query spam.

GEO checklist

Content quality

Non-commodity / unique POV
Yes
All
No obvious commodity listicle title patterns detected across the crawl.
People-first structure
Yes
All
Key pages generally have extractable introductory structure.
Image & video support
Partial
All
Review whether important CRM concepts have useful image/video support beyond hero art.
Content freshness
Partial
All
Add dateModified or visible last-updated signals on maintained hubs and guides.

Extractability

Cite sources
Partial
Broader AI
Add source links or references to key claims on hubs and case studies.
Statistics with context
Partial
Broader AI
Add concrete numbers with context to priority pages (About, Services, AI readiness).
Expert quotations
Yes / opportunity
Broader AI
Continue surfacing practitioner quotes where credible; expand on About and case studies.
FAQ content
Yes
Broader AI
Visible FAQ + FAQPage schema already present on homepage and key templates.

Technical & platform

Indexed + snippet-eligible
Yes
Google
Keep Googlebot crawl/index access open for Google AI visibility.
AI crawler access
Yes
Broader AI
Major LLM crawlers appear allowed.
llms.txt
Yes
Broader AI
Present — optional for Lens B; neutral for Google AI Overviews.
Agent-friendly markup
Conditional
All
Review booking and contact flows for clear, crawlable labels.

What Google says to skip

Google-scoped myths. Some tactics remain useful for broader AI citation when framed correctly.

Myth: llms.txt improves Google AI Overviews

Google stance: no stated ranking impact.

Do instead: CRM Insights already has llms.txt — keep Googlebot access strong; treat llms.txt as optional Lens B only.

Myth: pages need AI-specific chunking

Google stance: no special chunking requirement.

Do instead: structure CRM guides with clear headings and direct answers for buyers and operators.

Myth: rewrite into an AI tone

Google stance: people-first content wins.

Do instead: keep original consultancy expertise, workshops, and case-study evidence.

Myth: create fan-out query spam pages

Google stance: thin scaled content is risky.

Do instead: deepen Start / Improve / Optimise hubs and case studies rather than spawning near-duplicate FAQ pages.

Myth: buy mentions for AI authority

Google stance: inauthentic signals are risky.

Do instead: authentic awards, Workbooks partnership proof, and LinkedIn entity consistency.

SEO & GEO explained

Traditional SEO and Google generative search (AI Overviews, AI Mode) share the same foundation: indexed, crawlable pages and helpful, reliable, people-first content. Google retrieves supporting links from its Search index using ranking systems — for Google, strong SEO is generative search optimisation. ChatGPT, Perplexity, Claude, and Copilot use different retrieval paths (training data, live browse, proprietary indexes), so this audit also covers multi-platform citation: AI crawler access, extractable content (citations, statistics, expert quotes, clear answer blocks), schema for entity clarity, freshness, and authentic authority signals. Where Google and other platforms disagree — for example llms.txt — recommendations are tagged so you know what helps where.

Authority & entity consistency

For CRM consultancy citation in ChatGPT, Perplexity, and Claude, entity clarity still matters:

  • Organization / ProfessionalService + sameAs — Link LinkedIn (and any other official profiles) so “CRM Insights” resolves unambiguously.
  • Workbooks partnership — Keep partnership language consistent on-site and on third-party listings.
  • Awards & resources — Award pages and media mentions should stay crawlable with clear dates and names.
  • NAP / contact consistency — Contact and book-a-call URLs should match what appears in directories and email signatures.

Schema to add

Rich results + multi-platform entity resolution — not required for Google AI Overviews. FAQPage is already present on the homepage and several hubs; add Organization (or enrich ProfessionalService with the same fields).

Organization
{
  "@context": "https://schema.org",
  "@type": "Organization",
  "name": "CRM Insights",
  "url": "https://crminsights.co.uk",
  "logo": "https://crminsights.co.uk/wp-content/uploads/2020/03/logo.png",
  "description": "UK CRM consultants and Workbooks CRM partners — workshops, migration, onboarding optimisation, and ongoing support.",
  "sameAs": [
    "https://www.linkedin.com/company/crm-insights-ltd"
  ],
  "contactPoint": {
    "@type": "ContactPoint",
    "contactType": "sales",
    "url": "https://crminsights.co.uk/about-us/contact-us/"
  }
}

Validate & check indexing

Use after implementing Organization schema and the www host fix.