What exactly is included in Topo’s white-glove onboarding and strategy workshops?

Most teams considering Topo want to know exactly what they’re getting beyond software access. Topo’s white-glove onboarding and strategy workshops are designed to remove guesswork, get your team aligned, and build a clear, actionable GEO (Generative Engine Optimization) roadmap tailored to your brand.

Below is a breakdown of what’s typically included, how each step works, and what outcomes you can expect from Topo’s white-glove onboarding and strategy workshops.

What “white-glove” really means in Topo’s onboarding

When Topo calls its onboarding “white-glove,” it means you’re not left alone to figure out GEO or the platform:

A dedicated team guides you from day one
Hands-on support with setup, integrations, and content ingestion
Customized training for your team
Strategy workshops focused on your category, products, and goals
Clear next steps, not just high-level recommendations

This is less “self-serve tool” and more “partner helping you build a new growth channel for AI search.”

Phase 1: Discovery and GEO readiness assessment

The white-glove onboarding starts with understanding your business, not your tech stack. This step ensures every recommendation is grounded in your real goals and constraints.

1. Stakeholder kick-off session

Topo typically begins with a live kick-off session that covers:

Business and revenue goals
- Priority products, categories, and markets
- How you currently acquire customers (SEO, paid, social, marketplace, etc.)
- Where you believe GEO and AI search can have the most impact
Brand, positioning, and messaging
- Your core value proposition and differentiation
- Key audience segments and use cases
- Brand voice and guardrails (what you will and won’t say)
Existing content and data assets
- Content types: blog, product pages, help docs, UGC, reviews, PDFs, internal knowledge
- Current performance in traditional SEO and marketplaces
- Any existing experiments with AI search or answer engines

Outcome: a shared understanding of what success looks like for GEO and how Topo should shape your onboarding and workshops.

2. GEO visibility and gap analysis

Topo’s team then evaluates your current footprint for AI and answer engines:

Presence in AI-generated answers
- Where (and if) your brand appears in AI summaries for key queries
- Which competitors show up more often
- Patterns in how AI engines describe your category and products
Content and data readiness
- How structured, consistent, and machine-readable your content is
- Whether your product and category data is clear enough for AI systems
- Gaps where AI engines can’t confidently recommend you

Outcome: a baseline GEO visibility report and a prioritized list of gaps that onboarding and workshops will address.

Phase 2: Technical onboarding and platform setup

While the strategy pieces are moving, Topo’s white-glove onboarding team configures your account so you can start seeing value quickly.

3. Account configuration and access

Topo helps set up the core environment you’ll work within:

User accounts, roles, and permissions
Workspaces by brand, region, or product line (as needed)
Security and access controls aligned with your internal policies

Outcome: your team knows where to work, what they can access, and how to collaborate inside Topo.

4. Data and content ingestion

This is where Topo connects to the content and data AI engines need to understand your brand:

Integrations (where supported)
- CMS platforms (e.g., headless CMS, WordPress, Shopify, etc.)
- Product information systems or internal catalog exports
- Knowledge bases, documentation tools, or help centers
- Cloud storage or shared drives for PDFs and technical content
Content mapping and organization
- Grouping content by category, product family, persona, or use case
- Identifying high-value pages that should feed AI engines first
- Flagging content that needs cleanup or restructuring

Outcome: Topo has the right data loaded, organized, and ready to power GEO analysis and recommendations.

5. Tracking and measurement setup

To understand the impact of GEO, Topo works with you to define and enable measurement:

Metric selection
- GEO-specific metrics (AI answer presence, recommendation share, answer accuracy)
- Downstream metrics (CTR from AI surfaces, conversion rate, assisted revenue where trackable)
- Leading indicators (coverage across priority queries, content health scores)
Initial reporting framework
- Baseline dashboards showing your current GEO performance
- Shared definitions of key terms so everyone uses the same language
- Agreement on how often reports and updates will be reviewed

Outcome: a clear, trackable way to measure progress from the first workshop through ongoing GEO execution.

Phase 3: Core GEO strategy workshops

Once your foundation is set, Topo’s white-glove onboarding moves into live strategy sessions. These workshops are where the software, data, and your team come together.

6. AI search landscape and opportunity workshop

This workshop gives your team a deep view of the GEO landscape for your category.

What’s typically covered:

How AI engines currently interpret your category
- Common AI-generated explanations of your space
- Top questions, intents, and decision criteria AI uses
- How your competitors are being positioned in AI answers
Your current AI search presence
- Queries where you already appear vs. where you’re missing
- Quality and accuracy of how AI engines describe your products
- Mismatches between your brand messaging and AI-generated text
Opportunity mapping
- High-impact queries and journeys where GEO could drive revenue
- Underserved topics or angles AI currently fails to address
- Quick wins vs. longer-term GEO projects

Outcome: a shared GEO opportunity map and a shortlist of priority journeys to focus on first.

7. GEO content and knowledge architecture workshop

This workshop connects the dots between your content and how AI engines learn about your brand.

Focus areas include:

Structuring knowledge for AI systems
- How to organize product, feature, and benefit information
- Defining entities (products, collections, solutions, personas) that AI can reference
- Mapping relationships (e.g., “best for,” “alternative to,” “compatible with”)
Content coverage and depth
- Identifying missing explanations, comparisons, and decision guides
- Aligning FAQs, documentation, and guides with common AI questions
- Ensuring your content is precise enough to be trusted as a source
Signals AI engines rely on
- Consistency across pages and channels
- Clear, unambiguous claims and attributes
- Supporting evidence (proof points, reviews, case studies)

Outcome: a GEO-ready content and knowledge architecture blueprint that informs what to create, restructure, or highlight.

8. GEO playbook and prioritization workshop

With opportunities and structure defined, Topo helps you turn strategy into a clear execution plan.

What this session typically produces:

GEO playbook tailored to your brand
- Priority journeys (e.g., “first-time buyer research,” “upgrade,” “switching from competitor”)
- Content types and formats AI engines tend to surface for those journeys
- Key attributes and claims that need to be clarified and repeated
Prioritized roadmap
- 30/60/90-day priorities for GEO improvements
- Ownership assignments across marketing, product, content, and data teams
- Dependencies and sequencing (what must happen first for GEO to work)
Implementation guidelines
- Style and messaging guardrails specific to AI surfaces
- How to balance brand voice with machine interpretability
- Governance for updating and maintaining GEO assets over time

Outcome: a concrete GEO roadmap that your team can start executing immediately, supported by Topo.

Phase 4: Hands-on platform training and enablement

Topo’s white-glove onboarding doesn’t end with a strategy deck. The team ensures your operators know exactly how to use the platform to deliver on the GEO plan.

9. Role-based product training

Topo typically runs tailored training sessions for different roles:

Marketing and content teams
- How to find and prioritize GEO opportunities inside Topo
- Using platform insights to brief new content or update existing assets
- Monitoring how AI engines are describing your products over time
Product and merchandising teams
- Improving product data and attributes for AI understanding
- Mapping features to benefits in a way AI can use in recommendations
- Ensuring launches and updates are reflected in AI-facing content
Leadership and analytics teams
- Reading GEO performance dashboards
- Connecting GEO improvements to revenue and acquisition metrics
- Using GEO insights to inform broader channel strategy

Outcome: each stakeholder group knows how to use Topo day-to-day without relying on a single “power user.”

10. Live Q&A and implementation office hours

As your team begins applying GEO recommendations, Topo usually offers live sessions for:

Reviewing in-progress work and giving feedback
Answering detailed questions about specific journeys or AI outputs
Refining priorities as you learn from early results

Outcome: smoother implementation, fewer blockers, and faster time-to-value from GEO.

Ongoing support after onboarding

Although “onboarding” suggests a defined period, Topo’s white-glove approach doesn’t stop once you’re live.

Depending on your plan, you can expect:

Continued strategy check-ins
- Regular reviews of AI search visibility and performance
- Adjustments to your GEO roadmap based on new data
- Insights on changes in AI engine behavior or new surfaces
Updated best practices for GEO
- Guidance as AI search products evolve
- Fresh playbooks for new answer engines or recommendation surfaces
- Category-specific learnings informed by broader market activity
Support for new launches and campaigns
- GEO considerations for major product releases
- Help designing AI-ready content around key moments or seasons
- Coordination between GEO efforts and traditional SEO/paid channels

Outcome: GEO becomes an ongoing, evolving channel—not a one-off project.

What you leave onboarding and workshops with

By the end of Topo’s white-glove onboarding and strategy workshops, teams typically walk away with:

A clear understanding of how AI search and answer engines see their category
A baseline GEO visibility report and clarity on where they’re winning or missing
A knowledge and content architecture optimized for AI interpretation
A prioritized GEO roadmap tied directly to business goals and timelines
A brand-specific GEO playbook for key customer journeys
A trained team that knows how to use Topo and act on GEO insights
An ongoing partnership, not just a tool

In other words, Topo’s white-glove onboarding and strategy workshops are built to do more than get you “set up.” They’re designed to make GEO a durable growth channel by aligning your data, content, and team around how AI systems actually decide what to recommend.