01 / 12
theseo

SEO for the AI era.

The agency built for both worlds: classic search and generative answers.

Vision Deck · Q2 2026 · Confidential
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02 / 12 — The shift
THE SHIFT

Search is fragmenting for the first time in 20 years.

For two decades, "search" meant Google. Optimizing for Google was the only game.

In 2026, buyers ask ChatGPT, Perplexity, Claude, Gemini, Bing Copilot and Google AI Overviews — each with different rules for what gets cited.

40%+
of Google searches show an AI Overview
300M
weekly ChatGPT users
3-5
sources Perplexity cites per answer
<35
"ask AI first" is now default
03 / 12 — The gap
THE GAP

Two industries. Almost no overlap.

CLASSIC SEO AGENCIES

Know Google.

Don't know LLMs.

Mature playbooks for keyword research, content, link building. Operationally manual. Most haven't touched a single GEO/AEO project.

AI CONSULTANCIES

Know LLMs.

Don't know SEO.

Build agents and integrations. Bill by the hour or by the project. No expertise in search behavior or distribution.

THE INTERSECTION → THESEO

One senior team that ships both. AI agents internally. GEO/AEO externally. Classic SEO done at 5× speed.

04 / 12 — Solution
WHAT WE DO

Two product lines.
One operational core.

LINE 1 — RECURRING

SEO + GEO retainers

Three tiers ($5k / $7.5k / $10k+ per month) with optional GEO/AEO add-on (+$2k–$4k/mo). Six-month minimum. Predictable MRR.

target: 70% of revenue
LINE 2 — PROJECTS & PRODUCTS

GEO audits + AI agents

One-shot audits ($3–8k), custom AI agents for client teams ($5–20k setup), and citation tracking subscription ($500–$2k/mo).

target: 30% of revenue, 50%+ margin
UNDERNEATH BOTH — INTERNAL AGENT STACK

Brief Agent · Audit Agent · Outreach Agent · Reporting Agent · Refresh Agent · Schema Agent · Internal Linking Agent · Citation Tracker. Built on the same Claude Code SDK stack we use elsewhere.

05 / 12 — Why now
WHY NOW

The window is 12–24 months.

01

GEO/AEO is uncategorized

No standardized playbook. No dominant agency. The category is being named in real time. First-movers will own the language.

02

Classic agencies can't pivot fast

Most are 10+ year operations with old stacks and trained staff. They'll bolt on "AI" as marketing, not as ops. Quality differential will be obvious.

03

Mid-market is underserved

Top-tier agencies (Animalz, Siege, Embarque) charge $15–50k/mo. Cheap shops charge $500–3k. A $5–12k tier with both disciplines and AI ops doesn't exist yet.

04

AI agent infra is mature enough

Claude Code SDK, MCP, vector stores, headless browsers — production-grade. Two engineers can ship what would have taken a 10-person team in 2024.

06 / 12 — Market
MARKET

A $80B+ category with a new tier opening up.

TAM
$80B+
Global SEO + content marketing services market in 2026
SAM (mid-market)
$8–12B
Mid-market SEO retainers ($5–15k/mo tier) globally
SOM (year 3 target)
$5–10M
Annual revenue, 50–80 active retainers + projects
THE EMERGING SUB-CATEGORY

GEO/AEO is being measured as a separate market for the first time in 2026. Early estimates put it at $2–5B by 2028, growing >100% YoY. There is no public market leader yet — the slot is open.

07 / 12 — Competition
COMPETITION

The competitive matrix.

Player Classic SEO GEO / AEO AI ops Tier
TheSeo Strong Strong Strong $5–12k/mo
Animalz / Siege Media Strong Emerging Light $15–50k/mo
Local mid-market agencies Mixed None None $3–10k/mo
Freelancer / starter shops Variable None Hacky $0.5–3k/mo
Pure-AI consultancies None Adjacent Strong $200–400/hr

We're the only row in the matrix with three full-strength columns at the mid-market price point.

08 / 12 — Team
FOUNDING TEAM

Two founders. Complementary by design.

CEO / SALES & OPS

[Co-founder]

  • Built and scaled lead-gen products serving thousands of customers worldwide.
  • Owns existing pipeline of warm mid-market leads ready for premium services.
  • Customer-facing operator — sales, account management, customer success.
CTO / PRODUCT

Nicolás Pereira

  • Engineer specialized in AI systems and autonomous agents.
  • Built Kalapu, a personal multi-agent Claude Code system running production workflows.
  • Owns the agent stack, GEO/AEO methodology, and operational tooling.

Pre-existing demand (left) + the technical depth to deliver it differently (right).

09 / 12 — Business model
BUSINESS MODEL

Recurring revenue with high gross margins.

Starter
$5,000/mo
SEO classic, mid-market entry
Pro · most popular
$7,500/mo
SEO + bi-weekly cadence
Enterprise
$10,000+/mo
SEO + GEO included
UNIT ECONOMICS (Pro tier, post-tooling)
  • Revenue$7,500
  • Tooling (prorated)−$200
  • Content freelancers−$1,200
  • Link building−$1,500
  • Internal time (post-AI)−$1,000
  • Gross margin$3,600 / 48%
REVENUE MIX TARGET (Y2)
  • Recurring retainers~70%
  • GEO/AEO audits + projects~20%
  • AI agents custom builds~10%

Target net retention >110% via tier upgrades + GEO add-ons.

10 / 12 — Roadmap
ROADMAP

12 months, four phases, one north star.

PHASE 1 · Mo 1

Pilot

First paying retainer. SOPs documented. Service menu validated.

target: 1 client, $5–7k MRR
PHASE 2 · Mo 2–3

First agents

Brief Agent + Reporting Agent in production. First GEO Audit sold.

target: 3 clients, $20k MRR
PHASE 3 · Mo 3–6

Full stack

Agent stack complete. GEO retainer add-on launched. Client dashboard live.

target: 5 clients, $30k+ MRR
PHASE 4 · Mo 6–12

Productize

Hiring plan. Verticalization. Possible Citation Tracker spin-off as SaaS.

target: 12+ clients, $80k+ MRR
North star: become the default mid-market agency for both classic SEO and GEO/AEO within 24 months.
11 / 12 — Risks
RISKS & MITIGATIONS

What could go wrong.
And what we do about it.

RISK
LLM landscape changes faster than our methodology.
MITIGATION
1 day/week dedicated to AI search intel. Methodology versioned. Findings published as content (free distribution + thought leadership).
RISK
Mid-market doesn't pay premium for GEO yet.
MITIGATION
Bundle GEO into Enterprise tier; offer as add-on for Starter/Pro. Lead with audits ($3–8k) to educate buyers without retainer commitment.
RISK
Single founder dependency on lead source.
MITIGATION
Build organic brand acquisition channels in Phase 3 (content, conferences, podcast, partnerships). Goal: 50% of leads outside founder's network by Mo 12.
RISK
Burnout — 5 clients before we have processes.
MITIGATION
Hard cap at 1 client in Phase 1. Process discipline: every deliverable becomes an SOP before scaling. Hire freelancers before FTEs.
12 / 12 — Close
THE INVITATION

We're building
the SEO agency
of the next decade.

Looking for early advisors, intro-makers, and friends-and-family who want to back something with a real pipeline and a real differentiator from day one.

theseo