ACADEMY/MODULE 06
AEO70 minBUILD: AI visibility baseline

Audit every answer engine

Measure brand inclusion, recommendation position, cited sources, accuracy, and competitor share across answer engines.

THE OUTCOME

You will have a reproducible baseline showing where the brand appears, why competitors win, and which sources influence the answer.

AI visibility workspace

Answer engine audit

Measure whether the brand appears, how accurately it is described, which competitors win, and what sources shape the answer.

EXAMPLE WORKSPACEDemo data: 24 priority prompts, weekly capture
Mention rate46%+8 pts / 30d
Citation rate21%5 owned citations
Recommendation rate29%7 shortlist wins
Answer accuracy74%6 claims to fix
VISUAL ANALYSIS

Visibility by answer surface

Separate mentions, citations, and recommendations; they are not interchangeable.

ChatGPT+12 pts
63
Google AI+5 pts
41
Perplexity+9 pts
52
Gemini-2 pts
34
Copilot+3 pts
27
0visibility rate63
WHY THIS MODULE MATTERS

AI answers vary by engine, model, date, location, and wording. A useful audit controls what it can, records what changed, and looks for patterns across a prompt set rather than treating one screenshot as truth.

06.1

Define the test protocol

Consistency makes snapshots comparable.

KEY DECISIONS AND FIELD CHECKS / 5 ITEMS
  • 01

    Choose engines, account state, location, date, prompt set, and number of repetitions.

  • 02

    Use fresh threads and run prompts in the same order when possible.

  • 03

    Record the complete answer, cited URLs, and model label; do not reduce results to a yes/no mention.

  • 04

    Control: Fix prompt wording, engine, surface, account state, geography, and run cadence.

  • 05

    Trace: Identify the source patterns and passages that likely shaped the answer.

HUMAN OWNSJudgment and approval

Choose the business priority, interpret exceptions, protect confidential data, challenge weak evidence, and approve the final decision.

AI ASSISTSAnalysis and structure

Clean, classify, compare, calculate, and draft rows from supplied evidence. AI may surface patterns; it does not own strategy.

SOURCE FILESVisibility dataset

Citation tracker, plus answer captures from ChatGPT / Gemini / Perplexity.

OUTPUT PREVIEW / answer-capture-log.CSVOne example row from the finished deliverable
EXAMPLE DATA - REPLACE IT
PromptEngine / surfaceDateFull answer savedCitations savedLocationRun ID
Best agency reporting softwareChatGPT Search2026-08-07Yes4USAEO-0241
CLAUDE / CHATGPT PROMPTAnalyze the evidence without outsourcing the decision
BEFORE RUNNING

Remove personal or confidential data. Attach the named exports, explain every column, and tell the model when the dataset was collected.

You are assisting a human B2B SaaS SEO and AEO operator with Module 06: Audit every answer engine.

Current lesson: Define the test protocol
Objective: Consistency makes snapshots comparable.
Required artifact: AI visibility baseline

BUSINESS CONTEXT I WILL PROVIDE
- Product, category, target market, pricing model, sales motion, and geography
- The priority customer segment and the commercial outcome for this 90-day cycle
- Visibility dataset exported from Citation tracker
- Answer captures exported from ChatGPT / Gemini / Perplexity
- Definitions for any internal fields, stages, scores, and abbreviations

TASK
1. Choose engines, account state, location, date, prompt set, and number of repetitions.
2. Use fresh threads and run prompts in the same order when possible.
3. Record the complete answer, cited URLs, and model label; do not reduce results to a yes/no mention.
4. Control: Fix prompt wording, engine, surface, account state, geography, and run cadence.
5. Trace: Identify the source patterns and passages that likely shaped the answer.

REQUIRED OUTPUT
Return a table using these exact columns: Prompt | Engine / surface | Date | Full answer saved | Citations saved | Location | Run ID.
For every recommendation, cite the source row, URL, call note, or data point that supports it.
Add a confidence column in your analysis: High, Medium, or Low.
List missing evidence separately instead of guessing.
Finish with a section named HUMAN DECISIONS REQUIRED.

RULES
- Do not invent search volume, revenue, customer statements, product capabilities, or competitor facts.
- Do not treat correlation as causation.
- Preserve contradictory evidence and explain why it conflicts.
- Do not make the final priority or publishing decision. Prepare the evidence for a human owner.
- Use this example only as a format reference, not as evidence: Run 40 prompts across ChatGPT, Perplexity, Gemini, and Google AI experiences on the same two-day window.
HUMAN APPROVAL GATE

The test protocol is documented. A named human owner must verify this before the lesson is complete.

B2B SAAS EXAMPLE

Run 40 prompts across ChatGPT, Perplexity, Gemini, and Google AI experiences on the same two-day window.

06.2

Score visibility and accuracy

A mention can still be unhelpful or wrong.

KEY DECISIONS AND FIELD CHECKS / 4 ITEMS
  • 01

    Score presence, recommendation position, sentiment, feature accuracy, and citation ownership.

  • 02

    Mark hallucinated claims, outdated pricing, wrong positioning, and missing best-fit context.

  • 03

    Calculate share of answers and share of cited sources by prompt tier and engine.

  • 04

    Capture: Store the complete answer, cited URLs, date, and screenshots where policy permits.

HUMAN OWNSJudgment and approval

Choose the business priority, interpret exceptions, protect confidential data, challenge weak evidence, and approve the final decision.

AI ASSISTSAnalysis and structure

Clean, classify, compare, calculate, and draft rows from supplied evidence. AI may surface patterns; it does not own strategy.

SOURCE FILESAnswer captures

ChatGPT / Gemini / Perplexity, plus source authority context from Ahrefs / Semrush.

OUTPUT PREVIEW / brand-state-labels.CSVOne example row from the finished deliverable
EXAMPLE DATA - REPLACE IT
Run IDBrand statePositionSentimentRecommendationAccuracyReviewer
AEO-0241Compared2PositiveYesPartialAEO analyst
CLAUDE / CHATGPT PROMPTAnalyze the evidence without outsourcing the decision
BEFORE RUNNING

Remove personal or confidential data. Attach the named exports, explain every column, and tell the model when the dataset was collected.

You are assisting a human B2B SaaS SEO and AEO operator with Module 06: Audit every answer engine.

Current lesson: Score visibility and accuracy
Objective: A mention can still be unhelpful or wrong.
Required artifact: AI visibility baseline

BUSINESS CONTEXT I WILL PROVIDE
- Product, category, target market, pricing model, sales motion, and geography
- The priority customer segment and the commercial outcome for this 90-day cycle
- Answer captures exported from ChatGPT / Gemini / Perplexity
- Source authority context exported from Ahrefs / Semrush
- Definitions for any internal fields, stages, scores, and abbreviations

TASK
1. Score presence, recommendation position, sentiment, feature accuracy, and citation ownership.
2. Mark hallucinated claims, outdated pricing, wrong positioning, and missing best-fit context.
3. Calculate share of answers and share of cited sources by prompt tier and engine.
4. Capture: Store the complete answer, cited URLs, date, and screenshots where policy permits.

REQUIRED OUTPUT
Return a table using these exact columns: Run ID | Brand state | Position | Sentiment | Recommendation | Accuracy | Reviewer.
For every recommendation, cite the source row, URL, call note, or data point that supports it.
Add a confidence column in your analysis: High, Medium, or Low.
List missing evidence separately instead of guessing.
Finish with a section named HUMAN DECISIONS REQUIRED.

RULES
- Do not invent search volume, revenue, customer statements, product capabilities, or competitor facts.
- Do not treat correlation as causation.
- Preserve contradictory evidence and explain why it conflicts.
- Do not make the final priority or publishing decision. Prepare the evidence for a human owner.
- Use this example only as a format reference, not as evidence: The brand appears in 35% of Tier 1 answers but is recommended in only 12%; that gap points to weak comparative proof.
HUMAN APPROVAL GATE

Answers and citations are stored, not just scores. A named human owner must verify this before the lesson is complete.

B2B SAAS EXAMPLE

The brand appears in 35% of Tier 1 answers but is recommended in only 12%; that gap points to weak comparative proof.

06.3

Reverse-engineer cited sources

The source pattern often explains the shortlist.

KEY DECISIONS AND FIELD CHECKS / 6 ITEMS
  • 01

    Group cited URLs by first-party, review, media, community, video, competitor, and unknown.

  • 02

    Count source recurrence across engines and prompt archetypes.

  • 03

    Read the influential pages and note the claims, entities, freshness, and format engines reuse.

  • 04

    Label: Mark absent, mentioned, cited, compared, recommended, or incorrectly represented.

  • 05

    Assign: Choose an owned-content, source, entity, product, or measurement action with an owner.

  • 06

    Retest: Use a fixed panel and rolling panel so you can separate trend from model volatility.

HUMAN OWNSJudgment and approval

Choose the business priority, interpret exceptions, protect confidential data, challenge weak evidence, and approve the final decision.

AI ASSISTSAnalysis and structure

Clean, classify, compare, calculate, and draft rows from supplied evidence. AI may surface patterns; it does not own strategy.

SOURCE FILESSource authority context

Ahrefs / Semrush, plus impact overlay from GSC / analytics.

OUTPUT PREVIEW / citation-source-map.CSVOne example row from the finished deliverable
EXAMPLE DATA - REPLACE IT
Prompt familyCited URLDomain classClaims supportedBrand presentCompetitor presentOpportunity
Agency reportingg2.com/categories/...ReviewCategory shortlistYesYesImprove review proof
CLAUDE / CHATGPT PROMPTAnalyze the evidence without outsourcing the decision
BEFORE RUNNING

Remove personal or confidential data. Attach the named exports, explain every column, and tell the model when the dataset was collected.

You are assisting a human B2B SaaS SEO and AEO operator with Module 06: Audit every answer engine.

Current lesson: Reverse-engineer cited sources
Objective: The source pattern often explains the shortlist.
Required artifact: AI visibility baseline

BUSINESS CONTEXT I WILL PROVIDE
- Product, category, target market, pricing model, sales motion, and geography
- The priority customer segment and the commercial outcome for this 90-day cycle
- Source authority context exported from Ahrefs / Semrush
- Impact overlay exported from GSC / analytics
- Definitions for any internal fields, stages, scores, and abbreviations

TASK
1. Group cited URLs by first-party, review, media, community, video, competitor, and unknown.
2. Count source recurrence across engines and prompt archetypes.
3. Read the influential pages and note the claims, entities, freshness, and format engines reuse.
4. Label: Mark absent, mentioned, cited, compared, recommended, or incorrectly represented.
5. Assign: Choose an owned-content, source, entity, product, or measurement action with an owner.
6. Retest: Use a fixed panel and rolling panel so you can separate trend from model volatility.

REQUIRED OUTPUT
Return a table using these exact columns: Prompt family | Cited URL | Domain class | Claims supported | Brand present | Competitor present | Opportunity.
For every recommendation, cite the source row, URL, call note, or data point that supports it.
Add a confidence column in your analysis: High, Medium, or Low.
List missing evidence separately instead of guessing.
Finish with a section named HUMAN DECISIONS REQUIRED.

RULES
- Do not invent search volume, revenue, customer statements, product capabilities, or competitor facts.
- Do not treat correlation as causation.
- Preserve contradictory evidence and explain why it conflicts.
- Do not make the final priority or publishing decision. Prepare the evidence for a human owner.
- Use this example only as a format reference, not as evidence: Three engines repeatedly cite the same category roundup; earning accurate inclusion there becomes a priority.
HUMAN APPROVAL GATE

Accuracy problems are separated from visibility gaps. A named human owner must verify this before the lesson is complete.

B2B SAAS EXAMPLE

Three engines repeatedly cite the same category roundup; earning accurate inclusion there becomes a priority.

06.4

Turn gaps into actions

The audit is valuable only when it changes the roadmap.

KEY DECISIONS AND FIELD CHECKS / 4 ITEMS
  • 01

    Classify each gap as content, entity, evidence, source, product-fit, or measurement.

  • 02

    Assign one owner and one verification date.

  • 03

    Re-run the stable prompt set monthly and research prompts after major changes.

  • 04

    Score: Measure accuracy, prominence, sentiment, citation quality, and competitive position separately.

HUMAN OWNSJudgment and approval

Choose the business priority, interpret exceptions, protect confidential data, challenge weak evidence, and approve the final decision.

AI ASSISTSAnalysis and structure

Clean, classify, compare, calculate, and draft rows from supplied evidence. AI may surface patterns; it does not own strategy.

SOURCE FILESImpact overlay

GSC / analytics, plus visibility dataset from Citation tracker.

OUTPUT PREVIEW / aeo-action-queue.CSVOne example row from the finished deliverable
EXAMPLE DATA - REPLACE IT
FindingRoot causeAction typeAsset / sourceOwnerRetest dateSuccess state
Absent from workflow promptsNo direct guideOwned content/automated-reporting/Content2026-09-01Mentioned or cited
CLAUDE / CHATGPT PROMPTAnalyze the evidence without outsourcing the decision
BEFORE RUNNING

Remove personal or confidential data. Attach the named exports, explain every column, and tell the model when the dataset was collected.

You are assisting a human B2B SaaS SEO and AEO operator with Module 06: Audit every answer engine.

Current lesson: Turn gaps into actions
Objective: The audit is valuable only when it changes the roadmap.
Required artifact: AI visibility baseline

BUSINESS CONTEXT I WILL PROVIDE
- Product, category, target market, pricing model, sales motion, and geography
- The priority customer segment and the commercial outcome for this 90-day cycle
- Impact overlay exported from GSC / analytics
- Visibility dataset exported from Citation tracker
- Definitions for any internal fields, stages, scores, and abbreviations

TASK
1. Classify each gap as content, entity, evidence, source, product-fit, or measurement.
2. Assign one owner and one verification date.
3. Re-run the stable prompt set monthly and research prompts after major changes.
4. Score: Measure accuracy, prominence, sentiment, citation quality, and competitive position separately.

REQUIRED OUTPUT
Return a table using these exact columns: Finding | Root cause | Action type | Asset / source | Owner | Retest date | Success state.
For every recommendation, cite the source row, URL, call note, or data point that supports it.
Add a confidence column in your analysis: High, Medium, or Low.
List missing evidence separately instead of guessing.
Finish with a section named HUMAN DECISIONS REQUIRED.

RULES
- Do not invent search volume, revenue, customer statements, product capabilities, or competitor facts.
- Do not treat correlation as causation.
- Preserve contradictory evidence and explain why it conflicts.
- Do not make the final priority or publishing decision. Prepare the evidence for a human owner.
- Use this example only as a format reference, not as evidence: Incorrect integration claim -> update product docs, schema/entity references, partner profile, and the cited third-party listing.
HUMAN APPROVAL GATE

Every priority gap has an owner and retest date. A named human owner must verify this before the lesson is complete.

B2B SAAS EXAMPLE

Incorrect integration claim -> update product docs, schema/entity references, partner profile, and the cited third-party listing.

DEFINITION OF DONE0% complete
0/4

Check each item only after the artifact meets the standard.