Guide

AI Search Optimization Checklist

Phase-by-phase audit: prompts, mentions, citations, comparisons, monitoring.

Phase A — Baseline

• 20–30 buyer prompts from sales/support
• Run ChatGPT, Gemini, Perplexity — store full text
• Score mention rate, SOV, citation share per engine

Phase B — Entity & site

• Organization schema
• Pricing + security + docs public
• Comparison pages for top 3 AI-named competitors

Phase C — Third-party

• Citation domain gap matrix
• G2/Capterra profiles
• Authentic community presence

Phase D — Monitor

• Monthly re-run same prompts
• Quarterly SOV report to leadership
• CRM tag: AI discovery on opportunities