Step 01
Define buyer-intent prompts
10–15 prompts for a Snapshot, or 25–50 prompts for Monitoring, mapped to persona, funnel stage, and category — not vanity queries.
We interview your team and study the category to write prompts the way buyers ask them — mapped to persona and a fixed awareness/consideration/decision mix. Vanity queries are excluded.
Step 02
Select competitors & surfaces
3–5 named competitors across 3–5 AI/search surfaces (ChatGPT, Perplexity, Gemini, Claude, Google AI Mode).
Competitors are named explicitly (no “the market” hand-waving), and engines are chosen by where your category's buyers actually ask. Both are recorded in the report.
Step 03
Capture answers & citations
Timestamped captures, screenshots, source URLs, and engine metadata preserved for every prompt.
Every prompt run is captured with a screenshot, source URLs, engine metadata, and a timestamp. Because AI answers are non-deterministic, we rely on patterns across the full set, not a single response.
Step 04
Score mentions & misrepresentation
Recommendation, mention, omission, misrepresentation — labelled by a human reviewer, not a heuristic.
A human reviewer labels each capture: recommended, mentioned, omitted, or misrepresented. Edge cases are documented, not silently scored.
Step 05
Map source & content gaps
Which third-party and owned pages drive citations, and which gaps your competitors are filling.
We map which third-party and owned pages drive citations, and which sources competitors own that you're absent from — the gaps that explain most omissions.
Step 06
Roadmap & retest plan
A sequenced fix backlog with impact/effort, plus a retest plan to measure visibility gained.
Findings become a backlog sequenced by impact and effort, each fix tied to the prompts it should move, plus a 30/90-day retest plan to measure visibility gained.