AI visibility templates for audits that become action.
A template is useful only when it forces a decision. These blocks are built around prompt evidence, source gaps, factual repair, and retesting rather than generic AI-search checklists.
Deep templates
Use the short blocks below, or open the full working template.
Each full template explains the fields, evidence standard, review gates, and limits so the artifact can survive a client call, not just a copy-paste session.
AI visibility audit template
Build the prompt ledger, competitor share, source map, wrong-fact log, scoring notes, and retest queue.
Template guideAEO audit template for agencies
Scope a repeatable client audit with platform coverage, evidence fields, review gates, and delivery limits.
Template guideChatGPT visibility audit template
Measure ChatGPT recommendations, citations, wrong claims, competitor mentions, and repeatability without vanity screenshots.
Template guideAI visibility prompt template
Design buyer-intent prompts, classify answer roles, weight prompt families, and keep retests comparable.
Template guideAI visibility client report template
Turn prompt evidence, source gaps, wrong facts, and fix priorities into a client-ready report structure.
Template guideWhite-label AI visibility report template
Package AI visibility findings for agency delivery while keeping methodology, limits, and evidence visible.
Template guideAI visibility fix plan template
Convert audit findings into owned repair tasks for content, technical SEO, PR, directories, and retests.
Template guideAI citation outreach template
Ask public sources for factual updates and corrections without fake endorsements, paid manipulation, or pressure.
How to use them
One template per job. Do not merge the whole workflow into one sheet.
The prompt ledger records observations. The source map explains why an answer happened. The report outline sells the diagnosis. The outreach packet repairs evidence. The screenshot script starts a conversation.
01
Prompt Ledger
Track buyer questions, platforms, run dates, brand mentions, competitors, citations, and errors.
Prompt:
Platform:
Run date:
Buyer intent:
Brand mentioned?:
Competitors mentioned:
Recommendation reason:
Cited sources:
Material errors:
Fix owner:
Retest date:02
Missing Source Map
Turn cited pages into repair targets instead of generic content ideas.
Source URL:
Source type:
Which prompts used it:
Which competitor benefited:
Claim supported:
Why our brand is absent:
Repair path:
Outreach or page owner:
Priority:
Retest signal:03
Client Report Outline
Structure a paid or white-label report so executives can act without learning every model detail.
1. Executive summary
2. AI Visibility Score
3. Competitor share of voice
4. Prompt result table
5. Missing Source Map
6. Wrong or stale facts
7. 30-day fix plan
8. Retest plan
9. Appendix: prompts, sources, screenshots04
Source Outreach Packet
Send accurate facts to directories, category lists, and roundups without asking for fake endorsement.
Canonical brand name:
Canonical URL:
Best-fit customer:
Current product/service facts:
Proof URLs:
Pricing caveat:
Limitations:
Why this source's readers may care:
Correction request:
Update contact:05
Cold Outreach Screenshot Script
Use the report itself as prospecting proof without writing a fear-based AI pitch.
Subject: AI recommends your competitors for [buyer prompt]
We tested 20 questions your buyers may ask ChatGPT, Gemini, Perplexity, and Google AI.
Your brand appeared: [x] times.
Competitor appeared: [y] times.
Most repeated source gap: [source type].
I attached one screenshot and the prompt row. Want the full free summary?