AI search optimisation checklist

Twenty-six checks for being cited by AI assistants, tickable on this page, plus an Excel tracker for measuring it. Most of this is ordinary good practice weighted differently rather than a new discipline — the genuinely new parts are deciding which AI crawlers to allow, writing passages that survive extraction, and accepting that there is no Search Console for this, so manual prompt checks are the measurement.

  • CHECKLIST
  • XLSX
  • PDF
  • FREE
Best for
Anyone who wants to be the source an assistant cites, not just a ranking page
Includes
26 tickable checks + Excel citation tracker + PDF
Time to use
2 hours, then monthly checks

Free to download and use in your own client work. No email address required.

Problems this solves

Recurring complaints about this task, and what this resource does about each one. If it does not solve your version of the problem, that is worth knowing before you download anything.

Nobody can tell you how to show up in ChatGPT or Perplexity
This says plainly that eighty per cent of it is SEO fundamentals weighted differently, names the twenty per cent that is genuinely new, and separates what the providers document from what they do not — the mechanism is public, the weighting is not, including to me.
You have no idea whether you are being cited
The tracker is the measurement: your buyers’ actual prompts, checked across assistants on a schedule, recording cited / mentioned / absent and which competitor was cited instead. There is no Search Console for this.
Every recommendation contradicts the last one
A comparison table of what transfers from classic SEO and what actively works against you, so you can tell a real change in practice from a repackaged one.
You are told to be cited on Reddit and LinkedIn and cannot tell if that is real
The page covers third-party corroboration honestly: being discussed where assistants crawl does appear to help, it is not something you can reliably manufacture, and treating it as a tactic is how people get banned from the communities in question.

You will see this called AEO, GEO, LLM SEO or AI search optimisation. The acronym does not matter and it will change again. What matters is a narrower question:

When someone asks an assistant a question you could answer, are you the source it cites?

Eighty per cent of this is SEO you already know

Let me be honest about that before selling you a checklist. Crawlability, genuinely unique substance, a named accountable author, accurate structured data — these were already the things that worked, and they matter more here, not less.

What is genuinely different is worth knowing precisely:

AspectClassic searchAI search
What wins The best page for a query, judged partly on links The most extractable, best-sourced passage that answers the specific question
Unit of competition The page, against nine other pages The passage, against passages from several sites blended into one answer
What a win looks like A ranking position and a click A citation, and often no click at all
Measurement Impressions, position and clicks in Search Console Manual prompt checks and referral traffic. There is no Search Console for this yet
What does not transfer Keyword density, exact-match phrasing, thin pages at volume All of it works against you — filler dilutes the passages you want extracted
What transfers completely Crawlability, unique substance, a named accountable author, accurate structured data The same four, weighted more heavily
The last two rows matter most: what does not transfer, and what transfers completely.

The last two rows are the important ones. Thin pages at volume actively hurt you here — filler dilutes the passages you want extracted — while the fundamentals transfer completely.

The checklist

5 groups · 26 checks

Can the assistants reach you at all? 5

Is the answer extractable? 6

Is it worth citing? 5

Machine-readable signals 5

Measuring it 5

Deciding which crawlers to allow

This is the part that is genuinely new, and it is routinely confused. Blocking a training crawler does not stop you being cited in search answers. They are separate decisions.

User agentWho runs itWhat it doesAdvice
OAI-SearchBot OpenAI Surfacing pages in ChatGPT search results Allow. This is how you get cited.
GPTBot OpenAI Collecting data used for model training Owner’s decision. Blocking it does not stop you being cited by OAI-SearchBot.
PerplexityBot Perplexity Indexing for Perplexity answers, which cite sources prominently Allow.
ClaudeBot Anthropic Crawling for Claude Allow unless you have a reason not to.
Google-Extended Google Controls Gemini training use — NOT Search indexing Blocking it does not affect Google Search rankings. Decide separately.
Bingbot Microsoft Bing index, which also feeds Copilot Allow. Blocking it costs you Copilot visibility too.
Blocking a training crawler does not stop you being cited. These are separate decisions.

Google-Extended does not affect Google Search

Blocking Google-Extended controls whether your content is used for Gemini model training. It has no effect on Google Search indexing or rankings. Plenty of sites have blocked it believing otherwise, and plenty of others have left it open without ever making a decision. Either is defensible; not knowing which you have done is not.

Writing a passage that survives extraction

The unit of competition is the passage, not the page. Four things follow from that:

Answer the question in the first 40–80 words, before context or preamble. An assistant extracting an answer takes the passage that contains one, and a page that warms up for three paragraphs offers nothing to take.

One page, one question. A page covering five topics gets cited for none of them, because no single passage in it fully answers anything.

Put facts in sentences and tables, not in images. A number inside a chart is invisible. A number in a table row with a real header can be read on its own.

Say what you do not know. This one surprises people: hedged, caveated pages get cited more, not less. “This works for X but fails at Y” is more useful to a system trying to answer accurately than a confident claim it cannot verify.

Being mentioned somewhere else

You will be told that getting discussed on Reddit, LinkedIn or YouTube is the fastest route to being cited. There is something real here and it is worth being careful about.

What appears to be true: assistants draw on community and discussion sources heavily, so a recommendation of you somewhere else can surface where your own page does not. Being the answer on a page you do not own is still being the answer.

What is not a tactic: posting about yourself. Communities like Reddit are unusually good at spotting it, and the outcome is a ban and a deleted account rather than a citation. Paying for placement in “best X” listicles has the same problem in a slower way — those pages get discounted as the pattern becomes obvious.

What actually works, and is slow: being genuinely useful in places where your buyers already are, under your own name, without linking to yourself most of the time. That is a reputation strategy with an SEO side-effect, not an SEO tactic — and it is worth being honest that it takes months and cannot be outsourced cheaply.

Do not build a strategy on one anecdote

There are widely-shared posts claiming a single Reddit thread produced an enormous result. Some are true and none are repeatable on demand — the ones you see are the survivors, and the same approach applied deliberately at scale is what gets accounts banned. Treat third-party mentions as an outcome of doing good work publicly, not as a channel you can buy.

Measuring it, honestly

There is no Search Console for AI search. Anyone offering you a precise “AI visibility score” is offering a modelled estimate.

What works is unglamorous: a list of prompts a buyer would actually type, checked across two or three assistants on a fixed schedule, recorded. The tracker is where that goes.

ColumnWhat to put in it
Prompt The words a buyer would actually type, not a keyword.
Intent Comparison, how-to, recommendation, definition. Dropdown.
Assistant ChatGPT, Perplexity, Claude, Google AI Overview. Dropdown.
Date checked Answers change week to week, so an undated check is worthless.
Cited? Yes / Mentioned / No. Dropdown. "Mentioned" means named without a link.
Your URL used Which page it pulled. Often not the one you would expect.
Competitors cited Who was cited instead. The most useful column on the sheet.
Gap What their cited page has that yours does not.
Action What you changed. Then re-check on a stated date.

The competitors cited column is the most useful thing on the sheet. It tells you what a citable page looks like for your topic, which is far more actionable than your own citation rate.

Treat the citation rate as a direction, not a metric

Answers vary between sessions and change week to week, so a single check proves very little. The same prompt list re-run monthly shows movement; one check shows weather. And watch referral traffic from chatgpt.com and perplexity.ai in analytics — small numbers, but they are real and they are yours.

This site is the worked example

Everything on this page is applied here, which is the fairest way to judge it. Every resource opens with a 40–80 word direct answer that the build fails without. robots.txt names the assistant crawlers explicitly. There is one Person entity with the same @id sitewide and sameAs links to profiles that corroborate it. Facts sit in tables with real headers, and the pages say where the approach fails.

Whether it works is measurable by you: ask an assistant something this site should be able to answer, and see who it cites. How the resources are made sets out the rest of the method.

Common mistakes

  • Blocking training crawlers and assuming you have also opted out of being cited, or vice versa.
  • Publishing thin pages at volume, which dilutes the passages you want extracted.
  • Adding FAQ markup for questions the page does not actually answer.
  • Burying the answer under three paragraphs of context.
  • Buying a tool that reports an “AI visibility score” as though it were measured.
  • Judging the work on sessions, when a citation often produces no click at all.