My SEO/AEO work starts with what the buyer is being told. This worksheet prepares questions for a manual check. It doesn't query AI platforms or calculate a visibility score.
The examples here focus on B2B marketing. Apply the recommendations to the buying process and business question you are investigating.
Record what you actually observe
Run the questions in the platform you want to examine. Save its name, date, response, and source links. Check whether the product is mentioned and described accurately. Repeat the question before treating an answer as a stable pattern.
Where this breaks
These observations don't establish lost deals or measure a private procurement process. A single response isn't a market-wide visibility score.
Use the AI discovery guide to decide what to inspect next.
Questions to copy
Save the answers with the platform, date, exact prompt, sources, and your accuracy notes. No AI answers have been collected by this worksheet.