AI visibility audit worksheet: record the answer, source, and next action

A repeatable worksheet for comparing brand mentions, recommendations, citations, and agent task outcomes without confusing them with search rankings.

Start with one buyer decision
Use this worksheet when a customer might ask an assistant to recommend a business or compare a product. Choose one service, one audience, and one location. Write the question before opening the assistant so you do not keep changing it until your brand appears.

Keep a private working copy. Record only public business information in any version you publish. This is a blank method, not a report of measured rankings or customer results.
Business and website: ______
Buyer, service, location, and language: ______
Exact unbranded buyer question: ______
Separate branded fact-check question: ______

Capture one row per completed answer
Record the platform, visible model or mode, time, and whether search was used. Keep an answer capture and the URLs actually cited. A brand name in a paragraph, a recommendation, a source citation, and a successfully completed booking are different observations.

Use the same question in a fresh conversation for a repeat check. If memory or connected accounts influence a session, label it personalized. If you cannot access a platform, mark it unavailable rather than recording no mention.
Platform / mode / capture time: ______
Search used: yes / no / unknown: ______
Memory, location, or connected-account context: ______
Answer or saved capture: ______
Brand mentioned / recommended / cited: ______
Exact cited URLs and competing businesses: ______
Incorrect fact or missing information: ______
Task attempted / completed / not tested: ______

Choose the smallest justified improvement
Open the cited sources. Identify the specific missing fact: service area, price basis, eligibility, evidence, availability, or how to contact the business. Fix that fact on the most relevant existing page and link it from the pages customers already use.

Do not create multiple near-identical articles for one question. Do not describe a self-authored comparison as an independent award. A repeatable method and clear limitations are more useful than an unsupported number-one claim.
Observed gap and supporting capture: ______
Page to improve and exact proposed change: ______
Owner and next review: ______
Success measure: accurate answer / citation / referral / qualified action: ______

Compare like with like
Repeat the same question set with the same location and mode. Report mentions as a count out of completed comparable checks; list failures and unavailable checks separately. One appearance is an observation, not a stable rank. Keep referral visits and conversions separate from assistant answer captures.

MentionedOn can help organize AI visibility work. Use only the monitoring surfaces supported by your current account. Treat Instinct, Muse, and Manus checks in this worksheet as manual research unless a specific integration has been separately verified.


Published by MentionedOn
Related guide: https://mentioned-on.com/blog/ai-visibility-audit-worksheet
Product: https://mentioned-on.com/ai-visibility-tools-for-local-business