Free template
AI Citation Panel Tracker
A 20-prompt panel for measuring whether ChatGPT, Perplexity, Gemini and Google AI Overviews recommend your products — with the reason each prompt is on the list and a grid to track it monthly.
CSV · 20 prompts × 4 engines · 12 columns
Who it's for: Anyone who suspects AI assistants are skipping them but has no number to point at.
What's in it
Exactly what you're getting.
- 120 prompts spanning the real buying stages: category discovery, shortlisting, brand comparison, product specifics, post-purchase, channel and trust.
- 2A
why_this_promptcolumn for each — several exist to isolate a specific failure. P04 (price-bounded) and P14 (stock check) usually fail on rendering rather than ranking, which tells you where to look. - 3Columns for ChatGPT, Perplexity, Gemini and Google AI Overviews, plus which competitor got cited instead.
- 4A run_date column, because a single run is noise and the trend is the finding.
- 5Two prompts most people miss: "alternatives to <competitor>" — the cheapest share to take — and "is <brand> legit", which is decided almost entirely off-site.
How to use it
The order that actually works.
Most of these templates fail the same way — filled in completely, applied to nothing. This is the sequence we'd follow.
- 1Replace every <placeholder> with your own category, brand, products and competitors. Keep the wording natural; how a shopper would actually type it.
- 2Run the whole panel in one sitting, logged out, in a fresh session per engine. History and personalisation will flatter you.
- 3Record 1 for cited, 0 for absent. Note the competitor that appeared instead — that's your real benchmark.
- 4Re-run monthly on roughly the same date and keep each run. Compare runs, never single results: the engines are non-deterministic and one bad run means nothing.
- 5Take your worst-performing stage and work that, rather than spreading effort across all 20.
The thinking behind it
How to Run an AI Citation Audit for Your Brand →The full guide this template came out of. No email required — it's just on the site.
More templates
The rest of the library.
Product Attribute Schema Templates
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51 attributes across four categories, each with the reason an agent needs it and the Shopify field to put it in.
Agentic Commerce Readiness Checklist
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27 checks with a verification method for each, so you can audit your own store without taking anyone's word for it.
Brand Agent Conversation Flow Worksheet
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30 flows to author and test before launch, including the two edge cases that make an agent a liability.
Catalog Attribute Coverage Audit
CSV · 15 columns · 3 worked examples
Score your catalog SKU by SKU and find out how much of it an AI agent can actually read.
Would rather we just ran it?
The free AI Shelf Check does the measurement side for you — whether ChatGPT, Perplexity and Gemini recommend your products or a competitor's. No call required.
Weighing whether to do this in-house? Compare the approaches