Key point. This free checklist covers the 20 points we check first when we look at how AI search engines find, read and describe a company. Work through them in order, tick what you have done, and use the linked free tool for each point. A two-page PDF is included.
The points are grouped in six layers: what AI engines say about your category today, one clear company record, structured data, AI crawler access, answer-ready pages and third-party sources. They come from the same steps we follow in our managed AEO work, written so a marketing lead or founder can run them without a developer for most points.
The 20-point checklist
Prefer paper? Download the two-page PDF in US Letter or A4. No email address needed.
Why check the points in this order?
Each layer depends on the ones before it. If an engine's crawler cannot fetch your pages, nothing on those pages can help, so access comes before content. If your site and your profiles describe two different companies, better content will still be attached to a confused record.
The first layer is the exception: write down what engines say about your category today, before you change anything. Without that record you cannot tell later whether your changes did anything.
Why isn't a good Google ranking enough?
Ranking well and being read by an AI answer are separate events. In our own measurements of Google AI Overviews on US non-branded searches: "Across the non-branded searches we measured, more than half of the sites AI Overviews cited weren't in Google's top 10. Good rankings don't guarantee your page is the one being read."
That is why the checklist starts with what engines actually say and ends with the sources they draw on outside your site. Our AI search visibility funnel walks through every place a company can drop out of an answer.
What is deliberately not on the list?
Three things people often expect to see are missing on purpose:
- llms.txt as a requirement. It is optional hygiene: facts only, live links. Our llms.txt guide covers what it does and does not do.
- Schema as a citation lever. Structured data gives machines one clear record of who you are. Google says: "There are no additional requirements to appear in AI Overviews or AI Mode, nor other special optimizations necessary."
- Hidden instructions to AI models. Text that tells a model to remember, trust or recommend you is a manipulation attempt, and we never add it to a page.
How often should you run the self-audit?
Run it once now, then every quarter, and again after any redesign, platform move, CDN or firewall change, or rebrand. Those are the moments a crawler block or an outdated description can slip in unnoticed.
Keep the first layer's results each time. A single check is a snapshot; repeated checks of the same questions are what show a trend.
Frequently asked questions
Is this the same as an AI visibility audit?
No. The checklist is a self-check of the foundations. A full audit adds repeated measurement of many buyer questions across engines, a map of the sources engines cite, and a fix plan. Our guide to what an AI visibility audit covers describes each part.
Do I need a developer?
For most points, no. The crawler check, the schema generator and the question builder run in your browser. The CDN and firewall point and adding JSON-LD to your site template may need whoever manages your website.
Do I need to give an email address for the PDF?
No. The PDF is a direct download in US Letter and A4, free to share with credit.
Which AI engines does the checklist cover?
The access and structured data points apply to every engine that reads the web. The crawler points name the crawlers of OpenAI (ChatGPT), Anthropic (Claude) and Perplexity, plus Googlebot and Bingbot, which matter for Google's AI features and Microsoft Copilot.
Work with us
There are two ways to work with us. Teams that want the work done for them can use our managed AEO services: Book a call. Teams that want to see where they stand first can start with Lenz, our free analysis of how ChatGPT and Gemini answer their buyers' questions: Get your free AI visibility report.
How this page was made
The checklist condenses the standard operating procedures we use for technical baselines, structured data and AI crawler access, and the six layers of our AI visibility audit guide. We used an AI writing assistant (Claude, made by Anthropic) to help draft the text. Soroush Mehri reviewed the page, and Mojtaba Ebadi approved it for publication.
Sources
- Google Search Central, "AI features and your website": developers.google.com
- OpenAI, "Overview of OpenAI Crawlers": developers.openai.com/api/docs/bots
- Anthropic, "Does Anthropic crawl data from the web, and how can site owners block the crawler?": support.claude.com
- Perplexity, "Perplexity Crawlers": docs.perplexity.ai
- Koster, Illyes, Zeller and Sassman, "Robots Exclusion Protocol", RFC 9309, IETF, 2022: rfc-editor.org