Placeholder-safe client report template for AI Overviews, Gemini, ChatGPT, AI Mode, and Perplexity visibility.
Prepared for: Example client. Scope: example.com priority pages. Evidence collected 2026-05-22; replace placeholders only where source IDs corroborate the claim.
Example client appears in some answer-engine responses for category and comparison prompts, but source coverage is uneven. Priority gaps are retrieval eligibility, source-card proximity, and third-party corroboration parity. Evidence:Partial
3/5
Engines with at least partial visibility. Source: C001. Trend: +1.
12
Priority URLs reviewed against retrieval, source-card, and parity checks. Source: C002, C003.
27
Distinct evidence references captured this window. Source: ledger. Trend: +9.
6
P0/P1/P2 roadmap items sized for the next monthly cycle. Source: §04.
Decision: prioritise comparison and pricing pages before lower-impact article refreshes. Owner: Editorial · 2026-W23.
Reference this report action: Decision: prioritise comparison and pricing pages before lower-impact article refreshes. Owner: Editorial · 2026-W23.
Guide me through the tools, resources, accounts, permissions, source material, and access needed to take this action. Break the work into numbered steps, call out any missing inputs before execution, include safe handling for credentials or confidential data, and finish with verification evidence I can capture.§ 02 | Engine findings | 5 engines · 5 rows
§ 03 | Source ledger | 27 captured · 4 shown
§ 04 | Priorities & weighted findings | 2 P0 · 1 P1 · 2 P2 · 1 done
§ 05 | Preserve & fix | 3 keep · 4 fix
§ 06 | Implementation brief | Engineering handoff
§ 07 | Verification checklist | 5 items · 2 done
Five surfaces, one priority prompt set. Coverage is bimodal: strong on Google-family surfaces, weak elsewhere. Perplexity is the only engine with zero citation in this window.
| Engine | Finding | Evidence | Next action |
|---|---|---|---|
| AI Overviews — Google | Brand cited for two comparison prompts. | Evidence:Verified | Add source cards to pages with citations but weak snippets. |
| Gemini — Google | Mentions brand but misses pricing constraints. | Evidence:Partial | Add visible plan constraints and updated date. |
| ChatGPT — OpenAI | Recommendation inferred from third-party profiles. | Evidence:Inferred | Improve profile parity and owned corroboration. |
| AI Mode — Google | Partial feature coverage, no comparison citation. | Evidence:Partial | Strengthen direct-answer opening on comparison page. |
| Perplexity — Perplexity | No citation found in priority prompt set. | Evidence:Missing | Build third-party corroboration and rerun prompt set. |
Coverage is bimodal. Google-family surfaces are above 50% on most prompts; the rest sit below 45%. Perplexity is the outlier and should be re-tested after corroboration work ships.
Every material claim links back to a source ID. The full ledger of 27 entries lives in the secure evidence folder; only redacted IDs are reproduced here.
C001 | Prompt capture batch | High confidence · raw transcripts plus screenshots in secure evidence folder.
C002 | Rendered crawl | High confidence · confirms client-rendered sections missing from first fetch.
C003 | Analytics export | Medium confidence · prioritises pages with commercial intent.
C004 | Third-party parity review | Medium confidence · category and pricing facts mismatch owned page.
Private evidence rule
Public issues, PRs, and examples must not include non-public names, restricted URLs, local paths, screenshots, or raw exports. Use placeholders and keep evidence in the approved secure storage location.
Each item is tied to state colour and source IDs: critical regressions in red, watch items in amber, informational items in blue, completed work in green.
Comparison content answers the right intent but key criteria are below client-rendered sections. Move the answer, feature table, pricing caveats, and source IDs into crawlable first-fetch HTML. Evidence:Verified
Owner: Editorial. Due: 2026-W23. Sources: C001, C002.
No Perplexity citations in the priority prompt set. Build a corroboration pass across the three highest-authority third-party profiles, then rerun the prompt set under fresh conditions. Evidence:Missing
Owner: PR. Due: 2026-W24. Sources: C001, C004.
The pricing page states plan limits but lacks updated date, source card, and consistent third-party parity. Add canonical values and cite source IDs near the claims. Evidence:Partial
Owner: Pricing PM. Due: 2026-W25. Sources: C003, C004.
Owned pages are rarely the source for ChatGPT recommendations in this category. Improve profile parity across the three highest-traffic review sites and add owned corroboration anchors. Evidence:Inferred
Owner: PR. Due: 2026-W28. Sources: C004, C019.
The comparison page opens with hedge copy that AI Mode does not lift as a direct answer. Rewrite the opening sentence as a single-claim, source-anchored statement. Evidence:Partial
Owner: Editorial. Due: 2026-W29. Sources: C001, C012.
Older category articles still rank but draw little attention from answer engines. Schedule a refresh after the comparison and pricing work has shipped and been verified.
Owner: Editorial. Due: 2026-Q4. Source: C011.
The reusable source-card component is now embedded in the comparison page template. First-fetch HTML now carries citation anchors and updated dates next to every claim.
Owner: Engineering. Verified: C001. Next: re-run prompt set.
Task: Improve /compare/example-vs-competitor for AI search citation readiness.
Files: comparison page template, pricing facts component, source-card component.
Acceptance: raw HTML contains direct answer, source IDs C001-C004, updated date, and criteria table.
Verification: rerun AIO, Gemini, ChatGPT, AI Mode, and Perplexity prompt set separately.
Owner: Editorial + Engineering pair. Due: 2026-W23. Rollback: feature flag cmp-v2 reverts to current template.
Keep the criteria table inside the first viewport on desktop and inside the first scroll on mobile. The current placement is the single largest contributor to retrieval failure on this surface.
Next: re-audit fires 2026-W30. Calendar invite attached to the secure handoff folder. Owner: Ops · weekly cadence.
Reference this report action: Next: re-audit fires 2026-W30. Calendar invite attached to the secure handoff folder. Owner: Ops · weekly cadence.
Guide me through the tools, resources, accounts, permissions, source material, and access needed to take this action. Break the work into numbered steps, call out any missing inputs before execution, include safe handling for credentials or confidential data, and finish with verification evidence I can capture.