AI shortlist checklist: 20 checks to get your company named in AI answers
When buyers ask ChatGPT, Perplexity, Gemini, Claude or Google AI Overviews which vendors to consider, some companies are named and most are not. This 20-point checklist helps B2B marketing leaders test where they stand, fix the pages and third-party sources AI answers rely on, and track progress each month.
For CMOs, heads of web, SEO and content leaders. Opens on this page; a written copy follows by email.
What you get in the full checklist
- How to test your AI shortlist position in one hour
- 20 checks across pages, facts, sources and crawl access
- A monthly tracking sheet layout
- What to fix first
The one-hour test
- Write ten questions your buyers ask before they contact vendors, in their words.
- Ask each one in two AI assistants, twice, in fresh sessions.
- Record whether you are named, your position and which sources are cited.
- Note how each assistant describes you, and what it gets wrong.
AI shortlist checklist: get named by ChatGPT, Perplexity and Gemini
When buyers ask ChatGPT, Perplexity, Gemini, Claude or Google AI Overviews which vendors to consider, some companies are named and most are not. This 20-point checklist helps B2B marketing leaders test where they stand, fix the pages and third-party sources AI answers rely on, and track progress each month.
Generative engine optimization
Get cited and recommended accurately by ChatGPT, Perplexity, Gemini, Claude and Google AI Overviews.
About this checklist
How is this different from SEO?
SEO competes for clicks in search results. AI answers name a few companies and cite sources, so third-party mentions and clear facts matter more. The checklist covers both where they overlap.
Can we check our site automatically?
Yes. Our free AI visibility checker tests crawl access and page readiness; this checklist covers what a tool cannot see, such as third-party sources.
