checklist · reviewed 29 July 2026
AI search source readiness checklist
Check whether your public record is accessible, clear, consistent and supported before chasing mentions or citations in AI-assisted search.
Passing the checklist improves source quality. It cannot guarantee inclusion, citation or recommendation by any platform.
Use this when
Use this when AI answers omit the business, confuse its facts, cite the wrong page or recommend competitors whose public evidence is easier to verify.
What you leave with
A prioritised source-layer repair list across your website and corroborating public profiles.
Direct answer
AI search source readiness is the condition in which a business's important public facts can be crawled, understood, checked against evidence and connected to a useful customer action. It requires more than schema or an FAQ: the visible website, technical access, proof and third-party record must agree.
How to use it
Audit the public record from access to action
Work through seven layers in order: official facts, technical access, page clarity, answer extraction, proof, third-party corroboration and measurement. Turn each failure into a specific repair with an owner and evidence requirement—not a promise that a model will choose the page.
- 7
readiness layers
From technical access and official facts through proof, corroboration and measurement.
- 2
truth surfaces
Owned facts and independent corroboration perform different jobs.
- 0
guaranteed citations
Platforms control selection, presentation and change.
01
1. Official business facts
A customer should be able to identify the organisation, category, offers, people, locations, contact paths, policies and eligibility limits without piecing together contradictory pages.
Use the AI Source Layer to organise those official facts and the evidence behind important claims.
- Organisation name, category and description are consistent.
- Every material service or product has a clear owner.
- Markets and locations are accurate and genuinely serviceable.
- Real people, authorship and responsibility are visible.
- Pricing posture, policies, exclusions and eligibility are findable.
- Contact and conversion paths match the offer.
02
2. Technical access
Important information should be available in indexable, readable HTML through a stable canonical URL. Search crawlers need permitted access and crawlable links. JavaScript, robots controls, login walls and rendering failures can all change what a system can retrieve.
Google states that its established search best practices remain relevant to AI features and that no special AI markup is required. OpenAI separately documents OAI-SearchBot controls for ChatGPT search. Neither source promises that an accessible page will be selected.
- The canonical route returns the intended content.
- Robots and page-level controls match the publication decision.
- Meaningful content survives rendering.
- Internal links use crawlable anchors.
- Blocked, duplicate and retired routes do not compete with the owner.
03
3. Clear page ownership
A system cannot confidently retrieve an official answer when several pages make different claims about the same service, location or policy. Declare one owner for each important fact and decision, then consolidate contradictions.
The title, H1, opening answer and body should agree about the page's job. A service page can carry depth and nuance without forcing the customer to infer what is being offered.
04
4. Extractable answers with necessary limits
Place the direct answer near the question it resolves. Define the entity and action explicitly, then add the qualifications, dates, examples and sources required to interpret it correctly.
See how AI search engines choose sources for the practical difference between being technically available and being useful enough to support an answer.
- Definitions work outside the surrounding layout.
- Dates and markets are visible where facts can change.
- Tables and lists retain labels and context.
- Important caveats are adjacent to the claim.
- Sources are clickable and support the exact statement.
05
5. Proof that matches the claim
An owned page can establish official facts. It cannot independently prove that the company is the best option, caused a customer's growth or is trusted across a market.
Map each performance or superiority claim to approved evidence. State the baseline, result, window and attribution limit when those facts are known. Remove or qualify the claim when they are not.
06
6. Corroborating public sources
Profiles, directories, partners, publishers, associations, reviews and forums can corroborate identity or opinion. They should agree with the official record where the same fact appears.
Do not manufacture the corroboration. Fake accounts, purchased reviews, coordinated votes, disguised promotion and invented third-party praise destroy the very trust the layer is meant to create.
Use the brand citation guide to separate owned facts from the external sources that may support comparison or recommendation questions.
07
7. Measurement that separates visibility from value
Record the exact question, platform, market, retrieval state, date, answer, cited URL and factual errors. Keep mentions, citations and recommendations separate. Then measure any observable visit, enquiry or sale without pretending every answer creates a click.
Retest on a fixed schedule or after a material source change. A single favourable answer is an observation, not durable market ownership.
Use it now
Run the source-readiness check
- Confirm that official facts agree across priority pages.
- Test access, rendering, canonicals and crawlable links.
- Assign one owner to every material fact and decision.
- Add direct answers, dates, limits and inspectable sources.
- Bind every commercial claim to approved proof.
- Reconcile legitimate third-party profiles and evidence.
- Record fixed observations and customer outcomes separately.