Run through this checklist at the start of each month to maintain and improve your AI visibility. Each action takes 5-30 minutes. The full checklist takes 3-4 hours per month for a single business.
Week 1: Monitor and Measure
Scope Dashboard Review (15 min)
- [ ] Open Scope and check your AI Visibility Score vs. last month
- [ ] Check your platform-by-platform breakdown (ChatGPT, Claude, Gemini, Perplexity)
- [ ] Review your competitor scores — did anyone gain or lose ground?
- [ ] Identify the top 3 prompts where you're missing and your competitors are appearing
- [ ] Note any score alerts you received since last month
Citation Health Check (20 min)
- [ ] Log in to Google Business Profile — verify hours, address, phone, and services are current
- [ ] Check Yelp listing — verify all information is accurate
- [ ] Check Apple Business Connect — verify hours and photos are up to date
- [ ] Review any new directory notifications or ownership claims that need attention
Review Monitoring (10 min)
- [ ] Check Google Reviews for any new reviews since last month
- [ ] Check Yelp for new reviews
- [ ] Check any industry-specific platforms (Healthgrades, G2, TripAdvisor, etc.)
- [ ] Flag any reviews that appear fake or violate platform policies
Week 2: Review Response and Content
Review Responses (20-30 min)
- [ ] Respond to every positive review received in the last 30 days
- [ ] Respond to every negative review received in the last 30 days (with empathy, not defensiveness)
- [ ] Check that response rate is 90%+ on all platforms
Review Requests (15 min)
- [ ] Identify 10-15 satisfied recent customers to request reviews from
- [ ] Send review requests via email, text, or in-person (choose the method that works for your business)
- [ ] Track who was asked (to avoid asking the same person twice)
Content Update (30-60 min)
Choose one of the following to work on this month:
- [ ] Add 3-5 new FAQ items to your website's FAQ page based on recent customer questions
- [ ] Update a service page with current pricing, timelines, or outcomes
- [ ] Write and publish one new guide or blog post for a question customers often ask
- [ ] Update your Google Business Profile posts (add 2-3 new posts)
Week 3: Technical Optimization
Schema Audit (20-30 min)
- [ ] Visit your homepage and use Google's Rich Results Test to verify schema is loading correctly
- [ ] Check one service page for correct FAQPage schema
- [ ] Verify that any recent website changes haven't broken schema markup
- [ ] Add FAQPage schema to any service pages that don't have it yet
Citation Expansion (20-30 min)
Choose one citation category to audit this month (rotate each month):
- Month 1: Google, Yelp, Apple, Bing Places
- Month 2: Industry-specific directories
- Month 3: Data aggregators (Data Axle, Neustar)
For the selected category:
- [ ] Verify all listings are claimed and accurate
- [ ] Correct any inconsistencies in business name, address, or phone
- [ ] Add or update missing information (hours, services, photos)
Competitor Research (15 min)
- [ ] Check what content your top competitor published this month
- [ ] Run a manual AI query for your category — who appears and how?
- [ ] Note any new citations or directories your competitor is using that you aren't
Week 4: Planning and Reporting
Monthly Report (20-30 min)
- [ ] Generate your monthly Scope report
- [ ] Note your score change (positive or negative) and the reason
- [ ] Document what you did this month (which actions from the checklist)
- [ ] Share report with relevant stakeholders or clients
Next Month Planning (15 min)
- [ ] Which platform had your lowest score? Set as primary optimization focus
- [ ] Which citation category is next for audit?
- [ ] Which piece of content will you create or update next month?
- [ ] Which schema type will you audit next month?
Quick Reference: AI Visibility Score Benchmarks
| Score | Interpretation | Priority action | |---|---|---| | 0-20 | Minimal AI presence | Schema Pack + GBP completion + 5 reviews | | 21-40 | Below average | Citation audit + review velocity | | 41-60 | Average for category | Content expansion + competitive analysis | | 61-80 | Above average | Maintain + pursue Tier 2 citations | | 81-100 | Leader | Defend position + watch for emerging competitors |
Tools Referenced in This Checklist
| Task | Tool | |---|---| | Score monitoring | Scope (app.scope.online) | | Google listing management | Google Business Profile | | Apple listing management | Apple Business Connect | | Schema validation | Google Rich Results Test | | Citation audit | BrightLocal, Moz Local, or Yext | | Review monitoring | Scope + platform-native alerts |
Q: Do I need to do all of these every month? A: Focus on the tasks that match your current improvement stage. In the first 3 months, prioritize monitoring, review responses, citation audit, and schema. After that, the content and advanced optimization tasks become your primary growth levers.
Q: Can this checklist be delegated to a team member or virtual assistant? A: Many items can be delegated — review responses, review request outreach, citation verification. Schema changes and strategic planning should be handled by someone with technical and marketing context. For agencies, split the checklist across account coordinator (reviews, monitoring) and SEO/strategy roles (schema, content, planning).