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CITATION TRACKING
METHODOLOGY.

Six steps, browser plus spreadsheet, free. The exact methodology I use to track AI citation share across the 47-site network. Open methodology - run it on your own site, your own competitors, your own queries.

Steps
6
Tools
Browser + Sheet
Cost
Free
Time
Hr/week

WHY DIY MAKES SENSE.

Commercial AI-citation-tracking tools (OtterlyAI, AthenaHQ, Profound, etc.) are useful at scale, but they cost $500-$5,000/month, and they often abstract away the data in ways that make it hard to debug citation changes. For a single site or a small competitor set, manual tracking with a browser and a spreadsheet is faster, cheaper, and more diagnostic.

The methodology below is what I run on the 47-site network as a baseline. It is open. Anyone can replicate it.

Finding 01.
Step 01

PICK YOUR QUERY SET.

30-50 queries that your audience would naturally ask. Mix of:

  • Brand queries ("what is [your brand]") - sanity check that AI engines know you exist.
  • Category queries ("best AI visibility audit") - measure your share-of-citation in your category.
  • Topic queries ("how do AI bots crawl") - measure your authority on subjects you want to be known for.
  • Competitor queries ("vs [competitor brand]") - measure positioning relative to alternatives.
  • Long-tail queries ("OAI-SearchBot rate limits") - measure depth in specific sub-topics.
Finding 02.
Step 02

DECIDE YOUR SURFACES.

Default set: ChatGPT, Claude, Perplexity, Google AI Overviews. Add or substitute based on audience:

  • Audience in China: add Doubao.
  • Audience in Korea: consider Naver-CueSearch (an AI surface in Naver).
  • Audience in Russia: consider Yandex-AI.
  • Voice-first audience: consider Apple Intelligence outputs.
Finding 03.
Step 03

RUN PLUS SCREENSHOT.

For each surface, run each query. Capture the response with a screenshot.

Important: use a fresh / private browser session per surface. Some surfaces personalise based on prior queries; you want a clean baseline.

Repeat at consistent intervals - weekly, biweekly, or monthly. The interval matters less than the consistency. Fluctuations between runs are normal; the trend over months is what matters.

Finding 04.
Step 04

EXTRACT TO SPREADSHEET.

Spreadsheet columns: query, surface, run-date, citations (list), context (note about how each citation was used). For each query-surface pair on each run-date, list the cited URLs in order of prominence.

Tag your own URLs and your top 3-5 competitors so you can filter and chart later.

Optional richer data: prominence score (1 = top citation, 2 = secondary, etc.), attribution type (linked, mentioned, sidebar source), surrounding sentiment.

Finding 05.
Step 05

TIME-SERIES TRACKING.

After 3-4 runs you have a time series. Build:

  • Citation share by query category, by surface, over time.
  • Top-10 citation list for each query, week-over-week. Watch which competitors gain and lose.
  • Surface comparison: are you stronger in Perplexity than ChatGPT? Why might that be?
Finding 06.
Step 06

ANALYSIS.

Translate the data into actions:

  • Underperforming queries: queries where you would expect to be cited but are not. Investigate the gap (Bing index, schema, content depth, freshness).
  • Competitor over-performance: competitors who out-cite you despite being smaller or less established. What do they do differently? Often: more aggressive content cadence, better entity grounding, stronger Wikipedia presence.
  • Surface gaps: queries where you are cited in 1-2 surfaces but not 3-4. Diagnose per-surface mechanism (article N. 05).

THE BOTTOM LINE.

Six steps, browser plus spreadsheet, $0/month, hours per week. Catches 80% of what commercial tools catch at 5% of the cost. Right for solo operators, small teams, agencies tracking 1-3 client sites. Switch to a commercial tool when you cross 10+ sites or 200+ queries; the manual approach stops scaling at that point.

Stop Guessing What AI Sees

MEASURE THE LEVERS
THAT ACTUALLY EXIST.

If you want this methodology applied to your specific site - your real logs, your real citation data, your real fix list - the audit is the productized way to do it.