Free template

AI visibility tracker

A free spreadsheet for checking whether ChatGPT and other AI tools recommend your business when your customers ask. It is a basic version of the process we run for clients. Use it yourself, or have us run the full version for you every month.

Download the tracker (.xlsx)

Free to use, keep and change. Works in Excel and Google Sheets. In Google Sheets, use File, then Import, then Upload. If Excel opens it in Protected View, click Enable Editing so the formulas calculate.

What it does

The tracker turns the method in how to track your AI visibility into a file you can use today. You write down the questions your customers ask, ask them in each AI tool once a month, and log what comes back. The workbook does the counting.

What is inside

How to useThe method, and a legend for which cells to fill in
QuestionsSpace for 30 questions, each with an ID and a type: category, comparison, problem, local or brand
LogOne row per question per tool: whether you were named, your position, competitors named, sources cited, and anything wrong about you. Tool names and yes or no answers are dropdowns, so the counts stay clean
SummaryFor each tool and month, how many logged answers named you, written as "3 of 25", plus a count of answers that got something wrong

It covers ChatGPT, Claude, Perplexity, Gemini, Microsoft Copilot, Google AI Overviews and Google AI Mode. Use the ones your customers use and ignore the rest.

What it takes to do properly

The spreadsheet costs nothing. Doing the tracking properly takes real time. Every question needs a fresh chat, so earlier conversations do not sway the answer. It has to happen on the same day each month, or the months stop being comparable. And every answer has to be read closely enough to note who was named and which sources it relied on.

A typical month, tracking every tool
Questions25
AI tools7
Answers to read and log175
Time per answerAbout two minutes, as a rough estimate
Time each monthClose to six hours, before any follow-up

One tool takes under an hour. All the tools your customers use, every month, without skipping one, adds up to most of a working day.

Logging is the easy part

The spreadsheet shows where you stand. Improving it is separate work, and it needs time and experience most businesses would rather spend elsewhere:

  • Correcting what AI tools get wrong about you, at the listings and pages they took it from.
  • Getting described well where it counts: the directories, review sites and publications that keep appearing under Sources cited.
  • Rewriting your own pages so they answer your customers' questions plainly enough to be quoted.
  • Reading the trend, and telling a real change from the normal month-to-month variation in AI answers.

The full version: what we run for clients

This tracker is a basic version of our process. It covers one part of it: asking the questions and logging the answers. The full version, run every month, adds the data a spreadsheet cannot collect on its own and the work that changes the answers.

Free tracker compared with the full process
Free trackerClear Mountain, every month
Asking the questionsYou run itWe run it in every tool your customers use
The question listYou write itWritten with you, in your customers' words, and kept fixed so months compare
Visits from AI toolsNot includedTracked in your analytics: visits from ChatGPT, Perplexity, Copilot and Gemini
Copilot citationsNot includedTracked in Bing Webmaster Tools' AI Performance report
Google traffic and searches for your nameNot includedTracked in Search Console
Fixing what AI tools get wrongUp to youDone for you
Work on the sites AI tools citeUp to youDone for you
ReportingYour spreadsheetA plain-English monthly summary, every number with its source

Have us run the full version

How we measure each of these, and what none of them can show: how we measure AI visibility.

What it cannot tell you

Whether you run it or we do, the Summary shows counts on purpose, not percentages. AI answers vary between users and sessions, so what gets logged is a sample of your own questions. It shows direction over several months. It does not show your share of every AI answer in your category, and nothing you can buy does either without estimating.

Rather spend those six hours on your business?

We run the full version every month and do the work that changes the answers. You get a short summary of what moved and why.

Book a Strategy Call