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1. Design a fixed set of questions (the biggest pitfall in an audit is “asking different things every time”)
- Simulating Real Procurement: Use the words customers would ask, not brand names. For example, “recommend a few reliable solar inverter suppliers in China” rather than “do you know brand XX?”;
- Cover the decision stage: Prepare 3–5 questions each for the research stage (“What are the best XX brands?”) and the purchasing stage (“Recommended wholesale suppliers for XX”).
- Fixed and unchanging: Don’t change the question set for at least 3 months so you can see trends.
2. Record three fields
| Field | Meaning | Judgment criteria |
|---|---|---|
| Whether it gets mentioned | Whether your brand name appears in the answer | Yes = basic visibility |
| Whether you get recommended | Whether you’re listed as a recommended option | Appearing on the shortlist = strong signal |
| Whether to attach a link | Whether the answer includes a link to your website | Has links = can drive traffic |
At the same time, note down “who got recommended” too—Your competitor list is exactly the set of gaps you need to analyze next.

3. Retest monthly and watch the trend
Set aside one fixed day each month to run through all 9 entry points using the same question set, and update the spreadsheet in 10–15 minutes. After 3 consecutive months, you’ll reach three conclusions: your baseline (which entry points consistently mention you), the direction of change (the correlation between citation gains/losses and content updates), and the competitor gap (who consistently appears in the entry points where you’re missing).
| Steps | Action | Frequency | Output |
|---|---|---|---|
| 1 | Determine monitoring entry points (suggest starting with 5) | One-time | Entry checklist |
| 2 | Design a fixed set of questions (3–5 per entry point) | One-time | Question set document |
| 3 | Run a full-scale test in the first round and document the results | First time | Baseline table |
| 4 | Retest and update monthly | Monthly | Trend table |
| 5 | Quarterly review of competitor gaps | Quarterly | Gap list |
