RESOURCES / TEMPLATES & CHECKLISTS
Less guesswork. Better next steps.
Plan the research. Check the facts. Brief the work. Download editable templates and give every finding a clear next step.
PLAN THE RESEARCH
AI research question set
Define the audience, buying questions and collection conditions before you start.
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Research scope
- Brand and website
- Priority audience and buying decision
- Market and language
- Product or service group
- Agreed competitors
- AI experiences and collection dates
- Research owner and review date
For each question
- Question ID and exact wording
- Question type: unbranded discovery, branded evaluation, comparison or factual check
- Buying stage and audience
- Origin: customer evidence or analyst-created research question
- Outcome to record: mention, shortlist, recommendation, preference or factual claim
For each observation
- Question ID and sampling pass
- AI experience and available model/version
- Timestamp, market, language, search settings and session context
- Full answer and visible citation URLs
- Collection status: valid response, failed request or no answer surface shown
- Observation, supporting excerpt and analyst interpretation
REVIEW THE ANSWERS
Brand fact-check checklist
Check the claims that shape a buying decision and keep a clear evidence trail.
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Capture the claim
- Exact question, full answer and AI experience
- Collection date and context
- Quoted factual claim
- Claim category: identity, product, price, coverage, delivery, returns or other
- Buyer decision affected
Verify the evidence
- Authoritative source URL or approved internal source
- Relevant passage or specification
- Source review date and reviewer
- Status: supported, contradicted or unresolved
- Keep subjective judgments separate from factual claims
- Record visible citations without assuming hidden sources
Assign the next step
- Material impact and priority
- Correction or missing information required
- Page or source to update
- Owner, approver and target date
- Completion evidence
- Follow-up question and collection date
PUT IT TO WORK
Evidence-led content brief
Give your writer a clear question, verified facts and a standard for finished work.
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The buyer and the gap
- Priority audience, market and language
- Buyer question and decision to support
- Observed AI answer, AI experience and date
- Gap: missing information, factual error, weak differentiation or unanswered comparison
- Objective for the reader
The asset
- Page URL or proposed location
- Format and working title
- Direct answer the opening must establish
- Required sections, comparison criteria or tables
- Verified facts, source URLs and review dates
- Unresolved claims and person responsible for confirmation
- Useful next step for the reader
Acceptance and review
- Answers the agreed question directly
- Material claims are supported and current
- Relevant constraints and trade-offs are visible
- Commercial details match the approved source
- Writer, factual reviewer and approver
- Delivery date and publication owner
- Follow-up observation plan; do not infer causation from a changed AI answer
PERCEPTCORE LENS
Get a clear starting point.
See how AI describes your brand. Turn the evidence into a strategy and finished content.