# EarShots AI-search review toolkit

Blank working templates for the four-article series. Copy the relevant record for each decision. These are original editorial templates, not proprietary study results or an automated product feature.

Keep exact source records separate from hypotheses. Label hypothetical examples, record missing fields as unavailable, and retain failed requests when calculating the size of a test set. Do not put confidential customer information into a public copy.

## Citation-gap review

Read the [accompanying guide](/ai-search/ai-citation-gap-audit) for definitions and an example.

| Field                                    | Guidance                                                                 | Your record |
| ---------------------------------------- | ------------------------------------------------------------------------ | ----------- |
| Customer decision and evidence of demand | Customer's task; link to the research or support record                  |             |
| Exact prompt and test conditions         | Submitted text; engine; mode; time; location; personalization notes      |             |
| Observation                              | Named brands; recommendation; displayed sources; valid runs and failures |             |
| Requirement and product eligibility      | Capability; plan; permission; version; qualifying source                 |             |
| Claim being reviewed                     | Exact answer passage and supporting or conflicting evidence              |             |
| Access check                             | Specific URL; tested response; indexing or access finding                |             |
| Cited-page review                        | Exact source URL; passage; source role; reviewed or unavailable          |             |
| Proposed action                          | One correction, investigation or maintained-page improvement             |             |
| Acceptance condition                     | What a reviewer can verify independently                                 |             |
| Follow-up                                | Date; same-prompt results; denominator; remaining uncertainty            |             |

## Third-party contribution brief

Read the [accompanying guide](/ai-search/third-party-ai-citation-strategy) for definitions and an example.

| Field                    | Guidance                                                            | Your record |
| ------------------------ | ------------------------------------------------------------------- | ----------- |
| Opportunity              | Exact page, source or thread URL                                    |             |
| Origin                   | Saved engine citation, customer research or proposed source         |             |
| Customer task            | The decision or procedure the reader needs to complete              |             |
| Evidence gap             | Specific missing or incorrect fact and its consequence              |             |
| Proposed contribution    | Correction, test, example, expert explanation or no action          |             |
| Supporting material      | Current references, reproduction or proposed test method            |             |
| Participation conditions | Community policy, editorial terms and relevant relationship         |             |
| Owner and reviewer       | People responsible for accuracy and contact                         |             |
| Completion               | What would establish that the contribution was made and reviewed    |             |
| Maintenance              | Review trigger, product version or changed policy                   |             |
| Follow-up observations   | Answer sample, referrals and customer outcomes, recorded separately |             |

## AI-acquisition reporting review

Read the [accompanying guide](/ai-search/ai-search-attribution-ga4) for definitions and an example.

| Field                  | Guidance                                                           | Your record |
| ---------------------- | ------------------------------------------------------------------ | ----------- |
| Acquisition definition | Default or custom channel; rule version; session dimensions        |             |
| Reporting scope        | Property; timezone; start and end; complete or partial period      |             |
| Collection check       | Tested client paths; redirect and application handoffs; known gaps |             |
| Cohort                 | Session count; landing groups; excluded test activity              |             |
| Outcome                | Exact event or business stage; distinct counting rule              |             |
| Downstream matching    | Identifier, consent constraints, window and deduplication method   |             |
| Separate evidence      | Discovery survey; answer observations; supporting-source checks    |             |
| Interpretation         | Finding; alternative explanations; decision and owner              |             |

## Content-assignment record

Read the [accompanying guide](/ai-search/ai-search-content-priorities).

| Field                | Guidance                                                              | Your record |
| -------------------- | --------------------------------------------------------------------- | ----------- |
| Customer question    | Original wording and evidence of demand                               |             |
| Decision or task     | What the reader needs to establish or complete                        |             |
| Current material     | Responsible page, competing explanations and known gaps               |             |
| Missing evidence     | Fact, comparison, test, procedure or scenario-specific result         |             |
| Chosen asset         | Format and reason it fits this job                                    |             |
| Owner and reviewer   | Product expert, author and independent verifier                       |             |
| Acceptance condition | What another reviewer can check                                       |             |
| Maintenance          | Source of truth and update trigger                                    |             |
| Distribution         | Audience, native demonstration and reason to visit                    |             |
| Evaluation           | Primary completion measure and separate traffic/citation observations |             |

## Worked report to check your calculations

The attribution guide’s fictional example has 500 assistant sessions and 20 distinct sessions with a completed registration: 20/500 = 4.0%. Its entry groups are documentation (300 sessions, 12 completions), product/pricing (150, 8) and login/account (50, 0). The total uses counts, not the average of the three row rates.

Keep the event name, session-channel dimension, filter, timezone, date range and grouping rule alongside your own calculation. Distinguish event totals from sessions with the event. Refer to the completed audit, publisher brief and content assignment in the guides before filling the corresponding blank record.

## Close the review

Record the proposed action, owner, due date, independent acceptance condition and follow-up date. Verify the actual change before interpreting later answer or traffic observations. An unresolved cause can remain unresolved.