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AI Optimization Checklist

A comprehensive guide to creating content that performs in AI-driven search and retrieval.

Updated over a week ago

AI platforms like ChatGPT, Perplexity, Meta AI, Google AI Overviews, and Gemini rely on real-time retrieval and trusted sources to generate answers. This checklist combines foundational technical practices with advanced content strategies to maximize your brand’s visibility and accuracy across AI.

Part 1: Foundations (Technical & Structural Basics)

These are the must-haves. Give AI the best chances of seeing your content

1. Clear Topic & Targeting

  • Define the exact user intent your content answers - think in terms of the questions someone might ask ChatGPT, Perplexity, or Google AI Overviews.

  • Avoid heavy industry jargon - use simple, real-world language that AI (and people) can understand without extra context.

  • Place your main keywords or phrases prominently in the title, opening paragraph, and headings so AI can quickly identify the topic.

Scrunch Workflow: Monitor branded vs non-branded prompts to see if your page aligns with real queries.


2. Readable, Structured Text

  • Present core information in plain text, not embedded solely in images, PDFs, or JavaScript-rendered components.

  • Use a clear heading hierarchy (H1H2H3), bullet points, and numbered lists so AI can parse topic relationships.

  • Keep sentences under ~25 words for better AI parsing.

  • Break paragraphs every 2–4 sentences to avoid “text wall” effects.

Scrunch Workflow: Site Audit → Content Clarity — Flags overly complex markup or fragmented structures.


3. Context for AI Understanding

  • Include a short, AI-readable summary of who you are, what you do, and who you serve - ideally in the intro or footer so it’s on every page.

  • State product/service differentiators explicitly (e.g., “Ally Bank offers…”) rather than implying them.

  • Avoid overly clever headlines without plain-language explanations - AI often takes copy literally unless context is provided on-page.

Scrunch Workflow:

  • Context tab — Standardize personas, competitors, and key topics.

  • AXP (Agent Experience Platform) — Serve structured AI context invisibly to bots while keeping user-facing design intact.


4. Technical Accessibility

  • Ensure the page renders all key text without JavaScript (use server-side rendering or pre-rendering for SPAs).

  • Allowlist AI user agents like:

    • ChatGPT-User (real-time retrieval for ChatGPT)

    • PerplexityBot (real-time retrieval and indexing for Perplexity)

    • meta-externalagent (Meta AI real-time retrieval)

  • Configure your firewall/CDN (e.g., Cloudflare, AWS WAF) to let these user agents through.

  • Provide alt text for images, transcripts for videos, and captions for diagrams.

Scrunch Workflow:

  • Site Audit → Access Controls — Checks robots.txt/firewall rules.

  • AI User Agents Guide — Step-by-step allowlisting instructions.

Scrunch AI dashboard for Spirit Airlines, filtered for non-branded prompts over the last 90 days. Competitive Presence shows Spirit at ~26% vs. competitors, up 17% over 90 days.
Alt Text: [Scrunch AI dashboard for Spirit Airlines, filtered for non-branded prompts over the last 90 days. Competitive Presence shows Spirit at ~26% vs. competitors, up 17% over 90 days.]

5. Page Metadata

  • Write title tags in under 60 characters and meta descriptions in under 160 characters, summarizing (not selling) the page in plain language.

  • Use short, readable URLs with relevant keywords (e.g., /best-online-banks instead of /article?id=1234).

  • Include schema markup if applicable, but ensure all key facts also exist in on-page text.

Scrunch Workflow:

  • Site Audit → Metadata checks — Flags missing/overlong metadata.

  • Insights → Optimizer — Metadata playground environment.


6. Content Length & Depth

  • Keep primary content under ~10,000 tokens (~7,500 words) to fit comfortably in most AI context windows without truncation.

  • Avoid “fluff” - focus on relevant, topic-specific detail that supports the main query.

  • Cover related subtopics so AI sees the page as authoritative, but avoid burying the main answer deep in the content.

Scrunch Workflow:

  • Site Audit → Content Length check — Flags pages that are too short/too long.


7. Third-Party Validation

  • Use the Citations tab in Scrunch as your primary tool for spotting high-authority third-party domains AI relies on for your target topics.

  • Apply platform and topic filters to see which external sites have the highest Influence Scores and appear most often in AI responses for the platforms that matter to you.

  • Target these domains for earned mentions - whether through outreach, partnerships, or contributing content - to boost your authority signals and increase the likelihood of AI citing your brand.

Scrunch Workflow:

  • Citations tab → Influence Score + Consistency % — See which sites matter most for your topics.


8. Testing & Iteration

  • Run the page through Scrunch Site Audit to check for:

    • Over-aggressive bot blocking

    • JavaScript dependency for core content

    • Content clarity and markup issues

  • Test retrieval in Scrunch Sources to see how models cite and summarize your page over time.

  • Monitor Presence and citation trends in Scrunch for 2–3 weeks post-launch; adjust structure, language, or metadata based on AI response patterns.



Part 2: Advanced Optimization (Content Strategy Layer)

Once your foundations are in place, elevate your content with these strategies.

9. Consensus Validation

  • Ensure your brand appears in multiple independent sources.

  • Participate in industry forums, Reddit, review sites, comparison platforms.

  • Keep facts consistent across all listings.

Scrunch Workflow:

  • Citations tab → Citation Consistency — See if AIs repeatedly reference your brand across different sources.


10. Answer Density

  • Make each 40–50 word block self-contained.

  • Lead with the answer under each H2, then explain.

  • Remove filler words and transitions.

  • Use bullets and tables for scannability.

Scrunch Workflow:

  • Site Audit → Content Clarity — Flags buried/fragmented content.

  • AI Simulator (Scrunch Labs) — Test if answers are extracted cleanly.


11. Entity Relationships

  • Explicitly link your brand to industry leaders.

  • Add comparisons with competitors (neutral framing helps).

  • Seek inclusion in category roundups and tool lists.

  • Seed natural co-mentions on sites LLMs scrape.

Scrunch Workflow:

  • Prompts tab → Competitor Presence filters — Track your mentions alongside theirs.

  • Citations tab — Identify roundup/list sites AI pulls from.


12. Factual Anchoring

  • Include numbers, dates, metrics, specifications.

  • Cite primary sources and studies (go 1–2 layers deeper than competitors).

  • Update stats quarterly.

  • Use verifiable claims AI can cross-reference.

Scrunch Workflow:

  • Citations tab → Domain frequency — Spot if AI is citing outdated competitor data over yours.

  • Insights tab — Flags metadata/content gaps (e.g., missing specs).


13. Structural Clarity

  • Use clean HTML (avoid over-complicated builders).

  • Maintain consistent formatting across page types.

  • Add explicit Q&A sections (helpful for Perplexity & Google AI Overviews).

  • Ensure schema complements text, not replaces it.

Scrunch Workflow:

  • Site Audit → Content Clarity + Dynamic Content checks — Highlights hidden or mangled structures.

  • AI Preview (Audit) — See what bots actually parse.


Putting It All Together

  1. Start with Foundations → Get technical access and clarity right (Site Audit, User Agents).

  2. Add Advanced Strategies → Layer in answer density, consensus validation, entity relationships, factual anchoring, and structural clarity.

  3. Measure & Iterate → Use Scrunch’s Prompts, Citations, and Insights tabs to track progress, then adjust content quarterly.

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