Process Library

Monthly SEO and AI-Search Health Check

A monthly check that catches ranking drops and AI-search citation decay across ChatGPT, Perplexity, and AI Overviews.

Marketing 6 steps
When to use

First Tuesday of the month for anyone responsible for organic discovery.

Trigger
Runs when: First Tuesday of the month, 90 minutes

The procedure

6 steps

  1. Pull rankings for your top 25 target queries from Search Console.
  2. Flag any query with a 5-position-or-worse drop in the past 30 days.
  3. For each drop, open the page, the search result, and the latest click data, then diagnose: stale content, competitor improvement, intent shift, or a technical issue.
  4. Check AI-search visibility for the same 25 queries: are you cited, mentioned, or quoted by the major assistants.
  5. Flag any query where you used to be cited and are not anymore. AI visibility decays faster than rankings.
  6. Queue specific edits for the highest-impact drops and assign each an owner.
Outputs
  • An SEO drop list with diagnoses
  • An AI-search citation-drop list
  • An edit queue with owners
Tools
Search ConsoleRank trackerAI-search visibility tool
Note: AI assistants will cite you for a quarter and then quietly stop. The monthly check is how you catch the stop early.

Use this SOP in OrgTP

Don't just download it. Drop this SOP onto a seat in OrgTP and every AI agent under that seat inherits and runs it at runtime — with the trigger, steps, outputs, and tools already filled in.