📊 Asset 1: Looker Studio Template (AI Citation Dashboard)

Since I can’t generate an actual .lookerstudio Here, I’ll provide you with the exact structure and field setup, so you (or any analyst) can create and share it as a template link.

Dashboard Pages & Widgets

Page 1 – Overview (Exec View)

  • Scorecards

    • Total AI Citations (last 30 days)

    • Top Cited Page

    • Citation → Sessions (last 7 days)

  • Time Series

    • AI Citations per Day (by engine: ChatGPT, Perplexity, Gemini, Google AI Overviews)

  • Pie Chart

    • Share of Voice (Citations % by engine)

Page 2 – Ops & Alerts

  • Table

    • Citation Timestamp | Engine | Prompt | Source URL | Confidence Score

  • Conditional Formatting

    • Highlight spikes (citations >200% baseline) in red.

  • Alert Panel

    • Latest critical citations (from SLA rules).

Page 3 – Content Insights

  • Bar Chart

    • Top Cited Pages (last 28 days)

  • Heatmap

    • Page vs Engine vs Citation Count.

  • Table

    • Page URL | Citation Count | Sessions (from GA4) | Assisted Conversions.

Data Sources Needed

  • Citation Export (from Hall / Rankshift / Profound / Writesonic) → BigQuery / Sheets.

    • Fields: timestamp, engine, prompt, source_url, answer_excerpt, confidence.

  • GA4 BigQuery Export

    • Fields: event_date, page_location, sessions, conversions.

Calculated Metrics

  • Citations/Day = COUNT_DISTINCT(citation_id)

  • Citations → Sessions = JOIN(source_url = landing_page, within 7 days)

  • Spike Alerts = IF(citations_today > (median_last28 * 2), “Spike”, “Normal”)

👉 Once built, you can share it as a template link in Looker Studio and gate it as part of your toolkit.


📄 Asset 2: 1-Page SLA (AI Citation Monitoring)

Here’s a clean draft you can turn into a PDF/Doc for download:


AI Citation Monitoring SLA (Service-Level Agreement)

Objective:
Ensure timely monitoring, verification, and response to AI-driven citations of brand content.


SLA Tiers

  • Critical (1 hour)

    • Criteria: High-value page (pricing, legal, brand-sensitive) cited with errors, negative sentiment, or misattribution.

    • Action: Verify citation, escalate to PR/Comms, correct content if needed.

  • High (4–24 hours)

    • Criteria: Spike in citations for target keywords/topics.

    • Action: Review content for optimization, log opportunity in content calendar.

  • Normal (48–72 hours)

    • Criteria: Routine citations on low-value or evergreen pages.

    • Action: Batch review, note patterns, schedule optimizations.


Service Objectives

  • Detection Latency: < 24 hours for critical citations.

  • Accuracy Verification: Manual review of 100% critical citations.

  • Escalation: PR/SEO team notified within SLA window.


Workflow Roles

  • Monitoring Owner: SEO/Data Analyst — runs daily dashboard checks.

  • Escalation Owner: Marketing/PR — handles critical/negative citations.

  • Content Owner: SEO/Content team — updates/optimizes pages as needed.


Reporting

  • Weekly: Citation volume, top pages, SLA compliance.

  • Monthly: Trends, missed citations, ROI (citations → conversions).

👉 This document works as both a client-facing SLA (if you’re freelancing/agency side) and an internal workflow rulebook.


📝 Asset 3: 10-Point UTM Cheat Sheet

UTM Checklist for AI & GA4 Attribution

  1. Always lowercase utm_source, utm_medium, utm_campaign.

  2. Use utm_source=chatgpt|perplexity|gemini|google_ai.

  3. Use utm_medium=ai_answer.

  4. Standardize campaign naming: utm_campaign=ai_cite_{topic}.

  5. Avoid spaces — use hyphens or underscores.

  6. Document UTM conventions in a shared sheet.

  7. Always tag canonical source snippets.

  8. Use shorteners with preserved UTMs (Bitly/UTM.io).

  9. Validate UTMs in GA4 DebugView.

  10. Export UTMs → BigQuery for long-term analysis.

👉 Save as a 1-page PDF (easy reference).


⚡ Asset 4: Playbook — “When AI Cites You → 48-Hour Action Plan”

Day 1 – Verification & Triage

  • Check dashboard alerts (new citations logged).

  • Verify accuracy: Did the AI paraphrase correctly? Is your brand represented positively?

  • Tag SLA level (Critical/High/Normal).

  • Escalate Critical citations to PR/Legal.

Day 2 – Amplification & Optimization

  • Share positive citations internally (Slack/Teams).

  • Post on socials: “We got cited by [AI tool] for [topic] 🎉.”

  • Optimize cited page → update schema/snippet for future AI pulls.

  • Log the citation → Content Calendar → plan blog/SEO follow-up.

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