Checklist template for agencies
Copy the checklist template in Markdown, adapt the fields to your programme and use the worked example to check it is complete.
Most checklist templates are too generic to use. This one is built for agencies, in Markdown, and it includes the fields that actually change an AI answer: the claim, the source, the entity and the date. Copy it and fill the brackets.
Use this checklist template when you need a consistent checklist across agencies without rebuilding the structure each time. Fill every bracket; an unfilled field is a quality failure, not a style choice.
When to use it
Use it when the work repeats: a new prompt, a new client, a new market or a new engine. Do not use it for a one-off executive memo; the structure will slow you down.
The checklist template
- [ ] Prompt set frozen (50 rows)
- [ ] Baseline captured in 6 engines
- [ ] Top 10 citation gaps ranked
- [ ] One page per gap assigned
- [ ] Organization schema validated
- [ ] FAQ schema validated
- [ ] llms.txt live and linked
- [ ] GPTBot / PerplexityBot access confirmed
- [ ] Two pages published
- [ ] 14-day re-check scheduledHow to fill it
| Field | What good looks like | Owner |
|---|---|---|
| Purpose | One sentence, one audience | Requester |
| Inputs | Named sources, not “the team” | Owner |
| Structure | Three to five sections, no more | Editor |
| Quality bar | Every claim has a source | Reviewer |
| Output | One canonical URL | Publisher |
A worked example
For a agencies team rolling out a checklist, the first pass takes about 30 minutes. The second pass takes ten, because the structure is already there. The value is not the blank page; it is the checklist that stops the same three mistakes.
Frequently asked questions
Is this checklist template free to use?
Does it work in Markdown?
Can I automate it?
Methodology and sources
- Citekit product and pricing data, 9 November 2026.
- Vendor pricing pages and product documentation, checked November 2026. Verify current pricing with each vendor before purchase.
- Public documentation for schema.org, llms.txt and the AI engines named on this page.
How Citekit compares
Citekit is measured against Profound, Scrunch AI, Otterly.AI and nine other tools in the category. The table is the short version; every comparison has a full, sourced page.
| Tool | Entry price | Engines | Best fit |
|---|---|---|---|
| Profound | from $499/mo | 4 | Enterprise teams with a dedicated analyst |
| Scrunch AI | from $250/mo | 5 | Mid-market content teams |
| Otterly.AI | from $29/mo | 4 | Small teams testing AI visibility |
Full comparisons: Profound · Scrunch AI · Otterly.AI · all 12 competitors
Citekit Research. “Checklist template for agencies (Markdown, 2026).” Citekit, updated 13 December 2024. https://citekit.apps.antelligen.com/templates/checklist-template-agencies-markdown