Be the business AI recommends

Who joins

• Business owner or manager — approves what is true.
• Customer-facing teammate — shares what buyers really ask.
• Working alone? Put your own name in both roles. Use a qualified reviewer for legal, medical, financial, safety, or regulated facts.

What to bring

1. Your website address.
2. A shared note or blank document.
3. A screenshot tool.
4. Google Search and ChatGPT, if available.

Three results people often confuse

• Mention: the answer names your business.
• Source link (citation): a clickable receipt appears beside the answer.
• Recommendation: the answer suggests considering your business.

None of those automatically means a click, lead, sale, or revenue.

DONE WHEN → the meeting is booked, both roles are named, and one shared note is open.

Ask the person who handles calls, forms, chats, or sales emails:

“Please send me the last three questions prospects asked before requesting a price, appointment, quote, visit, or purchase. Remove names and private details. Add the date and where each question came from.”

Choose the question closest to a real buying decision. Mark it APPROVED & SAVED only when every answer is YES:

1. Source: Can we show where and when we found it?
2. Decision: Could the answer help someone call, compare, book, visit, or buy?
3. Fit: Can our business truthfully fulfill it?
4. Proof: Can we or a qualified authority verify the important facts?

No customer questions saved yet?

• Ask two customer-facing employees what they heard this month; save the employee, role, date and exact wording.
• In Google Search Console, look under Performance → Search results → Queries.
• Use Google Autocomplete, People also ask, AlsoAsked, or AnswerThePublic for ideas — but label each one MARKET CLUE — NEEDS VALIDATION.

DONE WHEN → one exact question, its source, its date, an approver, and an owner are saved.

A large buyer question usually hides several smaller checks. Search professionals call this query fan-out.

Buyer question: “Which plumber can repair a burst pipe in Metairie tonight, and how does emergency pricing work?”

The answer may need to check:

1. Does the company repair burst pipes?
2. Does it serve Metairie?
3. What is the approved after-hours and pricing process?

Write the three most important facts your buyer needs. For each fact, save:

• the approved plain-English answer;
• the person, page, profile, review, or official record best qualified to prove it;
• an important limit or exception;
• the approver and last-checked date.

DONE WHEN → three facts have a best source and a named approver.

A baseline is the dated result you save before changing anything.

Google record

1. Search the exact buyer question once.
2. If an AI Overview appears, record SHOWN. Otherwise record NOT TRIGGERED.
3. Save the full screenshot and every visible source link.

ChatGPT record

1. Start a new conversation.
2. Ask the question naturally. Do not say “search the web” unless you are running a separate web-search test.
3. Record whether Search was visibly used. If you cannot tell, write UNKNOWN.
4. Save the full screenshot and every visible source link.

Save with each result

Date • product • exact question • location • device • signed-in state • Search state • business mentioned? • source link visible? • recommendation? • screenshot filename

DONE WHEN → Google and ChatGPT have separate, dated records.

You are planning the repair today. You are not writing or publishing the page in this session.

Draw a tiny topic map: one main page plus up to three supporting pages. The goal is complete answers, not more pages.

Make one decision

1. IMPROVE a useful page that already serves the same buyer decision.
2. ADD A SECTION when one helpful answer is missing.
3. CREATE ONE PAGE only when it has a different job, real proof, and a maintenance owner.
4. STOP when the business cannot prove or maintain the claim.

Choose the blocks your team will fill later

1. Direct answer and important limit.
2. Who it fits, where, and important exclusions.
3. Honest price, requirement, or estimate guidance.
4. The real process and next decision.
5. Proof and links to the right sources.
6. The buyer's three checks in plain English.
7. One clear next step: call, quote, book, visit, or buy.

DONE WHEN → one URL, one page job, three facts, useful links, and one next step are chosen.

Copy this into your task system or shared note. One qualified person may fill more than one role.

DONE WHEN → every task has one named person and one date.

Copy and send this box exactly. You do not need to understand or change these settings yourself.

“Please confirm that [URL] opens publicly, works on a phone, contains visible text, has working internal links, and is not accidentally blocked from Google Search or ChatGPT Search. If the site uses a sitemap, confirm the page is included. If Search Console shows Search generative AI, save whether it says Include, Exclude, or Inherit; do not change it without approval. Confirm Googlebot and OAI-SearchBot access and check the current OpenAI SearchBot IP ranges at the firewall/CDN. Reply PASS or BLOCKED with evidence, date, and next owner.”

DONE WHEN → the specialist replies PASS or BLOCKED with evidence and a date.

Before the 60-minute session ends

• One approved buyer question and three approved facts are saved.
• Google and ChatGPT baselines are saved separately.
• One repair has an owner, approver, publisher, due date, and status.

After your team publishes

• The public result is checked on a phone and marked VERIFIED LIVE.
• The comparable re-test is scheduled for 14 days after VERIFIED LIVE.

At the re-test, keep the question and setup as similar as practical. Add a new record; never overwrite the baseline. Choose KEEP, REPAIR, ESCALATE, or STOP.

DONE WHEN → the loop is closed and the next question is queued.