# Turning AI referrals into activated product-led trials. - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/ai-referrals-to-product-led-trials

## Decision to make

Move an AI-referred product researcher into an activated trial

Owner: ____________________
Review date: ____________________
Canonical page or destination: ____________________

## Buyer questions

- [ ] Move an AI-referred product researcher into an activated trial
- [ ] Which evidence should a product-led b2b saas company preserve?
- [ ] What should be measured after the website change goes live?

## Evidence-led work plan

### 1. The obstacle for a product-led b2b saas company

The conversion goal is not the signup alone.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 2. Map high-intent questions to the relevant product capability before you answer fit and limitations before the signup wall

Map high-intent questions to the relevant product capability.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 3. Keep question-to-capability mapping

Question-to-capability mapping.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 4. The limit on the claim: do not optimize for low-quality registrations

Do not optimize for low-quality registrations.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

## Source ledger

- [ ] Google Search Central: AI features and your website: https://developers.google.com/search/docs/appearance/ai-features
- [ ] Google Search Central: guidance on generative AI content: https://developers.google.com/search/docs/fundamentals/using-gen-ai-content
- [ ] OpenAI: publishers and developers FAQ: https://help.openai.com/en/articles/12627856-publishers-and-developers-faq
- [ ] Eli AI Visibility Index methodology: https://hireeli.io/ai-visibility-index/methodology

## Measurement boundary

Baseline date and exact context: ____________________
7-day observation: ____________________
14-day observation: ____________________
30-day observation: ____________________
Known limitations: ____________________

Keep technical eligibility, citations, recommendations, visits, leads and revenue as separate evidence. This worksheet does not guarantee an external ranking or commercial result.