# Connecting AI-search questions to CRM opportunities. - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/ai-search-to-crm-opportunities

## Decision to make

Carry AI-search evidence into a CRM opportunity without fake attribution

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

## Buyer questions

- [ ] Carry AI-search evidence into a CRM opportunity without fake attribution
- [ ] Which evidence should a sales-led company using a crm preserve?
- [ ] What should be measured after the website change goes live?

## Evidence-led work plan

### 1. The obstacle for a sales-led company using a crm

Enterprise buying journeys include multiple people and channels.

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

### 2. Store exact known referrer and campaign fields before you use buyer-reported context as a separate source

Store exact known referrer and campaign fields.

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

### 3. Keep known referral evidence

Known referral evidence.

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

### 4. The limit on the claim: a crm opportunity is verified commercial evidence when the connection and record are trusted

A CRM opportunity is verified commercial evidence when the connection and record are trusted.

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.