# AI-search vendor RFP template for B2B teams. - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/ai-search-vendor-rfp-template

## Decision to make

Run a comparable procurement process for AI-search software

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

## Buyer questions

- [ ] What should an AI-search software RFP include?
- [ ] How should vendors demonstrate monitoring quality?
- [ ] Which publication and security questions matter?

## Evidence-led work plan

### 1. Company and use-case brief

Provide audience, markets, languages, website stack, team size, approval needs, CRM, conversion actions and a small non-brand question set.

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

### 2. Required monitoring response

Ask for raw answers, source URLs, provider state, competitor detection, cohort definitions, failure handling and export access.

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

### 3. Required execution response

Ask who selects the action, how claims are sourced, whether existing pages are preferred, who approves, what can publish and how rollback works.

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

### 4. Required proof response

Ask for canonical URL verification, discovery evidence, same-question remeasurement, attribution tiers, data retention and tenant-isolation controls.

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

### 5. Require a live evidence walkthrough

Add one scored exercise to the RFP: every vendor must test the same non-brand buyer questions and take one genuine gap through its full workflow.

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
- [ ] 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.