# How B2B service companies can pursue quote requests from AI search. - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/b2b-service-ai-search-quote-requests

## Decision to make

Turn high-intent AI research into qualified quote requests

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

## Buyer questions

- [ ] Turn high-intent AI research into qualified quote requests
- [ ] Which evidence should a b2b service company preserve?
- [ ] What should be measured after the website change goes live?

## Evidence-led work plan

### 1. The obstacle for a b2b service company

Service pages often describe capabilities broadly but omit scope, fit, evidence, process, exclusions and the information needed to request a useful quote.

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

### 2. Monitor questions that include who-to-hire and best-for intent before you publish service-fit and comparison evidence

Monitor questions that include who-to-hire and best-for intent.

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

### 3. Keep commercial question cohort

Commercial question cohort.

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

### 4. The limit on the claim: a quote request is not revenue

A quote request is not revenue, and an AI-assisted visit is not proof of influence unless the buyer or connected evidence supports it.

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.