# From a ChatGPT comparison to a booked B2B demo. - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/chatgpt-comparison-to-booked-demo

## Decision to make

Turn an AI-assisted vendor comparison into a useful demo path

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

## Buyer questions

- [ ] Turn an AI-assisted vendor comparison into a useful demo path
- [ ] Which evidence should a sales-led b2b saas team preserve?
- [ ] What should be measured after the website change goes live?

## Evidence-led work plan

### 1. The obstacle for a sales-led b2b saas team

The website often repeats a generic homepage message after the AI answer has already framed a specific comparison, leaving the buyer to reconstruct fit, proof and next steps.

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

### 2. Identify the comparison or use case behind the visit when consent and context allow before you show a direct answer that matches the decision

Identify the comparison or use case behind the visit when consent and context allow.

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

### 3. Keep public comparison page

Public comparison page.

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

### 4. The limit on the claim: an ai referral or personalized page view does not prove that the experience caused a booking

An AI referral or personalized page view does not prove that the experience caused a booking.

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.