# How to choose an AI visibility tool for B2B. - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/choose-ai-visibility-tool-b2b

## Decision to make

Evaluate AI-search software with a repeatable buyer test

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

## Buyer questions

- [ ] How should a B2B team choose an AI visibility tool?
- [ ] Which providers should a trial cover?
- [ ] What evidence should the dashboard expose?
- [ ] How can buyers test whether execution is real?

## Evidence-led work plan

### 1. Bring a balanced ten-question trial set

Use questions from sales, search data and customer research.

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

### 2. Audit the observation layer

Open the exact answer behind every score.

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

### 3. Test the decision layer on one loss

Choose a repeated commercial miss and ask why it outranks other work.

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

### 4. Demand proof of the execution boundary

Review the exact draft, sources, claims, destination and permissions.

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

### 5. Compare total operating effort

Estimate setup, question maintenance, analysis, research, editing, development, publishing and reporting hours.

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/fundamentals/ai-optimization-guide
- [ ] 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
- [ ] Eli: security and execution boundaries: https://hireeli.io/security

## 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.