No-form proof worksheet

Gather the public proof before promising AI visibility work.

Use this worksheet to organize the public business facts, profile links, proof signals, and website gaps that make a local service business easier to explain. It is a prep asset, not an outreach workflow or account-editing tool.

Business identity

  • Exact business name used publicly.
  • Website domain and primary phone number.
  • Main service category and short service-area description.
  • Any old names, alternate spellings, or duplicate listing names to review.
Notes

Public profiles

  • Google Business Profile public link if already known.
  • Apple Maps, Bing Places, Yelp, Facebook, BBB, chamber, or niche directory links.
  • Hours, service areas, categories, and description snippets visible on public pages.
  • Mismatches to flag for owner review rather than auto-fixing.
Notes

Proof signals

  • Review themes that are already public.
  • Owner-approved photos, project examples, credentials, or service-area proof.
  • Frequently asked buyer questions visible from public pages.
  • Gaps that make the business hard to summarize accurately.
Notes

Next-page plan

  • One service page that needs clearer who/where/what wording.
  • One FAQ answer that would reduce buyer confusion.
  • One proof cue to make more visible on the website.
  • One item that requires approval before account access, outreach, CRM, or listing edits.
Notes

Lola handoff

Turn the proof pack into one bounded next step.

After the worksheet is filled, Lola should create exactly one internal next action: a service-page clarity update, a listing-readiness review, or a private snapshot for Matt. Anything involving account access, outreach, CRM, provider routes, paid tools, or customer/prospect data must stop for approval.

Recommended next role

Soma for website copy/page cleanup, Quinn/Iris for review, Vera/Aibert for VA review after approved publish, Ledger if any spend/payment/provider question appears.

Stop rules

Keep this as public-proof prep only.