1) Good-fit note
This service is best for [buyer/case] when [required condition] is true. Before we confirm the next step, we need [required details].When to use this checklist
- Service pages: local, B2B, consulting, repair, coaching, appointment, property-management, or professional-service pages that describe who is a good fit.
- Offer pages: pages with packages, minimum project size, quote requirements, service-area limits, eligibility, or exclusions.
- AI-search QA: before asking ChatGPT, Gemini, Copilot, Perplexity, or Google AI Overviews style systems to summarize whether your business fits a buyer's situation.
- Human review rule: do not let AI invent eligibility, price, availability, credential, warranty, guarantee, service-area, diagnosis, or approval claims.
Copy/paste eligibility criteria worksheet
Page or offer URL: [URL]
Ideal customer / case: [who this is truly for]
Not a fit / excluded cases: [what you do not handle or cannot promise]
Required details before quoting/booking: [location, photos, timeline, budget, access, measurements, issue type, decision-maker]
Geography / availability limit: [service area, hours, seasonal limits, appointment windows]
Minimum or threshold: [minimum project size, contract length, qualification step, or none]
Proof source: [policy page, price sheet, owner note, CRM field, contract, warranty terms]
Owner-review trigger: [price exception, emergency, warranty, regulated work, privacy, legal/compliance, medical/financial/legal claims]
STOP PUBLISHING: If a claim is not backed by a source of truth, write NEEDS OWNER REVIEW instead of publishing or letting AI summarize it.
Eligibility table for service and offer pages
| Question | Good page answer | AI-search risk if missing |
|---|---|---|
| Who is this for? | Names the buyer type, service situation, and outcome. | AI may recommend the page to poor-fit buyers. |
| Who is not a fit? | Lists exclusions politely and points to an alternative next step. | AI may imply you handle cases you do not. |
| What details are required? | Shows the exact inputs needed before a quote, booking, or recommendation. | AI may make the process sound more instant than it is. |
| What claims need proof? | Links to policies, licenses, guarantee terms, service-area pages, or published offer details. | AI may paraphrase an unsupported guarantee or credential. |
| When is human review required? | States owner/manager review for exceptions, regulated claims, safety, legal, privacy, pricing, or warranty questions. | AI may give a definitive answer when a manager should review. |
AI answer audit prompt
You are auditing a small-business service or offer page for AI-search clarity. Use only the page text and linked proof sources provided. Return: (1) who qualifies, (2) who does not qualify, (3) required details before booking/quote, (4) availability or geography limits, (5) proof-backed claims, (6) claims that need owner review, and (7) exact page copy to clarify eligibility. Do not invent price, availability, guarantees, credentials, service area, approval, diagnosis, warranty, or legal/compliance claims. If evidence is missing, write NEEDS OWNER REVIEW.
Three clarifying copy blocks
2) Not-a-fit note
We may not be the right fit for [excluded case]. If that describes your situation, the safest next step is [alternative resource/contact/owner review path].3) Owner-review note
Some requests require owner or manager review before we quote or schedule, especially [pricing exception / warranty / emergency / regulated / privacy / safety case]. We will confirm what is actually available before making a promise.Where this fits in SEO After AI
Pair this with the AI Search Service Page Proof Checklist, AI Search Offer Page Checklist, AI Search Claims Inventory Checklist, and AI Search Source Link Map.
Product signal: if this eligibility worksheet earns reuse, consider adding a SEO After AI appendix for service-fit criteria, not-a-fit wording, and owner-review triggers. This run records one signal only; monitor before editing the buyer ZIP.