Copy/paste worksheet

Review snippet source card

Page / campaign: __________________________

Review or testimonial source: Google Business Profile / Yelp / industry directory / email / survey / case study / other: ________

Exact quote or snippet approved for use: __________________________

Customer / project context allowed to mention: first name / company / industry / city / project type / anonymous only: ________

Permission status: public review / written permission / anonymized / internal only / needs owner review

Source URL or proof file: __________________________

Claim type: service quality / response time / savings / revenue / ranking / rating / compliance / guarantee / other: ________

Approved wording boundary: what the snippet can and cannot imply: __________________________

Owner / reviewer: __________________________

Next review date: __________________________

Safe snippet templates

1. Public review quote

Customer review highlight: “[exact public quote].” Source: [platform/source]. This quote describes one customer's experience and should not be rewritten as a guarantee, average result, ranking claim, or universal outcome.

2. Anonymous project proof

For a [industry/project type] client, the approved proof point is: [specific source-backed detail]. Keep the customer anonymous and do not add revenue, timing, compliance, or performance claims that are not in the source record.

3. Rating or count mention

Current review source: [platform]. Verified rating/count on [date]: [rating/count]. Recheck before publishing and avoid implying the number is permanent.

4. Case-study quote boundary

Approved case-study line: [quote]. Do not turn this into a guarantee, forecast, ranking, legal/compliance claim, or promise that a new buyer will get the same result.

AI audit prompt

You are auditing a small-business web page or AI-search answer draft that uses customer reviews, testimonials, ratings, or proof snippets.
Use only the verified source card below. Do not invent customer names, outcomes, star ratings, rankings, savings, revenue, certifications, compliance status, guarantees, permission history, or review counts.

Verified source card:
- Source platform/URL:
- Exact approved quote or snippet:
- Permission status:
- Customer context allowed:
- Claim type:
- Approved wording boundary:
- Last verified date:
- Human owner:

Return:
1. Safe snippet wording.
2. Any unsupported claims to remove.
3. Source links or disclosures to add.
4. If any required proof is missing, output: STOP PUBLISHING — NEEDS OWNER REVIEW.

STOP PUBLISHING guardrails

STOP PUBLISHING: the exact quote, review source, permission status, or last-verified date is missing.
NEEDS OWNER REVIEW: the snippet mentions savings, revenue, rankings, compliance, licenses, warranties, guarantees, legal claims, or medical/financial outcomes.
Do not turn one customer's quote into a universal result or guaranteed outcome.
Do not invent star ratings, review counts, customer identity, project details, response-time metrics, or before/after performance.
Use labels such as REVIEW-SOURCE-VERIFIED, QUOTE-PERMISSION-NEEDED, ANONYMIZE, OWNER-REVIEW, and PROOF-STALE.

Make customer proof safer for AI search

This free worksheet is a sample from Horizon Flow's AI-search and proof-management resources. For the full website visibility and source-of-truth system, see SEO After AI.