Agree which pages matter

Choose three to five public pages that support an important business decision: a priority service, a useful project example, an answer to a common question or the contact page. Write down who each page is for and what the reader should understand or do next. Share the real public website address and identify preview, private or retired pages separately.

Use the nine checks below as a handoff. Assign a named person to each role, then record the page, evidence, status and next action. Use confirmed, needs work or unknown; an unanswered question is not a passed check. Agree who can approve content, access changes and enquiry tests before work begins.

  1. Pages · Business owner: confirm the priority URLs, intended audience and decision each page should support.
  2. Pages · Business owner: agree which search products matter and which preview or private pages must remain protected.
  3. Access · Website partner: check that each public URL reaches the intended page without an unintended error, redirect or security challenge.
  4. Access · Website partner: check Google indexing and snippet eligibility, recording any confirmed restriction.
  5. Access · Website partner: review ChatGPT and Claude search controls and host restrictions; distinguish permitted access from an actual verified request.
  6. Answer · Service owner: confirm fit, scope, service area, limits and the next step; correct missing or misleading information.
  7. Answer · Service owner and website partner: verify important claims and publication permission, and check that the main answer and ordinary links are available without scripts.
  8. Enquiry · Website partner and enquiry handler: check the phone and keyboard journey, collection notice and expectations before an authorised synthetic submission.
  9. Enquiry · Enquiry handler: confirm receipt at the intended destination and name the follow-up owner; leave delivery unknown until receipt is checked.

The sections below explain what a useful answer looks like. Keep the final output practical: confirmed findings, unresolved questions and a short list of owned changes.

Check that search services can reach the pages

Your website partner should check that each priority page opens at the intended address and is not accidentally blocked by an error, redirect or security challenge. They should also review the controls that tell search services whether a public page may be accessed and displayed.

Scroll across to see every column if needed

Questions for your website partner
AskA useful answer includes
Can Google use this page?Its indexing status, snippet eligibility and any confirmed restriction.
Can ChatGPT and Claude search reach it?The relevant search controls, host restrictions and what remains unverified.
Are restrictions intentional?Which pages are protected and who approved that decision.

Google’s AI search features need an indexed page eligible to show a search snippet. ChatGPT and Claude have their own crawler controls. Permission for search and permission for training are separate decisions; do not approve training access simply because someone calls it an AI-search fix.

Ask your partner to distinguish a confirmed block from an unexplained absence. Loading a page in a browser does not prove every search service can reach it. Equally, a missing AI mention does not prove an access problem.

Technical evidence to request from your website partner

Ask for the affected URL, the control or test inspected and the evidence behind the conclusion. A screenshot of one successful browser visit is not a crawler-access report.

  • Google: review robots.txt access for Googlebot and page or HTTP-header controls such as noindex and nosnippet. These controls do different jobs. Google must be able to fetch a page to read its page-level rules. Compare Search Console’s indexed view with a live URL test rather than treating either as a guarantee of inclusion.
  • ChatGPT: review OAI-SearchBot rules and host or firewall restrictions against OpenAI’s published crawler guidance. GPTBot is the separate training control. ChatGPT-User handles some user-directed visits and is not the control for Search inclusion.
  • Claude: distinguish Claude-SearchBot for search, Claude-User for user-directed retrieval and ClaudeBot for model development. Check the relevant rules against Anthropic’s current guidance.
  • Website delivery: inspect unintended redirect chains, errors, firewall or bot-protection challenges and content that depends on scripts. Check the main answer and links in the delivered page, not only an editor preview. Where logs are available, use the provider’s verification method before treating a request as its crawler.

Record what remains unverified and the next person or system needed to resolve it. Keep intentionally protected pages protected; explain and approve any proposed settings change before applying it.

Read the page as a buyer

Give the page to someone unfamiliar with the business. Can they explain who the service suits, what is included, any important limits and the next step? If they need a sales call just to understand the basic offer, the page has useful work to do.

Check the facts behind the promise. Business details, service areas, qualifications and project roles should be current and consistent. Important outcome claims need suitable evidence and permission to publish. Clear wording cannot repair an unsupported claim.

Illustrative example: an engineering consultancy says its feasibility advice produces “faster approvals”. The available project material only shows what the assessment included. The useful task is to replace the timing promise with the supported deliverables, or obtain suitable evidence and approval. Creating more articles would leave the original problem unresolved.

Also ask your partner to check that the main answer and ordinary links remain available when scripts are unavailable. Use the service-page guide for missing answers and the case-study guide for stronger proof.

Check the next step actually works

Open the page on a phone and follow the enquiry route. Is the action easy to find? Does the form explain what is needed? Are the confirmation and follow-up expectations clear? Ask someone to try it with a keyboard as well.

Agree a clearly labelled synthetic test with the person who handles enquiries, then confirm it reached the intended recipient. A confirmation screen alone does not prove delivery. Check that the collection notice matches the fields and actual route, and name the person responsible for replying.

How to run an authorised enquiry test
  1. Agree the test with the enquiry handler and identify the expected destination, such as a shared inbox or CRM queue.
  2. Use synthetic details and a unique test label. Include only the fields needed to exercise the normal route; use a test address you control if a reply is part of the check.
  3. Record the page, device or browser, time and visible confirmation. Ask the handler to find the matching test at the receiving destination and check any expected routing or reply.
  4. Record receipt separately from the confirmation. If provider settings or the receiving destination cannot be checked, leave delivery unknown and assign the next check. Handle or remove the test record through the team’s normal process.

Keep customer details out of public reviews and AI prompts. Do not send repeated tests or change provider settings without the responsible person’s agreement.

Turn the review into a short action list

Put confirmed access or enquiry failures first. Next, correct misleading claims and missing service answers. Then plan useful additions. For each task, name the page, owner, next action and the check that will show it is finished. A content owner may approve the wording while the website partner implements it.

Keep the list small enough to act on. Separate confirmed problems from questions that need investigation. After a change, check the published page or repeat the affected enquiry test before calling the task complete. Revisit the relevant checks when your service, website address, form or provider changes.

For ongoing review, use the same few buyer questions each month. Compare accuracy, mentions and citations separately. This checklist helps you improve the website; it does not certify an AI score, ranking, recommendation or number of enquiries.

Agree who owns each check

Set the scope, then let the three reviews run in parallel. Record each as confirmed, needs work or unknown and return feedback to the business owner.

  • Review brief

    Business owner

    Choose priority URLs and identify private or preview pages that must stay protected.

  • Access

    Website partner

    Check search access controls, and that the main answer and ordinary links work without scripts.

  • Answer

    Service owner

    Confirm claims, scope and permission to publish.

  • Receipt

    Enquiry handler

    Confirm receipt of the authorised test enquiry and the follow-up owner.

Put it to work.

Copy a prompt into Claude or ChatGPT, replace the bracketed details and review the result with your team.

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Use public information. Leave out personal or confidential details. This page copies text only; it does not send anything to an AI service.

Create a practical brief for your website partner

Turn accessible public pages into a short action list, with technical checks left for a human partner.

Read the prompt or copy it manually