# Home-service AI website planning worksheet

Use this worksheet to plan one home-service website around real services, customer situations, verified proof, and tested inquiry routes. Replace the prompts with client-approved information. Do not place passwords, private customer records, or secret values in this file.

## 1. Business baseline

- Business name:
- Primary trade:
- Secondary services:
- Storefront, service-area, or hybrid business:
- Public address, if customers are served there:
- Service areas the business actually accepts:
- Public hours:
- After-hours policy:
- Primary phone owner:
- Inquiry owner:
- License or registration facts and approving source:
- Insurance wording and approving source:
- Domain owner:
- Website release owner:

## 2. Service, Situation, Signal, Route map

Complete one row for each priority visitor journey.

| Service | Situation | Signals the visitor needs | Primary route | Human owner | Stop or fallback condition |
|---|---|---|---|---|---|
| Example: water-heater repair | Urgent loss of hot water | Area served, hours, repair scope, what to do before arrival | Call during open hours; request form otherwise | Dispatcher | Do not promise arrival time or diagnosis |
|  |  |  |  |  |  |
|  |  |  |  |  |  |
|  |  |  |  |  |  |

## 3. Page inventory

| Page | Visitor question | Approved facts needed | Primary action | Repeated facts to synchronize | Owner |
|---|---|---|---|---|---|
| Home | Am I in the right place? | Core services, area, hours, trust facts | Route by situation | Phone, hours, service area |  |
| Service page | Do you handle this job? | Included work, exclusions, process, price policy | Call or request | License, area, response policy |  |
| Service-area page | Do you serve my location? | Real coverage, local constraints, dispatch policy | Check availability | Area list, phone, hours |  |
| Proof page | Can I trust this company? | Real reviews, project rights, credentials | Continue to service or contact | Review source, license |  |
| Contact or request | What happens next? | Form use, response window, privacy note | Submit or call | Hours, routing |  |

Add only pages that answer a distinct question. Do not generate a location page until the client can provide accurate, useful information for that location.

## 4. Approved source pack

Record the source and fact owner for every claim that AI may use.

| Fact or asset | Approved value or location | Owner | Last checked | Where it may appear |
|---|---|---|---|---|
| Business name |  |  |  |  |
| Phone |  |  |  |  |
| Hours |  |  |  |  |
| Service areas |  |  |  |  |
| Services and exclusions |  |  |  |  |
| Price or estimate policy |  |  |  |  |
| License or certification |  |  |  |  |
| Insurance wording |  |  |  |  |
| Warranty terms |  |  |  |  |
| Reviews and source links |  |  |  |  |
| Project photographs and rights |  |  |  |  |

## 5. AI boundary

### AI may draft or assist with

- [ ] Page structure from the approved page inventory
- [ ] First-draft copy from the source pack
- [ ] Reformatting approved service details
- [ ] Bounded website edits with a named verification target
- [ ] Inquiry summaries that preserve the visitor's original answers
- [ ] Alternative text reviewed against the actual image

### AI must not decide or invent

- [ ] Final diagnosis
- [ ] Safety instructions beyond approved emergency language
- [ ] Guaranteed arrival time
- [ ] Final price where site conditions affect scope
- [ ] Service availability outside approved areas or hours
- [ ] Licenses, insurance, warranties, reviews, project photos, or results
- [ ] Whether a lead is safe to ignore

### Escalation rule

If required information is missing, conflicting, sensitive, or outside the approved service map, the experience will:

____________________________________________________________________

## 6. Request-form design

- Result promised by the form:
- Minimum fields required to provide that result:
- Required fields:
- Optional fields:
- File-upload need and retention rule:
- Consent or privacy copy owner:
- Validation states to test:
- Success message:
- Failure message and fallback contact:
- Destination inbox, CRM, or queue:
- Person who confirms receipt:
- Test-record naming convention:

## 7. Service-area and search review

- [ ] Website areas match actual dispatch coverage
- [ ] Google Business Profile type and service areas reviewed by the business owner
- [ ] Residential address hidden from the profile if customers are not served there
- [ ] Location pages contain useful, location-specific information rather than swapped place names
- [ ] Titles, descriptions, visible facts, and LocalBusiness markup agree
- [ ] Structured data validated and inspected after deployment
- [ ] No ranking, rich-result, or response-time outcome is guaranteed

## 8. Review and image integrity

- [ ] Every review came from a real source and remains faithful to the customer's words
- [ ] Source, attribution, and permission requirements recorded
- [ ] No AI-generated testimonial, customer, technician, license, or completed project is presented as real
- [ ] Before-and-after images belong to the business and describe the same project accurately
- [ ] Stock or illustrative images are labeled where a visitor could mistake them for company work

## 9. Launch evidence

| Check | Candidate result | Production result | Evidence location | Owner |
|---|---|---|---|---|
| Call links use the approved number |  |  |  |  |
| Request form labels and errors work |  |  |  |  |
| Test request reaches the approved destination |  |  |  |  |
| Mobile menu and primary journey work |  |  |  |  |
| Hours, areas, prices, and claims match sources |  |  |  |  |
| Search metadata and structured data match visible facts |  |  |  |  |
| Domain, HTTPS, canonical, robots, and sitemap checked |  |  |  |  |
| Analytics event checked in intended consent state, if used |  |  |  |  |
| Recovery owner and exact website baseline recorded |  |  |  |  |

## 10. Handoff and monthly operating rhythm

- Client-editable items:
- Review-required items:
- Agency-only items:
- Fact owner for hours, areas, prices, and offers:
- Review owner for claims and customer proof:
- Who receives failed-form alerts:
- Monthly checks:
- Seasonal update dates:
- Website-file recovery owner:
- External systems with separate recovery procedures:
- Next review date:

## Final readiness decision

- Candidate identifier:
- Decision: Ship / Hold / Ship with named items
- Blocking issues:
- Known non-blocking items, owner, and due date:
- Business approver:
- Release owner:
- Decision time: