Detailoop Pages · Website Preparation Worksheets
Reviewed on November 13, 2026
Feel free to copy and use this file. Keep actual patient information out of these worksheets.

1. Clinic information worksheet
Clinic name:
Clinic representative / names of clinicians that can be made public:
Clinic address / floor patients should visit:
Main phone number:
Clinic hours / last check-in time:
Lunch break / days closed:
Parking / public transit directions:
How to book an appointment:
Services actually provided:
Verifiable clinician credentials and sources:
Five questions patients frequently ask:
Services not covered by insurance / fees / date as of which fees apply:
Types of certificates and documents / fees / how to request them:
Prepared by / date last verified:

2. Photo preparation worksheet
File name / subject / date taken / photographer:
Rights holder / permitted uses / expiry date:
Consent obtained from identifiable people in the photo:
Confirmed that the photo contains no patients or sensitive information:
Signage / building entrance / wayfinding / interior / clinicians / logo:
Original or edited version:
Priority for use as a lead photo:

3. AI search observation log
Exact wording of the question:
Brand name included / omitted:
Region / language / account and personalization settings:
Platform / model / search mode:
Date and time of observation / trial number:
Valid response / reason for exclusion:
Brand mention: Not measured / Absent / Present
Discovery from an unbranded question: Not measured / Absent / Present
Citation of the clinic's own URL: Not measured / Absent / Present
Explicit recommendation: Not measured / Absent / Present
Information accuracy: Not verified / Accurate / Correction needed
Cited URL / where the answer is saved:
Information to correct and supporting evidence:
Next observation date:

How to summarize observations
Leave unmeasured results blank or record them as null. Use 0 only if you checked a valid response and the item was absent.
Show both the numerator and denominator for rates. Group results by question, platform, and conditions before combining them.
Track technical accessibility and indexing separately from AI mentions, citations, and recommendations.
Enter website visits and inquiries only when you have actual measurement data.

4. Before commissioning a website
Scope of each package / number of revision rounds / who prepares the materials:
What the private finished preview includes / deadline for the purchase decision:
Payment timing / how to get a full refund if you decline before publication:
VAT / photography and travel / actual domain costs / additional fees:
Domain registrant / rights to client-supplied materials:
Whether source code is included / scope of transfer and termination support:
Contract termination / backup and recovery / response to service disruptions:
Personal data handling / access rights / data retention period:
Scope of GEO measurement / how unmeasured results are labeled / visibility is not guaranteed:

Official references
https://developers.google.com/search/docs/appearance/ai-features
https://developers.google.com/search/docs/fundamentals/seo-starter-guide
https://developers.google.com/search/docs/appearance/structured-data/sd-policies