# AI search conversion tracking: measure the path after the click. - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/ai-search-conversion-tracking

## Decision to make

Measure whether AI-search visitors become leads and customers

Owner: ____________________
Review date: ____________________
Canonical page or destination: ____________________

## Buyer questions

- [ ] What is the primary conversion for a B2B AI visit?
- [ ] Should anonymous visitors be scored?
- [ ] Can self-reported attribution be used?

## Evidence-led work plan

### 1. Which events should be implemented?

Use a small event model: eligible session, need confirmed, proof viewed, action selected, lead consented, meeting completed and customer verified.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 2. How should personalization be measured?

Assign eligible traffic consistently to a control or treatment, prevent variant switching and compare the same outcome.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 3. What belongs in the dashboard?

Show the funnel with literal counts and evidence labels.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 4. Build a traceable conversion path

Begin with acquisition evidence that can actually be observed: landing URL, referrer when present, campaign parameters and consented events.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

## Source ledger

- [ ] Google Analytics: traffic-source dimensions: https://support.google.com/analytics/answer/11242841
- [ ] Google: helpful, reliable, people-first content: https://developers.google.com/search/docs/fundamentals/creating-helpful-content
- [ ] Eli: AI Visibility Index methodology: https://hireeli.io/ai-visibility-index/methodology

## Measurement boundary

Baseline date and exact context: ____________________
7-day observation: ____________________
14-day observation: ____________________
30-day observation: ____________________
Known limitations: ____________________

Keep technical eligibility, citations, recommendations, visits, leads and revenue as separate evidence. This worksheet does not guarantee an external ranking or commercial result.