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FORMEX™ Local Signal Check

Companion Worksheet

Apply the 20 Questions to Your Own Organization

The open PDF gives you the questions. This companion worksheet helps you begin answering them with structure, evidence, and practical next steps.

This worksheet is designed to help you move from awareness to application: what AI may currently find, understand, trust, recommend, and represent about your organization.
How to Use This Worksheet

Move from questions to clarity.

Use this worksheet after reviewing the FORMEX™ Local Signal Check PDF: 20 Questions Every Business Owner Should Ask Their IT or Marketing Team.

For each question, reflect on what the question means for your organization, assess your current state, identify evidence, name an action step, and describe the potential impact.

Reflect What does this mean?
Assess Where are we today?
Evidence What supports this?
Action What should happen next?
Impact Why does this matter?
Readiness Categories

The five areas this worksheet helps you examine.

AI Visibility

Can AI systems find your organization and locate accurate information?

AI Understanding

Can AI explain what you do, who you serve, and what makes you different?

Trust Signals

Are reviews, credentials, affiliations, history, and authority visible and coherent?

Recommendation Readiness

Would AI know when, why, and for whom to recommend your organization?

Representation

If AI described your organization today, would you trust the answer?

Source of Truth

Is there one clear reference point that accurately explains who you are and what you do?

Worksheet

Begin with the first five questions.

This HTML worksheet provides a starter set. You may repeat this same structure for all 20 questions in the full companion worksheet or use it as your first Local Signal Check preparation exercise.

FORMEX™ Companion Worksheet

Apply. Reflect. Align. Act.

Question 01 What AI systems currently mention our organization?

Not Started
In Progress
Established
Leading

Question 02 How often does ChatGPT, Gemini, Perplexity, or Google AI recommend us?

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Leading

Question 03 What sources are AI systems using when they describe us?

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Leading

Question 04 Where does AI find the definitive explanation of who we are?

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Question 05 If AI described our organization today, would we trust the answer?

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Established
Leading

Tip: Print or save this page as a PDF if you want a working copy for your team.

Next-Step Summary

After completing the worksheet, look for the pattern.

The goal is not merely to answer every question perfectly. The goal is to identify where your organization is clear, where it is fragmented, and where your source-of-truth needs attention.

Signals to Notice

  • Outdated information
  • Conflicting descriptions
  • Missing authority signals
  • Weak third-party references
  • Unclear differentiation
  • Unanswered trust questions

Questions to Ask Your Team

  • What source should AI treat as definitive?
  • Which pages or listings need correction?
  • What content can AI cite?
  • What trust signals are missing?
  • What would a prospective customer learn from AI today?
  • Would that answer create confidence?
Continue the Process

Ready for a Local Signal Check?

If this worksheet reveals gaps, contradictions, or uncertainty, the next step is a FORMEX™ Local Signal Check: a practical review of how AI systems and public signals currently find, understand, trust, recommend, and represent your organization.

Request a Local Signal Check Explore Community Exchange
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