# Turn one service into a useful page brief.

By Hilvy. Updated 2026-10-25.

Ask a delivery lead and the person handling enquiries to review the same offer. Leave confidential client details out of the worksheet.

Output: A service proposition, approved evidence and a practical enquiry brief.

- [ ] Name the client situation.
  Describe what prompts someone to seek this service, not the internal department name.
  Keep: A specific buyer problem.
  Owner: ____________________
  Notes: ____________________

- [ ] Explain the engagement.
  List the decisions, outputs and important scope limits a buyer should understand.
  Keep: An agreed engagement outline.
  Owner: ____________________
  Notes: ____________________

- [ ] Select usable evidence.
  Confirm permission for a case, attributed quote or anonymised example.
  Keep: Evidence and publication permission.
  Owner: ____________________
  Notes: ____________________

- [ ] Link the right people.
  Check who delivers, their current role and how visitors can judge relevant experience.
  Keep: Current profile links.
  Owner: ____________________
  Notes: ____________________

- [ ] Define the first reply.
  Agree the information needed for routing and who responds.
  Keep: Enquiry fields and a named owner.
  Owner: ____________________
  Notes: ____________________

A blank review worksheet from Hilvy. Checkbox changes on the web page are not included in this download.
This is not an audit, certification, legal advice or a guarantee of search performance.
https://www.hilvy.io
