THE PROCESS
How the workflow works.
- 01
Identify the offer and the audience it is suitable for.
- 02
Check that pricing, availability, geography, and eligibility are understandable.
- 03
Review specifications and compare them with structured information.
- 04
Check shipping, returns, cancellation, or service boundaries as relevant.
- 05
Locate evidence for material commercial claims.
- 06
Document observable gaps and assign a person to verify the changes.
ILLUSTRATIVE OUTPUT / SAMPLE ONLY
A commercial information checklist
Offer — a service with three packages
Information gap — geographic availability is not stated
Next action — confirm coverage and add it to the offer page
Where judgment matters.
This checklist is not a platform eligibility assessment or a prediction of recommendations. Agent behavior and individual platform requirements need separate testing.
Before you call it complete
- Offer details have an owner
- Policies are easy to find
- Website findings are separated from platform eligibility