Felo Source Check Template: Free CSV and Question File

They are built around a made-up firm, Northfield Bookkeeping, and its owner Dana Ortiz, who is pricing a monthly fractional CFO package. Swap in your own firm, city and service.

What is in the question file?

The text file has three numbered parts:

1. The question. The full question from the lesson, with a note that we turned Pro on before sending it. It says who is asking (a 6-person bookkeeping firm in Columbus, Ohio, that may add fractional CFO services), what to find (what US small businesses pay in 2026 by hourly rate and monthly retainer, and 3 firms that publish their prices) and the rules (a table, a source for every number, and mark which numbers are estimates).
2. The follow-up. The one we sent after seeing that a price came from a comparison article. It asks Felo to redo the 3-firm table with a Source type column, say whether each price is from the firm's own website or a third-party article, and give the page URL.
3. Your version. The same question with blanks in square brackets: the size and type of your business, your city, the new service, the type of client, what those clients pay, the year, and the price units you need.

The file is short on purpose. The rules in the last sentence of the question are what make the answer checkable later.

What columns are in the source check CSV?

Seven columns, left to right:

The first four columns are filled in from our run. The last three are mostly blank, because that is your job. A number in the Felo source column is one of Felo's AI citations: a pointer to a page, not proof that the page says it.

What rows come filled in?

Seven rows, all from our real Felo run on 20 October 2026. Together they are a record of how grounded each number in the answer really was:

• Three market estimates: the hourly rate ($175 to $450), the monthly retainer ($3,000 to $12,000) and the typical small-business retainer ($3,000 to $8,000). All three are marked as estimates, and their sources are articles (taxstra.com and condesafg.com).
• Island Waters Accounting: $3,500 to $10,000 a month, source 5 on islandwaters.ai, the firm's own website. This is the one row already checked: Yes (citation card) and Yes in the card text, with a note that it was in the first answer only.
• Lucrum: starting at $899 a month, from the firm's own pricing page.
• Burkland: $1,600, $2,500 and $4,200 a month. The source column records both answers: weaudit.com in the first answer, Burkland's own pricing page in the follow-up.
• Pilot: $1,750, $3,150 and $5,250 a month, billed annually, from a weAudit article, in the follow-up answer only.

How do you use the two files in Felo?

1. Open the text file and copy part 3, Your version. Fill in every square bracket.
2. In Felo, click into Ask anything... and paste it. Turn on Pro, then send.
3. Open the CSV in your spreadsheet and clear our numbers from the What Felo said column. Keep the column headers.
4. Add one row per number in Felo's answer: each market range, then each firm.
5. For each row, point at the citation number in Felo and copy the site into Felo source. Clicking Source & Thinking shows every page in one list.
6. If any price comes from an article, send the follow-up from part 2 of the text file. Update Felo source and Source type from the new table, and add a note for any firm that changed.
7. Open each page yourself. Fill in Opened it? and Number found on the page?.

How do you adapt the template for other research?

Keep the three blank columns. They are the source verification step, and they are what turn an AI answer into something you can stand behind.

Change Item to whatever you are pricing. A marketer scanning competitor plans might list one row per plan. An office manager checking a renewal might list one row per provider. The date in the second column's header matters too: put your own run date there, since prices change.

If you add a column, make it Page date or price year. The lesson asks whether each number is current, and a column makes you answer it. For more roles, see Felo use cases by role.

Key takeaways

• The text file holds the exact question, the follow-up and a fill-in version.
• The CSV has seven columns. The last three are for your own checks.
• Only one row in our file was checked when we finished. Check the rest before you quote.
• Put your run date in the header and add a column for page date if you can.

The Felo pricing research cheat sheet puts the same checks on one printed page, and the Felo research mistakes guide explains what each blank column protects you from.

Frequently asked questions

Do I need to fill in every row?

Fill in every row for a number you will use. If a price won't go into a proposal or a meeting, you can leave it, but mark it as unchecked.

Why is only one row marked as checked?

That is honest to our run. We opened the Island Waters citation card in the lesson, and the lesson ends by telling you to open the other firm pages yourself.

Is this the same file the lesson links to?

Yes. The lesson's question page has the same two download links. The source type values in our rows are the labels Felo gave in our run, so keep them as Felo wrote them and add your own view in Notes.

What does the question file cost to run?

In our run, the question and the follow-up were each one Pro Search at 15 credits. The Felo FAQ explains the Free plan credits, and the Felo entry in the AI research tools directory links to the tool.