
We’ll run a full AI Visibility Deep Dive on your business.
What you will discover...
The exact searches your clients are making
Where you appear today
Who’s showing up instead of you
What needs to change first
Whether you want a quick snapshot, a full breakdown, or a deeper hands-on approach, each option is designed to give you a clear view of how AI sees your business. You’ll understand where you stand, what’s holding you back, and what needs to change. The only difference is how deep we go and how fast you want to move.
Option 1: –––––––––––––––––––––––––––––
Advisors who want a fast understanding of where they stand before going deeper
What you get:
AI Visibility Snapshot (basic analysis)
5–10 key client search queries
High-level visibility check (are you showing up or not)
1–2 biggest gaps identified
Pre-recorded video walkthrough (15–20 min)
Option 2: –––––––––––––––––––––––––––––
Advisors serious about understanding exactly what’s happening and what to fix
What you get:
Everything in Snapshot, plus:
Live AI Visibility Walkthrough (video call)
10–25 high-intent search queries
Competitor visibility breakdown
AI Readiness Scorecard
Full Visibility Gap Analysis
90-day action plan
Executive summary
Option 3: –––––––––––––––––––––––––––––
Advisors who don’t just want answers… they want momentum immediately
What you get:
Everything in Deep Dive, plus:
Expanded query set (25–50 searches)
Multi-platform testing (deeper coverage)
Custom AI-ready content rewrites (key pages)
Schema + structure recommendations (actionable)
Priority quick wins implemented for them
Follow-up strategy session (post-audit)
If you decide to move forward with us after you see the value provided, your full investment is credited 100% toward implementation. We offer three AEO implementation plans that will drive more visibility, more trust, and more qualified conversations faster.
Not a cost, a step forward:
These audits give you a clear look at how AI sees your business. We run real searches, identify where you’re missing visibility, and show you exactly what needs to change so your firm starts appearing when potential clients are looking for answers.
Option 1: ––––––––––––––––––
AI snapshot
Quick clarity on where you stand
A focused look at how your firm shows up in AI search today. This gives you immediate insight into whether you’re visible, where you’re missing out, and what’s likely causing it.
What it includes:
AI Visibility Snapshot
A baseline analysis of how your business is currently recognized across AI platforms. This shows whether your firm is being picked up at all and how consistently you appear in relevant searches.
5–10 Key Client Search Queries
A curated list of real questions your ideal clients are asking before choosing an advisor. These are the moments that matter most, and where you either show up or get skipped.
High-Level Visibility Check
A straightforward breakdown of your current presence. You’ll clearly see if you’re being recommended, partially showing up, or not appearing at all.
1–2 Biggest Gaps Identified
We highlight the most critical issues holding you back right now. No overwhelm, just the main things preventing you from being chosen.
Pre-Recorded Video Walkthrough (15–20 min)
A personalized video where we walk through your results, explain what we’re seeing, and give you context around what it means for your business.
What to expect:
Delivered within a few days
Easy to understand, no technical jargon
Designed to give you clarity fast without going too deep
Best if you want a quick answer before deciding on next steps
100% credit toward implementation if you move forward
Option 2: ––––––––––––––––––
AI Visibility Deep Dive
Full clarity + a plan to fix it
A comprehensive breakdown of how AI sees your business, combined with a clear, actionable plan to improve your visibility and start getting picked.
What it includes:
Everything in Snapshot, plus:
Live AI Visibility Walkthrough (Video Call)
A one-on-one session where we walk through your results together in real time. You’ll see live examples, ask questions, and fully understand what’s happening and why.
10–25 High-Intent Search Queries
A deeper set of relevant, high-value searches that your ideal clients are actively making. This gives you a broader view of where opportunities exist.
Competitor Visibility Breakdown
A clear look at which firms are showing up instead of you, where they’re appearing, and what they’re doing differently that’s getting them selected.
AI Readiness Scorecard
A structured evaluation of how prepared your business is for AI search. This includes content clarity, website structure, authority signals, and overall positioning.
Full Visibility Gap Analysis
A detailed breakdown of what’s missing, what’s misaligned, and what’s limiting your visibility. This connects the dots between your current setup and your results.
90-Day Action Plan
A step-by-step roadmap outlining what to fix first, what to prioritize next, and how to build momentum over time.
Executive Summary
A concise, easy-to-digest overview of your current state, key issues, and biggest opportunities, so you can quickly understand what matters most.
What expect:
Delivered over a 2–3 week engagement
Includes a live call with time for questions and discussion
Clear priorities so you’re not overwhelmed with “everything at once”
Designed to give you both clarity and direction
100% credit toward implementation if you move forward
Option 3: ––––––––––––––––––
AI DOMINANCE AUDIT
Clarity plus immediate momentum
This is for firms that don’t just want answers. They want progress right away. Along with full visibility, we begin implementing key changes to improve your positioning immediately.
What it includes:
Everything in Deep Dive, plus:
Expanded Query Set (25–50 Searches)
A broader and more detailed set of client questions, covering multiple scenarios and deeper intent levels to uncover additional visibility opportunities.
Multi-Platform Testing
Deeper testing across multiple AI engines to see how your business performs in different environments and ensure consistency in how you’re presented.
Custom AI-Ready Content Rewrites
We rewrite key sections of your website or content so they are clear, structured, and aligned with how AI selects and delivers answers.
Schema + Structure Recommendations
Detailed, actionable guidance on how to organize your website and data so AI can better understand and trust your business.
Priority Quick Wins Implemented
We handle a handful of high-impact updates for you, so you’re not just walking away with a plan, you’re already seeing progress.
Follow-Up Strategy Session
A second session to review changes, answer new questions, and map out the next phase based on your updated position.
What to expect:
More hands-on involvement from our team
Faster movement from insight to action
Early improvements implemented during the audit
Best for firms ready to move quickly and gain momentum
Sets you up to transition seamlessly into full implementation
100% credit toward implementation if you move forward
This is where we figure that out… and fix it.
What you will discover...
We’re going to show you how your firm appears in AI search, what your clients are asking, who’s getting picked instead of you, and exactly what needs to change.
Most firms are spending money on marketing without ever seeing this level of clarity.
If you decide to move forward, the investment you make gets credited toward your implementation.
So this isn’t paying twice… it’s just the first step.
Pick how deep you want to go. The outcome stays the same.
No matter which option you choose, you’ll see exactly how your firm shows up in AI search, who’s getting picked instead of you, and what needs to change.
Option 1: –––––––––––––––––––––––––––––
Advisors who want a fast understanding of where they stand before going deeper
What you get:
AI Visibility Snapshot (basic analysis)
5–10 key client search queries
High-level visibility check (are you showing up or not)
1–2 biggest gaps identified
Pre-recorded video walkthrough (15–20 min)
Option 2: –––––––––––––––––––––––––––––
Advisors serious about understanding exactly what’s happening and what to fix
What you get:
Everything in Snapshot, plus:
Live AI Visibility Walkthrough (video call)
10–25 high-intent search queries
Competitor visibility breakdown
AI Readiness Scorecard
Full Visibility Gap Analysis
90-day action plan
Executive summary
Option 3: –––––––––––––––––––––––––––––
Advisors who don’t just want answers… they want momentum immediately
What you get:
Everything in Deep Dive, plus:
Expanded query set (25–50 searches)
Multi-platform testing (deeper coverage)
Custom AI-ready content rewrites (key pages)
Schema + structure recommendations (actionable)
Priority quick wins implemented for them
Follow-up strategy session (post-audit)
Not sure which option is right?
Start with the Deep Dive. It gives you everything you need to make a confident next step.
This shift toward AI-driven search is already happening. The sooner you understand where you stand, the easier it is to position your business ahead of it instead of catching up later.
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