Done-for-you AEO+GEO.

Built for FINANCIAL ADVISORS AND growing businesses.

You can run paid ads all year. You can publish a blog post every week. You can pay a PR firm to get you quoted in trade publications. If ChatGPT, Perplexity, and Google AI still do not know you exist, your pipeline is capped. Every new customer who goes to AI first (and most now do) hands your competitor the introduction. AEO and GEO are not an extra budget line. They are the foundation everything else gets built on.

Marketing spend without AEO and GEO is money lit on fire.

Start with the Audit. Discover the gaps. Build the advantage.

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.

AUDIT Option 1: –––––––––––––––––––––––––––

AI Snapshot

Advisors who want a fast understanding of where they stand before going deeper

$2,500

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)

AUDIT Option 2: –––––––––––––––––––––––––––

AI VISIBILITY DEEP DIVE

Advisors serious about understanding exactly what’s happening and what to fix

$6,500

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

AUDIT Option 3: -––––––––––––––––––––––––––

AI DOMINANCE AUDIT

Advisors who don’t just want answers… they want momentum immediately

$12,500

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:

Already know you need to improve your AI visibility? You can skip the audit and move directly into implementation. We’ll build a customized AEO strategy designed to help your business get found, understood, and recommended across AI search platforms like ChatGPT, Gemini, Perplexity, and Google AI Overviews.

Skip the Audit.
Move Straight Into Implementation.

Three ways to work together: Every engagement is done-for-you. You will not be asked to just write a quick post or jump into the CMS real quick. That is our job.

Option 1: –––––––––––––––––––––––––––––

Foundation

Built for small businesses and solo operators. Gets your business visible, credentialed, and answering the top prospect questions in your category.

$3,500mo

Every month you get:

  • AI visibility audit across ChatGPT, Claude, Perplexity, Gemini, and Google AI (100 plus prospect prompts)

  • Organization, Service, and Person schema deployed with credential properties

  • FAQ schema on your top 20 prospect-question pages

  • llms.txt file and AI crawler configuration (GPTBot, ClaudeBot, PerplexityBot, Google-Extended)

  • Core Web Vitals and mobile performance optimization

  • 2-4 long-form content pieces per month, reviewed and ready to ship

  • Monthly AI re-prompt report. Citation rate, sentiment, competitive position.

  • Quarterly strategy call with your lead strategist

Onboarding: $4,500 one-time. Minimum term: 6 months.

Option 2: –––––––––––––––––––––––––––––

Growth

Built for growing businesses with real marketing ambition. Real content velocity, off-site authority, and leadership thought-leadership.

$7,500mo

Everything in Foundation, plus:

  • 8 long-form content pieces per month with appropriate review and disclosure stack built in

  • 2 video or podcast-format knowledge pieces per month (transcription and schema included)

  • Person schema buildout for every leader on your team. Credentials, publications, third-party profiles.

  • Leadership thought-leadership ghostwriting and LinkedIn distribution (2 posts per leader per month)

  • Off-site authority placements in your industry publications and podcasts (booking only) (1 per quarter)

  • Bi-monthly strategy calls with your lead strategist plus dedicated content editor

Onboarding: $7,500 one-time. Minimum term: 6 months.

Option 3: –––––––––––––––––––––––––––––

DOMINATE

Built for established businesses that intend to own AI recommendations in their category. Full multimedia, research, and reputation infrastructure.

$15,000mo

Everything in Growth, plus:

  • 16 plus long-form content pieces per month, plus weekly thought-leadership cadence

  • Proprietary research and whitepaper production (1 major piece per quarter). The kind of content AI cites as primary source.

  • Tier-1 placements in top-tier industry publications and major podcasts

  • Firm and principal thought-leadership. Speaking opportunities, awards submissions, industry panels. (Booking only)

  • Custom AI monitoring dashboard (weekly refresh) with competitive and sentiment tracking

  • Crisis and narrative protection. Rapid response if AI surfaces inaccurate claims about your business.

  • Dedicated account director, senior strategist, and review liaison

  • Monthly executive strategy session with your leadership team

Onboarding: $12,500 one-time. Minimum term: 12 months.

The difference between tiers is not what we do, it is how much content velocity, off-site authority, and custom infrastructure you need. Every tier gets the same rigor, the same reporting cadence, and the same senior-level strategy.

Need more horsepower? We offer additional services and strategic add-ons designed to strengthen your visibility, improve authority, and help your business show up more consistently across AI search platforms. From AI-ready content and website optimization to schema implementation, authority building, and ongoing visibility management, we can customize the right mix based on where you are and where you want to go.

We build your presence to ensure your business is recognized, recommended, and chosen across AI-driven search environments.

Answer Engine Optimization (AEO) Strategy

We position your business to show up as the answer across AI search platforms. This includes identifying high-intent questions your customers are asking and structuring your content so AI systems recognize and recommend your business first.

Generative Engine Optimization (GEO) Implementation

We optimize your digital presence for generative AI platforms like ChatGPT, Google SGE, and voice assistants. This ensures your brand is referenced, summarized, and surfaced when users rely on AI to make decisions.

AI Visibility Audit and Competitive Analysis

We run a deep audit across multiple AI platforms to see where your business shows up, where it does not, and where your competitors are winning. You get a clear roadmap of gaps, opportunities, and quick wins

Structured Content and Entity Optimization

We create and optimize content that AI understands. This includes schema markup, entity building, and structured data that helps search engines and AI models clearly identify who you are, what you do, and why you are the best choice.

Authority and Trust Signal Development

We build the signals that AI relies on to recommend your business. This includes citations, brand mentions, reviews, and strategic content placement that strengthens your authority across the web.

AI Search Performance Tracking and Optimization

We continuously monitor how your business appears across AI-driven search and generative platforms. Then we refine and optimize to increase visibility, improve positioning, and drive more qualified opportunities over time.

Beyond AEO & GEO, we offer the services that turn visibility into growth and growth into revenue.

Lead Generation

Lead generation is how we make sure the right people raise their hand and say, “Hey, I’m interested.” Not random clicks. Not tire-kickers. Real humans who actually want what you sell. We build simple, smart systems that attract, filter, and deliver qualified leads so you’re not chasing customers, you’re choosing them.

Paid Advertising

Ads should make you money, not anxiety. We manage paid advertising like it’s our own budget: carefully, strategically, and with a clear goal. No throwing money at the wall to see what sticks. Just focused campaigns designed to bring in leads, sales, and momentum without burning cash.

SEO (Search Engine Optimization)

SEO is how you get found without paying for every click. It’s not magic, and it’s not overnight; it’s steady, compounding growth. We focus on the keywords and content that bring buyers, not just traffic, so search becomes an asset instead of a guessing game.

Website Design & Conversion

Your website isn’t a brochure; it’s a salesperson that works 24/7. If it’s confusing, slow, or trying to be “creative” instead of clear, it’s costing you money. We design websites that explain what you do in seconds and guide visitors toward taking action without the fluff or the ego.

Relationship Management

Relationship management is how businesses turn leads into lasting revenue. We build clear, automated, human-first systems that ensure every lead is tracked, followed up, and nurtured with intention. By aligning marketing, sales, and automation, we eliminate missed opportunities and help relationships move forward, not disappear.

Reputation & Review Management

Reputation and review management is how businesses build trust before the first conversation. We create systems that consistently generate reviews, monitor feedback, and respond intentionally so your brand credibility grows, conversions improve, and no reputation risk goes unnoticed.

Email Marketing & Automation

Email is where relationships turn into revenue. We set up emails that welcome people, educate them, follow up automatically, and sell without sounding salesy. Think of it as having a smart assistant who never forgets to follow up and never sleeps.

Social Media Management

Social media shouldn’t feel like homework. We help you show up consistently, sound human, and stay visible without living on your phone. It’s about staying top-of-mind, not chasing likes or trends that don’t lead anywhere.

Funnel & Sales Optimization

Getting attention is only half the job. We make sure there’s a clear path from “interested” to “customer.” That means better follow-up, smoother booking, smarter funnels, and fewer leads falling through the cracks. Less chaos. More conversions.

Content Creation

Content should help, not just fill space. We create content that answers real questions, builds trust, and moves people closer to buying. No posting for the sake of posting. Just useful, on-brand content that makes your business look smart and worth paying attention to.

Video Editing & Visual Storytelling

Video editing is where raw content becomes a clear, compelling message. Neven transforms footage into polished, on-brand videos that hold attention, tell the right story, and perform across platforms. From simple edits to fully branded visuals, we focus on clarity, consistency, and impact.

We help businesses use AI to save time, cut costs, and grow faster. Neven designs and implements real AI systems that automate operations, support teams, and drive revenue without complexity.

AI Assessments & Strategies

Get clarity on where AI will actually save you time, reduce costs, and increase revenue. We help you avoid wasted effort by focusing only on high-impact opportunities with measurable returns.

AI Workflow Automation

Eliminate repetitive tasks across sales, marketing, operations, and admin so your business runs faster with fewer errors and less manual work.

Internal AI Assistants & Agents

Give your team instant access to answers, processes, and support through custom AI assistants trained on your business, not generic data.

AI Tool Selection & Integration

Stop juggling disconnected tools. We help you choose and connect the right AI systems so everything works together smoothly and scales with your business.

Team Training & AI Adoption

Ensure your team actually uses AI with confidence. We provide clear training and playbooks that remove confusion and drive real adoption.

Ongoing AI Optimization & Scaling

Keep your AI systems improving as your business grows, so performance increases over time instead of becoming outdated or inefficient.

Built for any business. Deepest expertise in these categories.

Every business benefits from AEO and GEO, but we have invested deeper in a handful of verticals where we have run the most audits, built the most schema libraries, and know the review rules cold.

  • Financial advisors/RIAs. Our deepest vertical. SEC Marketing Rule 206(4)-1 fluent, CCO workflow integrated.

  • Professional services. Legal, accounting, consulting firms that sell trust as much as service.

  • B2B SaaS. Especially vertical SaaS where being the category-defining answer matters.

  • Home services and local trades. The businesses AI increasingly recommends for local-intent queries.

  • Healthcare and medspa. YMYL content, credential-heavy, review-sensitive.

BOOK A STRATEGY CALL

What we will not do.

Most agencies sell you hours. We sell outcomes. That means some things are off the table. On purpose

One Market. One Category. One Client.

We do not take on more than one business per metro per category at the Growth or Dominate tier. Exclusivity is table stakes for us.

No Vanity Metrics. Just Transparent Progress.

We do not promise citations or rankings. We promise the right inputs, reported transparently every month.

Built to Work With Compliance, Not Around It.

We do not bypass your review process. If your compliance officer, legal team, or supervisor blocks something, we bring you a compliant alternative.

Less Meetings. More Momentum.

We do not fill your calendar with strategy sessions. We do the work, send you the report, and get back to it.

Not sure which tier fits?

Book a 20-minute intro call. We run a live AI visibility test on your business during the call. You walk away with a clear recommendation, even if it is, not us, not yet.

Marketing and AI strategies built for businesses that want exponential growth. Clear strategy. Smart execution. Real revenue impact. We partner with you, create momentum you can measure, and help your business grow with intention.

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