Is Your Financial Consulting Firm Invisible to AI Search Tools?
Even if your site looks polished, tools like ChatGPT, Gemini, and Perplexity may never recommend you.
This audit shows you how to fix that—without rebuilding your site or wasting hours on marketing.
AI is the New Front Door to Your Consulting Business
You’ve worked hard to build your reputation. But if you're not showing up in AI search, you’re missing out on high-value leads who are asking tools like ChatGPT:
“Who’s a good fractional CFO?”
“Top financial consultants for startups”
“Help with business forecasting for small businesses”
If AI can’t find you—or doesn’t understand what you do—it won’t recommend you. This is no longer about SEO tricks. It’s about structured content, brand clarity, and AI-first visibility.
The AI-Search Readiness Audit for Financial Consultants
A practical, no-BS report that shows you how AI sees your brand—and how to fix visibility gaps.
AI Visibility Snapshot ($495)
AI Visibility Score
Top AI Results for Your Brand
Website Scan & Entity Mapping
30-min Review Call
Performance ($750)
Everything in Snapshot, plus:
Keyword + SEO Gap Analysis
Industry Benchmarking
60-min Review Call
Blueprint ($1250)
Everything in Performance, plus:
Implementation Templates
Internal Slide Deck
90-min Review Call + Follow-up Support
This Audit Was Built for Consultants Like You
You offer fractional CFO or financial advisory services
You run a solo or boutique firm
You want qualified leads, not vanity metrics
You don’t have time to guess what works
You want to show up where clients are already looking—AI tools
“Now I’m showing up in AI tools and getting better leads—this audit changed how I think about visibility.”
Claire B., Fractional COO
Get the One-Pager That Breaks Down the Audit in Plain English
Includes what’s covered, pricing, and outcomes. No fluff, no pressure—just value.
Not sure which tier is right for you?
Book a quick call and we’ll walk through it together.