Free AI audit

See where your firm actually shows up when the machines answer the question.

Before any pitch, we run a free audit on your firm's website and your visibility inside AI search. Most firms we audit are at zero — invisible to ChatGPT, Claude, and Perplexity when their ideal client asks the question they're built to answer.

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You get the audit either way. If we're a fit, we talk about the residency. If we're not, you keep the audit and we shake hands.
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No sales call required. The audit lands in your inbox as a written report. If you want to walk through it, we'll book 30 minutes. If you want to read it and ghost us, that's fine too.
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We turn it around in 5 business days. One real human reading your site, your content, and your AI footprint — not a scan-and-spit PDF.

Tell us where to send the audit.

Seven fields. Should take you under two minutes.

By submitting, you'll open your email client with this form pre-filled. Hit send and we'll reply within one business day.

✓

Sent. Check your sent folder.

Your email client should have opened with everything filled in. Hit send if you haven't, and we'll be back within one business day.

What we're looking for

Three things we check before we say yes.

/ 01 · AI footprint

Where you show up — or don't.

We run your firm and your niche through ChatGPT, Claude, Perplexity, and Google's AI Overviews. We score where you appear vs. who's getting cited instead.

/ 02 · Site & content

What the machines can read.

We audit your structured content, your guides, your bios, your schema. Most advisor sites are unreadable to LLMs in ways that are completely fixable.

/ 03 · Fit

Whether the residency is right for you.

If you're under $50M, the residency is overkill. If you're a clear niche advisor between $50M and $750M, this is exactly for you. We tell you straight.