AI Shortlist Audit

A two-week diagnostic measuring whether you have the information AI needs to discover and recommend your company when buyers build vendor shortlists.

What the AI Shortlist Audit shows you

The audit gives you three things: your AI Shortlist Score (0-100), a gap analysis showing where AI can't find the information it needs, and your top three quick wins prioritized by impact and effort.


Your AI Shortlist Score

The score measures whether you have the information AI needs to discover and recommend your company when buyers research vendors. It's measured across six factors.

  1. Brand and Entity Clarity measures whether AI understands who you are as a company. Your name, what you do, where you're located, how you're different from similar companies. Without clear entity signals, AI can't confidently recommend you.

  2. Third-Party Presence and Discoverability measures whether AI can find you and validate what your website claims. AI uses directories, review platforms, media mentions, and industry listings to discover companies and verify information. If you're not present in these sources, AI won't find you when buyers ask for recommendations.

  3. Buyer-Problem Clarity measures whether you explicitly name the problems you solve in the language buyers use to describe them. Vague marketing language like "we help businesses succeed" doesn't match buyer queries. Specific problem language does.

  4. Social Proof and Evidence Quality measures whether you have the proof AI can cite. Case studies with named clients and quantified results. Testimonials with real names and titles. Reviews on third-party platforms. Generic claims without evidence don't get cited when AI builds recommendations.

  5. AI-Friendly Structure measures whether your website is organized so AI can extract the right information. Who you serve, what problems you solve, how you work, what results you deliver, what the next step is. If your website structure is confusing to humans, it's impossible for AI.

  6. Schema and Technical Optimization measures whether you use structured data to tell AI what type of content each page contains. Services, case studies, FAQs, pricing. Without schema markup, AI has to guess. When AI guesses wrong, you get excluded from recommendations.

Your Gap Analysis

A factor-by-factor breakdown showing where you're missing the information AI needs. Not vague observations like "improve your content." Specific gaps with specific fixes that show you what information is missing and which buyer questions AI can't answer about you.

Your Top 3 Quick Wins

The three priority fixes that will move your score the most. Each fix includes what's missing, why it matters for buyer questions, expected impact on your score, and estimated effort level. You'll know exactly what to fix first to give AI the information it needs to include you on shortlists.ering.

How it works

The audit takes two weeks and requires three hours of your time: a two-hour discovery conversation at the start and a one-hour delivery meeting at the end.

Week 1: Discovery

Here's the problem: the information AI needs to include you on shortlists (who your buyers actually are, what specific problems you solve, why clients choose you over alternatives) is all in your head. It's not on your website in the language buyers use. The two-hour discovery conversation gets it out in the open so I can see what AI actually finds when buyers ask for recommendations.

Next, I generate five buyer prompts that simulate what your actual buyers would ask AI when researching vendors. These aren't keyword searches. They're detailed scenarios that mirror how buyers actually use AI: explaining their situation, describing their problem, and laying out their requirements. That's what I test against.

Week 2: Analysis and Testing

I run the five buyer prompts through AI tools and score your presence across the six AI Shortlist Factors. If other vendors make the shortlist and you don't, it's because their publicly available information better matches what buyers are asking for. I identify those gaps: what information AI needs but can't find about you, and which buyer questions AI can't answer about you when creating shortlists.


Week 2: Delivery

At the end of week two, I walk you through your diagnosis in a one-hour meeting. You'll see your AI Shortlist Score, the factor-by-factor breakdown, and the three priority gaps holding you back.

Why its different

This is NOT an automated tool that crawls your website and generates a generic scorecard. It's not a discovery project from an agency that has retainers to sell. It's pure diagnostic work.

The five buyer prompts are custom-built for your company, your buyers, and the language they actually use to describe their problems. I test how AI responds to these prompts the same way a real buyer would, then show you exactly where the gaps are and what information AI needs to recommend you.

I'm a strategy consultant. I don't do implementation work and have no retainers to sell.

The audit stands alone.

After delivery, you decide how to move forward. Use your internal team, work with your current agency, or ask me for specialist referrals based on what you need. My recommendations are based on fit. I don't accept referral fees.

Fees

The audit fee is $10,000.

Timeline is two weeks from discovery to delivery.

Your time commitment is three hours: a two-hour discovery conversation at the start and a one-hour delivery meeting at the end.


This audit is designed for $2-20M B2B companies where the CEO or sales leader is directly involved in go-to-market decisions.

After delivery, you own the decision about what to do next.

The audit gives you the diagnosis and the priority list. You decide whether to fix the gaps with your internal team, work with your current agency, or bring in specialists. There's no implementation proposal, no retainer pitch, no pressure to do anything beyond the audit itself.

Ready to See Where You Stand?

Not Ready Yet?
Start with a free workshop.

I'll walk through why your marketing stopped working, how AI-driven buyers actually behave, and introduce the 3 Buyer Jobs Framework. No sales pitch, just education.