AI Shortlist Audit: How the Engagement Works

  • Increase the probability that AI discovers and recommends you

  • Three hours of your time

  • $10,000, delivered two weeks after the second meeting

The AI Shortlist Audit shows you how to increase the probability that AI discovers and recommends you when a buyer like your best clients tells AI their requirements and asks for a vendor shortlist.

The audit takes three hours of your time: two one-hour meetings at the start, and a one-hour delivery meeting two weeks after the second. You get an executive summary for you and a reference document for your marketing team or agency. The fee is $10,000.

What the AI Shortlist Audit Covers

The audit covers two of the three jobs a buyer needs to complete: Job 1: Discover Vendors and Job 2: Build the Shortlist. For Job 1, it shows if AI discovers you when your buyers ask. For Job 2, it shows how likely AI is to recommend you once it has read your website.

Who the AI Shortlist Audit Is For

The AI Shortlist Audit is for B2B companies doing $5M to $30M in revenue that sell a considered purchase, where the CEO or owner is involved in the sale.

It is for an owner who has one of the problems I solve, such as traffic and leads that are down with no clear reason, or AI visibility reports that look good while the leads do not follow.

What I Need From You

I need three hours of your time: two one-hour meetings at the start and one at the end. All three meetings are virtual and recorded. You work with me, David Lee, for the whole audit.

Before the first meeting, choose five of your best clients. They are the clients you want more of.

The first two meetings are the interview. It takes two hours, and I split it into two one-hour meetings because that is easier to schedule and easier for everyone to stay focused. We go through your five clients one at a time: who they are, what problem they were trying to solve, and what they were looking for in a vendor.

The interview needs the person closest to your customers. That is usually the CEO or the sales director.

The third meeting is the delivery meeting. We review the executive summary, I answer your questions, and we go over the recommended next steps.

The Timeline

I deliver the AI Shortlist Audit two weeks after the second meeting.

In those two weeks, I build ten simulated buyer conversations from the transcript of the interview, two for each of your five clients. Each one includes who the buyer is, what problem they are trying to solve, and what they are looking for in a vendor. I run all ten on ChatGPT and on Claude, which gives twenty sets of results. How I Work explains how I build and run the conversations, what I compare your website against, and why I chose this approach.

The dates of all three meetings depend on your availability and mine, so the time from the first meeting to delivery varies.

What You Get

You get two documents from the AI Shortlist Audit.

The executive summary is for you. It tells you where to focus.

The reference document is for your marketing team or agency. It tells them what to do.

For Job 1: Discover Vendors, it includes:

  • The keyword phrases AI generated from your simulated buyer conversations, shown separately for ChatGPT and Claude. Each one is marked as on your website or missing, with the page it belongs on.

  • The listicles and directories AI used to discover vendors, with the link to each one and if you are on it.

  • Every vendor AI discovered and recommended, by buyer conversation and by model.

For Job 2: Build the Shortlist, it includes:

  • A gap report on the six buyer questions: for each question, what your website has, what is missing, and which page it is on today.

  • For each page of your website, what to keep, strengthen, move, remove, and write.

  • The recommended menu, compared with your current one.

  • The technical items missing on each page, such as an H1 or a meta description.

It ends with a list of actions in priority order, each with its level of effort.

The recommendations are only about AI and being recommended. They do not cover the user experience of your website.

The reference document is a structured file. Your team can upload it into an AI tool and ask it questions while they do the work.

The Fee

The fee for the AI Shortlist Audit is $10,000.

I am the only person in the company. There is no team behind me, no account manager, and no handoff. When you buy the audit, you get me: my experience, my knowledge, and my advice, from the first call to the delivery meeting.

I trained in strategy consulting at Deloitte and ran a marketing agency for 10 years. About has my background.

What Happens After the Audit

After the delivery meeting, you decide who implements the recommendations: your internal team, your current agency, or specialists you bring in. If you ask, I will refer specialists.

Implementation is not part of the audit, and whoever does the work sets its price.

I am paid for the audit, not to implement the fix. About explains how I get paid.

How to Start

To start, book a 30-minute call. It is a screening call to see if the audit is a fit for your company. The call is not part of the audit and does not count toward the three hours.