About this digital download
The test-and-fix system for getting your business named, cited and described correctly in AI answers.
Your buyers are asking AI who to hire. Are you in the answer?
More and more people get their shortlist from an AI answer instead of a list of links. They ask ChatGPT, Perplexity or Google "who is the best accountant for a small online shop in Leeds?" and get three names. If yours is not one of them, or the answer describes you with an old address or a service you stopped offering, you lose that customer before you ever knew they existed.
There is no console that shows you where you stand. Advice online is generic ("add schema", "be on Reddit"), and agencies quote thousands a month to diagnose it. This playbook gives you the method to do it yourself.
Who it is for
• Owners and marketing leads at small and mid-size businesses: local services, professional firms, B2B and SaaS companies, and online shops
• Anyone who manages their own website and Google Search Console, or briefs the person who does
• No coding needed. A few fixes may need a developer for an hour.
What you will build
• A prompt panel: 20 to 40 real buyer questions, run the same way every month across five AI engines
• Four baseline numbers: presence, citation, share of voice and accuracy
• A source map of the review sites, directories and publications the engines trust for your questions
• A Readiness Score out of 100 from a 25-check audit, and the first gate that is holding you back
• A ranked fix list, a Company Facts page, and a correction log for every wrong fact AI states about you
• A 60-minute monthly routine and a one-page report you can show anyone
How it works: the Five Gates
Every AI recommendation has to pass five gates, in order.
1. Reach: can the engine fetch your pages?
2. Read: can it extract a clear answer?
3. Rely: can it verify what you say?
4. Recognise: does it know who you are?
5. Referenced: do the sources it trusts mention you?
The audit checks each gate with five tests. You fix the earliest failing gate first, because work on later gates is wasted if an engine cannot read your site.
What you get
• The playbook: 56-page PDF, bookmarked, with 9 fillable worksheets
• The Excel workbook: panel, log, source map, Readiness Score and sprint tabs. It calculates your numbers. An example copy with sample data shows how it works.
• Quick-start card: the 90-minute check and the monthly routine on two pages
What this is not
Nobody can guarantee that an AI system will name your business, and this playbook does not promise it. It will not teach tricks, fake reviews or "special AI files". It gives you a method to measure where you stand and remove the reasons you are not named, based on what the providers themselves document.
Format: PDF (US Letter, prints well on A4) and Excel .xlsx (works in Excel, Google Sheets and Numbers). Version 1.0, September 2026. Licensed for use in one business.
By Lucidens. Instant download: PDF plus editable Excel files in one ZIP.