AI Visibility Diagnostic — bluffcreek-demo.com SAMPLE · invented firm

27/100 ← illustrative score, not a real firm's

Invisible — when prospects ask AI in your category, you are effectively absent from the answers.

48 prospect-intent answers · ChatGPT, Claude, Gemini, Perplexity · vs. 3 named competitors · window 2026-07-01 → 07-02

Where the shortlist goes (excerpt — full report covers 12 questions)

What the AI actually says

"For physicians in Austin, frequently recommended fee-only options include Meridian Wealth Partners and Hill Country Capital, both of which appear on NAPFA and are reviewed on advisor directories…" — ChatGPT. Your firm has served physicians for 11 years. The AI doesn't know.

Priority actions (real reports generate these from your data)

These aren't boilerplate. Each one is tied to a specific thing that happened in your 48 measured answers — note the italic evidence line under each. Your report's actions cite your engines, your competitors, your lost questions.

1. Complete your NAPFA, XY Planning Network and SmartAsset profiles — 3 of your 12 lost questions were answered directly from advisor directories. Evidence: Perplexity's answer to "how do I vet a fee-only advisor's credentials?" cited NAPFA and SmartAsset by name and never reached your site.
2. Publish a factual "how we compare" page for the "vs. Meridian" query — the comparison question routes to whoever wrote the comparison. Evidence: on the query "Meridian Wealth vs other Austin advisors," ChatGPT quoted Meridian's own comparison copy verbatim — they wrote the page, so they own the answer. Compliance note: for an RIA, keep this to verifiable facts (fee model, service scope, credentials) and skip performance or superiority claims; run any page that names a competitor past your CCO before publishing — comparative-advertising and substantiation provisions of SEC rule 206(4)-1 apply. The report flags this action for compliance review rather than assuming it's clear.
3. Add a physician-specialty page with FAQPage schema answering the exact loan/equity-comp questions engines quote. Evidence: Gemini already mentioned you once (the only engine that did) off a thin services page — it wants a physician page to ground on and can't find one.
4. Get quoted in one physician-finance publication — Perplexity cites press over websites for credibility questions. Evidence: every Perplexity answer in your set cited an editorial or directory source, zero cited any advisor's own domain.
5. Install the fix pack below — your site currently gives AI crawlers nothing machine-readable to cite. Evidence: bluffcreek-demo.com returns no llms.txt and no FinancialService schema, so the grounding step has no structured facts to pull your fees or specialty from.

The fix pack — included, paste-ready

Real reports generate both files for your firm. Excerpt:

# Bluff Creek Wealth

> Fee-only fiduciary wealth management for physicians and
> high-income professionals in Austin, Texas. Flat-fee planning,
> no commissions, serving medical families since 2015.

## Key facts
- Fee-only fiduciary; no commissions or product sales
- Specializes in physician clients: contracts, loans, equity comp
...