Is Your Site Optimized for AI Search?
40% of knowledge workers now use AI assistants for research. When a potential client asks ChatGPT, Claude, or Perplexity for fintech consulting recommendations, does your company show up?
Most websites are built for Google—not for the AI agents that are rapidly becoming the primary discovery channel for B2B services. The result: qualified prospects never find you because AI assistants can't parse your site, understand your services, or confidently recommend you.
The Agent-Ready Audit™ evaluates your site against 10 LLM optimization criteria and provides a clear roadmap to become discoverable by AI search.
| Category | What It Means |
|---|---|
| Structured Data | Can AI agents parse your entity type, services, and key facts? |
| Named Primitives | Do you have distinct, citable offerings—or just vague descriptions? |
| Intent Trajectories | Does your content architecture match how people (and agents) seek solutions? |
| Decision Surfaces | Can an AI confidently recommend you for the right use cases? |
| Access Friction | Are there barriers preventing AI crawlers from reading your content? |
| Freshness Signals | Can AI agents assess whether your information is current? |
| Agent Access | Do you have machine-readable resources (llms.txt, APIs)? |
| Citation Readiness | Are your facts structured for easy extraction and attribution? |
| Signal-to-Noise | Can AI agents extract your core message from the noise? |
| Entity Clarity | Is it immediately obvious what your company does and for whom? |
Every site falls into one of four tiers:
| Tier | What It Means |
|---|---|
| Agent-Ready | AI assistants can accurately discover, describe, and recommend you |
| Partially Optimized | Some LLM-friendly elements, but gaps limit discoverability |
| Traditional SEO | Optimized for Google, invisible to AI agents |
| Hostile to Agents | Active barriers prevent AI comprehension |
Most B2B sites score "Traditional SEO" or worse. The opportunity: be the first in your competitive set to reach Agent-Ready status.
We offer flexible engagement models based on your needs and internal capabilities:
A comprehensive diagnostic of your current LLM discoverability.
Best for: Companies wanting to understand their current state and build an internal roadmap.
Everything in Discovery, plus a developer-ready specification for execution.
Best for: Companies with development resources who want a clear execution plan.
We implement all optimizations and validate the results.
Best for: Companies wanting turnkey transformation without internal resource allocation.
Continuous optimization as LLM search evolves.
Best for: Companies committed to maintaining Agent-Ready status as the landscape evolves.
LLM discoverability doesn't have a "Google Search Console" — but it's not unmeasurable. Every engagement includes guidance on tracking your optimization impact.
| Signal | What It Tells You |
|---|---|
| AI Platform Referrals | Direct traffic from Perplexity, ChatGPT web browsing, You.com |
| Deep Page Direct Traffic | Visitors arriving at service pages without a trackable source — often AI-referred |
| Brand Search Lift | Increases in people Googling your name after AI recommendations |
| Citation Accuracy | Whether AI assistants describe you correctly when they mention you |
| Structured Data Health | Technical validation that your optimization is implemented correctly |
For a detailed guide on setting up measurement for LLM discoverability, see our Measuring LLM Search Optimization Success resource.
The window is closing. Early movers in LLM optimization will establish citation authority that compounds over time. AI assistants learn which sources to trust—and that trust is built now, while the competitive field is sparse.
Consider:
Your competitors are optimized for a search paradigm that's being disrupted. The question isn't whether AI search matters—it's whether you'll be discoverable when it becomes dominant.
Find out in 24 hours whether AI assistants can understand your site.
We'll check:
No obligation. Just clarity on where you stand.
Request Quick AssessmentThe Agent-Ready Audit™ methodology was developed by Doug Miles, drawing on 20+ years of fintech product experience at Charles Schwab, E*TRADE, and OptionsHouse, combined with deep expertise in AI agent integration and automation.
This isn't traditional SEO repackaged. It's a purpose-built framework for the emerging reality of AI-mediated discovery—where structured data, machine-readable content, and decision-aiding information determine whether you're recommended or ignored.
Traditional SEO optimizes for Google's ranking algorithm—keywords, backlinks, page speed. LLM optimization focuses on making your content parseable, citable, and recommendable by AI agents. The techniques overlap somewhat (structured data helps both), but the goals and measurement are distinct.
Engagements are scoped based on your site complexity, competitive context, and internal resources. Request a quick assessment and we'll provide a custom proposal.
Yes, if you have the expertise. The Discovery Audit gives you everything you need to implement internally. We offer the Blueprint option for companies that want developer-ready specs, and Full Implementation for those who prefer turnkey execution.
We measure improvement across the 10-category rubric, with the goal of achieving Agent-Ready tier status (7+ categories Strong/Adequate). We also do spot-checks across major AI assistants to verify improved discoverability.
LLM search is evolving rapidly. Implementations done today should remain effective for 12-18 months, but ongoing optimization ensures you stay ahead as platforms evolve.
This service optimizes existing sites. If your site has fundamental structural issues, we'll identify that in the audit and can recommend partners for redesign work. LLM optimization would then follow the rebuild.
Running a broker-dealer, RIA, or creating marketing content for financial services?
Your website needs to be discoverable by AI assistants AND compliant with FINRA Rule 2210. We offer a combined engagement that addresses both:
This is particularly valuable because AI assistants are increasingly citing financial content. You want them to find you — and you want what they find to be compliant.
Request Fintech Marketing BundleFast LLM assessment for WordPress sites (48-hour turnaround)
Learn more →Rule 2210 marketing compliance analysis
Learn more →Guide to tracking AI discoverability metrics
Read the guide →Or email directly: contact@sofrono.io