Monday was supposed to be a day off.
I was standing in the kitchen at seven in the morning on a holiday, coffee in hand, phone face down like a responsible adult. Then a client texted me. Not an emergency. Worse. A question.
"We just lost a deal we never even got a call for. Guy told my buddy they went with somebody else because he asked ChatGPT who the best option was in our market and we weren't on the list. What do I do with that?"
Happy Labor Day.
Here is the part that should get your attention. That is not a weird one-off. That is the new front door. Somewhere between last year and this one, a big chunk of buyers quietly stopped starting with a search bar and started starting with a chat window. They do not type "commercial HVAC company near me" anymore. They type "I run a 40,000 square foot warehouse in Tampa and my rooftop units are 14 years old, who should I be talking to and what should I expect to pay."
And then they get an answer. A short one. Usually three to five names, with reasons.
You are either in that answer or you are not. There is no page two. There is no scrolling. There is no "well at least we ranked eleventh." The model gives a shortlist and the buyer treats it like a referral from a smart friend, because that is exactly what it feels like.
I want to be careful here, because this is the part where most people either panic or roll their eyes. Do not do either. Traditional search did not die. Referrals did not die. Your existing pipeline is fine. But a slice of your market, and it is a growing slice, is now getting handed a vendor shortlist before you ever get a chance to compete for it. And most service business owners have no idea whether they are on it.
So let's find out, and then let's fix it. This is a ninety minute job. You can do it in your pajamas.
Step one. Run the audit and stop guessing.
Open a chat window. Any of them. I run this across ChatGPT, Claude, and Grok because they pull from different places and you want to see the spread. If you use a bunch of these tools, Galaxy.ai puts most of them behind one login and one bill, which is what I do so I am not paying four separate subscriptions to run the same test.
Now ask the exact questions your buyer would ask. Not questions about you. Questions about their problem. This is where everybody screws it up. They type "what do you know about Kaufman Consulting" and the model says something flattering and they feel great and learn nothing. Of course it knows about you when you name yourself. Your buyer is not naming you. That is the entire problem.
Here are the four prompts. Use your own city, your own service, your own buyer.
Prompt one: "I own a 12 person plumbing company in Orlando doing about two million a year. I need help getting my scheduling and dispatch under control. Who are the best consultants or agencies for this and why?"
Prompt two: "Who are the top five firms doing [your exact service] for [your exact buyer type] in [your region]? Give me a short reason for each."
Prompt three: "I am comparing [competitor A] and [competitor B] for [your service]. Who else should be on my list?"
Prompt four: "What should I expect to pay for [your service] and what separates the good providers from the bad ones?"
Run each one three times. Models are not deterministic, and one run tells you nothing. Write down every name that comes back, including yours if it shows up, and write down the reason the model gave. That reason is the important part. It tells you exactly what the model thinks matters in your category, which tells you exactly what to go build.
Most people run this for the first time and get a small pit in their stomach. Somebody smaller than you, somebody with worse work and fewer years, keeps showing up. That is normal. It does not mean they are better. It means they are more legible.
Step two. Understand why it picked them, because it is not magic.
There is a whole industry of people right now trying to sell you a mystical explanation for this. Ignore them. The behavior is boring and it is guessable.
A model recommends a business when it can find consistent, specific, third party confirmed information that this business does this specific thing for this specific kind of customer. That is it. Three words: consistent, specific, confirmed.
Consistent means your name, your description, and your category say the same thing everywhere they appear. If your website says "growth partner for ambitious brands," your LinkedIn says "marketing consultant," your Google Business Profile says "advertising agency," and a podcast intro called you a "business coach," you have handed the model four different businesses that happen to share a phone number. It cannot form a confident picture, so it does not offer you up.
Specific means you named the actual thing. "We help businesses grow" is invisible. "We build dispatch and scheduling systems for residential plumbing and HVAC companies between one and ten million in revenue" is a fact a machine can hold onto and hand to somebody. Vagueness has always cost you sales. Now it costs you sales you never even hear about.
Confirmed means somebody other than you said it. Your own website is evidence, but it is the weakest evidence there is. A directory listing, a review with detail in it, a podcast episode where the host describes what you do, a client's case study on their site, an association member page, a trade publication mention. Those are the things that turn "this company claims X" into "multiple sources agree this company does X."
Step three. Fix your entity basics in one sitting.
This is unglamorous and it works. Open a document. Write three things and freeze them.
One name. The legal-ish, public-facing name you will use everywhere. Not four variations. One.
One sentence. What you do, for whom, in what geography or vertical. Under twenty five words. Plain language. No adjectives you cannot prove.
One category. The words a normal human would actually use, not the clever thing you made up.
Now go paste that sentence, verbatim, into every place your business exists. Website homepage and About page. Google Business Profile. LinkedIn company page and your personal profile. Your email signature. Your invoices. Every directory you are listed in. Any association you belong to. The bio you send to podcast hosts. All of it. Same sentence, same words, same order.
It feels excessive. Do it anyway. You are not writing for a person here. You are giving a machine enough repetition to be confident about you.
While you are in there, go put actual facts on your site that a model can lift. Not vibes. Facts. Service area. The size of client you take. Your price range or at least your starting point. How long you have been doing it. Number of clients or projects. Certifications and licenses. Who you do not work with, which is weirdly one of the most useful things you can publish, because it makes the rest of your claims more believable.
Step four. Publish answers, not ads.
Here is the uncomfortable truth about content in 2026. The stuff that gets you into AI answers is not the stuff you have been posting.
Models cite content that directly answers a specific question with specific, checkable information. They do not cite your rebrand announcement. They do not cite "5 Tips For Better Marketing." They do not cite the thing you wrote purely so you would have something to post.
So write the boring, specific, useful thing. What a commercial roof replacement actually costs in Central Florida in 2026 and the four variables that move that number. The seven questions to ask a bookkeeper before you hire one. Why dispatch software implementations fail at companies under fifteen trucks. Real numbers. Real reasons. Real edge cases.
And publish it somewhere you own. This matters more than people think. Social platforms are a rental. Your posts are locked behind logins and feeds that models often cannot or will not use as sources. A site or newsletter on your own domain is crawlable, permanent, and attributable to you. I run everything through Beehiiv for exactly that reason, because every issue lands on a real web page under my domain that lives forever and does not disappear when an algorithm changes its mind.
One good answer post beats twenty pieces of content nobody can verify.
Step five. Go get cited by somebody who is not you.
Rank these by effort. Do the cheap ones first.
Claim and fully complete every relevant directory and profile. Google Business Profile with real photos, real service list, real hours. Industry association pages. Chamber listings. Vertical specific directories, which are underrated because they are exactly the kind of narrow, structured source that gets pulled into answers about narrow categories.
Get reviews with detail in them. "Great service, highly recommend" is worthless to a machine. "They rebuilt our dispatch process in six weeks and we cut our average response time from four hours to under one" is gold. So ask for the detailed version. When you ask for a review, do not say "would you mind leaving us a review." Say "would you be willing to leave a review that mentions what we specifically did and what changed." People will do it. They just need to be told.
Go on podcasts in your vertical. Small ones. Ones with twelve listeners. It does not matter, because the show notes and transcript are the asset, not the audience. A transcript where a third party host says "so you build dispatch systems for plumbing companies" is a confirmation you cannot generate yourself.
Ask your best clients if you can write the case study and let them publish it on their site. Most will say yes because you are handing them free content. Now the confirmation is on somebody else's domain, which is worth several times what it is worth on yours.
Step six. Put it on a timer and stop thinking about it.
Do not turn this into a hobby. Set it up so it checks itself.
Build a simple monthly automation in Make.com that takes your four audit prompts, sends them to an AI model on the first of the month, and drops the answers into a spreadsheet row with the date. Ten minutes to build. Now you have a trend line instead of an anxiety spiral. You will be able to see, month over month, whether you are showing up more or less and whether the reasons the model gives are getting closer to how you actually describe yourself.
That is the whole system. Audit, fix your basics, publish answers, get confirmed by others, and monitor on a schedule.
Three mistakes I keep watching people make.
The first is treating this as an SEO project and handing it to whoever does your SEO. It overlaps, but it is not the same job. SEO optimizes for a page ranking on a list. This optimizes for a machine being confident enough about a fact to say it out loud to a buyer. Different objective.
The second is chasing the tool instead of the substance. There is a wave of software right now promising to get you into AI answers. Some of it is fine. None of it fixes the actual problem, which is that your positioning is mush and nobody but you has ever written down what you do. Software cannot make you specific.
The third is doing it once. This is the one that will get you. You will do the audit, feel the sting, fix eight things over a weekend, feel great, and never look again. Then in March some competitor who kept publishing will have quietly taken the slot. Put it on the calendar. First of the month. Fifteen minutes.
What to do this week.
You have a holiday and probably some quiet hours. Here is the version that fits in one sitting.
Run the four prompts across two models. Write down every competitor name that appears. Write down the reasons given. Then write your one sentence, the twenty five word version of what you do and for whom, and update your website homepage, your Google Business Profile, and your LinkedIn to match it exactly. That is it. That is the whole assignment.
Next week, pick one question your buyers actually ask and write the real answer to it on your own site. The week after, ask three happy clients for a detailed review.
Ninety days of that and you will stop being invisible to the thing your buyers are asking first.
Talk Soon,
Dan
Dan Kaufman
Founder, Dead Simple Growth and Pinnacle Masters
P.S. If you run the audit and the results make you want to throw your laptop across the room, that is usually a positioning problem wearing a technology costume. I keep four Sprint slots open a month for exactly this kind of untangling. Reply with SPRINT and I will send you the details.

