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The Daily Playbook for AI Visibility

30 days of actions that make your firm impossible for AI to ignore

Your next client is already asking AI who to call. This playbook gives you one concrete action per day — five to fifteen minutes each — to make sure your firm is on the shortlist.

The shortlist is being made before anyone picks up the phone

Prospects at the firms you want to work with are already using ChatGPT, Gemini, and Perplexity to do their initial research. They type a question — “which consultancies specialise in X” — and they get a shortlist. Most professional services firms are not on it.

Not because they lack credibility. Because they have not set themselves up to be cited. The Daily Playbook for AI Visibility gives you 30 specific, sequenced actions to change that — one per day, starting today. By the end of the month, your firm will be clearer, more structured, and more authoritative than the vast majority of your competitors.

a person holding a tablet with a book on it

30

daily actions, each fully explained with exact steps

15 min

maximum time per day — designed for a busy principal’s schedule

4 weeks

from baseline audit to measurable improvement in AI visibility

a person sitting at a table with a tablet and a cup of coffee

Who this is for

Written for professional services leaders — not technical teams

This playbook is for managing directors, managing partners, and marketing directors in B2B professional services firms. No coding required. No agency briefing needed. Every action is something you or your team can complete directly — with exact steps, a time estimate, and an Expert Circle insight on each one.

The firms that will dominate AI visibility in their sectors are not the ones with the largest marketing budgets. They are the ones who act consistently, document their expertise deliberately, and make it easy for AI to understand, trust, and recommend them.

Larysa Hale

Managing Director, Expert Circle

Your competitors are still debating whether AI visibility matters.
This playbook assumes it does — and shows you what to do about it.

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