5 Steps to Your AI Visibility Audit and Action Plan. Are You Showing Up?
- Sofie Andreou
- 3 days ago
- 3 min read
AI tools like ChatGPT, Gemini, and Copilot are increasingly being used to find and evaluate organizations.
Instead of typing keywords into Google, people now ask:
“Who are the top accounting firms in my city?”
“Best HR consultants for small businesses near me?”
“Is this organization reputable?”
“What is this person's reputation?”
And AI responds.
The question leaders need to ask is simple:
"Are we — or am I — included in AI responses?"
AI Visibility Is a New Layer of Reputation
For years, organizations focused on:
Search engine optimization (SEO)
Social media presence
Online reviews
Website design
Those still matter.
But there is now another layer:
AI visibility.
Often referred to as GEO — Generative Engine Optimization.
AI systems pull publicly available information from across the web to decide:
Who to mention
Who to cite
Who to recommend
Who appears credible
AI tools are not only summarizing organizations.They are summarizing leaders.
When someone asks:
“Who are experts in…”
“Is this person credible?”
“Tell me about [Name]”
AI forms a narrative based on publicly available signals.
AI tools create an external view of your organization — and of you as a professional.
That view is built from public signals, not internal strategy documents.
If those signals are unclear or inconsistent, AI fills the gaps.
Clarity, consistency, and authority matter at both levels.
This Is Not About Hype. It’s About Oversight.
Well-run organizations conduct regular reviews:
Financial reviews
Strategic planning sessions
Insurance reviews
Operational assessments
Cybersecurity audits
Marketing reviews
AI visibility now deserves similar attention.
Because AI tools are influencing how customers, members, donors, journalists, funders, and partners evaluate you.
Whether you actively use AI tools or not, others are using them to assess your credibility.
What Is an AI Visibility Audit & Action Plan?
The AI Visibility Audit & Action Plan is a structured review designed to answer three core questions:
Are we being mentioned by AI tools?
Is the information accurate and strong?
If not, what should we strengthen first?
The AI Visiblity Audit process includes 5 steps:
Testing real-world AI queries to see how you or your organization appears when people ask AI tools for recommendations.
Comparing competitor positioning to understand who is being mentioned, cited, and favoured — and why.
Reviewing your website clarity and authority signals to ensure your expertise, services, and location are clearly defined and easy for AI to interpret.
Assessing reputation and credibility signals across your digital footprint including reviews, directories, associations, and public mentions.
Delivering a prioritized Action Plan with immediate, mid-term, and longer-term recommendations so you can strengthen visibility strategically and sustainably.
Add AI Visibility to Your Annual Strategic Review
AI systems evolve. Competitors adapt. Information shifts.
Just as organizations conduct annual financial and operational reviews, AI visibility should now be part of that process.
An AI Visiblity Review is not about reacting to trends. It is about ensuring your organization — and your leadership — remain visible, accurate, and competitive as AI increasingly influences how information is delivered.
Organizations that address this early can:
Strengthen authority signals
Improve clarity of positioning
Increase discoverability
Reduce misinformation risk
Stay ahead of competitors
Not because AI is a trend — but because visibility determines relevance.
Final Thought
You don’t need to understand how AI works. But you do need to understand how AI sees you — and how it sees your organization.
If you’re curious how AI tools currently describe and position either, you can test it yourself — or reach out to me if you’d like a structured AI Visibility Audit & Action Plan.
Either way, please take this seriously.
