# Checklist: Increase Visibility on Google search and in ChatGPT and other LLMs

To increase your visibility in **search engines** and **large language models (LLMs)** like ChatGPT, here’s an **easy-to-follow task list** organized by priority and strategic category:

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## PHASE 1: FOUNDATION – Google Indexing & Site Readiness

### 1. **Ensure Google Can Crawl and Index Your Site**

- Verify your site is **not blocked** by `robots.txt` or meta tags (`noindex`)
- Submit your **sitemap.xml** to Google Search Console
- Check for **crawl errors or warnings** in Search Console

### 2. **Set Up Analytics & Webmaster Tools**

- Set up **Google Analytics 4**
- Connect **Google Search Console** to monitor search performance
- Link GA4 and Search Console for full insights

### 3. **Create & Submit a Business Profile**

- Create a Google Business Profile
- Add high-quality business info: address, phone, hours, photos
- Add your business to **Bing Places** and **Apple Business Connect**

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## PHASE 2: ON-PAGE SEO

### 4. **Optimize Website Content**

- Make sure your homepage has the your full company name and location in:

  - `<title>` tag
  - `<meta description>`
  - `<h1>` tag
  - First paragraph
- Add pages for each service (e.g., Investment Planning, Retirement, Tax Strategy)
- Include your **NAP** (Name, Address, Phone number) in the site footer
- Add a FAQ page with rich keyword phrases (e.g., “How to choose a financial advisor in Emeryville”)

### 5. **Optimize Technical SEO**

- Use HTTPS (SSL)
- Ensure mobile responsiveness
- Improve page load speed
- Add **alt text** for all images
- Add **structured data (schema.org)** for:

  - Local business
  - Services
  - Reviews (if available)

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## PHASE 3: OFF-PAGE SEO & BACKLINKS

### 6. **Local Citations and Directory Listings**

- Submit your business to:

  - Yelp
  - Yellow Pages
  - Better Business Bureau
  - Wealth management directories like SmartAsset, WiserAdvisor, etc.

### 7. **Build High-Quality Backlinks**

- Get listed in your **local Chamber of Commerce**
- Reach out to financial blogs or podcasts for interviews
- Guest post on personal finance blogs or write articles for Medium/LinkedIn

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## PHASE 4: CONTENT FOR SEO & LLMs

### 8. **Publish High-Quality Content Regularly**

- Create a blog with articles like:

  - “How to plan for retirement in the Bay Area”
  - “Top 5 tax strategies for small business owners in Emeryville”
- Include **your name, city, services** in each post for local relevance
- Use FAQs and headings with natural language phrasing for LLMs

### 9. **Optimize for Featured Snippets**

- Use bullet lists, tables, and direct answers in blog posts
- Structure FAQs using FAQ Schema

### 10. **Create a Media Kit or About Page for LLMs**

- Add bios of key team members with professional credentials
- Explain your values, process, and approach to wealth management
- Mention you’re based in **Emeryville, California**

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## PHASE 5: MONITORING & GROWTH

### 11. **Track Rankings and Visibility**

- Use free tools like **Ubersuggest** or **Google Search Console** to monitor rankings
- Check that a search for your company name shows your site

### 12. **Encourage Reviews**

- Ask satisfied clients for reviews on:

  - Google Business Profile
  - Yelp
  - LinkedIn

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## PHASE 6: VISIBILITY IN LLMs (Like ChatGPT, Bing Copilot)

### 13. **Get Mentioned in Reputable Sources**

- Publish press releases about your launch via services like PRWeb or EIN Presswire
- Create or update your **LinkedIn page** for your business
- Create a **Wikipedia page** if your business meets notability standards
- Register your business with data aggregators like **Data Axle**, **Factual**, **Yext**

### 14. **Be Transparent and Authoritative**

- Use schema to denote **person** (advisor) profiles, certifications (e.g. CFP, CPA)
- Publish content that directly answers financial questions — these are more likely to be quoted by AI tools

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## Summary: Top 5 To-Do This Week

1. Verify and submit your website in **Google Search Console**
2. Create and verify your **Google Business Profile**
3. Add your company name and location to your homepage title, H1, and meta
4. Publish one blog post targeting a local financial topic
5. List your business in 5 local and financial directories
