Before you pay
1
Your domain
The domain is asked once. If you came from the landing page or the free audit, it is already filled in; otherwise the sign-up page asks for it. Google sign-in is the main way in, and email works too.Creating the workspace starts the set-up on our side, in this order: the agents read your site into a drafted business profile, choose your starter prompts, and start the scan. You do not start any of it yourself. “Change domain” takes you back to the field; the old workspace is removed only once the new one has been created, so if creating it fails, your old workspace and its set-up are left as they were.
2
Your business
Each fact the agents found on your site arrives with the page it came from, such as “from /pricing”. Edit any fact in place, and what you type is saved as confirmed. Anything your site did not say is asked as a question instead of being guessed. If your site cannot be read, the step says why and offers Retry.
3
Who you compete with
Suggestions come from who appears in the scan’s answers, such as “Named in 11 of 150 answers”, then from domains cited beside yours, then from rivals named on your site. While the scan is still reading, the counts say “so far” and the step says how many answers are still to come.Every suggestion starts ticked. Untick the ones you do not lose deals to and add missing ones by their website. When the agents are unsure whether a rival is in your market, they ask you about that one, and never about more than one. See Competitors.
4
Where you want to be found
ChatGPT, Perplexity, Google AI Overviews and AI Mode, Gemini, Claude, Copilot, Google Search, YouTube, Reddit and review sites. The ones that make sense for you are already on, each with one line on why, worked out from what the scan’s answers named and cited where it can be.A surface we cannot measure for this workspace yet is still offered and still worked on. It says “Not measured yet” and never shows a number. YouTube, Reddit and review sites are measured through the citations in AI answers. At least one surface must stay on. Your choice is saved now and applied when your plan starts.
5
Goals and prompts
The first goal is always to become visible: named in more of the answers on each assistant you measure, with a target, a deadline 90 days out and a pace line. A target is never set below where the scan found you. Other goals follow when they apply: being recommended against the rivals you kept, ranking in Google once Search Console is connected, and a business number once Google Analytics is connected. The business number is shown beside the work and is never credited to it.The prompts behind those goals are your starter set: about fifty, grouped into four to eight topics and collapsed. Open them to read or change them, or change them later from chat or MCP. See Topics. Goals are created when your plan starts.
6
What your scan found
The verdict, before the plan. See the scan below.
7
Your plan and budget
Starter, plus a monthly work budget shown as the work it buys. The step says the top-up rule in one sentence and you agree to that sentence before checkout. See Plans.
The scan
The scan is free and runs before you hold a plan. It asks every starter prompt once (n = 1) on ChatGPT, Perplexity and Claude, in your primary market: at most 150 answers.
You see one row per assistant, each with its count, such as “12 of 50 read”. Once half the answers are in, or twenty minutes have passed, the step writes the verdict: how many answers named you, out of how many, per assistant, such as “Named in 3 of 48”. It says “so far” until the scan finishes. There is no comparison with anything; it is day one.
- A read that failed after retrying says “could not be read”. It is never counted as a zero.
- An assistant you chose that the scan does not read (Google AI Overviews, Gemini or Copilot) says “Not measured yet” and has no number. Google AI Overviews is outside the free scan only: once your plan starts, Starter reads it with the others.
- You can go on to the plan at any time. The scan keeps reading on our side.