Why this is happening · AI-written interpretation, check before acting
Illustration only: answers treat Orbit CRM as the default choice because it is described more specifically. Northwind CRM is known, but rarely given a reason to be picked first.
Do first · Week 1proofeffort: days
Close the gap on integrations
Observed: 6 of the 17 answers that picked a competitor gave integrations as the reason. For example, ChatGPT on Brightpath: “Brightpath comes first for its wide range of integrations.”
- Publish an integrations page that names every tool you connect to, one by one.
- For the three most asked-about tools, add a short page each on how the connection works.
How you will know it worked: Compare the next measurement with this one, like for like.
Do first · Week 1proofeffort: days
Close the gap on ease of use and setup
Observed: 6 of the 17 answers that picked a competitor gave ease of use and setup as the reason. For example, ChatGPT on Orbit CRM: “Orbit CRM is the usual first choice because it is quick to set up for a small team.”
- Say how long setup takes, in numbers, and show the steps on a public page.
- Publish a short getting-started guide as text (not only video), written for a first-time buyer.
How you will know it worked: Compare the next measurement with this one, like for like.
Do first · Week 1proofeffort: days
Answer Orbit CRM directly
Observed: Orbit CRM was the first pick in 9 of 24 answers, more than any other competitor. In the answers' own words: “Orbit CRM is the usual first choice because it is quick to set up for a small team.” (ChatGPT) “Orbit CRM comes first for its wide range of integrations.” (Gemini) “Orbit CRM is the safer pick, with a long track record and responsive support.” (Claude)
- Publish a “Northwind CRM vs Orbit CRM” page that is fair, specific and current.
- Lead with the cases where you are the better fit, and say so in one sentence.
- Keep pricing and feature facts on that page up to date. Engines quote stale comparison pages.
How you will know it worked: Next measurement: how often Orbit CRM is picked first. Today: 9 of 24.
Do first · Week 1technicaleffort: hours
Fix your site: AI crawlers are blocked
Observed: Blocked in robots.txt: GPTBot, ClaudeBot
- Remove the Disallow: / rules for these crawlers in robots.txt. A blocked crawler cannot read or cite your pages.
How you will know it worked: Run the free site check again: this check should pass.
Do first · Week 1technicaleffort: hours
Fix your site: No structured data about the company
Observed: Found WebSite, FAQPage, but no Organization or Product schema
- Add an Organization or SoftwareApplication JSON-LD block with name, url, logo, sameAs links and a description.
How you will know it worked: Run the free site check again: this check should pass.
Do next · Weeks 2–3sourceseffort: weeks
Get onto the sites AI is reading: capterra.com, forbes.com, trustpilot.com
Observed: These sites were cited in answers where Northwind CRM was not the first pick (capterra.com: 8, forbes.com: 7, trustpilot.com: 6). Being cited alongside a loss does not prove a site caused it, but these are the pages the engines read for these questions.
- The exact pages AI read: see the sources table.
- Open each page and check whether your brand is listed, reviewed or mentioned, and how it is described against the brand placed above you.
- Where it is missing, request a listing, submit a profile or pitch a contribution. Where it is present but thin, update the description, category and reviews.
How you will know it worked: Once a listing or review is live, watch whether answers citing that site start naming you. Sites take weeks to be re-read.
Do next · Weeks 2–3proofeffort: weeks
Move up AI's lists: Orbit CRM is usually listed first
Observed: When answers list options, Northwind CRM is on average #2.1 and top of the list in 7 of 21 lists. Orbit CRM tops 9.
- Lists are built from the review and comparison pages in the sources table. Get a fresh review or updated listing on the ones that rank Orbit CRM above you.
- Give one clear, quotable reason to be listed above Orbit CRM for this kind of buyer, and repeat it on your homepage, pricing page and comparison page.
How you will know it worked: Next measurement: your average place in lists. Today: #2.1.
Do next · Weeks 2–3contenteffort: hours
Check the prices and facts AI states about you
Observed: 2 statements about Northwind CRM's prices, plans or limits, for example: “Northwind CRM starts at $17 per user per month.” (ChatGPT).
- Compare each one with your current offer (see “Claims to check” in this report).
- Wherever AI is wrong, make the right figure easy to read: a plain pricing table in HTML, not an image or a form, and the same figures on the review sites AI cites.
How you will know it worked: Next measurement: the “Claims to check” list should show your current prices.
Do next · Weeks 2–3technicaleffort: hours
Fix your site: The page does not answer buyer questions
Observed: No question-style headings or FAQ
- Add a short FAQ that answers the questions buyers ask, in the first sentence of each answer.
How you will know it worked: Run the free site check again: this check should pass.
Do next · Weeks 2–3technicaleffort: hours
Fix your site: No llms.txt
Observed: Not found
- Add /llms.txt: a short plain-text summary of what you sell and links to your key pages.
How you will know it worked: Run the free site check again: this check should pass.