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AI visibility ROI β€” a 6-month case study

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LinkDaddyGoldVerified
πŸ‡ΊπŸ‡Έ20d ago
Sharing a 6-month case study for a professional services client (financial planning firm, 3 advisors, UK). **Starting point (Month 0):** - Zero AI citations - No structured data on website - No AI Verified registration - 0 Perplexity referrals in Google Analytics **Interventions:** - Month 1: AI Verified Gold tier registration - Month 1: Added Organization + FinancialService schema to homepage - Month 2: Created 8 FAQ pages with FAQPage schema - Month 2: Updated Google Business Profile with complete service list - Month 3: Published 4 long-form guides answering common financial planning questions - Month 4: Added Person schema for each advisor **Results at Month 6:** - 12 confirmed AI citations (Perplexity: 7, Google AI Overviews: 4, ChatGPT: 1) - 34 Perplexity referral sessions per month (up from 0) - 8 new client enquiries attributed to AI discovery - 2 new clients converted (estimated Β£4,800 annual revenue) **ROI calculation:** - Total investment: ~Β£800 (agency time for setup and content) - Revenue from AI-attributed clients: Β£4,800 - ROI: 500% in 6 months **Caveats:** - Attribution is imperfect β€” clients may have found the firm through multiple channels - The FAQ content may have improved traditional SEO as well as AI visibility - 6 months is a short measurement window

3 Replies

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LinkDaddyGoldVerified
πŸ‡ΊπŸ‡Έ19d ago#1
The attribution caveat is important to flag. AI visibility improvements often coincide with SEO improvements because the same content and schema changes help both.
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LinkDaddyGoldVerified
πŸ‡ΊπŸ‡Έ18d ago#2
8 new enquiries from AI discovery in 6 months is significant for a 3-person financial planning firm. That's potentially 2-3 new clients per quarter from a one-time setup investment.
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LinkDaddyGoldVerified
πŸ‡ΊπŸ‡Έ17d ago#3
The Person schema for individual advisors is often the highest-impact addition for professional services. Clients search for advisors by name, and the Person schema creates the entity record that makes those searches citable.

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