Client setup guide

How to set up a new client, and a ready-made prompt that lets an AI assistant draft the data for you.

1. Quick steps

Collect the basics from the client (or their website): company name, website, services, locations, contact details, and who they see as competitors.
Copy the AI prompt below, fill in the top part, and paste it into ChatGPT, Claude, Gemini or similar (ideally one with web search on).
Check the output by hand, especially the fact sheet: it is the ground truth for the accuracy check, so a wrong fact there makes correct AI answers look wrong.
Go to + New client and paste each block into its field.
Start a run from the client page. For a cheap sales report, use fewer repeats or fewer services.

2. What each field means

Field	What to write	Example
Company name	The name customers know. Legal suffixes (Oy, Ab, Ltd…) are ignored when matching, so `Tilitoimisto Esimerkki Oy` also matches "Tilitoimisto Esimerkki".	`Tilitoimisto Esimerkki Oy`
Website(s)	Main site first, one per line. Add every domain the company uses (e.g. a separate .com, or a Swedish-language site on its own domain) – a citation of any of them counts toward source share. Subdomains and subpages (`/sv`) count automatically, so don't list them.	`https://lurakennus.fi https://vnbygg.se`
Aliases	Other names that should count as a mention, one per line: short names, old names, brand names, and the company's name in other languages (e.g. company name `LU Rakennus Oy`, alias `VN Bygg Ab`). Avoid generic words (e.g. "Esimerkki" alone if it is also a common word or another company's name) – they cause false mentions. Must be ≥ 3 characters.	`Esimerkki Exempel Bokföring`
Competitors	2–3 real competitors in the same area and segment, one per line: `Name \| website`. Several sites: `Name \| https://x.fi, https://x.se`. Pick the ones the client actually loses deals to.	`Kilpailija Ab \| https://kilpailija.fi`
Fact sheet	Short, factual, checkable statements: services (and what they do not offer), offices and addresses, phone, email, opening hours, founding year, key people, prices if public, certifications. Statements the fact sheet doesn't cover are marked "unverifiable" and don't affect accuracy.	`Services: bookkeeping, payroll. NOT: auditing. Offices: Turku (Linnankatu 1), Salo.`
Questions	15–30 questions a customer would ask an AI, one per line, with a language prefix (`fi:` `sv:` `en:`). Add `info` for general-advice questions. See the rules below.	`fi: Mikä on paras tilitoimisto Turussa? fi info: Mitä tilitoimiston vaihdossa kannattaa huomioida?`
Default language	Used for question lines without a prefix, and as the default report language.	Finnish
Internal notes	Anything for the team (package, contact person, date of first report). Not shown to the client.	`GEO package S, contact: Maria`

3. How to write good questions

Never name the client or a competitor in a question. The point is to see whether the AI brings them up on its own.
Mostly recommendation questions (≈ 80 %): questions that ask which business to choose. Only these count toward visibility share – the headline metric.
A few information questions (≈ 20 %, marked info): general advice where an AI would rarely name a business ("what does bookkeeping cost?"). They only count toward source share, i.e. whether the client's website is used as a source.
Be local. Include the city/region the client serves ("in Turku", "Varsinais-Suomessa", "i Åbo"). Mix city-level and region-level questions if they serve a wider area.
Cover every main service, not just the most famous one. One or two questions per service line.
Vary the intent and phrasing: "best", "recommend", "reliable", "affordable", "for a small business", "for a startup", "with English-speaking staff", "near me"-style questions, comparisons ("X or Y kind of firm?").
Write like a real person types into ChatGPT – natural, full sentences, not SEO keywords.
Languages: use the languages the client's customers use. Finnish-only clients: all fi. Bilingual areas (e.g. Turku, Vaasa, Helsinki): add sv. International customers: add en. Don't just translate every question – write what that language group would actually ask.
Keep questions stable between runs. Changing a question's text makes it a new question with no history, which weakens before/after comparisons.

4. AI prompt (copy & paste)

Fill in the lines in [brackets], then paste the whole thing into an AI assistant. With web search on, it can read the client's website itself; otherwise paste the website text or a brochure under "Extra material".

or select the text below manually

You are helping me set up a client in an "AI visibility" measurement tool. The tool asks AI assistants (ChatGPT, Claude, Gemini, Perplexity) questions that the client's potential customers would ask, and measures whether the client is mentioned, whether its website is cited, and whether the facts the AI states about it are correct.

CLIENT
- Company name: [e.g. Tilitoimisto Esimerkki Oy]
- Website(s): [e.g. https://esimerkki.fi – list every domain if there are several, e.g. a .fi and a .se site]
- Industry / what they sell: [e.g. accounting services for small businesses]
- Area they serve: [e.g. Turku and Varsinais-Suomi]
- Customer languages: [e.g. Finnish mainly, some Swedish]
- Known competitors (optional): [names or websites, or "find them"]
- Number of questions: [15–30, default 25]

EXTRA MATERIAL (optional – paste website text, brochure, notes from the client):
[...]

TASK
If you can browse the web, read the client's website (front page, services, contact, about) and search for its competitors. Use only information you can actually find or that is given above. Never invent facts; if something is unknown, leave it out.

Produce exactly these six sections, each in its own code block, so I can paste each one straight into a form field:

1. COMPANY NAME – one line, the name customers know (including Oy/Ab if part of the official name).

2. WEBSITES – every domain the company uses, one per line with https://, main site first (e.g. a .fi site and a separate .se or .com site). Don't list subpages or subdomains of a domain already listed.

3. ALIASES – other names that should count as a mention of the client, one per line: short names, brand or product names, former names, and the company's name in other languages (e.g. a Swedish name used in Sweden or Swedish-speaking Finland). At least 3 characters each. Do NOT include generic words that could match other businesses. Leave empty if there are none.

4. COMPETITORS – 2–3 real competitors serving the same area and customer segment, one per line, in the format:
Name | https://website.fi
If a competitor has several domains: Name | https://website.fi, https://website.se

5. FACT SHEET – short factual statements that can be checked, one topic per line. Include where available: services offered; important services they do NOT offer (write "NOT: …"); office locations with street addresses; phone; email; opening hours; founding year; key people; public prices; certifications or memberships; languages served. No marketing language.

6. QUESTIONS – the requested number of questions a potential customer would type into an AI assistant, one per line, each starting with a language prefix: "fi: ", "sv: " or "en: ". Rules:
- Never mention the client or any competitor by name.
- About 80 % recommendation questions: the customer asks which business/provider to choose (e.g. "fi: Mikä on paras tilitoimisto Turussa pienyritykselle?").
- About 20 % information questions: general advice where the AI would not normally name a specific business. Mark them with "info" after the language code, e.g. "fi info: Mitä tilitoimiston palvelut maksavat?".
- Cover all of the client's main services, and use the city/region names of the area they serve.
- Vary the intent: best, recommended, reliable, affordable, for a specific customer type, specific needs.
- Write natural, full sentences the way people really talk to ChatGPT – not SEO keywords.
- Use the customer languages given above, in roughly the right proportion. Write each language's questions naturally; don't just translate the same questions.
- No duplicates or near-duplicates.

After the six code blocks, add a short "CHECK THESE" list: anything you were unsure about or couldn't verify (e.g. an address you couldn't confirm, a competitor that may serve a different segment).

5. Before you start the first run

☐ Fact sheet checked against the client's website (or confirmed by the client).
☐ No question contains the client's or a competitor's name.
☐ Aliases don't contain common words that would match other businesses.
☐ Competitors really compete in the same area and segment, and their websites are correct.
☐ 15–30 questions, mostly recommendation questions, with the right language prefixes.
☐ The services and models on the front page are the ones you want to report on – changing them later affects before/after comparisons.

Fixed a fact or alias after a run? Use "Re-analyse answers" on the run page – it re-checks the stored answers without asking the AIs again.