Getting found by AI, and answering first
Clients now ask AI tools who to call before they call anyone. These lessons cover the two halves of winning that moment: getting your business onto the short list the AI hands back, and being the first to answer when the client reaches out. Each one is the written version of a free live session, with the full recording on YouTube.
The sessions come from two paired webinar series presented by InsuranceWebX and hosted by Nathan Hockley. The AI-Ready Agent explains what changed and shows it happening on real businesses. The Agency Workshop is the hands-on hour where attendees make the fixes on their own profiles and sites. They were built for independent insurance and financial professionals, and the lessons apply to any local service business.
The library
- The AI-Ready Agent · Episode 1 · 60 min
How do clients choose an agent when they ask AI?
The AI hands the client a short list of about three names. What it looks at when it picks them, why ranking is not the same as being named, and why the first to respond wins the list.
- The Agency Workshop · LAB 01 · 59 min
What free fixes get a business found by AI?
Google Business Profile, the Bing profile ChatGPT reads, an indexed website, a way to book and one identity everywhere, with a live audit of a volunteer advisor's site.
Coming up live
| Date | Session | |
|---|---|---|
| Thu, Oct 8, 2 PM ET | The AI-Ready Agent, Episode 2: Ranked Is Dead. Cited Is Everything. | Register |
| Thu, Oct 15, 2 PM ET | The Agency Workshop, LAB 02: Build Your Citation and Authority Checklist | Register |
Every session is recorded and posted to the ElevAIte CRM YouTube channel, and each one gets its written lesson here.
Rather have it done for you?
ElevAIte CRM is the AI and automation division of Impact Solution Services in Gettysburg, PA. We build the Voice agent, follow-up and booking that answer first, and the visibility work that gets you on the list. Start with a free market insight brief.
Get your free market insight brief