Free action plan · Centri worked example
Download the free Centri AI visibility workbook
Independent research. Not commissioned or endorsed by Centri.
A free workbook (PDF): what we found when we tested how AI recommends Centri, with 10 fixes with ready-to-use briefs and a 90-day plan to act on it.
Not Centri? It is written for Centri, and other firms can still learn from the same steps.

What you get
- Ten fixes, each with a ready-to-hand-over brief, starting with the two biggest openings: IPO readiness, and quality of earnings for private equity deals
- A baseline and evidence ledger, so every claim on a page traces back to a source
- Interview questions for the specialists who supply the proof
- The pages AI cited as sources, and the next step for each one
- A 90-day plan, with an owner for each step
- A weekly scorecard to check the fixes worked
- The next questions to test, and a release checklist for every page
How to use it
Work through it yourself, give it to your website or marketing team to fix things, or upload it to your AI assistant (Claude, ChatGPT or similar) and work through it together.
Get the free workbook
Tell us where to send it, and the PDF is yours straight away.
Fields marked with an asterisk are required.
Action plan · ready
Here's your action plan, .
You're on the list for the weekly breakdown.
Want this for your own firm? Apply for a free GEO (generative engine optimisation) audit
Questions
What people ask about this workbook.
What is in the Centri AI visibility workbook?
Ten fixes with ready-to-use briefs, a baseline and evidence ledger, interview questions for specialists, a plan for the source pages AI cites, a 90-day plan, a weekly scorecard, the next questions to test and a release checklist. It is free to download as a PDF.
How did you test how AI recommends Centri?
We asked ChatGPT, Perplexity and Google AI Overview 10 US buyer questions from 31 October to 6 November 2026. Centri appeared in 24 of 208 answers (11.5%). It appeared in 9 of 20 answers about biotech and life sciences, 7 of 21 about outsourced SEC reporting, and none of the 21 answers about getting ready for an IPO.
Can I use the workbook if my firm is not Centri?
Yes. It is written for Centri, and other firms can still learn from the same steps: record what AI says about you today, find the proof buyers need, improve the pages that carry it, and measure the same questions again.
Did Centri commission this research?
No. It is independent research by Fimiliar. Centri did not commission or endorse it.