How Haycion does each job.

Companies choose consultancies, agencies and fractional executives in two ways now: by researching the field, and by asking an AI assistant. What both read, and how to be the firm they choose.

How to find out whether Claude, ChatGPT and other AI assistants name your practice when your buyers ask who to hire, who they name instead, and what to change so they do.

How advisors in the Haycion Advisor Network find prospective clients: companies in their industries with a reason to reach out now, reserved for them and researched before the first call.

Where new clients come from for consultancies, agencies and fractional executives now: referrals, being found by buyers and AI assistants, reaching out with a reason, and showing up prepared.

How a workspace builds a 360° baseline of a client from a URL or a brief, names the capability gaps, and tells you what changed when you rebuild it.

The data sources and integrations behind a client workspace: URL crawl, written brief, document uploads, live web and news search, a read-only profile API and an MCP server.

What a consultant should know about a client or prospect before the first meeting, where to find it in public sources, and how to get from a URL to a briefing in about an hour.

How a workspace finds competitors, scores each one against the client on a weighted strength matrix with written justifications, and writes battlecards per competitor and persona.

A competitive analysis a client can defend: how to choose the competitors, pick and weight the criteria, score with written reasons, and turn the result into positioning and battlecards.

How a workspace sizes market segments with a method and cited sources, shows the buyer questions and competitors in each, and turns the openings into ranked plays.

How a workspace turns its analysis into ranked plays, where to sell against each rival and what to buy to close a gap, each with its evidence and one next step.

What a consultant can hand a client from a workspace: a report builder with 18 section types, draft and publish, PDF and Word export, the daily brief, the AI visibility report and the fix bundle.

How a consultant runs many clients in one account without mixing them: one isolated workspace per client, data segregation, role-based access with a dedicated Client role, and Client View.

Why being visible to Claude, ChatGPT and other AI assistants now decides who makes a buyer's shortlist, and the five things a consultant can do about it.

The measurement behind a client's AI agent: a 17-signal discoverability audit, AI citation checks in ChatGPT, Claude and Google AI Overviews, and a competitor comparison.

A step-by-step method for checking whether AI assistants recommend a client: which questions to ask, how to ask them, what to record, and what the results mean.

Generative engine optimization as a client service: the engagement in five steps, what to report, how to price the work around outcomes, and the tools an agency or consultant needs.