[Case study]AdvisoryAI

How AdvisoryAI achieved 100% year-on-year demo growth with SEO and AI search

AdvisoryAI partnered with Discovered Labs on an SEO and answer engine optimization program spanning measurement, content and on-page work, off-page work, and technical implementation.

100%
Year-on-year increase in demo requests
49%
Increase in average Google rankings
54%
Increase in AI citation rate
[In their words]
Within about three months, we saw really positive results. Year on year, we've doubled our meetings booked for these channels. You guys are able to take what everybody else refers to as a black box, which is LLM search results, and make it a white box.
Ben Glass
Ben Glass
Marketing Lead, AdvisoryAI
[TL;DR]

AdvisoryAI is a UK financial planning and advice software company for advisers. It partnered with Discovered Labs, an SEO and answer engine optimization (AEO) agency for B2B software companies, to improve commercial search visibility and increase demo requests.

Discovered Labs ran one program across measurement, content optimization and on-page SEO, off-page SEO, and technical SEO implementation. Google rankings, AI citations and the HubSpot CRM demo result were measured as separate signals.

  • Business impact: HubSpot CRM recorded a 100% year-on-year increase in AdvisoryAI demo requests.
  • SEO: Average Google rankings for core money keywords increased by 49% between February and August 2026, improving visibility for the commercial articles buyers use to evaluate the category (Google Search Console).
  • AI search: AI citation rate increased by 54% between June 16 and August 20, 2026, expanding AdvisoryAI's visibility in answer engine responses across the matched non-branded benchmark (Discovered Labs AI visibility measurement).

Hear from Ben Glass, Marketing Lead at AdvisoryAI.

AdvisoryAI case study with Ben Glass, Marketing Lead
[Challenge]

AdvisoryAI needed SEO and AEO support its small marketing team could use#

AdvisoryAI had a small marketing team and wanted an SEO and AEO partner who could take responsibility for the work as well as explain what was happening in Google and AI search.

The goal was practical: connect financial adviser software buyers to relevant product pages, then carry the SEO, AEO and technical decisions through instead of handing over disconnected reports.

[The operating model]

How SEO and AEO work together to improve commercial visibility#

SEO helps important pages become discoverable and relevant in Google. AEO adds answer structure, entity clarity, source selection and citation readiness so AI systems can retrieve and use the same information. Both begin with the commercial question a buyer is trying to answer.

Discovered Labs combines its organic search program and AI search program capabilities with measurement to choose the next content, off-page or technical action, then brings the separate observations back into the next measurement cycle.

[Measurement]

Measure Google and AI search visibility before choosing the work#

Discovered Labs measures Google rankings, AI citations and the commercial outcome separately, then uses the evidence to choose the next content, off-page or technical action.

The methodology follows the pipeline end to end: what the buyer asks, whether the brand is remembered, what the engine can retrieve, which sources it selects, what answer it gives and whether the interaction reaches a commercial outcome. The four pillars of AI visibility measurement make those stages visible. Each stage can move on a different clock, so the measures stay separate.

  1. Start with the commercial question and the pages or buyer questions that matter.
  2. Measure Google visibility and AI citations against a defined scope and date.
  3. Separate a change in the instrument from a change in the underlying visibility.
  4. Turn the observation into a content, off-page or technical question.
  5. Remeasure after the work and review the result with the team.

For AdvisoryAI, the output was a bounded next step for one of the four activities, followed by comparable remeasurement. That made the work easier to review and gave the team a shared view of progress.

I needed to know that what we were doing was being done with quality.
Ben Glass, Marketing Lead, AdvisoryAIBen Glass, Marketing Lead, AdvisoryAI
[Content optimization and on-page SEO]

Build pages around the buyer question#

Content optimization and on-page SEO start with the buyer question and the page that should answer it. The decision is whether to refresh an existing page, create a genuinely missing page or gather more evidence.

  1. Map the commercial question to an existing page or a real content gap.
  2. Create a focused page when no existing page can do the job.
  3. Review clarity, structure, relevance and usefulness for Google and AI answers.
  4. Choose one action and brief the exact change.
  5. Publish, then check search visibility separately from the content decision.

For a financial planning software company, that means making the product, adviser use case, category and supporting evidence unambiguous before asking Google or an AI system to interpret the page.

Discovered Labs' CITABLE framework gives that review a shared standard: clear company and product entities, category and intent architecture, third-party validation, answer grounding, block-structured passages, current facts and entity relationships.

Diagram of Discovered Labs' CITABLE framework showing seven checks for content that AI systems can retrieve, verify and cite.

CITABLE is Discovered Labs' seven-component framework for structuring content so AI systems can retrieve, verify and cite it.

Discovered Labs content and AEO method

[Off-page SEO]

Use targeted link building, Reddit marketing and original research#

Discovered Labs uses three routes to build relevant presence beyond the website: targeted link building, Reddit marketing and original research.

Targeted link building earns references from sites that matter to the category. Reddit marketing puts the company into real adviser and financial-planning conversations. Original research gives publishers and operators a reason to cite the company. The approach is informed by Discovered Labs' research into how AI systems retrieve and cite Reddit content. Together, these routes create consistent associations between the brand, its category and the problems it solves.

  1. Find the source or conversation connected to a priority buyer question.
  2. Check whether the company is absent, inaccurate, outdated or already represented well.
  3. Choose the route: contribute something useful, build a relevant link or publish research worth citing.
  4. Take the action and record what changed.

Discovered Labs' Own / Claim / Earn / Contest (OCEC) framework maps the source relationship to the action available: improve what you own, maintain what you can claim, earn useful coverage or contribute where the source sits outside your control.

Diagram of Discovered Labs' Own, Claim, Earn or Contest framework showing how the relationship with a source determines the action available.

The Own, Claim, Earn or Contest framework maps the source relationship to the action available across Google and AI search.

Discovered Labs off-page method

[Technical SEO implementation]

Prioritize performance, indexability and crawlability#

Most technical SEO work stops at an Ahrefs crawl followed by a color-coded spreadsheet. The client receives a list of fixes and an implementation project. Discovered Labs runs technical SEO as an engineering workstream: embedded engineers prioritize the issues that affect performance, indexability and crawlability, then fix them. When the change belongs in the client's codebase, the team can prepare a pull request for the client's engineers to review and merge.

  1. Prioritize issues by their effect on performance, indexability and crawlability.
  2. Implement the fixes that matter, with engineering involved in the change.
  3. Verify the affected page and the original technical issue after implementation.

Performance affects whether a buyer can use the page. Indexability affects whether Google can include it. Crawlability affects whether search systems can reach it. The goal is to remove those barriers on commercially important pages, rather than chase a higher audit score.

The site assessment and site hygiene, you were able to diagnose that and then fix it.
Ben Glass, Marketing Lead, AdvisoryAIBen Glass, Marketing Lead, AdvisoryAI
[Results]

AdvisoryAI's SEO and AI search results#

The results below bring together AdvisoryAI's HubSpot CRM demo outcome, core money keyword performance and AI search visibility.

Business impact

  • HubSpot CRM recorded a 100% year-on-year increase in AdvisoryAI demo requests.

Organic search

  • Average Google rankings for core money keywords increased by 49% between February and August 2026, improving visibility for the commercial articles buyers use to evaluate the category (Google Search Console).

AI search

  • AI citation rate increased by 54% between June 16 and August 20, 2026, expanding AdvisoryAI's visibility in answer engine responses across 214 matched non-branded prompts and 856 responses per run (Discovered Labs AI visibility measurement).
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