Be the business AI assistants pick, and ready for the work that follows.

Retrevia Advisory helps founder-led service businesses win more clients beyond referrals. We start outside, making it easy for AI assistants and Google to find, describe accurately, and recommend your business. Then we bring AI assistants inside, so new work lands on a team with room to take it.

What we do

What does it take to be the business AI assistants pick?

Buyers now ask ChatGPT, Claude, Copilot, and Gemini who to hire, and AI agents are starting to shortlist and book for them. When those assistants pick you, more work comes in, so we treat getting picked and taking the work as one job. It starts outside, with AEO (answer engine optimization) and agentic readiness: making sure AI assistants can understand you, trust you, and act on what they find. It ends inside, with AI workflows that give your team the capacity to say yes.

1. Understood

AI assistants can say what you do, who it's for, and why you, in your buyers' words.

2. Recommended

Named in AI responses, backed by proof from sources buyers already trust.

3. Easy to book

Clear next steps a buyer, or an AI agent booking for them, can take in a few clicks.

4. Ready for the work

AI workflows in delivery and operations give your team hours back, so new clients have room to land.

Services

How does Retrevia Advisory get you picked and ready for the work?

A team collaborating in a bright modern office, with two colleagues reviewing a chart on a whiteboard.

Authority to Revenue

We make your business easy for AI assistants and Google to find, describe accurately, and recommend. Choose a 30-day or a 90-day Program to get your business on track to be recommended by AI assistants. Built for coaches, speakers, consultants, accountants, and financial and wealth advisors.

Close-up of a laptop screen displaying a consulting firm's website homepage.

AI for ROI

When more buyers find you, your team needs room for them. With AI for ROI, we find where AI saves your team real hours across client delivery, marketing, sales, finances, and operations, then set up the workflows with you. You own everything we build.

Who it's for

Who is Retrevia Advisory for? Founder-led businesses from $1M to $5M.

Coaches and speakers

Executive and leadership coaches, and speakers, who want more clients and bookings coming from beyond referrals.

Consulting and advisory firms

Management, strategy, operations, and fractional consultancies where the founder still leads the work.

Accounting, financial advisory, and wealth firms

CPA, financial advisory, and wealth management firms that want more right-fit clients finding them first.

Results

What happens when search engines and AI assistants can find you?

+89%

Organic search sessions in one quarter for a publishing and media brand, after we made its website easier for search engines and AI assistants to read and understand.

+138%

Organic search sessions quarter over quarter for an advisory firm that adopted an answer-first content program, with its first ChatGPT referrals arriving within two months.

0 to 14

From near zero to 14 ranking keywords in 30 days for a media brand. That's 14 new ways its ideal buyers find it on Google without paying for the click, earned in month one.

The Signal

How founder-led businesses get picked by AI assistants and get ready for the work that follows.

Retrevia Advisory editorial cover for the post on whether niching down shrinks a professional services firm, showing the market size formula on one line: buyers who fit times share who buy each year times average engagement value equals annual addressable revenue.

Afraid Niching Down Will Shrink Your Firm? Run the Numbers First.

Most founders fear niching down will shrink the firm. A three-number formula shows whether your market is big enough.

Read the full article

Where do you stand with AI assistants, outside and in?

Somewhere right now, a buyer is asking ChatGPT, Perplexity, or Google AI who to hire. One conversation with us shows where AI assistants mention you, where they don't, and where they could give your team the hours to take on more. You leave knowing what to fix first.