A Step-by-Step Playbook for AI Search Optimization

By Chad Kaleky & Christian Velitchkov

Published by Twiz

<aside> 📖 This is the condensed playbook edition. Every chapter distills core strategies into actionable steps you can implement immediately. Throughout, we follow one real case study — Mares Mortgage — a mid-sized brokerage that ranks #1 on ChatGPT, Perplexity, and Claude for "Orange County mortgage broker" by executing the exact playbook in these pages.

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Schedule Your Free AI Ranking Session and Discover How to Get Recommended Online ($300 Value)

Three Pillars of Mares Mortgage's AI Ranking Success

1. 800+ five-star Google reviews built systematically over time
2. A podcast that became their content engine across all channels
3. Consistent brand story told everywhere — same message, every platform

If a mid-sized mortgage broker can beat national lenders on AI recommendations, so can you. Here is how.

📑 Table of Contents

1. Introduction: Why AI Recommendations Will Make or Break Your Brand
2. How AI Systems Choose Which Brands to Recommend
3. Identifying Easy-to-Rank Local Keywords
4. Optimizing Your Digital Properties for AI Discovery
5. Building Social Proof Through Reviews and Ratings