It starts with what your site currently says about you.
Most AI visibility work begins by checking whether your service pages actually answer the questions your buyers ask, clearly and specifically, rather than in the vague language a lot of company websites default to.
Technical crawlability matters more than special markup.
Search engines have been explicit that AI features don't require special tags. What matters is that your important content is readable text, properly linked, and not blocked from crawling. Fixing this is unglamorous and it's most of the actual work.
Consistency across the web is part of the job.
Your business name, services, and locations should read the same on your site, your directory listings, and your social profiles. Inconsistency is one of the more common reasons a business isn't represented correctly in an AI-generated answer.
Measurement has to be honest about its limits.
Nobody can guarantee a citation in an AI answer, because no agency controls the model. A legitimate engagement defines a repeatable way to check visibility over time and pairs it with real search performance and enquiry data, not a single screenshot claimed as proof.
What you should actually walk away with.
Clearer service pages, fixed technical issues, consistent business information, and a measurement method you can run again next quarter. That's a real deliverable. A guaranteed ranking in an AI answer is not one anybody can honestly sell you.
Bring your workflow, your constraints, and the outcome you want to achieve.