Strategy resource
The Shortlist Test Pack
See whether AI tools recommend your business—and what shapes the answer.
About this resource
Practical material for leadership teams
Buyers now build vendor shortlists inside AI tools before they contact anyone. This pack gives you everything needed to find out whether your business is being recommended, ignored or described wrongly, and what to do about each result. Includes a prompt-design worksheet, a twelve-prompt recording sheet, the four-box scoring grid, a citation source tracker and a ninety-day action plan. Built for UK founders, CEOs and commercial directors to run in-house in two days, with no tools and no budget.
What this resource covers
- Whether AI tools recommend, ignore or misdescribe the business
- A repeatable prompt and recording method
- Citation sources and a 90-day improvement plan
Who it is for
Founders, executives and boards working on strategy priorities.
Use the document as working material for an individual review or a structured leadership conversation. It is provided without registration and can be revisited whenever the underlying decision or operating context changes.
For further analysis and practical guidance, browse our latest Insights.
Related advisory support