The Revenue-Proof Search Program for independent advisers
See which page booked the discovery call.
Search and AI-answer work for independent RIAs. We fix your tracking first, then your pages. You get five numbers every Monday, and your CCO gets a one-page redline for every change.
One page. Three ranked leaks on your site, built only from your public pages. No call required, no logins, nothing submitted on your site.
Your SEO report can't tell you which rankings paid.
Most reports show a rankings chart and a keyword list. They skip the one question you care about: which page booked the discovery call?
Often the tracking can't answer it anyway. Form conversions fire twice, or never, and nobody checks. Meanwhile the same problems sit on the site for months. On sites we run ourselves, we keep finding these:
- Pages Google has never crawled, and a sitemap it stopped fetching weeks ago.
- Pages that are indexed but don't do what their title promises.
- Facts on live pages that are simply wrong, like outdated IRS figures.
- Sites that rank for nothing except their own name.
Then there's AI search. AI Overviews and ChatGPT answer the question before anyone clicks. If they cite another firm, that prospect may never see yours.
What's in your free Revenue Leak Snapshot
It's page 1 of our $1,500 Revenue Audit, sent free. Our team runs the checks below on your public pages, then sends you the three findings that matter most, ranked.
Every finding comes with a screenshot and the date we checked it. Finding 1 always includes exact steps your web person can follow without us.
It quotes only public pages, so it's easy to forward to your CCO. One snapshot per firm.
Form and call reporting: does your discovery call form seem to report to Google Analytics, and is your phone number tracked?
Mobile booking path: how many taps and seconds it takes to call you or book from a phone.
Index gaps: money pages missing from Google compared with your sitemap and menu.
Search snippets: titles on your top pages that show only your firm name or get cut off.
AI answers: which firms ChatGPT and AI Overviews name for questions in your market, with date and time noted.
One fact or claims flag for your compliance reviewer, such as an outdated contribution limit.
Location pages that differ only by town name, if you have more than one office.
What it doesn't cover: sizing each leak needs Search Console and Analytics access. That's what the paid audit does.
How it works: data first, opinions after.
Three steps. You can stop after any of them.
Step 1.
Free snapshot.
Our team sends a one-page breakdown of three leaks on your public site. No call required.
Step 2.
Revenue Audit and walkthrough.
You give read access. In 10 business days we verify tracking, indexing, facts and AI answers, then walk you through a ranked fix list and the break-even math in your own numbers on a 45-minute call. About 80 minutes of your time in total.
Step 3.
Weekly loop.
On a retainer, we ship one change a week, log it with before and after screenshots, and send five numbers every Monday: leads, booked calls, cost per booked call, response time and close rate.
Numbers from our own sites. Not client results.
We're a new practice and we don't have client case studies yet. So we show what we've done on sites our team owns and runs, with dates and Search Console windows.
We run the same process on our own sites before we run it on yours.
Our own sites
14.4
Average Google position, up from 20.5 in two weeks
Our own sites: a personal-finance site we run. 28-day Search Console windows, Sep 23 to Oct 6, 2026. Impressions held at 95,830 per 28 days. Not a client result.
Our own sites
14.7% CTR
Click-through rate on one calculator page at position 5.7
Our own sites: same personal-finance site. Our audit also found 51 of 73 calculator URLs with zero impressions and live pages misstating IRS Publication 502. Not a client result.
Our own sites
27 of 34
Pages Google had never crawled
Our own sites: a regional local-guide site we run. Google hadn't fetched the sitemap since Sep 23. Not a client result.
Our own sites
12 indexed pages
Up from 9 in about two weeks after a crawl fix
Our own sites: same regional local-guide site. We fixed the /towns/ hub from a 404 to a 200 and added internal links to hub pages. Not a client result.
Our own sites
0
Non-brand impressions when we started, with the brand query stuck around position 38
Our own sites: a supplement brand we run. We rewrote titles, fixed product panels and disclaimers, and removed junk pages from the index. Not a client result.
Start free. Pay only when the findings are real.
The free snapshot comes first. The audit is the first paid step. A retainer only makes sense if the Monday numbers back it up.
The full $1,500 audit fee is credited against your first retainer invoice if you sign within 14 days of the walkthrough. Our first 3 founding audit clients pay at the walkthrough, not upfront. The price is the same; the timing and the risk move to us.
We work with one firm per metro for the same searches, because running the same playbook for two competing advisers is a real conflict.
Revenue Leak Snapshot
Free.
One page, three ranked leaks, built from public pages. One per firm.
Revenue Audit
$1,500 one time.
Tracking check (GA4, GTM, forms and calls), crawl and index review, Search Console pull, fact and claims check on money pages, AI answer check on your top 10 questions, ranked 90-day fix list, 45-minute walkthrough, and your first Monday baseline.
Foundation
$2,500 setup + $1,500/mo, 3-month minimum.
Tracking, indexing, schema, title rewrites on existing pages, Monday 5-Number Report, compliance redlines. 1 location. No new pages.
Core
$3,500/mo, 6-month minimum.
Everything in Foundation, plus up to 2 fact-locked pages a month and monthly AI answer checks on 10 questions.
Growth
$6,000/mo, 6-month minimum.
Everything in Core, plus up to 3 locations, up to 5 pages a month, AI answer checks on 25 questions, and monthly mention cleanup.
Multi-Location
from $10,000/mo by quote, 6-month minimum.
Up to 10 locations, up to 10 pages a month, and priority review.
After any minimum, month to month.
The Receipts Guarantee: we guarantee the work we control.
We never promise rankings, new clients or revenue. Nobody honest can. Here is what we do put in writing.
Audit: if the $1,500 Revenue Audit doesn't find at least 3 specific, fixable issues affecting tracking, indexing or rankings, you get a full refund. Founding clients simply don't pay.
Tracking by day 30: every lead form and tracked call on your site fires a verified conversion tied to its landing page. If not, we work free until it does.
Indexing by day 60: every money page we agree on in writing (up to 10 on Foundation and Core) is indexed in Google Search Console. If not, your next month is free.
Conditions: access to Search Console, GA4, GTM and your site within 5 business days, drafts returned within 5 business days, and no site migration without telling us. Compliance review pauses the clock.
The guarantee covers our deliverables only. It is in our contract and is not a claim about your firm's performance.
Get your free Revenue Leak Snapshot
Tell us where to look. Our team checks your public pages only and sends one page with three ranked leaks. No call required.
We use your details only to build and send your snapshot. We look at public pages only: no logins, no test submissions on your site, no client data. Not legal or compliance advice. Reply "no" any time and we won't email again.
FAQ
Why does an audit cost $1,500 when the snapshot is free?
The snapshot uses public pages only. The audit goes inside: every form and call, every page Google has or hasn't indexed, which pages are losing clicks, and where AI answers cite you. If it doesn't find at least 3 specific, fixable issues, you get a full refund. If you start a retainer within 14 days, the full $1,500 is credited against your first invoice.
We tried SEO before and got nothing but charts. Why is this different?
We start with tracking, not rankings. By day 30, every lead form and tracked call reports which page sent it, or we work free until it does. After that, the Monday report shows booked calls, cost per booked call, response time and close rate, not impressions. If leads rise and booked calls don't, the report says so, even when the problem is intake rather than the website.
How do you handle compliance, the SEC Marketing Rule, or dental advertising rules?
New pages are drafted only from a facts sheet your CCO approves first, with sources and as-of dates. Your CCO gets a one-page redline per change, not a long draft. We flag testimonials, endorsements, ratings and performance content for review, and we never add or edit them. There are no per-client fees and no revenue share. For dental practices, we flag wording like "specialist" and pricing claims for the owner and counsel under state board, FTC and HIPAA rules. We report what we see; your reviewer decides. None of this is legal advice.
How much of my time does this take?
The snapshot takes about 4 minutes to read. The audit takes about 80 minutes over 2 weeks: 20 minutes to set up access with our exact steps, 15 minutes to confirm your facts sheet, and the 45-minute walkthrough. On a retainer you have three jobs: give access, approve drafts, and send redlines to compliance. You never write a page.
Will you guarantee rankings or new clients?
No. Rankings usually take 3 to 6 months to move, and we say that up front. We guarantee what we control: real findings in the audit, tracking by day 30, and agreed pages indexed by day 60. That's also why Core and Growth have a 6-month minimum.
Who actually does the work? Is AI writing my site?
Our team at MMS. Software does the heavy lifting, like crawling, comparing exports and first drafts. A person reviews every change before it ships. Nothing goes live on autopilot, and nothing goes live without your approval.
What happens after I get the snapshot?
Nothing, unless you want it to. Finding 1 comes with steps your web person can follow on their own. If you'd like to talk it through, we offer a 15-minute call. If the full audit makes sense, we'll tell you what it costs. If not, the snapshot is yours to keep.
Are the numbers on this page client results?
No. They come from our own sites, which our team owns and runs. We don't have client case studies yet, and we'd rather say so than dress it up.
See which page booked the discovery call.
Start with one page and three ranked leaks from your public site. No call, no logins, no cost. If the findings are worth acting on, the audit comes next.