Measure Your CDI.
Close the Gaps.
Stay Discoverable.
AI is changing how buyers find — and choose — businesses. Your Caidance Discovery Index (CDI) is a 0–60 readiness score that measures whether your business is set up for the shift. Caidance gives you the score, the fixes, and the AI advisor to close the gap.
Measure Your CDI
Take a free, 5-minute industry-specific assessment. Answer questions about how AI agents and human buyers would actually encounter your business — discovery, clarity, trust, and conversion signals.
You'll get your Caidance Discovery Index (CDI) that places you in one of four readiness bands: Starter, Builder, Operator, or Leader. Plus your top 3 priority fixes — free.
Your CDI isn't arbitrary — it's composed of 60% fix-completion signals and 40% automated health checks, updated weekly as your business evolves.
0–60 readiness score across structural signals
Starter, Builder, Operator, or Leader
Tailored to your industry
Close the Gaps
Unlock all 10 fixes for your industry — tuned for AI-era discovery. Each fix targets a specific structural gap that's costing you visibility, with step-by-step checklists and real-world examples.
Each fix ships with a plain-English checklist and a tuned AI playbook — a specific recipe showing which AI tools to deploy, how to wire them up, and what to measure. 100 playbooks across 10 industries, with named vendors, pricing, and time-to-deploy.
Fixes are prioritized by impact on your CDI. The first 3 are free. The full toolkit is $79 one-time — less than one hour of consulting.
Plus, a persistent AI Fix Advisor is available on every fix page. It knows your industry, remembers past conversations, and gives concrete implementation guidance.
Stay Ahead as the Rules Change
AI agents and search engines keep changing how they read and recommend businesses. Caidance Monitoring runs weekly health checks (uptime, page speed, SSL, SEO basics, contact form reachability) so drift gets caught before your CDI drops.
Each week, your AI advisor analyzes your CDI, health signals, and fix progress to generate 3 specific recommendations. The advisor works in 3 modes — a pre-sales assistant before you buy, an implementation guide on every fix page, and a proactive performance advisor that remembers your business. A weekly email report keeps you accountable — no login required.
Uptime, SSL, speed, SEO, forms
3 specific actions each week
Watch progress week over week
Score, priorities, alerts in your inbox
Align Your Business Systems
Your CDI measures what buyers and AI agents see from the outside. But what about the systems behind the scenes? If your CRM doesn't talk to your ecommerce platform, or your accounting data contradicts your website pricing, the cracks eventually show.
The Alignment Review ($149 one-time) runs a 21-question assessment across your declared stack — CMS, CRM, ecommerce, accounting, warehouse, ERP — and produces an Alignment Score (0–60, same band structure as CDI) that measures how well your systems actually work together.
You get stack-specific findings (not generic advice — actual misalignments in your tools), a prioritized fix roadmap, and your Advisor chatbot gains full awareness of your systems so every recommendation accounts for your actual infrastructure.
AI is starting to help run small businesses, not just market them.
In May 2026, Anthropic shipped Claude for Small Business — an AI that connects directly to QuickBooks, HubSpot, PayPal, Canva, DocuSign, Google Workspace, and Microsoft 365 to handle payroll planning, month-end reconciliation, cash-position briefs, campaign asset generation, and audience segmentation. ChatGPT Apps and Microsoft Copilot are shipping similar workflows. The premise behind all of them: your business is connected enough, structured enough, and clean enough for AI tools to help with daily work.
Most SMBs are not ready. Step 4 — the Alignment Score — is the diagnostic that tells you how close you are.
Before AI tries to reconcile your books and finds your CRM and your accounting disagree about who the customer is. Before it drafts a campaign and your product catalog contradicts your invoices. The fix list comes before the agent.
What Your Alignment Report Actually Looks Like
The Alignment Review engine produces findings at four personalization layers — compound risks across multiple gaps, industry × stack tool interactions, size-calibrated impact ratings, and industry-aware compliance framing. Below are real outputs the engine generates for different SMB profiles.
SMB-killer trifecta
The configuration that ends most small businesses growth potential: no source of truth + single point of failure + no data owner. Each individual gap is serious; the combination caps your Alignment Score at the Starter band regardless of how much operational effort you put in.
For a manufacturer, QuickBooks Online struggles with bills of materials, work orders, multi-stage assembly, and per-job profitability tracking. QBO can handle simple resale or service businesses, but manufacturing requires features QBO never built — meaningful BOM costing, work-in-process inventory, and revenue recognition for long-cycle projects need Sage Intacct, NetSuite, or Fishbowl + QBO.
You are paying Salesforce prices at a revenue level where the cost is hard to justify. Under $1M revenue, HubSpot Pro covers 90% of the same ground at a fraction of the cost — and your customer-record consistency issues are more likely a setup/discipline problem than a tool problem.
For a HIPAA-regulated practice, customer-facing data errors can become PHI incidents. Patients seeing wrong appointment times, incorrect billing details, or stale provider information can trigger compliance complaints — and OCR investigations start with patient complaints. Every visible data error is a potential audit trigger.
Each finding includes time-to-deploy, named tools with pricing, 3-5 numbered setup steps, and a success metric. The engine combines 14 compound rules (3 stack-aware), 154 stack overlays, 97 calibrations across industry/size/industry×size dimensions, and drift monitoring — tuned to your declared context.
Take the Alignment Assessment →
Compliance posture built in, not bolted on.
Every industry has different AI-era compliance stakes. Caidance's playbooks are calibrated to the regulatory posture your buyers, customers, and auditors expect.
Each frame is threaded through that industry's 10 playbooks and fix library — not a marketing promise, an architectural decision.
Simple Pricing
What's Your CDI?
The assessment is free and takes less than 5 minutes. Start there.
Measure My CDI →