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How to Claim Your Business on ChatGPT: Step-by-Step Setup

Walkthrough + full transcript

I recorded the process of claiming Sequoia GEO in ChatGPT, from finding the business to submitting verification and exploring Business Hub. This walkthrough shows what I encountered, including what was still pending when the recording ended.

Watch the walkthrough on YouTube

Before you start

Use an account authorized to represent your business. Have access to the business phone number or your website's DNS settings, depending on the claim method offered. My flow also requested identity and business verification. Have the necessary information available, and enter it only through the official verification flow.

Start from ChatGPT Business Hub or OpenAI's official Businesses in ChatGPT announcement. The November 10 announcement describes the beta and eligibility. The interface and available features may change.

The setup steps I followed

  1. Find the business. Search for the company name and confirm that the business shown is the one you are authorized to manage.
  2. Start the claim. Select the claim option and continue with the account you want to use to manage the profile.
  3. Verify the claim using an offered method. My screen offered a code by text or phone call, or website DNS verification. I used the phone route. Use the options actually presented for your business.
  4. Complete the additional verification request. After the claim was accepted, Business Hub asked for verification before editing business information or publishing an agent. I continued on my phone for the identity step and submitted the requested business details.
  5. Check the status. Submission is not the same as approval. The verification status was still pending when I finished, so I could not demonstrate the remaining profile-editing and product-upload steps.
  6. Review the dashboard. I explored the overview and available cards to understand what could be managed once the required verification and feature access were in place.

What the dashboard showed

The recording shows labels for mentions, profile views, website clicks, discovery topics, website access, and agent insights. These are different measures. A mention or profile view is not a lead or a booked job.

The products area required completed verification. Agent Builder displayed an availability message rather than an active builder. The advertising and ChatGPT Business upgrade cards led to separate flows, which I did not complete in this tutorial.

What to keep in perspective

  • Business Hub and the ChatGPT Business subscription are different. The workspace upgrade card did not represent another step I completed to claim the company.
  • Agent availability is narrower than profile claiming. OpenAI's announcement initially limits Business Agents to eligible ecommerce and online service businesses in the United States. Do not assume every HVAC, plumbing, or roofing company can launch one immediately.
  • Insights are aggregated. OpenAI says they are subject to activity thresholds and do not reveal users' conversations or agent chats. Discovery topics are not a complete list of every customer prompt.
  • The connection interruption was local. The server-address errors in my recording were followed by a confirmed internet outage. They are not evidence that the claim process itself was unavailable.
  • The advertising credit was an account-screen observation. The amount mentioned in the recording is not a promise that every viewer will receive the same offer.

For a contractor, this is an opportunity to review the information associated with the business. Keep service details, business information, project evidence, and customer experience accurate across your existing channels. A claimed profile alone does not establish that ChatGPT will recommend the company.

Related reading: ChatGPT recognition versus recommendations, and how contractors can interpret AI search reports.

Full walkthrough transcript

This is the supplied transcript, with editing markers removed, paragraph spacing cleaned up, and Sequoia GEO's name and website spelling corrected. Spoken observations and predictions reflect the recording, not a promise of current feature access. The notes above clarify rollout limits and verification status.

Download the transcript as text

Hey, Aaron Husak with Sequoia GEO here, coming to you to talk about OpenAI's new business in ChatGPT or your business hub in ChatGPT. , This gives you a lot of the features and benefits of Google Business Profile, but within ChatGPT, which is at this point the most popular AI engine available. So what you can do is go...

You know, I just pulled up a quick summary of key features in Google, such as talking about the business hub, where it's kinda like your dashboard for your business in ChatGPT. Uh, you can do product feeds. You'll get analytics and insights. You'll also have business agents, which I think is gonna be huge going into, twenty twenty-seven, and so we'll learn more about that.

You can get access to the hub by going to this link here, and I'm gonna share that tab for you. Um, running into the same problem that I had earlier, uh, video. I, I thought maybe it was our connection. Not sure what's going on here, but it's saying that OpenAI server IP address could not be found. So I've got it open in this other tab.

Um, and here you can go in and type in your, your business name. So we're gonna do this for Sequoia GEO, my company, and I've got it located here. So I'm gonna start to pull this up, , it gives me the option to claim Sequoia GEO in ChatGPT. So you'll need to verify that you're authorized to represent Sequoia GEO.

So if this is your business or if you're an agent acting for another business, , you can go ahead and get started with this process. So, , claim Sequoia GEO in ChatGPT. You can manage your profile with your current account. , So you can go ahead and continue here. Now, I have not gone through this process before.

I've seen some other people do this. so how to verify your claim. We do a code by via text or phone call, so I'm gonna try that process 'cause that's probably a little bit easier for most people as opposed to going through a DNS for your website. I can get a code at that phone number, which is the one listed on the website.

So I'm just waiting for that to come through right now. There it is.

Okay. And claim received. Okay, so they're gonna review my business information. So I'm curious to see if we're gonna be able to see this in real-time go through. Okay, nice. That was quick. You claimed Sequoia GEO. Start chatting with customers, manage your business, get five hundred dollars in advertising credit.

I did read that you can advertise your business profile similar to how you could do ChatGPT ads, but it looks like this is gonna be a little bit different. Let's just go ahead and review our business agent. And again, I have not gone through this before, so Agent Builder isn't available yet. Gradually rolling this out.

Okay, let's take a look at the overview. Okay. One of the things that you have to do are keep your business secure. You have to do this before editing your business info or publishing your business agent. So you click Verify, and this is gonna go through a verification process here, and I believe it's gonna take it offline to my phone because there's things like your government ID that you share, with persona.com.

Sorry, the IP address could not be found. So something is going on here that's not allowing us to get to that authorization, and also it doesn't look like it's giving me the option to close that out. So I'm gonna click back, see what happens here. Okay, Agent Builder. We know that's not available yet. Wait for this to reload.

we're back in the overview. It's got brand insights, so mentions. So this is the number of times your business appeared in ChatGPT responses, profile views, people who opened your business profile in ChatGPT, website clicks. So, you know, that's pretty straightforward. You've got seven days and twenty-eight days up here.

This would be how many times you were mentioned. Uh, website access. We couldn't check your website status access. Well, let's try that again. Okay, so we have a check requested. Let's see when that comes through, and five discovery topics. So you're gonna be able to learn a lot more about how users are finding your business in ChatGPT, and this has been a challenge up to this point.

You've been reliant on third-party tools to try and understand and, Figure out which queries you're showing up in. Um, there's also agent insights I'm noticing here, which once we get the agent loaded, I would expect to see this here. Uh, get started with-- Get ready for chat with customers, reach more people, upgrade to ChatGPT business plan.

That's interesting. Create workspace agents, and manage billing in one secure workspace. Okay. So those are all gonna be pretty cool features. Um, so let's go back, and if I try to edit my business info, it's gonna ask me to do verification. Let's try that again

And see if we can get through this. I'm, I'm wondering if because we're doing this recording, it's not something is, uh, conflicting here. I'm gonna give this a shot offline, and then I will pick back up where we're at right now to see if this will go through. But as you saw, you could use your phone number or your DNS, and if that comes through to your cell phone, your phone number does, then it's pretty straightforward.

So I'm gonna pause this, and then we're gonna come back to this shortly.

And we're back. Okay, so it ended up being my internet went down. That was always fun. So the internet came back. I was able to get the ID verification started, switched over to using my phone to take the picture of my ID, so ChatGPT has that now, like they didn't before. Once that was completed, it asked some more information about my business because it is an entity.

So I had to put in the EIN number, address, and verify the business name. And then once I completed that, came back to the computer, and I've got verify your business here on screen. And so we're gonna check status and see if that's ready to go or not Uh, looks like maybe not

All right. So we're gonna go back to business. And we'll-- that's, that's pretty much it. So we're done. I'm gonna refresh this to see if anything has changed, but that was pretty much it. Oh, uh, okay. Verify is still there. Check status

Maybe? No. Okay, so this might be the only thing that we are needing to wait on, but otherwise, the setup was pretty straightforward. Um, I think the only thing that could get you hung up is depending on the phone number that's listed on your website or that ChatGPT has listed for your business, uh, depending on the phone call or, uh, text, or if you wanna use the DNS, you can do that instead.

The, um, only other hang-up, as you guys saw, is just getting the ID verification done, um, which I would recommend, you know. I've had trouble doing it through my webcam in the past, so doing it through your phone was much easier. It just sent a link over to my email. You guys have probably done that for other services in the past, so not a big deal there.

Uh, I am interested in these Get Started, uh, cards. So let's take a look at this. So that one takes us to Agent Builder, which is not available. Um, Reach More People. This is taking us to another window. So Share, uh, screen instead. So this is part of Ads Manager. Um, and so this is actually... We're gonna have to do another video on Ads Manager because this is completely separate from, um, what we had in mind with the, uh, kind of ChatGPT business profile, if you will.

Uh, so let's go back here and then upgrading to business plan. Let's see what that does. That's another new window as well. This is a team sign-up and pricing. So, okay, so this is, um, dot, let's see, your workspace. So this looks like just a different... Yeah, this is the business plan as opposed to your personal plan.

Um, okay, so we're gonna go back here. And then there's this other tab here for products. So complete verification, upload your products. But once your verification is completed, you'll be able to go into here and then add products, um, and kind of explain what you can offer to ChatGPT. Uh, so it'll be interesting to see how intuitive this is.

I saw from one of the videos that, uh, they had. Now that my internet's working properly, we can go, we can check that video out real quick before we wrap this one up. So, um, originally when we started at Google, there was a link to check out OpenAI business in ChatGPT, um, as you see here, November tenth, twenty twenty-six.

And so this is that video. So let's, let's just check this out real quick and kind of explain what it does.

All right, so we've got Colorful Clatter is their business that they're talking about, managing your business, keeping it up to date. So you got your hours, your phone number. There's that product data file that we couldn't upload yet, and they've got their list of products and images as well as pricing about their products.

And so they go through this kind of, uh, scenario where someone is messaging your business' agent asking what would be appropriate. They've got the data on your business, which I'm really looking forward to because this is something that we didn't have before in ChatGPT. Um, but yeah, that's kind of a forty-nine second they've got overview of what, um, Businesses ChatGPT is.

And yeah, you can go through and check this out. So to get started, you know, like I just simply Googled, um, ChatGPT business profile. You can-- This was easy for me to go in and find this. There's other videos about what you can do, but as you saw, getting registered was pretty simple and straightforward. And so if you have any questions about this or anything else AI related for your business, um, specifically I help marketing businesses and home service businesses, uh, feel free to reach out anytime sequoiageo.com, or you can give me a call at five five nine two four three six four six four.

That goes directly to my cell phone. Text message also works really well. Again, this has been Aaron with Sequoia GEO, and I appreciate you watching the video. Uh, subscribe to my YouTube channel for more updates about ChatGPT for business and everything else related to marketing for home services. Have a great day.

AH
Aaron HusakFounder, Sequoia GEO

13 years building Balanced Comfort Heating & Air from startup to 130+ employees. 4x Inc 5000 (2021 to 2024). Former California contractor qualifier: B, C-2, C-20, C-36. Now working directly with local and home service businesses as a growth operator and marketing lead.

About Aaron

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