Most companies find this out by accident. A prospect mentions on a sales call that they asked Claude for vendor options, names the two companies it gave them, and yours is not one of them. Here is what usually happens.
Claude recommends your competitors and skips you. Same category, same price band, sometimes a weaker product. Claude found their page, judged it easier to trust and quote, and used it.
You rank on page one of Google and Claude still ignores you. Claude doesn't read Google's index. It pulls live results through Brave Search, then decides for itself which pages are worth quoting. Strong Google rankings help, but they do not carry over on their own.
You have no visibility into how Claude evaluates you. Claude has no Search Console: no impressions, no clicks, no ranking report. The traffic exists and converts unusually well, but it lands in your analytics as direct or referral noise unless someone is measuring it on purpose.
The categories that are still open are closing. Most people asking Claude are technical and enterprise buyers, which is where software budgets sit. Once a competitor becomes the default answer in your category, each new citation makes it harder to catch up.
You cannot show your CFO anything. You have nothing to compare against, so you cannot prove your work changes anything.
Most of our clients recognized two or three of these before they came to us.