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SaaS · Case study

B2B SaaS becomes the default AI recommendation in its category

A Series B SaaS platform ranked well on Google but was never mentioned by ChatGPT or Perplexity. A GEO + content program changed that.

Illustrative sample data — not a real client engagement.

CASE RESULTS · SAMPLESaaS
Live
+44%

AI Visibility Score

Brand Mentions+3.1x
AI-sourced Si…+58%
[ Headline results ]
+44%AI Visibility Score
+3.1xBrand Mentions
+58%AI-sourced Signups
The challenge

Where they started

Buyers increasingly shortlisted tools by asking AI assistants. The company was absent from those answers while two competitors were named by default.

  • No brand mentions in ChatGPT / Perplexity for 20 category prompts
  • Ambiguous entity — confused with a similarly named product
  • Few third-party citations in trusted publications
  • Comparison and definition content missing or thin
  • GPTBot and PerplexityBot partially blocked at the CDN
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SIGNALS · SAMPLEWhat we look for
Live
1
No brand mentions in ChatGPT / Perplexi…Found in the audit
HIGH
2
Ambiguous entity — confused with a simi…Found in the audit
MED
3
Few third-party citations in trusted pu…Found in the audit
HIGH
4
Comparison and definition content missi…Found in the audit
MED
The strategy

The plan

Fix entity clarity and AI crawler access, build a comparison + concept content cluster engineered for extraction, and run quarterly data-study PR to earn the third-party citations AI engines rely on.

  • Technical
  • Entity
  • Content
  • PR
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DELIVERY PIPELINE · SAMPLESaaS program
Live
✓TechnicalDONE
✓EntityDONE
✓ContentDONE
↻PRRUNNING
Progress64%
Execution

What we actually did.

01
Technical

Unblocked AI crawlers, added Organization + SoftwareApplication schema, published llms.txt.

02
Entity

Knowledge-graph alignment, consistent naming and boilerplate across the web.

03
Content

18-page cluster: category concepts, 'vs' pages, and buyer-question FAQs structured for citation.

04
PR

Two data studies; 24 placements including three tier-1 trade outlets.

Results

What changed.

+44%AI Visibility Score — sample prompt panel, 4 engines
+3.1xBrand Mentions — monitored mentions across web + AI
+37%AI Overview Citations — tracked query set
+58%AI-sourced Signups — self-reported + referrer analysis
+96%Non-brand Organic — cluster pages
+2.4xPipeline Influenced — content + AI touch, illustrative
Timeline

How it unfolded.

Month 1Crawler + entity fixes, baseline AI measurement
Month 2–3Content cluster published, first data study
Month 4–6PR coverage lands, mentions climb
Month 6+Named by default in ChatGPT + Perplexity for core prompts

“We went from invisible to being one of the three tools the AI engines name without prompting. It's now a measurable pipeline source.”

— VP Marketing, B2B SaaS platform (client name withheld)
Services in this program

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