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Be the source AI assistants cite when your buyer asks

A meaningful share of B2B research now happens inside an assistant that summarises rather than lists. Different mechanics, same objective: be present, be credible, be the one recommended.

The problem

Your buyer asked an assistant for a shortlist and you were not on it

The question "what are the best tools for X" increasingly gets answered by a model producing three names and a sentence about each. If you are not one of the three, you never entered the evaluation. There is no impression to measure and no click to attribute.

What determines inclusion is not the same as what determines a blue link. It is whether the systems have a coherent, well-corroborated understanding of what your company is, and whether the sources they trust say good things about it.

That is buildable, and right now it is far less contested than classic search.

You probably recognise

  • You are absent from AI-generated shortlists in your category
  • Assistants describe your product inaccurately or with stale information
  • Competitors appear in AI Overviews for queries you rank first for
  • Referral traffic from assistant domains is rising and you have no strategy for it

What you get

Everything included in
ai search optimization for b2b

01

Prompt visibility tracking

A weekly panel of the prompts your buyers actually use, run across ChatGPT, Perplexity, Claude, and Google AI Overviews, with your citation and sentiment tracked over time.

02

Entity consolidation

Consistent, machine-readable facts about your company across your site, Wikidata, Crunchbase, review platforms, and industry directories. Models are consensus machines; contradictions cost you.

03

Citation-worthy content

Definitions, comparisons, benchmarks, and specific numbers structured so they can be lifted and attributed cleanly.

04

Third-party source strategy

Assistants lean heavily on review sites, listicles, and forum threads. We work the sources that actually get cited for your category rather than only your own domain.

05

Structured data implementation

Organization, Product, FAQ, and dataset markup that gives machine readers unambiguous facts.

06

Crawler access configuration

Deliberate decisions about which AI crawlers can access what, with the trade-offs made explicit rather than left to a default robots.txt.

How we run it

The sequence, start to finish

Same order every time, because the steps depend on each other. Skipping ahead is the most common reason these programs underperform.

  1. 01

    Baseline

    Run the buyer prompt panel and record where you appear, where competitors appear, and what is said about you.

  2. 02

    Audit the consensus

    What the open web says your product does, who it is for, and what it costs. Usually at least one significant inaccuracy is propagating.

  3. 03

    Fix the facts

    Consistent entity data everywhere it is published, starting with the sources that get cited most.

  4. 04

    Build citable assets

    Original numbers and clear definitions. Models cite specifics, not adjectives.

  5. 05

    Influence the intermediaries

    Review profiles, comparison sites, and community threads that feed the models.

  6. 06

    Track and iterate

    Weekly re-runs of the prompt panel. This moves faster than classic SEO in both directions.

A good fit if

  • Categories where buyers ask assistants for vendor shortlists
  • Companies already ranking well who are losing ground in AI answers
  • Teams that want a measurable early position in a channel that is still cheap

Probably not if

  • Companies with no traditional search foundation — build that first, most of it carries over

Questions

About ai search (geo)

01 Is this just SEO with a new name?
It overlaps considerably — authority, clarity, and third-party corroboration matter in both. The differences are real though: no ranking positions, heavy reliance on sources you do not control, sentiment as a variable, and a much faster feedback loop. It is an extension of an SEO program, not a replacement for one.
02 How do you measure something with no clicks?
Citation share across a fixed prompt panel, sentiment in the descriptions, position within the answer, and referral traffic from assistant domains. Plus a self-reported attribution question on your demo form, which in practice catches a lot of it.
03 Should we block AI crawlers?
For most B2B companies, no. Being absent from the training and retrieval data of the systems your buyers use is a visibility decision, not a protection one. If you have a specific IP concern we will scope it, but the default should be a deliberate yes rather than an accidental block.

Related reading

How we think about this

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