B2B SaaS & AI Search
Be the product AI puts on the shortlist.
Schmitdy runs AI search visibility for funded B2B SaaS and AI companies. We track the questions buyers ask before a demo, strengthen the product evidence behind the answers and measure whether the work leads to qualified booked demo starts.
For teams with a live product, a defined category and people who can confirm product claims. Scope and fee depend on the markets, languages and work agreed.

The buying problem
A buyer asks for a shortlist before your sales team knows the deal exists.
The answer may group your product into the wrong category, repeat an old limitation or cite a comparison that never considered you. A polished homepage cannot correct every source behind that answer. We map the question, the wording and the cited evidence, then give each useful correction an owner.
Strong SEO foundations still matter. Google says useful, reliable content, crawlable pages, internal links and structured data that matches visible text remain relevant for its AI features. It also says inclusion is not guaranteed. Google’s guidance for AI features and websites.
The working loop
Follow the buyer question from category research to a qualified demo.
We agree the buying stages, roles, markets, languages and engines before measurement begins. Category discovery, vendor comparison, security review and implementation research need different questions and evidence. Your plan specifies the tracked set across ChatGPT, Claude, Perplexity, Gemini and Google AI Overviews.

What we inspect
- Shortlist presenceDoes the sampled answer name your product, place it in the right category and describe the fit accurately?
- Evidence behind the answerWhich product pages, documentation, comparisons, communities and publications support the claims in the response?
- Commercial pathCan an interested buyer move from the cited page to the right product detail, proof and demo step without losing context?
How it becomes delivered work
- Sample and recordRun the agreed questions, retaining the engine, date, response and cited URLs. Missing runs remain visible.
- PrioritiseRank gaps by buying stage, product fit and likely commercial value, then agree the next work with your team.
- Prepare and approveSchmitdy drafts the page, technical fix or source contribution. Your product owner confirms factual claims before publication.
- Verify and compareRead back the published work and compare a complete period using the agreed method. Later movement is evidence to investigate, not proof of cause.

The four foundations
Product truth, buyer language and accountable delivery.
Buyer questions
A versioned set drawn from sales conversations, category research and the decisions made before and after a shortlist.
Product evidence
Confirmed facts about use cases, integrations, security, implementation and fit, linked to the pages that can support them.
Source graph
The comparisons, documentation, public discussions and editorial sources used in the answers we sample.
A working channel
Product, marketing and sales contacts work with us in Slack, Teams or WhatsApp. Claims and approvals stay visible.
Slack
Teams
WhatsApp
What we deliver
The evidence a considered software purchase needs.
The monthly plan follows observed gaps. AI agents support research and preparation; experienced operators review every claim, asset and public contribution before it ships.
Category and comparison pages
Explain the category, alternatives and tradeoffs in terms a buyer can check. We only create a comparison where there is a real decision to help with.
- Category pages that state who the product is for and the problem it solves
- Comparison structures grounded in confirmed capabilities and limitations
- Clear routes from research to a relevant product or demo step

Product, use case and integration evidence
Connect broad promises to concrete product facts. Your product owner confirms what is available, planned or out of scope before publication.
- Use case pages tied to a role, workflow and buying question
- Integration pages that distinguish native support, partner support and documented workarounds
- Consistent terminology across product pages, help content and public profiles

Documentation, security and implementation answers
Help technical evaluators find the facts needed to continue a review. We improve access and structure without exposing confidential material.
- Public documentation that answers setup and administration questions
- Security and procurement claims linked to approved public evidence
- Implementation explanations that separate typical process from agreed customer scope

Useful public expertise
We identify relevant public discussions and prepare contributions where your team has something specific to add. Affiliation and community rules are respected.
- Technical and operational answers based on real product expertise
- Community contributions that help with the question instead of forcing a pitch
- A record of drafts, approvals and verified public status

Editorial source work
We develop supported ideas for publications and category guides found through the source analysis. Editors decide what to publish.
- A ranked target list tied to sources in the sampled answers
- Pitches and expert articles built around useful category evidence
- Separate records for outreach, replies and verified publications

Who confirms the claims
Marketing owns the plan. Product and sales keep it honest.
Choose one working contact and named owners for product, security and commercial facts. We agree which changes can proceed routinely, which need review and what evidence supports each sensitive claim.
Your systems and accounts stay under your control. We use named access for agreed work. An unanswered approval remains visible rather than being treated as permission.

What is included
One managed channel with a defined monthly scope.
Baseline and priorities
- An agreed buyer question set, competitor set, engine coverage and starting measurement
- A map of cited sources, relevant owned pages and confirmed fact owners
- A first 30-day delivery plan with volumes, approvals and measurement written down
Ongoing delivery
- Approved new pages and focused rewrites within the agreed scope
- Technical retrieval, structured data and internal linking improvements where evidence supports them
- Public community and editorial work with outcome status recorded accurately
Team and reporting
- A working channel with the Schmitdy team
- Your Company Brain, a connected knowledge and reporting layer on infrastructure you own and keep
- Separate reporting for sampled visibility, citations, referred visits and qualified booked demo starts where data is connected
Measurement
The business metric is a qualified booked demo start.
We agree two measurable goals for each service month, with the baseline, sources, calculation and dates written down. On this route, the primary commercial measure is qualified booked demo starts attributable to the B2B SaaS AI search journey. Route engagement and movement into the audit are leading signals.
| Measure | What we record | How to read it |
|---|---|---|
| Shortlist visibility | Valid sampled answers naming the product, divided by all valid answers in the agreed question set. | Presence in this defined sample, not total category market share. |
| Website citations | Sampled answers linking to the company website, retaining the exact cited URL. | Whether owned pages appear as sources. A mention does not require a citation. |
| Route and audit progression | Privacy-safe engagement on this service route and transitions into the audit journey. | Early buying interest. It does not establish product fit or a sales opportunity. |
| Qualified booked demo starts | Booked demo starts meeting the agreed company and role criteria, with source evidence checked where systems are connected. | Commercial progress attributable to the route when the evidence supports it. Assisted or self-reported discovery stays separate. |
The baseline is established after release and before a result comparison. We do not record an unavailable baseline as zero. The written method fixes repeated runs, valid-answer counts, market and available personalisation controls. Missing data remains a limitation.
Who it is for
Built for funded B2B SaaS and AI teams ready to act.
A useful fit
- A live B2B software or AI product with a defined category and ideal customer
- A growth, marketing or category lead who can own priorities and approvals
- Product, security or technical contacts able to confirm public claims
- A sales process that can identify a qualified booked demo start
Choose the right starting point
If you need a first diagnosis, use the free AI Search audit. If your business needs a broader managed programme, review Managed AI Search. This specialist page covers ongoing delivery for a B2B software buying journey.

FAQ
Questions B2B SaaS teams ask before they hand it over.
How is this different from the free AI Search audit?
How is this different from Managed AI Search?
Do you need access to our product or customer data?
Can you write about integrations or security without product review?
How does the result-based fee work?
Can you guarantee a ChatGPT recommendation or a booked demo?
Will this replace our SEO, content or product marketing team?
What should we include in the audit request?
Platform guidance behind the technical work
Official guidance informs crawler access, useful content and referral measurement. It does not promise that an engine will include or recommend a product.
Works with your website stack
Keep the platform. Improve the buying evidence.
Squarespace
Vercel
Webflow
Shopify
HubSpot
We confirm what can be edited directly and what your team or existing provider needs to publish before delivery is agreed.
Start with the buyer question
Make your product easier to shortlist and easier to verify.
Bring your website, category and the questions that stall a deal. We’ll review the evidence and agree where the first 30-day cycle should begin.
