Optimist
B2B tech and SaaS marketing teams, from Series A startups to public companies, that want SEO and AI search to drive leads and pipeline.
- Who it serves
- B2B tech and SaaS marketing teams, from Series A startups to public companies, that want SEO and AI search to drive leads and pipeline.
- Focus
- SaaS specialist
- Based in
- not public
- Founded
- 2016
- Team
- not public
- Minimum engagement
- Consulting retainer is month-to-month; no minimum term stated for other engagements.
- Pricing
- GEO consulting retainer starts at $3,000/month, month-to-month; standalone audit and roadmap projects are offered without published prices.
- Engines named
- ChatGPT, Perplexity, Gemini, Google AI Overviews, Claude
IHow they approach AI search
Optimist runs GEO alongside SEO rather than as a replacement, using its own CORE Framework, which scores a brand's AI visibility across 21 factors grouped in seven layers (technical foundations, content coverage and construction, message fidelity, retrieval signals, authority, proof). The audit feeds a 6 to 12 month roadmap covering content and technical fixes, entity and knowledge-graph work, digital PR and original data, and the firm also offers GEO on its own for companies with a strong existing SEO program.
Services they list
SEO and organic search, AI search (AEO / GEO), GEO audit and analysis (CORE audit), GEO strategy and roadmap, GEO consulting retainer, Organic pipeline generation, Measurement and analytics.
How they report results
Custom dashboards and monthly executive reports tracking brand recommendation rate, citation rate, share of voice against competitors, LLM-sourced traffic, leads and pipeline; the consulting retainer adds weekly AI visibility tracking.
SaaS fit
The site describes Optimist as an SEO and AI search consulting firm for B2B tech and SaaS companies, and its named clients (Glide, Stampli, Kubera) are software companies.
Where they are strong
- Lowest published entry point in this group: GEO consulting from $3,000/month, month-to-month.
- Documented audit framework (CORE, 21 factors in seven layers) used, by its own count, with nearly 200 B2B clients.
- Long track record with B2B SaaS: founded in 2016, with multi-year client relationships such as Stampli.
What to know first
- Its AI search case studies (B2B tech, retail tech, fintech) are anonymized, so the named case studies mainly show SEO and content results.
- The team page describes a freelance network model rather than a stated in-house headcount.
IIPublished results
- Glide: 14x increase in weekly leads and product signups from content and a 1,200% increase in organic blog traffic over an engagement of about 12 months (the home page lists the traffic figure as +1,270%). Read it on their site
- Stampli: 5x increase in monthly inbound pipeline and a 20x (2,000%) increase in organic traffic value, over a seven-year relationship from Series B to Series D. Read it on their site
- Large B2B technology company (anonymized by Optimist): 4,900% increase in revenue from LLM referral traffic and 2,622% growth in LLM referral traffic over 14 months. Read it on their site
IIISources
Checked 2026-11-12 on the agency's own pages:
- https://www.yesoptimist.com (positioning, services, named clients, case study index)
- https://www.yesoptimist.com/geo-services (GEO approach, CORE Framework, engines, reporting, pricing, month-to-month terms)
- https://www.yesoptimist.com/work-with-us/ (engagement types, target customer; no fees listed beyond retainer start)
- https://www.yesoptimist.com/about/ (founding year, founder, target customer; HQ and headcount not stated)
- https://www.yesoptimist.com/our-team (team listing and freelance network description)
- https://www.yesoptimist.com/aeo-geo-case-studies (AEO case study index)
- https://www.yesoptimist.com/case-study-glide/ (Glide case study)
- https://www.yesoptimist.com/case-study-stampli/ (Stampli case study)
- https://www.yesoptimist.com/case-study-aeo-chatgpt-referral-revenue/ (anonymized B2B tech AEO case study)