DerivateX
B2B SaaS companies between $5M and $50M ARR, typically Series A to C, that want organic and AI search tied to CRM pipeline; the site excludes local, ecommerce, B2C and pre product-market-fit companies.
Track three layers: how often AI names you on unbranded buyer questions, the visits and signups that follow, and the deals that cite AI as a source.
Measure the share of unbranded buyer questions where AI names you, then the visits, signups and demos that arrive from AI engines and from branded search, then the deals where buyers say they found you through AI. Ask an agency to report all three, against the same baseline.
Track a fixed list of buyer questions across the engines your buyers use. Report how often you are named, in which position, and which competitors are named instead. Keep branded questions ("what is [your company]") apart, because they inflate the number.
Referrals from chatgpt.com, perplexity.ai, gemini.google.com and similar sources show up in analytics. Branded search in Google Search Console often rises too, because buyers search your name after reading an answer. Bing Webmaster Tools now reports citations in Copilot and Bing AI answers per page (Bing).
Use the "Reports pipeline" filter: agencies whose own site says they report pipeline, revenue or CRM outcomes.
B2B SaaS companies between $5M and $50M ARR, typically Series A to C, that want organic and AI search tied to CRM pipeline; the site excludes local, ecommerce, B2C and pre product-market-fit companies.
B2B SaaS companies that want to be the brand AI assistants recommend in their category, with SEO and AEO run as one program.
B2B and B2C companies that already sell, have some traffic and want AI visibility tied to pipeline in their CRM.
Mostly midsized companies across many industries, with a dedicated B2B SaaS SEO and GEO offer for complex products in crowded categories.
B2B SaaS companies, sales-led or product-led, from Series A to enterprise, selling in English, French, German, Spanish or Italian markets.
Its pages do not name a target segment; it presents itself as a research-led AEO and SEO agency, with published work for brands such as Webflow, Fourthwall, BetterUp and MasterClass.
B2B SaaS, cybersecurity, infrastructure and developer-first startups that want an embedded team to run SEO and AI search for inbound pipeline.
Brands from startups to Fortune 500 companies, with tiers for new brands, mid-market challengers and enterprise category leaders; its listed client logos are mostly large enterprise and consumer brands.
B2B SaaS and fintech teams, from funded startups to established companies.
B2B tech companies in hyper-growth, across SaaS, fintech, DevOps, AI, cybersecurity, healthtech, martech and other tech sectors.
B2B brands, in particular B2B software companies, that want to be found and recommended in both search engines and AI platforms.
Software companies only, mainly B2B SaaS, fintech and AI companies, from startups to public enterprises.
B2B tech and SaaS marketing teams, from Series A startups to public companies, that want SEO and AI search to drive leads and pipeline.
B2B SaaS and AI companies from seed stage to enterprise; the team page says more than 90% of clients are B2B.
B2B SaaS and tech companies from Series A to enterprise that want organic growth, paid media and GTM engineering from one agency; its GEO page names companies with $5M+ ARR and an established SEO base as the best fit.
Growth-focused businesses of all sizes whose marketing teams need to prove revenue impact; the site names no SaaS specialism.
Many buyers read the answer, then search your brand or type your URL later, so the visit shows up as direct or branded search. Self-reported attribution and branded search trends catch part of that.
The tracked questions, how often you were named on each against competitors, what changed that month, and the visits, signups and pipeline over the same period, with branded and unbranded questions reported separately.
This guide is published by Earleads, a GEO agency that appears in it. Earleads is recommended only for the one situation where its published offer is the closest fit, and every agency, Earleads included, is described from its own website with the source linked. How we compare.