B2B SaaS GEO agency
How we get AI to recommend your B2B software when buyers ask ChatGPT, Claude, Gemini and AI Overviews
Your buyers don’t type “best project management software” anymore. They describe their pain points, budget, and questions, and LLMs recommend solutions personalized to that specific user.
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Our AI search strategy
How GEO is different than SEO: personalization
AI answers are personalized to each buyer’s conversation. Winning brand recommendations requires producing content that matches each customer type, use case and pain point.
The shift
Buyers don’t search with keywords
Prompts are long and shaped by everything the buyer has already told AI, so there’s no search volume to target. We write content around the high-intent pain points, questions and use cases for your product, so you get recommended when your customers search for solutions in LLMs.
Segments we work with
Some of the B2B companies we’ve worked with
Marketing software
- Brandfolder
- Clearscope
- Pollfish
- Snigel
- Insider
- Glasshouse
- eWebinar
Analytics software
- CrazyEgg
- UXCam
- WhatConverts
- Leadfeeder
- Smartlook
Customer service software
- Helpspot
- LevelAI
Vertical specific platforms
- ServiceTitan
- Meevo
- Bokun
- Federato
- ToroTMS
- Theia Markerless
IT and security software
- Resilio
- Rainforest
- LastPass
- Risotto
- Armor
Project management software
- Wrike
- Workamajig
- InnovationCast
HR and team software
- BuddyPunch
- Timetastic
- Terryberry
- Geekbot
Finance and accounting software
- Procuredesk
- Zeni
- FastSpring
Proof · Case study
A tour and activity booking software company: highly visible in AI answers for 77% of its buying topics, and 599 free trials from AI search
AI sessions per month
7,234
Aug 2026, up from near zero in mid-2024
Free trials from AI search
599
directly attributable, 0 to 60 a month
AI visibility is compounding
% of 210 topic × engine pairs, Nov 2025 – Sep 2026
Now recommended in roughly two thirds of tracked buying prompts.
- High visibility (≥50%) Brand mentions for over 50% of prompts in a topic area.
- Some visibility (>0%) Brand mentions for less than 50% of prompts in a topic area.
Source: Traqer, US, all models. Tracking began Nov 2025.
AI sessions, monthly
All AI referral sources, Jul 2024 – Aug 2026
ChatGPT began surfacing inline brand links on 7 May 2026, which drove the inflection.
Source: GA4, all AI referral sources.
Free trials from AI search
Monthly, Jun 2024 – Aug 2026
599 trials are directly attributable to AI search.
Source: GA4 free_trial_submitted, segmented by first user source.
Case study · Toro TMS
Toro TMS: inbound grew from 5% to over 25% of revenue in 18 months, and AI now mentions them across 75% of tracked topics
5% → 25%+
of revenue from inbound
0 → ~10
inbound demos a month (peak 17)
+362%
booked revenue, Q1 2025 to Q1 2026
Topics with AI visibility across all engines
Number of tracked topics, Nov 2025 – Sep 2026
- High visibility (≥50%) Brand mentions for over 50% of prompts in a topic area.
- Some visibility (>0%) Brand mentions for less than 50% of prompts in a topic area.
Source: Traqer, all engines.
“When we started in early 2025, roughly 5% of Toro’s revenue came from branded inbound. Eighteen months later, that number is over 25%. Opportunity volume is up 350%. Booked revenue is up 362%.”
Katie Baldwin
Head of Marketing, Toro TMS
“It’s insanely difficult to find an agency that can deliver what they promise, but Grow & Convert does just that.”
Lauren Locke-Paddon
VP Customer Success, Vocal Video
“We trust them, which is extremely valuable in an agency partner.”
How the engagement works
How a B2B SaaS engagement works
Research and foundation
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Customer research
We interview your sales and product teams to map exactly who your best customers are and what problems they face.
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Topic ideation
We identify the pain points your best customers search for and the specific scenarios where you’re the perfect fit.
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Content production
We begin creating content that addresses those exact scenarios, so both Google and LLMs find you.
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Analytics setup
We build always-on reports on your rankings and traffic, and set up conversion reporting in GA4, Looker, HubSpot or whatever BI tool you use.
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Technical SEO
We do a technical audit and make sure your site is free of technical errors and well structured for both LLMs and Google.
Scale and measure
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Content production
Consistent creation of scenario-specific content that addresses buyer problems and situations.
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Link building
We build authority for your scenario-focused content so it ranks and gets cited.
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Citation outreach
We amplify your positioning across the third-party sources LLMs already trust in your category.
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Measurement
We track where you appear in Google, where LLMs recommend you, and which scenarios drive qualified leads.
Fit / not a fit
Who we work best with
We’re a fit when
- You have proven product/market fit.
- You have another sales or marketing channel already driving leads for the business.
- Your sales and product teams can give us time for interviews.
- You understand that AEO/GEO takes time before recommendations and leads come from the channel.
We’re not a fit when
- Your business is pre-launch.
- You don’t have any other marketing or sales efforts supporting the business.
- You’re pivoting product, target customer or positioning.
FAQ
Questions we get from SaaS marketers
How long until a B2B SaaS brand gets mentioned in ChatGPT (or other LLMs)?
We can start seeing brand recommendations within the first few months, but 3 to 6 months is typical for most clients. It depends on how much marketing you’ve already done.
Which AI engines matter most for B2B SaaS buyers?
From what we see, Google AI Overviews, ChatGPT and Claude are the top 3 for B2B SaaS. However, we track mentions across Perplexity, Gemini and AI Mode as well.
Do G2 and Capterra matter for AI search?
They can, especially for SaaS businesses, but how much depends on your category. Before we get started, we’ll analyze how much those platforms influence the citations for the topics you care about.
Do we need GEO and SEO, or just one?
Both. When buyers ask for software recommendations, LLMs search the web to build their answer. Our strategies will help you both rank in Google and show up across the most important LLMs.
How do you measure results?
For AI visibility, we use our own AI visibility tool called Traqer.ai. It tells you how often you’re mentioned across topics and all of the LLMs that matter. For leads, we use HubSpot, Looker, GA4, self-reported attribution and custom reports in various BI tools.
Can a smaller SaaS company compete with the big incumbents?
Yes, we’ve proven this out many times. For example, Toro TMS was a new company when we started working with them, and AI now recommends them for 75% of the topics they care about.
Work with us
Let’s talk
Starting at $10,000 per month.
