02 / TAKE ACTION

Who makes the shortlist?

When potential customers use AI for research, its answers can help shape their choice of vendors. Find out where your brand is missing and which information could explain it more clearly.

5-minute read Insights for B2B SaaS teams

PURCHASE DECISIONS

From a question to suitable vendors.

A possible B2B SaaS scenario: a team is looking for a solution to specific requirements and uses AI as one part of its research.

ILLUSTRATIVE PURCHASE QUESTION

“Which CRM suits a European SaaS team that needs HubSpot integration and clearly documented data hosting?”

The prompt combines an audience, an integration and decision criteria. It is an example, not an observed customer inquiry.

  1. 01

    Define requirements

    The question describes the task, market and important constraints.

  2. 02

    Assess vendors

    An answer can suggest products and explain their differences.

  3. 03

    Check the evidence

    The team checks documentation, vendor websites and independent sources.

  4. 04

    Determine suitability

    Demos, trials and direct conversations help establish whether the product is actually a good fit.

PRIORITIZE ACTIONS

One finding. One specific task.

Start with an important purchase decision and an information gap supported by evidence. The following cases are illustrative examples.

01

Integrations remain unclear.

Content & Product

Observation
The answer mentions competitors while barely explaining your own integration.
Next step
Add the workflow, requirements and limitations to the integration page. Link to the technical documentation.
02

The target audience is misidentified.

Marketing & Positioning

Observation
Your product is described as serving a different company size or an unsuitable use case.
Next step
Cross-check your product page, documentation and cited company profiles. Correct conflicting or outdated statements.
03

Your domain is missing as a source.

Content & Technology

Observation
Answers use external pages even though your website could provide relevant information.
Next step
Review the content actually cited, along with the accessibility and quality of evidence on your own page. A missing source alone does not prove a technical problem.

Prioritize by the relevance of the purchase question, strength of evidence and effort required. Your team reviews and implements the recommendations.

ASSESS PROGRESS

Verify implementation. Observe change.

A useful improvement process distinguishes completed work from its observed effects.

01 · Record your starting point
Save the questions, target market and specific finding. Focus on one relevant problem instead of making as many changes as possible at once.
02 · Validate the content
Check that the information gap has been addressed clearly and with reliable evidence. Record the change and its date.
03 · Measure again under comparable conditions
Use the same questions, markets and competitors wherever possible. Examine the answers behind changed values and account for changes to models or sources.
04 · Add business indicators
Examine relevant visits, inquiries and sales feedback separately. Higher visibility alone does not demonstrate increased demand or additional revenue.

CONTINUE AS A TEAM

From initial findings to progress you can track.

Insight provides a starting point. In Pro Scan, you can select specific questions and competitors and use findings to develop detailed content briefs.

Content and technology
Pro Scan adds AEO feedback for up to five content pages and technical SEO. Technical findings help distinguish specific obstacles from content tasks.
Marketing and leadership
After two completed Pro Scans of the same website, you can track its development in your account. Saved prompt sets, scheduled scans and separate website histories support comparable follow-up analyses.
Share results with your team
Share Pro Scan reports as PDF or editable PowerPoint files. Record owners, implemented changes and open questions for the next review.
How to compare the models

THE RIGHT STARTING POINT

Which questions matter to your business?

Use questions from actual sales conversations: which audience, use case, integrations and market your product needs to serve.