For B2B SaaS
Your next buyer asked an AI tool for a shortlist before they found your pricing page.
Software buyers now open with a question like which tools fit a team our size, then ask for alternatives to the one they already use. Found in AI tracks those questions every month and shows where your product is named, where it is left off, and the comparison content that would change it.
5 AI toolsUp to 300 tracked questionsWorks on the site you already have
What are the best customer onboarding tools for a mid-size SaaS company?
For a mid-size team, Competitor A is often chosen for in-app checklists, while Competitor B suits teams that want onboarding tied to their CRM.
How buyers decide
Your customers are asking AI first. Here is what they ask.
At a glance, from the sample
- 4 of 8
- tracked questions name you
- 5
- AI tools asked each question
- 3
- gaps, each with a page to publish
A B2B purchase used to start with a search and a stack of vendor tabs. Now a manager types a whole requirement into an assistant, team size, budget band, the systems it has to connect to, and gets back three or four names with a sentence on each. Those names become the shortlist, and the vendors left out rarely hear about the deal at all.
The second question is almost always comparative. Buyers ask for alternatives to the tool they are leaving, or how two named products differ for their use case. AI answers to those questions lean on comparison pages, integration directories, review site category pages and documentation that states plainly what the product does and does not do. Marketing pages full of adjectives give them little to quote.
Category language matters more than most teams expect. If your site calls the product a growth platform while buyers and review sites call the category customer onboarding software, assistants struggle to connect the two. Pages that use the buyer's own category name, and state the segment you serve, are far easier to place in a shortlist answer.
Questions we would track
Eight questions from your customers, and who gets named.
Real questions a shopper types into an AI tool. Each card shows who the sample answer named.
- Names youBest customer onboarding tools for a mid-size SaaS company
- Names youOnboarding software that integrates with our CRM
- Names youHow do the top onboarding tools compare on pricing model?
- Names youWhich onboarding tool is easiest for a non-technical team?
- Competitors onlyAlternatives to the onboarding tool we use now
- Competitors onlyWhich onboarding platforms are SOC 2 compliant?
- Competitors onlyProduct tour tools that do not slow the app down
- Competitors onlyOnboarding software for a product-led growth motion
Every example on this site is a sample with fictional businesses. It shows what a report looks like, not a result anyone was promised.
Sample report
What your monthly report looks like.
Five tracked questions, asked of the five AI tools. Each cell records whether the answer named you, linked you, or named only competitors.
| Question | ChatGPT | Claude | Perplexity | Gemini | Google AI Overviews |
|---|---|---|---|---|---|
| Best onboarding tools, mid-size team | Competitor named, you were not | Competitor named, you were not | Named | Competitor named, you were not | Named |
| Alternatives to our current tool | No business named | Competitor named, you were not | Competitor named, you were not | No business named | Competitor named, you were not |
| Integrates with our CRM | Named | Named and linked | Named | Competitor named, you were not | Competitor named, you were not |
| SOC 2 compliant onboarding platforms | Competitor named, you were not | No business named | Competitor named, you were not | Competitor named, you were not | No business named |
| Easiest for non-technical teams | Named | Competitor named, you were not | Named and linked | Named | Competitor named, you were not |
AI Visibility ScoreSample data
MayJunJulAugSepOct
+4 since your last scan
What AI tools can use
Content that answers the questions in your trade.
We cannot decide what an AI tool says. What you can control is whether your website answers your customers' questions clearly. These are the kinds of pages that do.
- 01
Honest comparison pages
Publish a page for each competitor buyers weigh you against, with a fair table and the cases where the other product is the better pick. Assistants quote balanced comparisons far more readily than one-sided ones.
- 02
Integration pages, one per system
A separate page for each integration, saying what syncs, in which direction and how often, answers the questions that narrow a shortlist. A logo wall answers none of them.
- 03
Plain security and compliance facts
State your certifications, data residency options and access controls in text on a public page. Procurement questions about compliance are asked early, and a PDF behind a form cannot be read.
- 04
Category pages in the buyer's words
Describe the product with the category name buyers and review sites use, and name the company size you fit best. That is the language a shortlist question is written in.
Gaps
Where a competitor was named and you were not.
Every report lists these gaps, with an idea for what to publish to answer each question.
Questions about b2b saas companies
Which questions should a SaaS company track?
Shortlist questions for your category, alternatives questions for the two or three tools you most often replace, and integration questions for the systems your buyers already run. We suggest a starting set from your site and your competitors.
Do review sites affect what AI tools say about us?
They are often among the sources AI answers cite for software categories. We show which sources appear next to your competitors, so you can see where your product is missing from the conversation.
Can you guarantee our product is added to AI shortlists?
No. Nobody can guarantee what an AI tool includes in an answer. We measure where you appear each month and help you publish the comparison and integration content those answers draw on.
Is this a replacement for our SEO tools?
No. Search rankings and AI answers overlap but are not the same thing. Found in AI covers the AI side, the questions buyers ask assistants and who gets named.
Other industries
See the questions and sample reports for nearby trades.