CMOs using AI to find vendors
In two years it went from a minority habit to the default first move for the person who signs your contract.
Our process · The GEO Stack
Your buyers ask an AI assistant who to shortlist before they ever reach your site. We make you the answer, on a published schedule, and prove what it's worth in your CRM.
Three layers · Twelve weeks · One scoreboard





Google used to do two jobs. Now it does one. Discovery moved into the prompt, and verification stayed on Google, which means the shortlist is written before anyone lands on your site.
The old journey
"invoicing software"
Arrives cold, comparing from scratch. Verification only, and only once the name is already known.
The new journey
"Best invoicing software for a 20-person agency with recurring billing"
Arrives pre-qualified, already shortlisted. This is where the decision gets made, in a conversation you weren't part of.
CMOs using AI to find vendors
In two years it went from a minority habit to the default first move for the person who signs your contract.
Start in AI, not a search engine
Two thirds of buying journeys now begin somewhere your rank tracker cannot see, and end with a name already chosen.
How AI referrals convert
Tiny in volume, the highest intent in your funnel. They arrive to validate a recommendation, not to browse.
Source · Wynter, Jan 2026, n=101 B2B SaaS CMOs · Conversion rate from client funnels
Twelve months of data across 20+ B2B SaaS companies. Sequencing matters. Skip a layer and the next one underperforms.
The content AI pulls from when someone asks which product to buy. Not "what is customer success software", which the model answers itself and you never get seen. Instead: best-for pages, comparisons, alternatives and vertical pages, written so a model can quote them cleanly.
Presence gets you into the conversation. Frequency makes the model confident recommending you over a competitor. We extract the domains AI already cites for your prompts, find where you're absent, and earn mentions there. Mention-building, not link-buying.
A VP of Finance types "how do I reduce invoice errors across three entities". The model bridges that pain to a software category. If your content is the source it pulls from, you enter at the exact moment of realization. Highest intent in the stack, which is why it comes last.
Two things move the needle: bottom-of-funnel presence and citation building. Everything else is a rounding error until those are in place.
Schema tweaks, llms.txt, embedding tricks, prompt hacks, AI sitemaps. We've tested the full surface across 20+ campaigns. They're real, and they're secondary. We do the boring work first, in public, on a schedule.
Four waves, sequenced to recover fast and then compound. You get this exact plan, dated, before anything ships.
Your commercial terms on dedicated, citable pages. This never stops: the solution set expands every week for the full 90 days.
Own the head-to-heads so the model quotes your comparison instead of a competitor's or a review site's.
Get onto the sources the models already quote, then keep landing on them. Frequency is what turns presence into a recommendation.
Bridge to the pain buyers describe before they know the category name, then grade the quarter against the forecast we set at kickoff.
Artifacts land in your Slack: pages, briefs, placements, and the prompt runs where you were and weren't named.
One scoreboard: demos, pipeline, citations and rankings, reconciled by the Two-Witness Rule and graded against the forecast.
Re-cut the model against real numbers, re-prioritize the roadmap, and agree the next 90 days.
Under two hours a month. Approvals, occasional SME input, one strategy call. If we need more, we designed it wrong.
Analytics has exactly one witness to where a lead came from, and AI assistants blind it. So we add a second witness, the buyer, and rule on the pair.
What it is: every contact gets read against two independent witnesses instead of one. Witness one is the machine, the referring URL your CRM records. Witness two is the human, what the buyer typed into "How did you hear about us?" A channel is credited on the evidence of the pair, under a written rule, not on whichever number is more flattering.
Why we built it: the machine went blind. AI assistants strip the referrer, so a buyer who spent a week in ChatGPT lands as "Direct." We pulled 8,307 contacts from one growth-stage funnel and read them both ways. The CRM found 11 AI-sourced leads. The buyers themselves named an AI assistant 809 times.
Neither witness is the truth on its own. One cannot see AI at all; the other remembers imperfectly. The rule is what turns two unreliable witnesses into a number your CFO can actually defend.
The same leads, read two ways
A 73× gap on the channel the CMO was being asked to fund
How we classify every contact
Both witnesses point at the same channel, so the lead is counted as-is. No correction, no judgment call.
The machine is structurally blind here: AI assistants strip the referrer. The buyer is the only witness who can see it, so the buyer wins.
Only one witness spoke. We take the signal we have, label it probable, and keep it out of the hard count.
Both witnesses could see something, and they disagree. Whoever could actually see it wins: the machine takes paid clicks and branded direct, the human takes demand creation.
Neither witness can name a source. It stays in a bucket labelled exactly that, and it is reported at its real size rather than allocated to a channel that looks good.
Every contact lands in exactly one case. Corrections ship as a range with a stated base case, and raw always appears next to corrected.
The conflict rule
The human wins on demand creation: AI search, communities, word of mouth. A referrer-based classifier structurally cannot see those. The machine wins on demand capture: paid clicks and branded direct, where the click record beats recall.
The honesty rules
Not everyone answers the form, so corrections ship as a band with a stated base case, never a single number. Raw and corrected always appear as a pair. And the leads nobody can see stay in a bucket labelled exactly that.
Why this matters for your budget: the standard advice, only scale what every source agrees on, structurally defunds AI search, because AI is the one channel where the witnesses almost never agree. Follow it faithfully and you cut the channel that's actually growing.
Three programs, three categories, the same three layers. Numbers from the monthly reports we send anyway.

Organic sessions, AI referrals, category presence and attributed demand all moved together one quarter after launch.

Nearly half the demo pipeline was filed as Direct. The Two-Witness Rule recovered it, and the page program kept feeding it.

A page set that did not exist twelve months ago now carries the growth and is the most-cited name in the category’s AI answers.
Straight answers
If yours isn't here, bring it. Same unpolished answer either way.
It isn't separate from it. The same pages that earn rankings are the pages models quote, and the mentions that make a model confident are the mentions that build authority in Google. We run one program across both surfaces because your buyers move between them in a single afternoon.
First visibility on the target prompts typically lands two to four weeks after the first pages ship. Citations compound from week four. Attributed demos usually start inside the first 90 days. Every one of those dates is on the plan above before we start, and the day-90 scoreboard grades us against it.
Not to per-lead certainty, and anyone who claims that is selling you a dashboard. We produce corroborated ranges and trends from two witnesses, with the unknowns named openly. That's a picture a CFO can act on, and one they can't dismantle in a single question.
Under two hours a month: approvals, occasional SME input, and one strategy call. Kickoff needs a deeper session and access to your CRM and analytics. If we're asking for more of your time than that, we designed it wrong.
Teams that need leads next week, have no working sales motion, or can't give a channel 90 days. This compounds. It rewards B2B SaaS teams selling considered deals who want a durable channel rather than a spike.
Next step
Give us your domain and your pipeline goal. We map the prompts your buyers are asking, build your GEO marketing plan against them, and forecast the pipeline the next 90 days can realistically produce.

What we walk through