My SEO/AEO work starts with what the buyer is being told. This worksheet prepares questions for a manual check. It doesn't query AI platforms or calculate a visibility score.
This is for marketing leaders at growth-stage B2B SaaS and fintech companies, from Series A through D, with a sales-assisted motion. It doesn't cover DTC checkout optimization or founder-led sales before a repeatable motion exists; those require different decisions.
Record what you actually observe
Run the questions in the platform you want to examine. Save its name, date, response, and source links. Check whether the product is mentioned and described accurately. Repeat the question before treating an answer as a stable pattern.
Where this breaks
These observations don't establish lost deals or measure a private procurement process. A single response isn't a market-wide visibility score.
Use the AI discovery guide to decide what to inspect next.
Questions to copy
Save the answers with the platform, date, exact prompt, sources, and your accuracy notes. No AI answers have been collected by this worksheet.