# Best AI-search platform for B2B SaaS: choose by the work you need completed. - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/best-ai-search-platform-for-b2b-saas

## Decision to make

Choose an AI-search platform for a B2B SaaS operating model

Owner: ____________________
Review date: ____________________
Canonical page or destination: ____________________

## Buyer questions

- [ ] Which AI-search platform is best for B2B SaaS?
- [ ] When is enterprise monitoring necessary?
- [ ] What should a small marketing team choose?
- [ ] How should products be tested before purchase?

## Evidence-led work plan

### 1. Choose broad intelligence for research organizations

Large brands and agencies may need many markets, languages, business units, questions and provider views with exports and governance.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 2. Choose focused monitoring for teams with an execution bench

A simpler product can efficiently track mentions, positions, competitors, citations and sentiment.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 3. Choose configurable operations for custom content systems

Workflow platforms can support large inventories, refreshes and content production when the team has strategy, data and governance expertise.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 4. Choose verified execution for a lean operating team

A lean team benefits when the platform researches the company, monitors high-intent questions, chooses one supported gap, prepares the exact change, respects approval and verifies the public destination.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 5. Run one live acceptance story

Bring ten questions, select one repeated loss and require the product to show every state from answer evidence to later measurement plan.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

## Source ledger

- [ ] Google Search Central: AI features and your website: https://developers.google.com/search/docs/fundamentals/ai-optimization-guide
- [ ] OpenAI: publishers and developers FAQ: https://help.openai.com/en/articles/12627856-publishers-and-developers-faq
- [ ] Eli: AI Visibility Index methodology: https://hireeli.io/ai-visibility-index/methodology
- [ ] Eli: current plans and free tier: https://hireeli.io/pricing

## Measurement boundary

Baseline date and exact context: ____________________
7-day observation: ____________________
14-day observation: ____________________
30-day observation: ____________________
Known limitations: ____________________

Keep technical eligibility, citations, recommendations, visits, leads and revenue as separate evidence. This worksheet does not guarantee an external ranking or commercial result.