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Sample report
Which companies came. Where you rank. What it cost.
This is the weekly report every client gets, shown for a fictional finance software company on the Complete package with $2,000 a month of media. You get the same structure with your own numbers.
Fictional company · illustrative numbers
Who reads it
One report, four readers.
Each leader gets the answer to their own question on the first page, without logging in to another tool.
Is this turning into pipeline?
- Ideal-fit companies, every week
- Opportunities opened with them, from your CRM
- What a quarter costs against one deal
Are we on the AI shortlist, and winning it?
- Share of AI answers against competitors
- Questions you win and lose
- Which ads and topics bring the right companies
What does each account cost, and can we stop?
- All-in cost per identified company
- One fixed fee, one invoice a month
- Media spend line by line, cancel any time
What runs on our site, and where does the data go?
- One tag, loaded after consent
- Companies, never individuals
- Data straight into your CRM, Slack or Teams
What changed this week
- Perplexity now names you first for "alternatives to Competitor A", two weeks after the comparison page went live.
- Integration questions are still your weakest group. Competitor A is named in 47% of NetSuite answers, you in 18%.
- Three companies with an ideal-fit score over 75 read your pricing page. All three are in HubSpot with the question that brought them.
What we do next week
- Send the rewritten integrations page for your approval.
- Move ad budget from general "close software" questions to NetSuite and ERP questions, where ideal-fit companies click most.
- Pitch the industry roundup that AI cites in 14% of answers and doesn't list you yet.
Companies
Which companies came, and where from.
Unique companies identified each week. Ads went live in week 3. Companies from AI answers grow as the page changes start to work.
- ChatGPT ads
- AI answers
- Search, LinkedIn and direct
Show the numbers
| Week | ChatGPT ads | AI answers | Search, LinkedIn and direct | Total |
|---|---|---|---|---|
| Week 1 | 0 | 2 | 19 | 21 |
| Week 2 | 0 | 3 | 21 | 24 |
| Week 3 | 14 | 3 | 19 | 36 |
| Week 4 | 21 | 4 | 22 | 47 |
| Week 5 | 24 | 5 | 22 | 51 |
| Week 6 | 25 | 6 | 22 | 53 |
| Week 7 | 27 | 6 | 22 | 55 |
| Week 8 | 26 | 7 | 23 | 56 |
| Week 9 | 28 | 8 | 23 | 59 |
| Week 10 | 27 | 8 | 23 | 58 |
| Week 11 | 29 | 9 | 22 | 60 |
| Week 12 | 30 | 10 | 23 | 63 |
This week's hottest accounts
Sorted by ideal-fit score. Companies scoring 70 or more go to your CRM and team chat the same day.
| Company | Where from | What they read | Visits | Ideal fit | Sent to |
|---|---|---|---|---|---|
| Northwind LogisticsUK · about 400 people | ChatGPT ad"close software for our ERP" | Pricing, NetSuite integration, case study | 3 | 91 | HubSpot, Slack alert |
| Contoso FreightUS · about 1,200 people | AI answerPerplexity | Comparison page, security | 2 | 86 | HubSpot, Slack alert |
| Fabrikam HealthUS · about 650 people | ChatGPT ad"alternatives to Competitor A" | Comparison page, pricing | 4 | 84 | HubSpot, Slack alert |
| Woodgrove FinanceUK · about 300 people | Google searchBrand search | Pricing, demo page | 2 | 79 | HubSpot |
| Litware SystemsUS · about 220 people | ChatGPT ad"month-end close software" | Product tour | 1 | 72 | HubSpot |
| Adatum GroupUK · about 900 people | LinkedInCompany post | Blog, pricing | 2 | 64 | Watch list |
You see companies, never the people who visited. Company names here are fictional.
AI visibility
Where you stand in AI answers, against your competitors.
The share of answers that name each brand, across 50 buyer questions asked every day in ChatGPT, Perplexity, Google AI Overviews and Copilot. In 12 weeks this company moved from fourth to second.
- You
- Competitor A
- Competitor B
- Competitor C
Show the numbers
| Week | You | Competitor A | Competitor B | Competitor C |
|---|---|---|---|---|
| Week 1 | 12% | 41% | 27% | 15% |
| Week 2 | 12% | 41% | 28% | 15% |
| Week 3 | 13% | 40% | 27% | 16% |
| Week 4 | 14% | 41% | 27% | 15% |
| Week 5 | 17% | 40% | 28% | 15% |
| Week 6 | 20% | 39% | 27% | 16% |
| Week 7 | 23% | 39% | 26% | 15% |
| Week 8 | 25% | 38% | 27% | 16% |
| Week 9 | 27% | 38% | 26% | 16% |
| Week 10 | 29% | 38% | 26% | 15% |
| Week 11 | 31% | 37% | 25% | 16% |
| Week 12 | 33% | 37% | 25% | 15% |
By assistant, week 12
Share of answers that name you and your strongest competitor.
- You
- Competitor A
Show the numbers
| Assistant | You | Competitor A |
|---|---|---|
| ChatGPT | 38% | 42% |
| Perplexity | 42% | 36% |
| Google AI Overviews | 24% | 34% |
| Microsoft Copilot | 28% | 36% |
Question groups you win and lose
Week 12. Each group feeds an ad group and a page change.
| Question group | You | Most named | Next step |
|---|---|---|---|
| Best month-end close software12 questions | 42% | Competitor A, 58% | Comparison page in review |
| Alternatives to Competitor A8 questions | 51% | You lead | Keep the ad group running |
| Works with NetSuite10 questions | 18% | Competitor A, 47% | Integrations page rewrite |
| Pricing for 100–500 staff10 questions | 22% | Competitor C, 30% | Publish a pricing table |
| How long implementation takes10 questions | 35% | You lead | Add customer proof with dates |
Method
How we measure your position.
The same questions, asked the same way every day, so this week compares fairly with last week and with your competitors.
Agree the questions
50 questions your buyers ask when they choose a vendor: category, comparisons, alternatives, integrations and pricing. You approve the list.
Ask them every day
In ChatGPT, Perplexity, Google AI Overviews and Copilot, for the US, the UK or both.
Record every answer
Whether you're named, your rank in the list, how you're described and which sources the answer cites. The same for each competitor.
Measure the gap
Share of answers, average rank, and the gap on each question against each competitor.
Act on it
Questions a competitor wins become ad groups and page changes. The next weekly report shows the effect.
The sources AI cites for your category
Share of answers in week 12 that cite each source. Getting onto the sources AI trusts is one of the fastest ways into the answer.
Show the numbers
| Source | Answers citing it | Your status |
|---|---|---|
| G2 category page | 38% | You're listed |
| Your website | 27% | Your site |
| Capterra comparisons | 22% | You're listed |
| Reddit threads on month-end close | 19% | Missing: on next month's plan |
| Competitor A's blog | 17% | Competitor's site |
| Industry roundup: best close tools | 14% | Missing: on next month's plan |
| YouTube product reviews | 9% | Missing: on next month's plan |
Cost
What it cost, and what it bought.
The last 4 weeks, with the package fee and media spend together. No hidden lines.
| Last 4 weeks | Amount |
|---|---|
| Package fee, Complete | $2,500 |
| Media spend, paid to the ad platform | $2,000 |
| Ad impressions | 133,300 |
| Clicks to your site | 333 |
| Average cost per click | $6.00 |
| Companies from ChatGPT ads | 105 |
| Companies from AI answers | 33 |
| Companies from search, LinkedIn and direct | 88 |
For your finance team
- One fixed fee and one invoice a month. No setup fee, no notice period.
- Media spend line by line in every weekly report, agreed with you before it's spent.
- Cost per company and per ideal-fit account, so you can compare with every other channel.
- Pipeline from your CRM, once you give us read access, so you see what the companies turned into.
For your IT team
Safe to run on your website.
What we install, what it collects, and where the data goes.
One tag
One script, installed with your team in the first two weeks. You can remove it in a minute.
Loads after consent
Set up to load only after your cookie banner allows it, and to respect Global Privacy Control signals.
Companies, never people
A visit from a company network is matched to the company. We never identify the person who visited.
Data processing agreement
Our terms include a data processing agreement under Article 28 of the GDPR and the UK GDPR.
Your tools, no new logins
Companies go to HubSpot, Pipedrive, Slack or Teams. Salesforce on request.
You keep the data
Records in your CRM stay yours if you leave. We delete or return what we hold within 30 days.
When you get it
Daily alerts, a weekly report, a monthly review.
Alerts
A Slack or Teams message when an ideal-fit company visits, with the question that brought it.
Weekly report
This report by email: what changed, what it cost and what we do next week.
Call and review
A call with your account manager. On Complete, a PDF for your leadership team and a strategy review.
AI Ads & Intent reports cover the companies from your ads and what they cost. AI Visibility reports cover your position in AI answers. Complete covers everything on this page. Compare packages
Free AI Shortlist Check
Get this report for your company.
Start with a free 30-minute AI Shortlist Check. We'll run your first buyer questions through ChatGPT, Perplexity, Google AI Overviews and Copilot and show where you stand against your competitors.
- What ChatGPT answers about your category today
- Where your ad would appear and what it would say
- A budget range and a 90-day plan