Case study template

B2B SaaS baseline: from weak answer coverage to a shippable weekly plan

Template: a B2B SaaS team used VisibleMax to baseline AI visibility, close crawler and comparison gaps, and operate a weekly fix loop. Replace with measured outcomes before publishing.

This is a template draft — not a verified customer story. Metrics and names are placeholders until replaced with permissioned outcomes.

Customer

[SaaS customer — TBD] · B2B SaaS

Challenge

  • What was broken or invisible in AI answers?
  • What had they already tried (SEO, content, ads)?

Approach

  • First scan and evidence-linked findings prioritized.
  • Weekly plan + Content Studio assets shipped (list concrete pages).
  • Rescans / probes used to verify change.

Results

  • Structural score or finding closure (with before/after).
  • Any verified assistant mention changes — only if measured.
  • Optional attribution outcomes if vm.js was installed.

Metrics

  • Score before: [n]
  • Score after: [n]
  • Findings closed: [n]

Quote

[Optional customer quote — only with permission]” — [Name, role]

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