Fintech SaaS şirketi: 0 AI citation → 6 ayda 250 citation/ay. ChatGPT conversion %8.7, Claude %12.3. Implementation timeline, cost breakdown ($64K total), ROI %198. Month-by-month results + lessons learned.
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Client: Anonymized Fintech SaaS (Account Reconciliation Software)
Industry: B2B Fintech (Banking & Financial Services)
Company Size: 120 employees, $8.5M ARR
Challenge: Zero AI visibility, missing 25%+ of target audience (AI tool users)
Implementation Period: October 2024 - March 2025 (6 months)
Investment: $64K total ($18K setup + $8K/month × 6)
Results (Month 6):
Key platforms:
Bu case study, real implementation timeline, month-by-month results, challenges faced, lessons learned ve replicable tactics'i derinlemesine paylaşıyor.
Product: Cloud-based account reconciliation platform for banking sector.
Target Market:
Average Deal Size: $18K/year (subscription)
Sales Cycle: 45-90 days (enterprise B2B)
Customer LTV: $54K (3-year average retention)
Digital presence:
AI visibility audit results:
Competitive analysis:
Primary challenge: Target audience (bank CFOs, finance directors) increasingly using AI tools for vendor research.
Evidence:
Business impact: Missing high-intent leads at top/middle of funnel.
Week 1-2: Initial Audit
Activities:
Findings:
Cost: $8K (agency audit)
Week 3-4: Strategy Development
Decisions:
Deliverables:
Cost: $10K (strategy consulting)
Technical implementations:
Week 1-2:
Week 3-4:
Week 5-6:
dateModified metadata updatedWeek 7-8:
Results (Month 2 end):
Cost: $16K ($8K/month × 2)
Learnings:
Content production:
Week 9-12 (Month 3):
Week 13-16 (Month 4):
Platform-specific tactics:
ChatGPT optimization:
Perplexity optimization:
Claude optimization:
Results (Month 4 end):
Cost: $16K ($8K/month × 2)
Learnings:
Week 17-20 (Month 5):
Week 21-24 (Month 6):
Advanced tactics:
1. Citation velocity optimization:
2. Multi-platform cross-promotion:
3. Conversion rate optimization:
Results (Month 6 end):
Cost: $16K ($8K/month × 2)
Bu finansal sonuçlar ile ROI'nizi daha derinlemesine anlamak için GEO ROI hesaplama rehberini inceleyebilirsiniz.
| Month | Investment | Citations | AI Traffic | Conversions | Revenue | Cumulative ROI |
|---|---|---|---|---|---|---|
| 0 | $18K | 0 | 0 | 0 | $0 | -100% |
| 1 | $8K | 3 | 87 | 2 | $800 | -93% |
| 2 | $8K | 12 | 287 | 8 | $2,400 | -85% |
| 3 | $8K | 34 | 892 | 32 | $9,600 | -65% |
| 4 | $8K | 78 | 1,847 | 133 | $18,000 | -38% |
| 5 | $8K | 156 | 2,934 | 237 | $34,000 | -6% |
| 6 | $8K | 250 | 3,847 | 354 | $52,000 | +98% |
Cumulative (6 months):
Multi-touch attribution model (linear):
Direct AI traffic conversions:
AI-assisted conversions (touched AI before converting via other channel):
Total attributed revenue (Month 6): $52K + $13K = $65K
Conservative estimate: $52K (direct only)
| Platform | Citations | Traffic | Conv. Rate | Revenue | Notes |
|---|---|---|---|---|---|
| ChatGPT | 118 (47%) | 1,807 (47%) | 8.7% | $23,100 | Highest volume |
| Perplexity | 87 (35%) | 1,347 (35%) | 9.8% | $19,400 | Highest conversion |
| Claude | 34 (14%) | 577 (15%) | 12.3% | $10,400 | Highest quality |
| Gemini | 11 (4%) | 116 (3%) | 6.2% | $1,100 | Lowest (nascent) |
Key insights:
ChatGPT:
ChatGPT özelinde optimize etmek için ChatGPT citation optimizasyon rehberinde detaylı stratejileri inceleyebilirsiniz.
Perplexity:
Claude:
| Item | Cost | Provider |
|---|---|---|
| Initial audit | $8K | Agency |
| Strategy development | $10K | Consultant |
| Total one-time | $18K | - |
| Item | Cost/Month | Provider |
|---|---|---|
| Agency retainer | $4K | GEO agency |
| Content creation | $2.5K | Freelance writers (2) |
| Technical implementation | $1K | Developer (part-time) |
| Tools | $500 | ZipTie, GA4, etc. |
| Total monthly | $8K | - |
Total investment: $18K + ($8K × 6) = $64K
Revenue: $127K
Net profit: $63K
ROI: 98%
Problem: Citations started Week 6 (slower than hoped).
Root cause:
Solution:
Outcome: Citations accelerated Month 3 onwards.
Problem: Perplexity citations dropped 40% after 30 days.
Root cause: Freshness priority (Perplexity's algorithm).
Solution:
Outcome: Citation decay reduced to 15% (manageable).
Problem: Claude citations lowest (34/month vs ChatGPT 118).
Root cause: Claude selectivity (quality > quantity).
Solution:
Outcome: Claude became highest conversion platform (12.3%).
Problem: Multi-touch journeys (AI → Google → Email → Purchase).
Root cause: Long B2B sales cycles.
Solution:
Outcome: More accurate revenue attribution ($65K vs $52K direct).
Problem: Content production bottleneck (demand > capacity).
Root cause: Underestimated content volume needed.
Solution:
Outcome: Production increased 2x (Month 5-6).
Implementation: Week 2
First citations: Week 6 (4 weeks later)
Effort: 16 hours (developer)
ROI: Highest (low effort, high impact)
Recommendation: Start here (before content creation).
ChatGPT:
Perplexity:
Claude:
Recommendation: Platform-specific content calendars (not one-size-fits-all).
Initial approach: Light author bios.
Problem: Citations plateau Month 3.
Fix:
Result: Citation rate +34% (Month 4 onwards).
Recommendation: Invest in E-E-A-T early (not afterthought).
Research report (industry survey):
vs Standard blog post:
Recommendation: 1-2 research reports/quarter (if budget allows).
Platform performance:
Reason: AI users daha yoğun araştırma yapıyor (higher intent).
Recommendation: Optimize landing pages for AI traffic (different messaging).
Projection: 6-month payback
Actual: Month 6 (breakeven → profit)
Recommendation: Conservative forecasting (don't over-promise).
İlgili endüstri case studylerini incelemek ilginizi çekebilir:
Best fit:
Not ideal:
If budget <$8K/month:
$5K/month version:
Expected results: 60-70% of case study results (longer payback).
If budget >$12K/month:
$15K/month version:
Expected results: 150-200% of case study results (faster ramp).
Conservative (risk-averse):
Aggressive (best case):
Recommendation: Plan for conservative, celebrate if aggressive.
Depends on factors:
Similar results likely if:
Lower results likely if:
Industry-specific benchmarks:
Yes, $30K pilot approach:
3-month pilot:
Tactics:
Expected results:
Decision gate: Month 3 results → continue or stop.
Benchmark context:
This case:
Your results may vary:
Higher conversion (12-15%):
Lower conversion (5-7%):
Recommendation: Track YOUR data (GA4), adjust expectations.
Faster tactics:
1. Focus on high-intent queries (BoFU):
2. Paid amplification:
3. Schema-first approach:
Realistic best case: 4-month payback (vs 6).
Caution: Faster = higher risk (need strong execution).
Top 3 metrics:
1. Citation rate (leading indicator):
2. Conversion rate (lagging indicator):
3. Platform distribution:
Recommendation: Weekly citation tracking (most actionable).
This case study proves GEO viability for B2B SaaS:
6-month payback realistic: $64K investment → $127K revenue (98% ROI)
Platform differences significant: Claude 14% volume but 12.3% conversion (highest)
Conversion rate premium: AI traffic 2.6-3.9x organic (9.2% vs 3.1%)
Schema markup = quickest win: 4 weeks to first citations
Content volume matters: 30+ posts needed for 250 citations/month
Replicable for similar companies: Technical B2B SaaS, high LTV, $5M+ ARR
If considering GEO:
If already doing GEO:
Sonraki adım: Download full case study spreadsheet (results by week), reach out for consultation.
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