Enterprise & Corporate Clients

Your buyers use
AI to build
their shortlist.
Before they call anyone.

In B2B, the buying process now starts long before a vendor conversation. AI platforms are shaping vendor awareness, building evaluation frameworks, and influencing procurement decisions — and most companies have no idea how they're being represented.

🏢 Built for B2B teams
🔁 Continuous measurement
🎯 Custom persona libraries
Buyer Simulation · ChatGPT
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"What are the leading B2B GTM consulting firms for mid-market SaaS companies going upmarket?"
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ChatGPT, Perplexity, Gemini + 4 more
Custom B2B buyer personas
Competitive benchmarking included
Strategic consulting available

The buying committee is consulting AI before they consult you.

The B2B buying cycle has always been complex. Multiple stakeholders, long evaluation periods, heavy research phases. What's changed is where that research begins.

A VP of Marketing evaluating GTM platforms doesn't open a browser and search Google. They open ChatGPT or Perplexity and ask a question they'd previously have asked a trusted colleague. The AI builds a shortlist. Sometimes it adds context. Sometimes it compares vendors.

If your brand isn't appearing in those answers — or appearing unfavorably — you're losing deals before the first call happens. And you won't see it in your pipeline data until months later.

Citro makes the invisible visible. It runs your actual buyers' actual questions through every major AI platform and shows you exactly where you stand, why, and what to do about it.

73%
of B2B buyers use AI tools during the vendor research phase, before engaging a sales rep.
4.2x
more likely to progress to a demo when a vendor appears in AI-generated shortlists vs. search results alone.
0
companies in your category have this fully mapped. The opportunity window is open — but it won't stay that way.

Not brand monitoring.
Buyer simulation.

A growing category of tools tracks whether AI platforms mention your brand. They tell you your share of voice went up, or that ChatGPT referenced you in 14% of category queries. That's a useful data point. It's not the same as understanding what happens when your actual buyer opens Perplexity and starts researching their next procurement decision.

Brand monitoring tools
Watches whether you get mentioned
  • Tracks mention frequency across AI platforms
  • Scores your share of voice in the category
  • Covers 3–6 platforms — misses Claude, Grok, and Meta AI
  • Shows you what happened
  • No simulation, no action plan, no root cause
Citro
Simulates the actual buyer research journey
  • Runs your real buyer personas through vendor research queries
  • Scores your competitive position from the buyer's perspective
  • Covers all 7 platforms your buyers actually use
  • Shows you why it happened and who they chose instead
  • Root cause diagnosis with a concrete 90-day roadmap
The distinction isn't methodological — it's the difference between watching the scoreboard and watching the game. A monitoring tool tells you whether you showed up. Citro tells you whether you won the shortlist.
Two ways to work with us

Continuous measurement. Strategic execution.

Corporate clients can engage through the Citro platform, through RootPartners consulting, or both. Most high-performing teams run them in parallel.

Platform

Citro Active Optimization

A continuous AI presence measurement platform built for B2B teams. Run structured audits on a recurring cadence against your own buyer personas, track movement across platforms, and catch competitive shifts in real time.

  • Monthly or quarterly audit cadence with full historical tracking
  • Custom buyer persona library built from your ICP and buying committee roles
  • Competitive benchmarking — see exactly where rivals outperform you and why
  • Trend analysis across 7 AI platforms over time
  • Exportable reports for board and leadership presentations
  • Team access — collaborate across marketing, demand gen, and content
Consulting

RootPartners Strategic Advisory

Hands-on strategic work for B2B companies that want more than measurement. RootPartners builds the 90-day roadmap, identifies the content and positioning gaps driving AI invisibility, and works alongside your team to close them.

  • GTM Readiness Audit — structured diagnostic of your AI-era go-to-market posture
  • 90-day optimization roadmap with prioritized, sequenced actions
  • Buyer journey mapping for AI-native discovery paths
  • Content architecture recommendations to improve AI recall and attribution
  • Competitive positioning review against top-ranked AI alternatives
  • Quarterly strategy sessions with direct access to the principals

Built for the teams responsible for how the market sees you.

AI presence isn't owned by one department — it lives at the intersection of brand, content, demand gen, and product marketing. Citro brings them all onto the same scorecard.

VP of Marketing
Brand & Demand

Accountable for pipeline generation in a world where the top of funnel is increasingly invisible. Needs to know whether AI is sending buyers to us or to competitors — and why.

CMO
Executive Leadership

Responsible for market positioning at the board level. Needs a defensible, quantified view of brand presence in AI-native discovery environments, and a roadmap to strengthen it.

Head of Content Strategy
Content & SEO

Watching organic traffic flatten as AI search takes share. Needs to understand what content signals AI platforms reward and which existing assets can be repositioned to improve recall.

Director of Demand Generation
Growth

Running programs against a pipeline model that doesn't account for AI-influenced consideration. Needs a way to measure and improve brand presence at the top of the AI-native funnel.

Product Marketing Leader
Positioning & Messaging

Owns category narrative and competitive positioning. Needs to know if the claims being made on behalf of the brand in AI systems match the positioning strategy — and where the gaps are.

CRO / Head of Sales
Revenue

Seeing longer deal cycles and lower inbound quality. Wants to understand how much of the consideration phase is happening in AI environments before prospects ever enter the funnel.

From onboarding to ongoing intelligence in three steps.

No long implementation timelines. No new tooling to deploy. The platform runs on your business context and surfaces findings immediately.

01 — Profile

Build your buyer persona library

We work with your team to define the three to five buyer personas that represent your actual buying committee — the titles, goals, pain points, and search behaviors of the people who evaluate solutions like yours. These become the foundation for every audit.

02 — Simulate

Run structured buyer simulations

Citro sends each persona's queries — the real questions B2B buyers ask AI platforms during vendor research — across ChatGPT, Perplexity, Google Gemini, Claude, Microsoft Copilot, Grok, and Meta AI. Every response is captured, analyzed, and scored.

03 — Act

Receive a scored report with a concrete roadmap

Each audit produces a presence score, a competitive benchmark, and a prioritized action plan. RootPartners clients additionally receive a quarterly strategy session to review trend movement and refine the execution roadmap with the consulting team.

Measurement you can act on. Insights you can present.

Every corporate engagement is designed to produce outputs that are useful inside the business, not just on a dashboard.

📊

AI Presence Score

A composite score tracking how frequently and favorably your brand appears across all 7 platforms, segmented by persona and query type. Benchmarked against your top competitors. Tracked over time so you can see whether changes are working.

🎯

Custom Buyer Persona Library

Your buying committee, built into the platform. Upload existing persona decks or build from scratch — the system runs every audit through the specific lens of your actual buyers, not generic archetypes.

⚔️

Competitive Intelligence Report

Side-by-side analysis of how AI platforms represent your brand versus your three to five primary competitors. Identifies where they hold signal advantages, what content or positioning drives it, and where you have a realistic path to close the gap.

🗺️

90-Day Action Roadmap

A prioritized, sequenced set of actions mapped to the specific findings from your audit — content changes, positioning refinements, distribution strategy, partnership and citation opportunities. Built for execution by your existing team.

📈

Trend Analysis Over Time

Month-over-month and quarter-over-quarter tracking of AI presence across all platforms and personas. Separates signal from noise and surfaces the changes that actually moved your score — in either direction.

🤝

Quarterly Strategy Sessions

For RootPartners consulting clients, a quarterly working session with the principals to review audit findings, assess roadmap progress, adapt to changes in the AI landscape, and pressure-test positioning strategy for the next cycle.

Start where you are.
Scale when you're ready.

Some teams want to run their own audits. Others want us to handle everything. We built plans for both — and a fully-managed option for teams that have enough on their plate already.

Snapshot
$299 one-time
A complete AI presence audit for teams that want to understand where they stand before committing to ongoing measurement.
  • Citro Score across 7 platforms
  • Synthetic buyer personas simulating your actual buyer
  • 9 queries tested across all major AI platforms
  • Competitive intelligence matrix
  • Root cause analysis
  • 90-day action roadmap
  • Shareable results link
Run a Snapshot — $299 See an example audit →
Active Optimization
$199 /month
For teams that want continuous, self-serve monitoring with unlimited re-runs to track progress as their AI presence evolves.
  • Everything in Snapshot
  • Unlimited audit runs
  • Score trend tracking over time
  • Full run history dashboard
  • Saved buyer persona library
  • Email delivery every run
  • Cancel anytime
Get started →
All plans include a secure customer dashboard. Payment processed by Stripe. Enterprise plans invoiced directly.
Ready to get started?

See exactly where you stand — before your next deal does.

A 30-minute demo walk-through shows you what Citro finds in your category, how corporate engagements are structured, and what a typical first 90 days looks like.

Request a demo

No commitment. We'll come with findings from your category already in hand.

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