Discovery
Does your company appear as a candidate for a real buyer problem? Separate a recommendation from a passing mention.
Free toolkit · Sowmya Moni
AI Buyer Discovery Audit
Is your company in the shortlist when buyers ask AI for recommendations?
For B2B technology founders, CMOs and product marketing leaders: review recommendation presence, factual accuracy and the evidence assistants show buyers.
43 KB · No email required · Blank template, with no client data
Find the gaps behind the answer.
Understanding
Is your product associated with the right category, use case and buyer? Check material claims against current evidence.
Proof
Which sources are displayed? Identify missing or inconsistent proof before changing your positioning or website.
Start small. Keep the evidence.
- Define one buyer decision. Choose one product, buyer segment and target market. Adapt the prompts using questions from sales conversations and buyer research.
- Run a manageable pilot. Choose six unbranded discovery questions across four assistants: 24 responses. Record exact wording, date, model, settings and the full answers.
- Review what actually happened. Record mentions, recommendations, displayed sources and verified factual errors. Test branded questions separately.
- Choose three actions. Prioritize category clarity, factual corrections or customer proof. Assign an owner and retest under comparable conditions.
The full template includes 20 discovery questions and 10 branded validation questions: 120 first-run responses across four assistants, plus optional repeats.
What is in the download?
Four sheets: Summary, Questions, Evidence log, and Method. The evidence log captures run conditions and reviewed answers; the Summary helps turn findings into priorities.
What does the audit not prove?
A sample presence rate is not market share or a measure of the whole AI market. Results can change with prompts, model versions, settings and time. The audit does not establish buying intent, pipeline impact, acquisition savings or causation. A displayed citation does not prove why an assistant gave its answer.
Are the assistants run automatically?
No. This is a self-guided spreadsheet. You run the prompts, retain the evidence and review the results. This website does not collect your completed workbook or generate a report.
From evidence to a decision
Need help interpreting the findings?
I can help define the buyer questions, review the evidence and prioritize positioning and proof improvements. We agree the scope and fees before a paid engagement begins.
Use the free template independently, or bring your findings to a strategic conversation.
Discuss your audit findings