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SEO + GEOB2C SAAS

The tax-savings answer service-business owners find first

A B2C platform in a category buyers research one question at a time, in Google and in ChatGPT. We made it the source for both.

ORGANIC CLICKS · 6 MONTHSGSC VERIFIED
+86%vs. baseline
INDUSTRY
Fintech / tax
VERTICAL
B2C SaaS
SERVICES
SEO · GEO · Content
TIMELINE
6 months to results
Overview

This platform helps individuals who run service-based businesses, from car washing to HVAC to landscaping, understand and capture the tax savings they are leaving on the table. Their buyers are sole proprietors researching a hundred variations of one question: how do I pay less tax on this income. That research now happens as much inside AI engines as in Google. In six months we built the organic and cited presence to be the answer in both, lifting organic clicks 86%, organic leads 57%, and turning AI engines into a channel that drives roughly 40% of new leads.

+86%
organic clicks in 6 months
+57%
leads from organic search
~40%
of new leads now sourced from AI engines
4
AI engines citing the platform
01 / THE STARTING POINT

A million tax questions, none of them yours to answer.

Self-employed service-business owners do not search for tax software. They search for answers: which tools they can write off, whether their truck qualifies, how much a sole proprietor can really save. Every one of those questions was being answered by generic finance blogs and forums, never by the platform built to solve exactly that problem.

Increasingly, those questions were not going to Google at all. Buyers were asking ChatGPT and Perplexity directly, and the answers, when they mentioned a product, named competitors. The platform had strong software and a clear value proposition, but it was invisible at the exact moment a buyer decided they needed help.

1,000s
long-tail tax questions with no owned page
0
AI answers citing the platform at the start
thin topical coverageno AI citationsgeneric competition
02 / WHAT WE DID

Own the question, in every place it gets asked

Rather than chase a handful of head terms, we treated the whole space of tax questions as the opportunity, then built content that ranks in Google and gets lifted into AI answers. If a service-business owner was asking it, the platform would be the source that answered it.

The GEO layer for tax questionsAnswer-shaped pages, schema, and llms.txt engineered so AI engines can pull a clean, correct tax answer and attribute it to the platform, monitored across ChatGPT, Perplexity, Claude, and Google AI Mode.answer blocksllms.txtcitation tracking
Trade-by-trade contentDedicated hubs for the trades they serve, car washing, HVAC, landscaping, and more, each answering that trade's specific tax questions.
Deduction and savings guidesThe write-off, quarterly-tax, and savings questions buyers actually search, built as pages engines rank and quote.
Lead attributionOrganic and AI-referred sign-ups tied back to source in one dashboard, so we could see LLMs becoming a real channel.

The work, month by month

The same plan, laid out on the calendar it actually ran on.

1MONTH 1

Foundation and keyword map

Technical cleanup plus a map of the tax questions each trade actually asks, sized by volume and intent.

2MONTH 2-3

Trade hubs and guides

Shipped the first trade hubs and deduction guides, structured as answers from day one.

3MONTH 3-4

GEO layer

Added llms.txt and answer blocks, and began daily citation monitoring across the four major AI engines.

4MONTH 5-6

Compound and attribute

Doubled down on the questions engines quoted and wired AI-referred leads into attribution.

Organic growth

Clicks and leads on the same curve

Organic clicks over the six-month engagement, with the trade hubs and GEO layer marked. Leads tracked the same line.

+86%organic clicks in 6 months
GSC VERIFIED
M1M2M4M6
Answer-shaped content compounds: the same pages that rank in Google are the ones AI engines quote, so clicks and cited leads rose together.
Organic leads+57%
AI-sourced leads~40%
Where the leads come from

AI engines became a real channel

New-lead sources at month six. The platform went from zero AI presence to AI engines driving roughly 40% of new leads.

LIVE
ORGANIC SEARCH+57%6 mo
FROM AI ENGINES~40%of leads
ORGANIC CLICKS+86%6 mo
AI CITATIONS0 to 4engines

AI-referred sign-ups are attributed alongside organic in one dashboard, so leadership can see the LLM channel growing, not just guess at it.

03 / WHAT CHANGED

The cited answer, and a new lead channel to prove it

Six months in, the platform was the source service-business owners found first, whether they searched Google or asked an AI engine. Organic more than held its own, and AI engines turned into a measurable, growing share of new leads.

+86%
organic clicks vs. baseline
+57%
leads from organic search
~40%
of new leads sourced from AI engines
0 to 4
AI engines now citing the platform
ORGANIC CLICKS, 6 MONTHS+86%
M1M2M3M4M5M6
4AI engines now cite Tax Savings Platform
ChatGPT
Perplexity
Claude
Google AI Mode
Top 3for high-intent tax-savings queries
They didn't just grow our traffic. They made us the answer people get when they ask an AI how to save on taxes.HEAD OF GROWTH · TAX SAVINGS PLATFORM
04 / WHAT WE SHIPPED

What we shipped

Get a plan like this
Technical foundation: crawl, render, schema, and Core Web Vitals
Trade-by-trade content hubs for the service businesses they serve
Deduction, write-off, and quarterly-tax guides built as answers
llms.txt and answer-shaped structure across the site
Daily citation monitoring across four AI engines
Organic and AI-referred lead attribution in one dashboard
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