How to Gain Lead Flow Insights with a Sankey Diagram

12.2.2025
[time] min read

The Importance of Data Visualization in Marketing

In modern marketing we generate significant amounts of commercial data, yet especially in life sciences marketing we often suffer from insight scarcity. The role of a marketing leader is not just to generate leads, but align with the commercial organization, understand how marketing is working, and engineer a consistent revenue engine. To do this, effectively visualizing your data in order to create actionable insights is critical.

Just as a scientist visualizes experimental results to make hypotheses and plan next steps, a marketing leader must visualize the "Commercial Physiology" of their organization. Effective visualization can help diagnose friction points, calibrate budget allocation, and validate the return on investment for complex, multi-channel strategies.

Standard vs. Complex Charts and Diagrams

Most marketing dashboards rely on a standard set of static visuals: bar charts for volume, line graphs for trends, and basic funnel diagrams for conversion rates and movement from one stage of engagement to the next. While these are useful for isolating specific metrics (e.g., "How many MQLs did we generate last month?"), they fail to capture the fluidity and interconnectivity of a more complex marketing organization - especially where multiple touchpoints or sales team layers exist. A linear funnel assumes a single path to purchase, but the reality of life science procurement is non-linear and complex. To map this reality and provide deeper insights into commercial lead and opportunity flow, a Sankey diagram can be highly useful.

What is a Sankey Diagram and Why is it Useful for Marketers?

a generic Sankey diagram

A Sankey diagram is a specific type of flow diagram where the width of the arrows is proportional to the flow quantity. For marketers, it's a highly useful tool for visualizing how leads move through your entire commercial system.

Unlike a basic funnel, a Sankey diagram provides a high-fidelity view of:

  • Volume Source: Exactly how many leads are coming from each specific channel (e.g., Webinars vs. paid search vs. ABM) and where those leads enter the funnel.
  • Systemic Movement: How those leads traverse—or fail to traverse—the commercial stages.
  • Data Hygiene Gaps: Perhaps most importantly, the process of constructing a Sankey diagram acts as a stress test for your data. If you try, but can't construct a Sankey that connects a lead source all the way to a closed-won deal, you've now identified gaps in your tracking infrastructure and you will struggle to report on ROI from your marketing efforts.

How to Create a Marketing Sankey

Creating a Sankey diagram is as much a process of "Data Harmonization" as it is design.

  • Step 1 - Select Your Tool: Identify the tools you will use. There are many dedicated Sankey web sites likes sankeyart.com or SankeyMATIC.com, and there are even Excel plugins to allow you to create a Sankey directly from your Excel data. We prefer SankeyMATIC for its combination of ease of use, flexibility, and price (free!)
  • Step 2 - Data Gathering: You must list out every lead source and define your funnel stages (i.e. MQL, SQL, SAL, Opportunity, etc.) Consistency in naming conventions is critical here to ensure the data flows logically.
  • Step 3 - Define How Leads Flow: Not all leads behave the same. Some leads flow from one stage to the next, some leads may move directly to BD. Some leads may enter the funnel as MQLs; some may enter and immediately be triaged as SQLs. You must map the logic: do "hot" leads go directly to Sales? Do "warm" leads go to Nurture? This triage logic must be explicitly defined in your data set.
  • Step 4 - "Dummy Data" As Needed: If your current CRM data is messy, or if you can’t perfectly map out all of these steps, keep going! It is a highly valuable exercise to create "dummy data" to map out what your ideal process should look like. This allows you to visualize the "Theoretical Funnel" and identify exactly where your real-world data is failing to match the model, and can help you figure out how to build in systems to allow you to better fully track your leads and funnel.

Case Study: Creating a Sankey for a Multi-Channel Life Science Engine

For an example of how to create a Sankey, let’s look at a hypothetical case study of a mid-sized life science organization:

Commercial Structure

The organization consists of three distinct commercial units: a Marketing Team generating inbound interest and nurturing leads, a Sales Development (SDR) team performing outreach to generate warm leads, and also turning marketing leads into meetings, and a Business Development (BD) team closing deals while also sourcing some of their own deals.

Data Inputs

We will utilize the following data set to construct our "Commercial Flow." Note how we track multiple distinct channels for lead generation:

Top of Funnel (MQL Sources):

  • Conferences (2000)
  • Webinars (1000)
  • Account-Based Marketing (2500)
  • Gated Content (400)

Mid-Funnel (Qualification):

  • The SDR team sources 1000 leads directly.
  • MQLs are triaged: 1000 move to SQL status, while the remainder are automatically routed to a Nurture phase.

Bottom Funnel (Conversion):

  • SQLs convert to Meetings/SAL (Sales Accepted Leads). Those that do not convert return to Nurture.
  • We also track "Direct-to-Meeting" sources, including high-intent SEO traffic (200), Paid Search (100), and leads sourced directly by the BD team (50).

Revenue Realization: We track the flow from Meetings (200) to Opportunities and finally to 75 Won Business deals.

Input Code

Based on the data inputs above, we can create a code block showing lead sources and destinations in the format of 'Source [number of leads] Destination Stage'. Here is the code based on the data inputs above:

// Top of Funnel Inputs
Conferences [2000] MQL
Webinars [1000] MQL
ABM [2500] MQL
Gated Content [400] MQL

// Mid-Funnel Triage
SDR Team [1000] SQL
MQL [1000] SQL
MQL [*] Nurture  // Remainder of MQLs move to Nurture
Nurture [150] Meetings/SAL // Nurture re-engagement

// Sales Handoff
SQL [150] Meetings/SAL
SQL [*] Nurture // Unconverted SQLs return to Nurture
SEO [200] Meetings/SAL
Paid Search [100] Meetings/SAL
BD Team [50] Meetings/SAL

// Revenue
Meetings/SAL [200] Opportunity
Opportunity [75] Won Business

Output

Here is the output Sankey diagram, created in SankeyMATIC.com:

A Sankey diagram in orange, scarlet, and teal showing leads flows and stages from lead to won business

Interpreting the Sankey Diagram

Now that we have created our Sankey using the code above, we can analyze and see what it shows us. By visualizing our lead flows and stages, we can immediately see the importance of the nurture stage, and of continuous nurturing to drive meetings. We can observe that while ABM drives the highest volume of MQLs, a significant portion require nurturing before becoming sales-ready. Conversely, we can validate that SDR-sourced leads have a more direct path to SQL status, and see that search contributes to nearly half of the SALs generated.

Additionally, after the Sankey is created we can adjust the diagram including colors, the location of the nodes, and the flow direction to customize the visualization. For example, we could adjust colors and layout to highlight specific "At-Risk" pathways or "High-Velocity" channels, giving you a report-ready visual of your commercial health.

Using Data Effectively to Guide Your Strategy and Tactics

Data for its own sake has limited usefulness - but if structured and visualized well, it can be an invaluable tool to help guide your work. We’d encourage all marketers to experiment with different ways of visualizing data. Doing so will help you understand your data better, identify data gaps, will provide insight into what your marketing is doing, and make you more conversant in explaining the results.

At Fractorial we can design and run complex, data-driven campaigns for you, and also build the platforms and approaches to enhance your ability to be a data-driven marketing organization. Contact us if you're interested in learning more.

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Designing the Key Pillars for Life Science ABM Success

3.15.2026
[time] min read

In the life sciences sector, the commercialization of specialized services—such as contract manufacturing, clinical trial operations, or advanced analytical instrumentation—requires careful resource allocation and strategic patience. The sales cycles are lengthy, often spanning eighteen to twenty-four months, and involve scrutinized, multi-million-dollar contracts. In this environment, allocating marketing budgets based on broad-reach demand generation is often inefficient.

Account-Based Marketing (ABM) offers a structural framework to address this inefficiency. However, transitioning to an ABM architecture may require a reassessment of how a company defines marketing success. 

This article outlines the prerequisites required to execute an ABM framework in B2B life sciences well, and explores the commercial benefits realized when the framework is deployed effectively.

The Case for ABM in Complex Markets

The transition from a volume-based marketing model to an account-based model is driven by outcomes. Organizations that integrate ABM into their commercial orchestration report measurable improvements in revenue metrics: a well-executed ABM deployment is associated with a 16% average increase in open opportunities within targeted accounts.

In the context of the life sciences, these metrics represent clear economic value. A 16% increase in opportunities for a Contract Development and Manufacturing Organization (CDMO) selling multi-million-dollar manufacturing suites equates to a notable expansion in generated pipeline.

This outperformance is a direct result of capital efficiency. Traditional marketing models suffer from resource dilution; budgets are spent generating impressions or leads from individuals who lack the budget, the specific product modality, or the clinical phase maturity to utilize your services. ABM reduces this dilution by consolidating marketing spend on high-value accounts that have been pre-qualified by business development teams.

Moving Beyond Vanity Metrics: The Shift to Revenue-Aligned KPIs

To execute ABM effectively, an organization must alter how it measures marketing success. In a traditional model, marketing teams are evaluated on metrics such as website traffic, email open rates, or the volume of Marketing Qualified Leads (MQLs) generated.

These metrics are frequently disconnected from revenue generation. An organization can generate a volume of MQLs from academic researchers or junior scientists, but if those individuals lack purchasing authority, the pipeline remains stagnant.

A successful ABM execution requires marketing to adopt pipeline-focused Key Performance Indicators (KPIs) that align directly with the objectives of the Business Development (BD) team. The measurement framework must shift from analyzing individual lead volume to tracking target account engagement and progression.

Comparing Measurement Frameworks

Marketing Comparison Table
Traditional Marketing KPIs ABM Strategic KPIs
Primary Output Number of MQLs generated. Number of Marketing Qualified Accounts (MQAs).
Engagement Tracking Click-through rates and page views. Multi-threaded engagement across the buying group within a target account.
Financial Metric Cost per lead (CPL). Pipeline velocity and average deal size within target tiers.
Sales & Marketing Alignment Siloed. Marketing generates leads; Sales closes them. Fully integrated. Joint accountability for target account engagement and revenue generation.
Sales Alignment Leads passed to sales. Close rate and percentage of target accounts successfully penetrated.

Foundational Prerequisites for Strategic Execution

The success of ABM relies on the preparation that precedes its launch. Deploying account-based tactics requires a synchronized infrastructure. Organizations must address four prerequisites to ensure their ABM program operates as a reliable revenue engine.

1. Cultivating Strategic Patience and Leadership Buy-In

ABM is a long-term commercial strategy. Because B2B life science purchases are dictated by clinical milestones and rigid budget cycles, marketing cannot force a buying decision. Instead, ABM is designed to proactively build consensus within the buying committee so that your organization is the clear vendor of choice when the account is ready to procure.

To execute this, executive leadership must understand and endorse this timeline. Successful organizations establish an evaluation window of six to twelve months before measuring definitive impact on closed-won revenue, focusing instead on early indicators like target account engagement and MQA generation during the initial phases. This patience allows the commercial team to focus on quality interactions rather than end-of-quarter push tactics.

2. Architecting the Ideal Customer Profile (ICP)

An ABM program is governed by the accounts it targets. Doing this accurately requires the documentation of a defined Ideal Customer Profile (ICP). This cannot be a vague description such as "biotech companies in North America."

A functional life science ICP utilizes specific, exclusionary criteria to define the organizations most likely to benefit from your offering. Commercial teams must define the following parameters:

  • Clinical Phases: Are you targeting organizations in preclinical toxicology, Phase I/II clinical trials, or commercial-stage manufacturing?
  • Therapeutic Areas: Does your solution serve oncology, neurology, immunology, or rare diseases?
  • Product Modalities: Do you specialize in small molecules, large molecule biologics, cell and gene therapies (CGT), or mRNA?
  • Financial Funding: Does the account require a recent Series B funding round to possess the necessary capital for your services?

By compiling a finite list of target accounts that adhere to these parameters, marketing and BD can concentrate their efforts on qualified targets.

3. Mapping the Multidisciplinary Buying Committee

Identifying the target account is the initial step; executing ABM effectively requires an understanding of the internal buying committee. Purchasing decisions in the life sciences are consensus-driven, meaning you must influence a group simultaneously.

Successful execution involves mapping the personas involved in the purchase decision for your specific product or service. This map should detail, for example: the Principal Scientists evaluating technical feasibility, the Clinical Operations Directors concerned with timelines, the Regulatory Affairs officers scrutinizing compliance, and the Procurement officers analyzing cost structures. By understanding the distinct pain points of each persona, marketing builds a customized content architecture that educates the group.

4. Establishing Commercial Orchestration

A functional ABM program relies on alignment between marketing and the business development functions. ABM requires continuous commercial orchestration to maintain relevance and precision.

To achieve this, the sales team and marketing must establish a Service Level Agreement (SLA) defining what constitutes a Marketing Qualified Account (MQA) and dictating the timeline and protocol for sales outreach once that threshold is met. When marketing is serving specialized, educational content to a target account, sales development representatives (SDRs) execute outbound cadences using synchronized messaging. Organizations facilitate this alignment through shared CRM dashboards and bi-weekly pipeline councils where marketing and BD jointly review intent data and adjust their strategy.

The Benefits of Effective Planning and Execution

When a life science organization invests the resources to execute ABM systematically—addressing the prerequisites and enforcing commercial orchestration—the business realizes strategic benefits that extend beyond initial lead generation.

  • Frictionless Consensus Building: By delivering persona-specific content to the buying group, a well-executed ABM strategy answers questions before they are explicitly asked. When the QA Director and the Head of Clinical Operations are educated on your cGMP compliance and delivery timelines, internal consensus is built prior to final vendor evaluation, reducing friction in the purchasing process.
  • Increased Average Deal Size: ABM focuses resources on accounts that possess the capital and pipeline maturity to warrant larger contracts. Because the commercial team engages these accounts with contextual intelligence regarding their clinical goals, BD can position comprehensive solutions. This consultative approach naturally elevates the average deal size.
  • Elevated Brand Authority: In complex markets, trust is a primary requirement. When an organization executes ABM properly, target accounts experience a unified, educational journey rather than a disjointed series of sales pitches. By demonstrating an understanding of their product modalities and regulatory hurdles, your organization elevates its positioning from a transactional vendor to a strategic partner.
  • Resource Optimization: A mature ABM program operates with precision. Marketing investments, programmatic advertisements, and SDR outreach are directed toward pre-qualified accounts that match the ICP. This reduces the waste associated with broad marketing tactics, supporting a strong return on commercial effort (ROCE).

In the life sciences, the barriers to entry for commercial success are high. Account-Based Marketing provides a proven architectural framework for navigating those barriers. When deployed with careful preparation, alignment, and data-driven precision, ABM helps build a predictable and efficient revenue engine.

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An Introduction to Account-Based Marketing in B2B Life Sciences

3.5.2026
[time] min read

For companies providing highly technical products or services to pharmaceutical, biotechnology, and academic organizations, the commercial landscape is remarkably complex. Business development teams in this sector are not selling standardized software or simple commodities; they are offering sophisticated solutions such as contract manufacturing (CDMO) services, clinical trial management (CRO) capabilities, or highly specialized capital equipment. These investments require massive capital allocation and carry profound implications for regulatory compliance, intellectual property, and ultimate clinical success.

Consequently, purchasing behaviors in the life sciences are highly conservative, and sales cycles are predictably long. To thrive in this environment, industry leaders are moving away from broad, volume-based promotional tactics and adopting a highly targeted, revenue-focused framework. This methodology is Account-Based Marketing (ABM).

When executed correctly, ABM is not merely a marketing tactic; it is the foundation of full-funnel commercial orchestration. By shifting the focus toward a strategic ABM approach, life science organizations can unlock significant commercial benefits, from accelerated pipeline velocity to larger average deal sizes.

The Anatomy of a Life Science B2B Purchase

To understand the value ABM provides, one must first analyze how life science organizations make purchasing decisions. High-value purchases are evaluated by a multidisciplinary buying committee, rather than a single autonomous buyer.

Consider a mid-sized biotechnology company looking to outsource the manufacturing of a novel biologic therapeutic. The decision to partner with a specific CDMO involves multiple stakeholders, each with distinct priorities:

  • The Principal Scientist or Head of R&D: Focused on technical feasibility, product modalities, titer yields, and process development capabilities.
  • The VP of Clinical Operations: Focused on timelines, ensuring the clinical phase materials are delivered on schedule to prevent trial delays.
  • Quality Assurance/Regulatory Affairs: Focused on audit history, cGMP compliance, and regulatory filing support.
  • Procurement/Finance: Focused on cost structures, risk mitigation, and supply chain stability.

A traditional marketing approach that captures a single lead from the Principal Scientist via a generic whitepaper download provides only a fragmented view of the account. It fails to address the unique pain points of the other critical stakeholders.

Strategic Takeaway: In B2B life sciences, you are selling to a buying group characterized by competing internal priorities and a shared mandate to mitigate risk. ABM provides the architectural framework to engage the entire committee simultaneously, allowing your organization to proactively build the internal consensus required to close complex deals.

Redefining Marketing

At its core, Account-Based Marketing flips the traditional marketing funnel upside down. Instead of generating broad awareness to capture a high volume of leads and slowly filtering them down, ABM starts by identifying the exact organizations (accounts) that represent the highest value and strongest fit for your services.

Once these accounts are identified, marketing, sales, and business development (BD) work in strict alignment to penetrate those specific organizations. The messaging is highly focused, the content is deeply educational, and the outreach is personalized.

The Shift from MQLs to MQAs

A defining characteristic—and a primary operational benefit—of a mature ABM program is the transition from individual Marketing Qualified Leads (MQLs) to Marketing Qualified Accounts (MQAs).

In a traditional model, a junior scientist downloading three technical application notes might trigger an MQL score, prompting outreach from a Sales Development Representative (SDR). However, this scientist likely lacks purchasing authority, and the company may not even have the budget or the correct product modality in their pipeline.

An MQA model aggregates data across the entire target organization. It looks for engagement signals from multiple stakeholders within the defined Ideal Customer Profile (ICP). When marketing observes the Head of R&D attending a webinar, the QA Director visiting the regulatory compliance webpage, and the clinical program manager downloading a case study—all from the same targeted account—that account becomes an MQA. The SDR/BD team can then engage with deep contextual intelligence, leading to highly productive initial conversations.

Marketing Comparison Table
Traditional B2B Marketing Account-Based Marketing (ABM)
Primary Goal Maximize lead volume and brand awareness. Maximize pipeline velocity and closed-won revenue from target accounts.
Target Audience Broad market segments based on general demographics. Pre-identified accounts matching a strict Ideal Customer Profile (ICP).
Content Strategy General, topic-based content designed to cast a wide net. Persona-specific, highly technical content mapped to the buying group's specific concerns.
Sales & Marketing Alignment Siloed. Marketing generates leads; Sales closes them. Fully integrated. Joint accountability for target account engagement and revenue generation.
Success Metrics Cost-per-lead, website traffic, email open rates. Target account engagement, pipeline generated, deal size, and win rate.

The Importance of Commercial Orchestration

The most critical factor in a successful life science ABM deployment is recognizing that it requires "commercial orchestration." Marketing, sales, and BD must be strategically aligned from the very beginning.

When marketing targets biopharma companies with early-stage oncology pipelines (Phase I/II), and the BD team is pursuing the exact same criteria, the commercial engine runs with efficiency. Commercial orchestration ensures that marketing strategically supports business generation at every step of the sales funnel through:

  1. Unified Target Lists: Marketing and BD collaborate to define the ICP based on strict criteria, including therapeutic areas, clinical phases, funding status, and product modalities.
  2. Synchronized Outreach: When marketing launches targeted programmatic advertising for a specific tier of accounts, SDRs simultaneously execute outbound cadences to the key personas within those exact accounts, using messaging that mirrors the marketing campaigns.
  3. Full-Funnel Support: Marketing continues to provide strategic support throughout the long sales cycle, delivering bottom-of-funnel (BOFU) assets, such as implementation case studies and technical validation reports, to help BD build consensus.

The Strategic Benefits of Adopting ABM

By transitioning to an orchestrated, account-based framework, life science organizations position themselves to reap substantial, measurable business benefits. Introducing ABM is an investment in capital efficiency, pipeline quality, and long-term revenue growth.

  • Accelerated Pipeline Velocity: By proactively engaging the entire buying committee with relevant, stage-appropriate content, ABM removes friction from the buying process. Pre-empting the concerns of QA, Regulatory, and Procurement early in the cycle prevents bottlenecks and significantly shortens the time from opportunity creation to closed-won.
  • Increased Average Deal Size: ABM inherently focuses resources on high-value accounts—those with the capital and pipeline maturity to warrant substantial contracts. Because the commercial team is deeply educated on the account's specific clinical goals and operational challenges, BD can effectively position comprehensive, premium solutions rather than competing on price for a fragmented piece of the business.
  • Optimized Capital Allocation: Traditional marketing often wastes considerable budget on channels and audiences that may never convert. ABM reduces this inefficiency. Every marketing dollar is strategically deployed to target predetermined accounts that match a rigorous ICP, ensuring a vastly superior return on marketing investment (ROMI).
  • Enhanced Brand Perception and Trust: In B2B life sciences, trust is paramount. By delivering highly customized, educational content that speaks directly to the precise scientific and operational realities of a target account, your organization elevates its positioning. You cease to be perceived as a mere vendor and are instead recognized as a strategic partner capable of mitigating risk and advancing their clinical milestones.
  • Total Commercial Alignment: Perhaps the most profound benefit of ABM is the cultural and operational alignment it forces between sales and marketing. By sharing the same target accounts, the same language, and the same revenue-focused KPIs, internal silos dissolve. The entire commercial team moves as a single, highly effective unit.

Transitioning to an account-based model represents a sophisticated evolution in how a life science company goes to market. For organizations willing to implement this level of strategic commercial orchestration, the reward is a highly predictable, scalable, and efficient revenue engine capable of dominating complex markets.

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SEO vs. SEM vs. AEO vs. GEO: Navigating the New Architecture of Digital Discovery

1.27.2026
[time] min read

In the current digital marketing landscape, the ground is shifting beneath our feet. For over two decades, the relationship between content creators and search engines was governed by what we call the "Traditional Bargain": marketers created high-quality, freely accessible content, and in exchange, search engines like Google directed relevant traffic to their websites. However, the rise of AI-driven discovery—specifically Answer Engines and Generative Engines—is fundamentally altering this agreement. For leadership in technical sectors like the life sciences, understanding both traditional search as well as AI-driven search is essential for deploying digital resources to ensure your authority remains visible.

A Short History of Search: From Curated Links to the Academic Model

To understand our current state, it’s helpful to know a bit about the history of search. Early web search was a digital Wild West. Starting with directory-style listings like AltaVista to early search engines like Yahoo, the process was often inefficient and ineffective. It was common for a user to click on a dozen or more links in order to find just one that was useful—if they ever found one at all. Furthermore, results could be manipulated through techniques like "keyword stuffing," which led to irrelevant results and a poor user experience.

Google revolutionized this landscape by adopting a logic borrowed from academia and scientific literature: ranking the relevance and importance of a page based on the number and quality of "citations" (links) pointing to it—much like how the significance of a peer-reviewed article is inferred. This revolutionary approach meant that results were based not just on what the engine saw on a page, but on what other real users and creators thought of that content.

This birthed the era of digital content marketing. Web creators realized that by developing high-quality, useful content, they could improve their site's authority and climb the rankings. Google actively encouraged this because their business model relied on providing the most relevant results to keep users coming back.

The Traditional Bargain was simple:

For Marketers: Invest time in creating great, free content, and Google will reward you with traffic that you can then convert into customers.

For Google: Encourage a web of great content to provide the best results for users, allowing Google to run highly relevant ads alongside those results to generate revenue.

But as AI usage becomes increasingly common, this bargain is changing. Users can now get answers in entirely new ways, which impacts how marketers must approach discovery.

Let’s explore the current (early 2026) status of search: from organic (unpaid) search, to paid search, to answer engines, and generative engines.

Search Engine Optimization (SEO): The Organic Foundation

Organic search is the foundation of search - unpaid results when a user searches for something. SEO is the art and science of getting your website to rank high in organic search results. It relies on a combination of high-quality content, technical site health, and established authority through backlinks.

Imagine you are in Denver, Colorado, and you are dealing with a blocked toilet. You go to Google and search for "plumber near me".

  • The Result: Google may list businesses, and will also provide a list of organic links. Some might be actual plumbers, while others might be directory sites like Yelp. We can also see what is essentially a message board (Reddit) ranking, as Google thinks the discussion on the board may be useful.
  • The Experience: While these results are relevant, you have to click on each link, evaluate the company’s service area, read through their pages, and find their contact information manually. It requires significant effort from the user to filter through the options to find an ideal match.
  • The Strategy: SEO is still the bedrock of building a digital presence and building digital authority and (free) traffic. What you do to rank well in organic search can improve your ranking in paid search and in AI-powered search.

Search Engine Marketing (SEM): Targeted Paid Results

SEM is the paid side of search. Companies pay for their site to appear at the very top of the results page for specific, high-intent keywords, often through platforms like Google Ads.

Using the same "plumber near me" search in Denver:

  • The Result: At the very top, you see multiple "Sponsored" results.
  • The Experience: These results may be more immediately useful than organic ones. They frequently include star ratings, direct "Call" buttons, and a link to book an appointment.
  • The Strategy: Google makes an effort to make paid results useful because they generate revenue when these links are clicked. For the marketer, it provides instant visibility at the exact moment a customer has a need. However, without rigorous CRM integration and attribution tracking, SEM can become an inefficient spend. For life science organizations, SEM must be compliant and carefully managed to reach technical personas with precision.

Answer Engine Optimization (AEO): The Zero-Click Reality

AEO is a newer modality where the user no longer receives a list of links. Instead, they are provided with a direct result synthesized by a Large Language Model (LLM) or "Answer Engine". This is most commonly seen in Google's AI Overviews (AIO) or platforms like Perplexity. (Keep in mind terms like AEO and GEO are not fully settled, and the definitions may still change.)

Instead of a keyword search, the user might type a statement like: "I have a blocked toilet."

  • The Result: Google’s AI Overview pulls content from multiple web sources to form a single, cohesive answer right on the search page.
  • The Experience: The user might get all the immediate troubleshooting steps they need without ever clicking a link. While the sources are cited on the side, the traffic often stays within Google, and no click occurs (zero-click). This is where the Traditional Bargain breaks. The engine effectively repurposes your content but keeps the traffic for itself.
  • The Nuance: While losing traffic is a risk, some argue that "no-click" users might have been low-quality targets anyway. High intent users may be looking for the content cited to find companies with authority, and may be more likely to then engage with your site and your company.

Generative Engine Optimization (GEO): Influencing AI Recommendations

GEO focuses on ensuring your company is presented and recommended by generative engines—such as ChatGPT, Gemini, or Claude—when a user asks for a recommendation or a complex comparison.

A user might ask Google’s Gemini: "What plumbers near me do you recommend?"

  • The Result: The engine provides a synthesized response that might include a comparison of highly-rated local favorites, details on their specialties, and even advice on what to do before they arrive.
  • The Experience: This is a personalized and useful response. A user is very likely to consider the plumbers specifically recommended by the AI before looking at a traditional list of links.
  • The Strategic Value: Showing up in these generative responses is incredibly valuable because the AI acts as a trusted advisor, endorsing your business to the user. Consider a life science example: when a C-suite executive asks an AI, "Which CRO has the best track record for Phase II clinical trials in rare diseases?", GEO ensures your organization is the one recommended. It is about ensuring your "digital footprint" is authoritative enough for models to synthesize your value proposition accurately.
  • The Strategic Reality: There is no "GEO strategy" separate from brand building. AI models are trained on the same content that builds your brand everywhere else. To win at GEO in life science marketing, you need mentions in authoritative publications, case studies that genuinely help people, and a strong reputation in your niche.

Should You Care About AEO and GEO?

The transition to AI-powered search raises a critical question: should you significantly change your strategy?

The Case for Caring About GEO: Users who ask generative engines for recommendations are often deep in the consideration phase. Being the recommended solution is a powerful competitive advantage. Building your brand will naturally build GEO and is something you should already be doing. 

The Case for Caution With AEO: If AEO satisfies the user's curiosity immediately, your click-through rates may drop. Putting effort into ranking highly for answer engines (especially at the expense of improving SEO) may not be the best strategy for your business. You do have the chance to develop authority by being shown, and some users may click through, but many may not. (However, many of these "no-click" users may not have really been good targets.)

How to Optimize for the Future

Transitioning to this new era requires moving from "managing a website" to "managing a technical narrative" parsed by both humans and machines. Regardless of whether you focus strongly on AEO and GEO, there are ways to position your company well.

  1. Structure for Machines: Use schema markup and structured data to help answer engines and LLMs easily parse and cite your expertise.
  2. Build High-Value Content: Focus on "high-value" assets like proprietary research, technical white papers, webinars, and case studies. These are the signals that generative engines use to verify your authority. Additionally, AI models are trained on the web's collective knowledge. The more your brand is mentioned in authoritative contexts, the more likely you are to be a GEO recommendation.
  3. Audit Your Data: Ensure you have a unified data ecosystem. You need to see if those "zero-click" AI interactions are actually leading to downstream revenue. This will help you determine whether you should alter your focus for the future.

Aside from focusing on search, continue to develop engagement and authority through other means. Use a mix of email, social, and direct engagement to own your audience so that you aren't entirely dependent on the changing "search bargain".

Conclusion: Strategies for the New Era

Despite these shifts, the core of successful B2B marketing remains the same: building authority. Especially in the life sciences, where buyers are inherently skeptical and sales cycles are long, your technical authority is your most valuable asset. By building scientifically fluent content and a robust data foundation, you ensure that no matter how search changes, your business remains the primary signal in an increasingly noisy, AI-driven world.

References & Further Reading

If you're looking to dive deeper into the technical nuances and industry debates surrounding these emerging search technologies, here are some additional resources:

  • WTF are GEO and AEO? (and how they differ from SEO)Digiday
  • Why We Should Stop Saying Generative Engine Optimization — Answer Engine Optimization Makes More SenseForbes
  • Déjà Vu All Over Again? Answer Engine Optimization Is a Familiar TrapContent Marketing Institute
  • AEO vs. GEO: Why they're the same thing (and why we prefer AEO)Profound
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