Insights

How B2B Buyers Use AI to Shortlist Vendors — Before They Ever Contact You

51% of B2B buyers now start their research in AI tools like ChatGPT — before visiting a single website. Here is what that means for your business and what to do about it.

Website traffic was dropping at my last company, Radiate B2B, and it was clear very quickly what caused it.

It wasn’t much different to the drop HubSpot was seeing at the same time (though significantly smaller!). We hadn’t changed anything significant. The product was the same. The content was the same. And yet fewer people were finding us through the channels that had always worked.

When we dug into it, we found we weren’t being mentioned by AI tools. When potential buyers asked ChatGPT or Claude about the kind of problem we solved, Radiate B2B didn’t come up. We weren’t wrong in those conversations — we simply weren’t in them. The evaluation was happening without us.

We decided to fix it deliberately. Over the following months, we invested effort in becoming legible to AI: cleaner positioning, more consistent third-party coverage on sites like Reddit and YouTube, a clearer signal across the places AI tools draw from. AI-sourced traffic grew 11x. Not because the product changed — because we became visible to a new gatekeeping layer that most of our competitors were not able to move quickly enough to take advantage of.

I am going through the same process now with Connected Paths. The starting point is different, and so are the lessons.


The shortlist you never see

Here is what has changed in how B2B buyers work.

The research stage that used to happen on Google — reading articles, comparing options, forming a view — now happens increasingly inside AI conversations. A CEO looking for an AI implementation partner, or a COO evaluating operations software, or a CMO trying to understand what is actually worth doing in marketing right now: they are not starting on Google. They are starting with a prompt.

G2 found that 51% of B2B software buyers now begin their research in an AI chatbot rather than a search engine — up from 29% twelve months ago. For every hour a buyer subsequently spends with a vendor’s sales team, they have already spent approximately five hours in AI tools. By the time someone fills in your contact form, a shortlist has already been formed. You are either on it or you are not.

What makes this different from traditional SEO is that you cannot see it happening. There is no analytics tag inside a ChatGPT conversation. There is no session recording of a buyer asking Perplexity to compare you against three competitors. The evaluation is invisible, and it is complete before the first human contact.

The moment a prospect picks up the phone, they are not browsing. They are validating.


Why reputation alone no longer protects you

This is the part that catches established businesses off guard.

A company with fifteen years of genuine credibility — clients who trust them, referrals that come in quietly, a reputation built through doing good work — tends to assume that reputation is portable. That it travels. That when a buyer asks an AI tool who the good options are, the answer will reflect the market reality they have spent years building.

It does not work that way.

AI tools do not know your reputation. They know what is written about you — in places they can read, by sources they trust, in language that maps clearly to the problem a buyer is describing. A two-year-old competitor with cleaner positioning, more third-party coverage, and a clearer digital footprint will appear in that answer before you do. Not because they are better. Because they are more legible to the system that is now doing the shortlisting.

I have seen this directly. My personal presence in AI tools is significantly higher than Connected Paths, which is newer and has less established coverage. When someone asks about AI implementation for B2B businesses, I sometimes come up personally — but the connection to Connected Paths, and what we actually do, is still forming. We are seeing early Google traffic as a result of deliberate work. AI visibility is lagging. The credibility exists in people’s heads. The hard part is getting it into the systems that are now doing the initial filtering.


What this means practically

There are three things worth doing, roughly in this order.

Get clear on what you actually do — in plain language. AI tools struggle with vague positioning. If your website says you help businesses “unlock their potential through innovative solutions,” you will not appear for specific, commercially-meaningful prompts. The businesses that show up are the ones that have made it easy for a system to understand what they do and for whom.

Build a consistent signal across the places AI draws from. This is not just your website. It is your LinkedIn presence, the publications that mention you, the review platforms where clients describe your work, the podcasts and articles that reference you in context. AI tools synthesise across these sources. A strong signal in one place is less useful than a consistent signal across several.

Use your strongest asset as a bridge. At Connected Paths, my personal coverage is ahead of the company’s. That is actually a usable lever — content and appearances tied to me can carry the company name and what it does. If you have a profile, a track record, a point of view that has built up over years, that is not separate from your business’s AI visibility. It is part of it.

None of this is fast. The lag between doing the right things and seeing the results in AI-sourced traffic is longer and less predictable than traditional SEO. But Gartner estimates that by 2028, 90% of B2B buying will be intermediated by AI agents. The businesses that are visible in that system are the ones starting now.


The question worth asking this week

Look yourself up — not on Google, but in ChatGPT or Perplexity. Ask the question your best potential client would ask when they are looking for what you do. See what comes back. See whether you appear. See how you are described if you do.

If you want to go further, In the Weights is a useful tool that shows you exactly how strongly the leading AI models recognise your name — and where you are not appearing. It is a good place to start if you want a clearer picture of your current AI visibility before deciding what to fix.

Most established business owners who do this for the first time find something surprising — either they are not there, or the version of them that appears is not quite right. That gap between the reputation you have built and the signal you are giving off to AI is the problem worth solving.

The shortlist is being formed. The only question is whether you are on it.


Connected Paths helps established B2B businesses implement AI across operations and go-to-market. If the visibility question in this post is one you want to work through for your own business, that is a good starting point for a conversation.