Research Is the New First Call
Half of B2B software buyers now reach for an AI chatbot ahead of Google when vendor research starts. Buying groups rank their shortlist before anyone reaches out. The first call did not disappear. It happens without you, and the newest data shows exactly how.
The first sales call still happens. What changed is that the buyer now runs it alone, before you know they exist. Half of B2B software buyers start their research in an AI chatbot more often than Google, 94 percent of buying groups rank their vendor shortlist before contacting anyone, and when that list is ranked in advance, the vendor they call first wins the deal about 80 percent of the time. The seller's first call has become a validation call: the buyer arrives with a preference penciled in and spends the call checking it. The work that used to happen on that call now happens in the research layer: the AI answers, your website, and the proof buyers check on their own.
From my desk, July 22.
Somewhere between last spring and this one, the default first move of a B2B buyer changed. In G2's survey of 1,076 B2B software buyers, run in March, 51 percent said they now start research with an AI chatbot more often than with Google. A year earlier that number was 29 percent. I have watched a lot of buyer behavior shift over 26 years, and I cannot remember a first-move number jumping 22 points in twelve months.
I have been pulling this thread for a few weeks, across the newest buyer research I could find. The chatbot headline is the least of it. The question that matters is what happens to the first sales call when the buyer finishes their research before anyone knows they are in market.
The short answer: the first call already happened. You just were not on it.
The first call happens without you
6sense runs one of the largest recurring studies of B2B buying behavior, close to 4,000 buyer responses in the 2025 edition. Fair warning before the numbers: 6sense sells software built on the premise that buyers decide early, so they have skin in this conclusion. I discount the decimals and read the mechanics, and the mechanics are hard to dismiss. Walk through what the study found, in the order a deal unfolds.
Buyers are roughly 61 percent of the way through their buying process before they contact a seller. Seventy-nine percent of the time, the buyer initiates that first contact, not the rep. Before that contact happens, 94 percent of buying groups have already put their vendor shortlist in order of preference. When the list is ranked like that, the vendor they reach out to first goes on to win the deal about 80 percent of the time. When it is not, that number falls to 57. Hold onto that gap. It is the size of the opening you still have.
Read that sequence again slowly, because it describes a sales call that has already been held. The research got done. The candidates got ranked. A winner got penciled in. Then, and only then, your phone rang. Ninety-five percent of purchases in the study went to a vendor on the buyer's day-one list, the names they had in mind when the process started.
- A question
- AI answers
- Quiet site visits
- Peer proof
- Ranked shortlist
- First contact
That chain is the actual first call now. Every link in it happens without a seller in the room.
Where the research moved
The research layer is my plain-English name for everywhere a buyer forms an opinion about you before contact: the AI engines, your website, review sites, and their peers. The newest numbers show how much weight the AI engines now carry in it.
| The number | What it says |
|---|---|
| The number51% | What it saysStart research with an AI chatbot more often than Google, up from 29% a year earlier |
| The number71% | What it saysRely on AI chatbots somewhere in their software evaluation |
| The number54% | What it saysRank genAI chatbots the top influence on their shortlist, ahead of review sites at 43% |
| The number62% | What it saysUse ChatGPT for buying research, up from 47% seven months earlier |
All four numbers are from G2's March 2026 survey. G2 has its own stake here, they run a review marketplace, which is why I care less about any single decimal than about the direction, and the direction matches what Gartner heard from the 646 buyers it surveyed in late 2025.
The line worth sitting up for is the shortlist one. On the 6sense numbers, the shortlist all but decides the deal, and buyers now say AI chatbots influence it more than any other source. The answer a buyer gets from ChatGPT at 9pm on a Tuesday is doing work your best rep used to do.
The reshuffle is real
Two more G2 findings, and these are the ones I would put in front of a leadership team.
Sixty-nine percent of buyers said an AI chatbot surfaced information that led them to pick a different vendor than the one they originally planned to buy. And 33 percent bought from a vendor they had never heard of before an AI engine recommended it.
The second one deserves a minute. A third of buyers gave money to a company that was not in their head when they started. Set that beside 6sense's finding that 95 percent of purchases come off the day-one list and the two seem to fight. Different studies, different buyers, different questions, so I will not chain the arithmetic. But there is a reading that fits both, and I think it is the right one: the day-one list still wins, and the engines now help write it. The vendor a buyer “always knew about” is, more and more, a vendor they first met inside an answer. Which means a well-positioned smaller firm can now walk into shortlists that brand recognition alone used to lock, and an established one can quietly fall out of answers it assumed it owned.
Nobody is grandfathered in. That cuts both ways. The firms I spend my days with are the smaller, sharper kind, and this is the first shift in years that tilts the table their way.
One more beat, for everyone whose business runs on referrals, which describes most of the businesses I serve. A referral used to be the whole first call. Now it is the seed of one. The name your happy client passes along gets typed into an engine and checked against everything else in the research layer before the call gets returned. The referral opens the door. The research decides whether you walk through it.
The twist in the newest data
Here is the part the doom headlines skip, and it is my favorite finding in all of this research.
Buyers are talking to sellers earlier again. 6sense's 2025 read puts first contact at 61 percent of the way through the journey, down from 69 percent the year before, roughly six to seven weeks sooner. One reason: 58 percent of buyers said they engaged sellers earlier specifically to evaluate vendors' AI capabilities, the kind of thing a chatbot cannot demo for them. And buyers using LLMs still average 16 interactions with vendors across a purchase. The conversations did not go away.
So the research layer did not delete the seller. It changed the entry fee. The buyer arrives having done real homework, and the reward for surviving their research is an earlier, longer, more serious conversation than you were getting three years ago. The engines start the funnel. They cannot finish it.
What the first call is for now
Which brings me back to the title. The buyer's research is the new first call: it is where the questions your discovery script used to ask are now asked and answered, alone, at their pace.
The call you eventually get is a validation call. The buyer arrives with requirements drafted and a preference penciled in, and they are checking it: does the story hold up live, do the claims survive questions, do they trust you at the seams where the research could not reach. Running a classic discovery script on that buyer, the fifteen questions about their business you could have answered yourself, tells them the research was one-sided. They studied you. You did not study them.
Treat validation as the honor it is. You made the shortlist. The buyer is handing you a chance to confirm what the research layer said about you, and to add the things it never can: specifics for their situation, honest tradeoffs, proof on demand.
Four moves, in order
- Ask the engines about yourself. Open ChatGPT, Perplexity, and Gemini and ask what a buyer would ask: best options in your category, your company by name, you versus the competitor you lose to most. Read the answers like a buyer. It costs nothing and takes an afternoon.
- Fix what the answers get wrong at the source. The engines assemble answers from what they can find and cite: your pages, your listings, third-party coverage. Thin or missing coverage reads as a verdict. Where the answer is wrong or empty, trace it to the source and fix it there.
- Feed the trust layer. In G2's data, 45 percent of buyers said review-site citations inside an AI answer are the most confidence-inspiring signal in it. Reviews, named proof, and verifiable claims have become load-bearing. The engines lean on them when deciding whether to vouch for you.
- Rebuild the first call as a validation call. Retire the interrogation-style discovery script. Assume the buyer has read everything, open by finding out what they already believe, and spend the call confirming, correcting, and adding what the research could not give them.
The first two moves are exactly where an AI Search Power-Up starts: what the engines actually say about you, graded, and the fixes in priority order.
The call you cannot skip
The first call is not gone. It moved upstream, into the answers and pages a buyer reads alone, and it is held whether or not you show up prepared. The research layer is where deals are won now. The validation call is where they are kept. Both are yours to lose, and only one of them comes with an invitation.
Research is the new first call. Win the one you are not invited to.
All signal. No noise.
Frequently asked questions
How do B2B buyers research vendors now?
Mostly on their own, and increasingly starting with AI. In G2's March 2026 survey, 51 percent of B2B software buyers start research with an AI chatbot more often than Google, and buyers rank genAI chatbots the top influence on their shortlists, ahead of review sites. By the time they contact a seller, 94 percent of buying groups have already ranked their vendor preferences.
Do buyers really start with an AI chatbot before Google?
Increasingly, yes. In G2's March 2026 survey, 51 percent of B2B software buyers said they start research with an AI chatbot more often than with Google, up from 29 percent a year earlier. ChatGPT is the dominant engine at 62 percent. Google still matters, but the first question in a buying process increasingly goes to an AI answer instead of ten blue links.
What is a day-one list, and why does it matter?
It is the set of vendors a buying group has in mind when the buying process starts. In 6sense's 2025 study, 95 percent of purchases went to a vendor on that list, and when the group has ranked that list in advance, the first vendor they contact wins about 80 percent of the time. If you are not present in the research that builds the list, the deal is usually decided before you hear about it.
Is the sales team less important now?
The conversations moved and got more serious. Buyers in the newest data actually engage sellers earlier than the year before, partly to pressure-test AI capabilities live, and buyers using AI still average 16 vendor interactions per purchase. What changed is the first call's job: the buyer arrives researched, so the call is validation, not discovery.
How do I find out what AI engines say about my company?
Ask them directly: your category's buying questions, your company by name, and head-to-head against your closest competitor, across ChatGPT, Perplexity, and Gemini. Then trace anything wrong or missing back to the pages and listings the engines cite. That audit, graded and prioritized, is the starting point of the work I do on AI search.
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