What Is AI-Mediated Shortlisting?

  • AI-mediated shortlisting is when B2B buyers outsource the research and shortlisting of vendors to AI.

  • The questions buyers ask when researching vendors have not changed.

  • To adapt to the AI research assistant, a website needs to be designed like a database.

AI-mediated shortlisting, or AI shortlisting for short, is when a buyer has a multi-turn conversation with AI to match their requirements against vendor capabilities and produce a shortlist of the few that are the best fit.

AI not only discovers, researches, compares, and shortlists vendors on behalf of the buyer: when it recommends a vendor, it also explains why the vendor is a good fit.

AI is new technology, but AI-mediated shortlisting is a business change, not a technology challenge. The jobs a buyer needs to complete and the questions a buyer asks have not changed. What has changed is who does the research. Adapting means changing how a website is organized and which pages are on it.

The Jobs a Buyer Needs to Complete to Hire a Vendor Have Not Changed

The jobs a buyer needs to complete to hire a vendor have not changed with AI-mediated shortlisting. A buyer still has to find vendors, build the shortlist, and validate the vendors on it. Those are the three jobs in The 3 Buyer Jobs Framework, and every buyer goes through them, with or without AI.

What has changed is who does the first two. In AI-mediated shortlisting, AI finds the candidate vendors and builds the shortlist on the buyer's behalf. Validating the vendors stays with the buyer.

The Questions a Buyer Asks When Comparing Vendors Have Not Changed

The questions a buyer asks when comparing vendors have not changed with AI-mediated shortlisting. Buyers have been asking the same six fundamental questions since before AI, before Google, before the telephone, and before the newspaper. They are The Six Buyer Questions.

What has changed is the researcher. More buyers are outsourcing the research to AI, and AI finds the answers to those six questions on the buyer's behalf.

What Has to Change Is How a Website Is Organized

What has to change with AI-mediated shortlisting is how a website is organized. Websites were initially designed for people: a destination to visit, explore, learn, and form an impression over multiple visits. AI queries the website instead: it looks for specific answers to the buyer's questions and returns them to the buyer.

The way to adapt is to design the website like a database: one topic per page, one answer per section, and each section readable on its own. That design increases the probability that AI returns one complete and accurate answer. Website as a Database has the three rules.

A Website Needs Six Foundational Pages, One for Each Buyer Question

A website needs six foundational pages for AI-mediated shortlisting, one for each of the six buyer questions. A foundational page is the complete answer to one of those questions. It raises the probability that AI returns an accurate answer when AI researches the question on the buyer's behalf.

The Foundational Pages maps each question to its page and lists the common names for each one. It also explains why a foundational page needs both sales and marketing: sales for the answers, and marketing to write them.

About the author

David Lee

David Lee is the founder of Do What Works. At Toyota Motor Sales, he was part of a team that selected a vendor, from gathering requirements to the final decision. He then ran a B2B marketing agency for ten years. Today he runs buyer conversations through ChatGPT and Claude to see how AI researches and shortlists vendors.

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