AI Consultation for B2B2026-10-05T22:00:40+00:00

Put AI to work inside your business. AI Consultation & Forward Deployed Engineering for Technology Companies.

We embed inside your business, connect AI to the systems you already run — ERP, CRM, quoting tools, the spreadsheet nobody wants to touch — and stay accountable through rollout, not just the proof of concept.

95%

of enterprise generative AI pilots fail to deliver measurable financial return.

30%

of generative AI projects get abandoned after proof of concept, per Gartner’s 2025 forecast.

16%

of AI initiatives have scaled enterprise-wide, according to CEOs surveyed in 2025.

Get your free AI Opportunity Audit

Tell us where the work piles up. We’ll spend time in your operation, map what’s possible, and tell you honestly whether AI is the right tool for the job. No deck. No sales sequence. Just a plan.

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Claude (Anthropic) logo — systems TECH B2B connects AI to for technology companies
OpenAI logo — systems TECH B2B connects AI to for technology companies
NetSuite logo — systems TECH B2B connects AI to for technology companies
Salesforce logo — systems TECH B2B connects AI to for technology companies
HubSpot logo — systems TECH B2B connects AI to for technology companies
n8n logo — systems TECH B2B connects AI to for technology companies
Zapier logo — systems TECH B2B connects AI to for technology companies
The opportunity

Let AI become a reliable teammate that gives you back real hours every week.

Somewhere in your business, someone is re-keying an RFQ into three systems, chasing a spec sheet buried in a shared drive, or answering the same technical question for the fifth time this week. Every one of those is recoverable time — a few minutes here, an hour there, multiplied across a team and a year. The tools to recover it already exist. Most companies just haven’t connected them to the way the work actually happens yet.

That connection is the real work, and it’s why the gain often stays just out of reach. Gartner expects 60% of AI projects to be abandoned through 2026 for lack of AI-ready data, and separate research puts the pilot-to-production failure rate at 95% — not because the underlying models fall short, but because nobody did the unglamorous work of wiring AI into the systems, data, and approval steps a real business runs on.

0%
of enterprise GenAI pilots fail to move the P&L. MIT NANDA
0%
of AI projects abandoned through 2026 without AI-ready data. Gartner
0%
of GenAI projects dropped after proof of concept. Gartner
0%
of AI initiatives have delivered the ROI leaders expected. IBM
0%
of enterprise GenAI pilots fail to move the P&L.MIT NANDA
0%
of AI projects abandoned through 2026 without AI-ready data.Gartner
0%
of GenAI projects dropped after proof of concept.Gartner
0%
of AI initiatives have delivered the ROI leaders expected.IBM
Our methodology

Forward deployed AI engineering: four principles behind every build

The forward deployed engineering model didn’t start in marketing — Palantir built it for the hardest enterprise and government deployments, and it’s now how OpenAI and Anthropic put their own models to work inside real companies. We apply the same discipline to B2B and industrial brands who don’t have a bench of in-house AI engineers to spare.

Pillar 01

Embedded Discovery

Before we write anything, we spend real time inside your operation — watching how the work gets done, tracing where the data actually lives, and talking to the people doing the job rather than the people describing it secondhand.

Pillar 02

Systems-First Integration

We build inside what you already run. ERP, CRM, quoting software, spec databases, the internal tool nobody outside your team has heard of — not a side app that adds a login nobody wanted.

Pillar 03

Governed Autonomy

We decide together, in writing, what the system can do on its own and what needs a person’s sign-off before it happens. Then we test it. AI gets things wrong sometimes, and catching that before production is part of the build, not an afterthought.

Pillar 04

Adoption, Not Handoff

We stay through rollout. That means training your team, watching how they actually use it, and fixing what gets in the way — so the thing still runs after we’re gone, instead of joining the pile of tools everyone forgot to open twice.

Websites and digital systems

AI doesn’t just automate what happens after launch. It changes how we build the system itself.

The same discipline applies whether we’re building a website, a storefront, a product configurator, an ROI estimator, a searchable knowledge base, a lead-generation and lead-management system, or the inventory and purchasing tools running behind the scenes. Each one is a system that has to be built, integrated, and kept running — and AI changes the speed and the architecture, not just what happens after it ships.

What we build:

  • Websites and storefronts
  • Product configurators and pricing or ROI estimators
  • Searchable knowledge bases and expert systems
  • Lead generation, scoring, and lead management systems
  • Inventory, purchasing, and quoting systems
Faster

Faster to Build

AI-assisted development scaffolds components, wires up integrations, and drafts first-pass workflows in days instead of weeks. That doesn’t mean skipping review — every AI-generated change goes through the same testing and QA discipline as anything hand-written. It means our engineers spend their time on architecture and judgment calls instead of boilerplate.

Flexible

Built to Flex

We build headless, API-first, on modern frameworks instead of a legacy, bolted-together stack. Content, commerce, and data sit behind clean APIs, so adding a new integration later — a CRM, a quoting tool, a new data source — doesn’t mean tearing the system apart to make room for it.

Secure

Secure by Default

Fewer legacy, bolted-together tools means a smaller attack surface. We build in dependency and vulnerability scanning, access controls, and audit logging from day one, instead of retrofitting them after something goes wrong.

Services

Everything you need to move from pilot to production.

AI Opportunity Audit

A fixed-scope engagement to find out what’s actually worth building.

  • 2–3 days embedded in your operation, watching the workflow firsthand
  • A system map of where your data lives and who can access it
  • Risk assessment and a build plan, with an ROI estimate attached
  • Yours to use whether we build it or someone else does

AI Agents & Workflow Automation

Custom agents and automations built for a specific bottleneck, not a generic use case.

  • Retrieval systems that surface the right document, spec, or answer on request
  • Workflow automation across n8n, Zapier, or the tools your team already runs
  • Text and voice interfaces where they genuinely save time

ERP, CRM & Legacy System Integration

The unglamorous plumbing that decides whether an AI project survives contact with your actual tech stack.

  • Connections into NetSuite, Salesforce, HubSpot, or homegrown databases
  • Catalog, inventory, and quoting data synced instead of manually re-entered
  • MCP servers — the standardized connections that let AI tools use your software safely

Governance, Testing & Human-in-the-Loop Controls

Because “the AI did it” isn’t an acceptable answer when something goes wrong.

  • Access rules and approval steps for anything that touches live data or spend
  • Answer testing against your actual content, not a generic benchmark
  • Audit logging so every automated action has a record

AI-Accelerated Digital Systems

Modern, secure systems built faster, without locking you into one platform.

  • Websites, storefronts, configurators, estimators, and knowledge bases
  • Lead generation, lead management, inventory, and purchasing systems
  • Headless, API-first builds on modern frameworks instead of a legacy, bolted-together stack
  • Security built in from the start: dependency scanning, access controls, and a smaller attack surface
  • Flexible enough to add a new integration later without a rebuild

Fractional AI Lead

Ongoing, part-time technical leadership for teams that need direction without a full-time hire.

  • Architecture and vendor decisions
  • Build review and team enablement
  • Available to build hands-on when you need another set of hands
Engagement model

Five phases: Same discipline we bring to GEO.

1

Discover

We spend time inside your business — watching the workflow, tracing the data, and talking to the people who own the process day to day.

2

Diagnose

We map your systems and access rules, flag the risks, and identify the single highest-leverage workflow to fix first.

3

Design

A fixed-scope build plan: what gets built, what stays off-limits without a person’s approval, and how we’ll measure whether it actually worked.

4

Deploy

We build, test, and integrate — wired into your existing stack, with logging and approval steps where the stakes call for them.

5

Defend

We stay through adoption: training, fixes, and — if you want it — ongoing fractional AI leadership as the tools underneath keep changing.

In practice

The kind of bottleneck this fixes.

  • A distributor’s 60,000-item catalog synced to a new storefront in minutes instead of re-keyed by hand.

  • A quoting team’s RFQ backlog triaged by an agent before a person signs off on anything that goes to a customer.

  • A 12-tab trade-show spreadsheet replaced with a shared tool the team can update directly — or just ask, in plain English.

  • A technical support inbox where the AI drafts the answer from your actual spec sheets, and a human still hits send.

  • A marketing site rebuilt on a modern, API-first stack in weeks instead of months, with dependency scanning and access controls built in from day one instead of retrofitted after a scare.

  • A pricing spreadsheet turned into a configurator or estimator customers can actually run themselves, instead of waiting on a quote.

We won’t sell you a build if the problem needs a simpler fix. Sometimes the honest answer in the audit is a better form, not an agent.

Kevin Fincel, AI Operations Lead and Forward Deployed AI Engineer at TECH B2B Marketing
Who leads it

Led by real AI infrastructure experience

Kevin Fincel leads our AI consultation practice. He’s TECH B2B’s AI Operations Lead and a Forward Deployed AI Engineer with more than 18 years building business systems. He built the self-hosted MCP servers and agent tooling our own team uses daily, and founded Geol.ai, the platform that tracks how AI engines cite and recommend brands — the same platform behind our Generative Engine Optimization service. He’s spent years connecting AI to ERP, CRM, and legacy systems for industrial and B2B clients, and he leads every engagement personally.

Frequently asked

AI consultation — answered.

Forward Deployed AI Engineer (FDE)?2026-09-30T20:58:56+00:00

An FDE embeds inside your business to turn a real operational problem into working software, splitting time between hands-on engineering and the judgment calls you'd normally expect from a consultant. The role was popularized by Palantir and is now used by OpenAI, Anthropic, and Salesforce to describe the same job: someone who builds AI into a specific environment and stays accountable for whether it works, rather than handing over a slide deck.

How is this different from typical AI consulting?2026-09-30T20:59:25+00:00

Most AI consulting ends at a recommendation. We write the code, connect it to your actual systems, and stay through rollout. If the honest answer is "you don't need AI for this," we'll tell you that instead of selling a build.

What’s the AI Opportunity Audit, and what does it cost?2026-09-30T20:59:37+00:00

It's a fixed-scope, short engagement — typically two to three weeks — where we spend time in your operation, map your systems and data access, and come back with a build plan and ROI estimate. Pricing depends on scope; reach out and we'll walk you through it before anything starts.

Will an AI agent be able to change things on its own?2026-09-30T20:59:55+00:00

Only what you and our team agree to in writing beforehand. Every engagement defines what the system can do autonomously and what requires a person's approval — and we test that boundary before it goes live, not after.

What if we already tried an AI pilot that didn’t go anywhere?2026-09-30T21:00:08+00:00

That's a common starting point, not a disqualifier. Most stalled pilots failed on integration and adoption, not the underlying model — which is exactly the gap this service is built to close.

What systems can you integrate with?2026-09-30T21:00:20+00:00

ERP platforms like NetSuite, CRMs like Salesforce and HubSpot, e-commerce platforms, homegrown databases, and legacy software that's never had a public API. If it currently runs your business, we can usually connect to it.

Do you replace our developers or IT team?2026-09-30T21:00:33+00:00

No. We build alongside your team and document everything so they can run and extend it. For ongoing needs without a full-time hire, our Fractional AI Lead option keeps that support in place part-time.

Can AI actually make building a website faster, or is that just a sales pitch?2026-09-30T21:00:43+00:00

Yes, with a real caveat: it speeds up the repetitive parts, scaffolding, boilerplate integration code, first-draft components, so our engineers spend their time on architecture, security, and the judgment calls that decide whether a site holds up in production. Every AI-generated change still goes through the same review and testing as anything hand-written. It also tends to mean a more flexible result, since AI-assisted builds lean toward modern, API-first architecture rather than a legacy plugin stack — which is also the more secure starting point.

How long before something is actually in daily use?2026-09-30T21:00:54+00:00

It depends on scope, but the Opportunity Audit is designed to take two to three weeks, and most first production builds follow within a matter of weeks after that — not the multi-quarter timelines that let a pilot quietly die.

What is AI process automation?2026-07-28T17:45:34+00:00

AI process automation uses large language models and custom integrations to run repetitive, data-heavy business processes automatically — CRM upkeep, reporting rollups, list cross-referencing, content operations — with human approval where it matters. Unlike rules-only automation, AI handles the messy middle: unstructured data, judgment calls, and language.

How is AI process automation different from RPA?2026-07-28T17:44:57+00:00

RPA (robotic process automation) replays scripted clicks and rules, and breaks when anything changes. AI process automation uses models like Claude to interpret data and intent, so it survives messy inputs and edge cases. Most of our builds combine both: deterministic code where rules win, AI where judgment is required.

Isn’t this just Zapier or Make with extra steps?2026-07-28T17:44:22+00:00

No. No-code chains are fine for simple triggers, but they get brittle, opaque, and expensive at scale. We write custom, code-owned integrations — Claude- and MCP-based connectors with logging, error handling, and eval suites — that you own outright. No per-task fees, no platform lock-in, nothing you can't take with you.

What is agentic automation?2026-07-28T17:43:46+00:00

Agentic automation (or agentic process automation) uses AI agents that can plan and execute multi-step work across systems — pull a report, cross-reference the CRM, draft the summary, route it for approval — rather than executing one fixed trigger-action pair. It's the pattern behind our multi-system workflows, always with human sign-off gates.

What is MCP (Model Context Protocol)?2026-07-28T17:43:11+00:00

MCP is an open standard — originally developed by Anthropic — that lets AI models like Claude connect securely to business tools: CRMs, analytics platforms, databases, phone systems. We build custom MCP connectors so automation works directly inside your real stack instead of a copy of your data.

Which processes are the best candidates for AI automation?2026-07-28T17:42:36+00:00

Look for work that is manual, recurring, and quietly expensive: CRM tagging and lead scoring, cross-platform reporting, trade-show list cross-referencing, content repurposing and metadata, billing and time-tracking rollups. If a task follows a describable pattern and eats hours every week, it's a candidate. That's exactly what our free audit inventories.

What does AI process automation cost?2026-07-28T17:42:48+00:00

Market benchmarks run roughly $5k–$15k for paid discovery or a pilot and $15k–$75k for full stack production builds, with optional monthly optimization retainers. Our engagements start with a free audit and a written roadmap, so you see the ROI math on your specific processes before spending anything.

How long does it take to see results?2026-07-28T17:38:10+00:00

The audit takes 30 minutes; your roadmap arrives within days. A typical pilot automates one workflow in 30–60 days with measured before/after results. Because we build inside your existing stack rather than migrating you to a new platform, first value lands in weeks — not quarters.

What’s the ROI of automating a process?2026-07-28T17:36:14+00:00

We calculate it the boring way: hours saved × loaded labor cost, minus build and run cost. Example: automating a weekly cross-platform report that takes a marketer 5 hours saves ~260 hours a year — payback typically lands within the first quarter. Every roadmap we deliver includes this math per process.

Is our data safe? Does the AI train on it?2026-07-28T17:35:56+00:00

Yes, and no, respectively. We build on commercial API endpoints — Anthropic's commercial terms don't permit training on your API data — and your information stays inside your own accounts (your HubSpot, your Google properties). We minimize what the model sees, log every step, and sign DPAs where required.

Will automation replace our marketing team?2026-07-28T17:35:01+00:00

No — it removes the busywork that keeps your team from doing what you hired them for. A person still signs off on anything customer-facing, anything touching money, and any change to a record of truth. Automation does the exporting, cross-referencing, and tagging; your people do the strategy and judgment.

Why hire an agency instead of building in-house?2026-07-28T17:34:18+00:00

Your team could learn LLM APIs, connector protocols, eval frameworks, and failure modes — over months. We've already built these systems for the exact platforms B2B marketing runs on, and we run our own agency on them daily. You get working automation in weeks, documented code you own, and none of the hiring risk.

We’re an industrial tech company. Do you understand our world?2026-07-28T17:33:14+00:00

It's the only world we serve. TECH B2B Marketing has worked with automation, robotics, machine vision, and manufacturing technology companies since 1996. We know the long technical sales cycles, the trade-show calendar, the spec-heavy content, and the engineering-literate buyers your marketing has to satisfy.

How does this relate to Generative Engine Optimization (GEO)?2026-07-28T17:31:28+00:00

They're two halves of the AI equation. GEO makes sure AI search engines find, understand, and cite your company; process automation puts AI to work on everything that happens after — scoring the lead, prepping the follow-up, reporting the results. See our Generative Engine Optimization service for the other half.

Free AI Opportunity Audit

Let’s find out what’s worth building

Get your free AI Opportunity Audit. We’ll spend time in your operation, map what’s possible, and tell you honestly whether AI is the right tool for the job.