Someone told me recently that B2B information businesses need to work on their visibility problem. More brand. Make sure you’re seen.
I reckon you can be wearing high-vis vests holding signs saying “defendable data this way”. Doesn’t matter if you’re not supporting a decision.
If your leadership team can’t name the decision your product enables – not the category, the decision, who makes it, how often, what happens when they get it wrong – you don’t have a visibility problem. You have a value problem. And it’s been building since before AI was in the conversation.
Because an AI agent doesn’t care about your brand. It routes. It calls the source that gives it the signal it needs for the decision it’s been asked to support by a person you do not know. If your leadership team can’t name the part they play in that decision, the agent can’t either. You get deselected at the routing layer. No relationship saves you. No branding campaign reaches it. I don’t mean branding is useless – it’s not. But…
This isn’t all about AI. There are accounts in your book right now that look fine. Usage ticking. NPS acceptable. Account manager calls them green. And they won’t renew. Not because they found something cheaper. Because the job your product was hired to do shifted and nobody noticed.
Maybe the market changed. Their workflow changed. The decision that once required your data now gets made differently. The customer didn’t fall out with you. They outgrew what you were giving them, which turned out to be less specific than either of you thought.
It’s been happening quietly for years. Logged as budget pressure. Logged as personnel change. Occasionally logged as competitive loss. Logged but with no follow-on curiosity about what actually happened. On to the next busy task to complete.
AI didn’t create that problem. It doesn’t solve it either. No amount of fancy platforms will plaster over the decision you didn’t design your solution to support. It just exposes the gap faster and shares the result with procurement before you know about it.
The status quo for data businesses is to price on access. Seats, licences, coverage tiers. That made sense when your interface was the only way in. Karen Prevezer, pricing leader, has been asking this question for years, from inside some of the largest information businesses in the world:
“When the customer’s results improve, what in your pricing model naturally increases?”
If nothing does, the commercial structure is decoupled from value.
Pricing is product design. When it fights how customers succeed rather than scaling with it, every renewal is a negotiation. Every price increase is a fight. And when an AI agent can approximate your output for a fraction of the cost, the CFO doesn’t need a good argument to question the renewal. They just need to ask the question you haven’t prepared your champion to answer.
Three questions sit underneath every difficult renewal in this industry.
What decision does our data enable, precisely? Can the customer name it? Can your leadership team?
Does our pricing scale with something that grows when the customer succeeds? Or are we pricing the thing AI is cheapest at replicating?
Do we actually know what’s driving our renewal performance – or are we about to find out?
No one wants to see the lonely rep waiting it out at their desk on a Friday afternoon, while the rest of the team is off celebrating. Then get the apologetic message later that night about the deal slipping. Or change the forecast to the board.
Visibility isn’t the problem.
Knowing your customer well enough to design for their decision making is.
At Substribe we work with B2B data businesses on what’s driving their data product renewal performance.
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