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AI가 구매 여정의 중심이 되다고객이 직접 찾는 시대에서, AI가 추천해주는 시대로 전환 중
기존 구매 퍼널의 붕괴와 AI 중심 퍼널의 등장
문제는, 이 손실을 기업이 인지조차 하지 못할 수 있다는 점
AI가 구매 퍼널의 초입에서 브랜드를 '필터링'하는 새로운 관문 역할을 하며, 기존의 접점 기반 마케팅 전략은 점점 무력화되고 있음
LLM이 중요하게 여기는 콘텐츠의 기준
LLM 시대에 대응하는 3단계 전략
LLM은 고객이 브랜드를 만나기 전부터 필터링을 시작함
→ 기존 SEO 전략만으로는 대응 불가능
→ LLM을 고려한 콘텐츠 최적화 전략을 도입해야 선순환 구조가 형성됨
결론: 인간이 아닌 "AI 에이전트에게 최적화"하라
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Marketing’s New Middleman: AI Agents
From discovery to decision, large language models are starting to gatekeep the marketing funnel, so brand stewards must learn to speak their language. By Natasha Sommerfeld, Rishi Dave, and Daniel Webster-Clark
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At a Glance
Buyers increasingly rely on search powered by generative artificial intelligence to guide their purchase journeys. They’re perusing AI summaries on traditional search engines such as Google and Bing or going directly to large language models (LLMs) such as ChatGPT to conduct research, ask for product recommendations, or get buying advice. Recent data suggests the magnitude of the shift:
This shift to generative AI–referred traffic upends the traditional customer discovery funnel. What does the new, zero-click funnel look like—and what does it mean for businesses?
Robots in the driver’s seat
The traditional digital buying journey is linear and labor-intensive. Customers actively work their way through searching, clicking, comparing options across sites, downloading white papers, or reading reviews. Each stage requires effort, which inevitably causes drop-off. The more work a customer must do, the more likely they are to abandon the journey altogether, especially for lower-stakes or impulse purchases. AI-powered search allows buyers to outsource many of these friction-filled middle steps. As the AI agent gets to know an individual’s preferences, there is an added benefit of answer quality improving over time. Exponential improvement in the underlying technology due to scaling, architecture, and infrastructure innovation will only increase model performance. Today, Adobe finds that conversion rates through AI-powered search are closing the gap with other product discovery paths that customers use, and Scrunch AI reports conversion rates can be twice that of standard Google search for certain journeys. As the AI-powered path gains share, brands will have fewer chances to get in front of the customer, differentiate their offering, and build trust over time. AI agents work on the customer’s behalf when they summarize reviews, recommend products, rank options, and, increasingly, anticipate preferences based on past behavior. In some cases, they can carry the customer from vague interest to specific recommendation in a single step. The funnel thus fragments into pieces that move quickly and out of sight, and it is increasingly controlled by the AI tool rather than the customer (see Figure 1). Figure 1
Traditional digital buying journeys are being disrupted Source: Bain & Company The speed at which customers are moving from the old world to the new varies. Our survey identified areas that are most likely to move faster, notably learning, shopping, and styling advice (see Figure 2). Figure 2
US consumers are more likely to trust generative AI for lower-stakes activities Source: Bain–Dynata Generative AI Consumer Survey, December 2024 (n=1,117) These areas stem from a few factors:
Contending with the new funnel
The rise of AI referral has major implications for marketing and sales teams. Companies that don’t optimize their approach for AI agents’ new role in many steps of the funnel have already started to lose potential customers. The kicker: They might not even be aware of the loss, as they never hosted the initial website visit or content download to explore the product. Without that initial exploratory touchpoint, marketers likely cannot reengage those prospective customers, since they do not exist in company databases. In the old order, when a prospect didn’t convert, the company at least had the breadcrumbs of page views, ad impressions, form fills, or email sign-ups, enabling marketers to follow up. But the AI-powered funnel shuts out sellers well before the journey reaches them. Discovery, evaluation, and short-listing all happen inside the AI tool. Unless a company’s brand surfaces at that moment or is already top of the buyer’s mind, it might never make the list. The exception is for repeat and loyalty-based purchases, for which customers might still go straight to their preferred vendors, bypassing the new research tools entirely. As a result, we anticipate that customers will engage along three paths. One is direct to the brand website. A second is intermediated through AI, a path that ranges from casual shopping assistance to full completion of the purchase by the AI agent. Third, for people who don’t adopt generative AI, traditional channels will retain the lion’s share of traffic, but even there, the growing presence of AI summaries will change the nature of brands’ positions.
What do LLMs value?
In the near future, it won’t be an either/or world. Companies will need to optimize their content strategy and website for each path. For the direct and traditional routes, the usual rules of removing friction and creating personalized journeys and value propositions still apply. However, succeeding with AI-intermediated traffic requires a broader set of marketing levers, valued differently than traditional search. Within LLMs, expert opinions, earned media, and customer or forum commentary carry greater weight in search results, because the LLMs seek to validate the claims of branded company sites. Scrunch AI analysis finds that more than 90% of content in response to nonbranded search queries in LLM engines comes from third-party sources exclusively. Even when an LLM mentions a brand, more than 60% of content still comes from nonbranded sources, and as the engines evolve, they may rely more heavily on such content. Today, LLM engines value the following content characteristics:
Three steps for adapting
Some leading companies have delved into understanding how the AI referral transition affects their businesses. A few are already starting to invest in capabilities to improve results from LLM marketing. Companies committed to accelerating the shift can improve performance through a practical, three-step approach. 1. Identify the new metrics that matter. Without the right set of metrics to understand both value at stake and how traffic is changing, companies will fail to see—much less pursue—the largest sources of marketing leads. 2. Build intelligence to identify potential levers of improvement. Marketers should continuously evaluate how LLMs affect the customer funnel today and how that could change in the near future. Most valuable will be tools that provide a clear, readily updatable view of the customer buying journey, the AI-powered funnel, and how brands appear in AI-powered search engines. Each aspect of this view should translate to a practical scorecard. While LLMs and AI-powered search build upon similar inputs, they often produce radically different results and outcomes. A scorecard helps companies focus on the areas of greatest need and identify possible levers to attain the desired outcomes. 3. Devise testable hypotheses and experiment quickly. Once a company identifies potential areas of focus to improve AI search performance, it can prioritize the long list of actions and start experimenting. Many organizations will need to develop new capabilities and agile processes to run, monitor, and scale “influence experiments” and allocate marketing resources based on the test results. With LLMs cutting brands out of the funnel before they even know a buyer is looking, most current search engine optimization strategies fall short. Adapting the strategy to incorporate LLMs will create a reinforcement cycle: Strong internal, earned, and social content leads to more AI references, greater trust and engagement, and further prioritization in LLM outputs. To succeed in the era of LLMs, marketers must optimize for AI agents—not just humans. #### About Scrunch AI Scrunch AI, founded by Chris Andrew and Robert MacCloy, shows companies how they are represented by major AI search models. The platform reveals how brands appear in AI search, offers insights on how to improve, and provides an infrastructure layer to manage AI crawlers and agents. Published in April 2025
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Authors
Headshot of Natasha Sommerfeld
Natasha SommerfeldPartner, Boston
Rishi DavePartner, New York
Headshot of Daniel Webster-Clark
Daniel Webster-ClarkAssociate Partner, Chicago
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