# Caleb Schmitz

Caleb Schmitz shares practical NetSuite consulting and AI work, including ways to build internal tools and improve CRM reporting.

- Profile: https://b2binfluencer.marketing/creators/caleb-schmitz/
- LinkedIn: https://www.linkedin.com/in/calebschmitz
- Median of last 6 posts: 13 reactions, 2 comments (checked 2026-11-02)
- Topics: artificial-intelligence
- Based on 8 dated posts, latest 2026-10-01

## Summary

Caleb Schmitz is most useful for practical NetSuite consulting and AI workflow examples, especially AI-assisted internal tools and CRM reporting.

- Best for: A NetSuite consulting or ERP software brand wanting a practitioner-led AI workflow case study.
- Not for: A consumer toy brand seeking sponsored parent-focused product demonstrations and purchase impact claims.
- Check first: Confirm interest, availability, terms, disclosure, usage rights, and audience evidence before planning deliverables.

### Takeaways

- A weekly spreadsheet staffing forecast became a Suitelet built from a detailed prompt and saved searches.
- A human developer still handled testing, code review, repository updates, and deployment.
- An apparent lead drop traced to a CRM status change, then an interactive Sonar report.

## Main ideas

- **AI can build real internal NetSuite tools, but a developer still reviews and deploys them**: Caleb Schmitz treats NetSuite's AI agent, Sonar, as a builder of working internal tools, and treats human testing, code review and deployment as part of the build rather than an optional finish. The method is repeatable: start from a screenshot of the manual process that already exists, write a prompt that names the fields, colour rules, layout and saved searches in detail, iterate on the layout, then ask for the result to be converted into a Suitelet. Privacy gets handled before anything is shown publicly.
- **AI changes which NetSuite projects get approved, not whether consultants are needed**: Writing after SuiteWorld, Caleb Schmitz argues that consulting demand has gone up, while the way work is delivered is changing. Large, mission-critical builds such as custom Suitelet applications still need a developer involved, because a critical process that breaks has to be maintainable and quickly fixable — that work becomes AI-assisted rather than AI-replaced. The new opportunity sits in small process-polish projects that never cleared a cost-versus-value bar and are now worth doing, because the business impact of one going down for a few weeks is limited. Clients still need people who understand custom fields, custom records and script deployment, because someone has to direct the agents and judge what they produce.
- **The consultant's job is to find the client's next constraint**: Rather than waiting for a client to spot a problem and ask for help, Caleb Schmitz argues, the best consultants help clients find it. The suggested method is a reverse demo, in which key stakeholder groups walk through their day-to-day work every two months — operations, accounts payable, accounts receivable, warehouse management — capped at one to two hours of client time a week. Communication matters as much as tooling: across Caleb Schmitz's customer base, roughly 70% of the client experience is communication, which is why sharpening soft skills is named as the first place to start.
- **Explain the anomaly before presenting the number, and let the person verify it**: When a metric looks wrong, Caleb Schmitz's approach is to diagnose why before reporting it, then build a deliverable the stakeholder can check themselves rather than forwarding the raw explanation. The reasoning is about credibility: an explanation pasted into an email is easy to doubt, while a filtered report with sensible defaults lets the person who asked the question confirm the finding on their own terms.
- **Reporting design can look like a change in performance**: The same KPI story carries a quieter warning: a tracking change can make results appear to move even when nothing in the business has. The CRM update tracked marketing key events, web inquiries and a website form integration, and introduced a new lead status separating marketing-qualified from sales-qualified leads. Because leads were now categorised differently, a drop appeared in the numbers that was not a drop in demand — a reminder that whoever owns the reporting definitions shapes what leadership believes is happening.
- **Invest in peer relationships across the NetSuite ecosystem**: Caleb Schmitz treats the consultant and partner community as worth deliberate effort, not just the product sessions. That shows up as an intent to meet as many other NetSuite partners as possible at SuiteWorld, to open lines of communication and bring what is described as a "Midwest nice" attitude to the event, and as willingness to point an audience toward a session on freight and LTL shipping for NetSuite and SuiteCommerce rather than only toward their own work.
- **A lighter register runs alongside the technical writing**: Not everything Caleb Schmitz posts is about NetSuite practice. One short post jokes about an AI-generated advertisement for children's sensory bins that showed a grown man with a beard playing with the toys, offered as an example of AI missing the product marketing intent. It signals a conversational register and a general interest in where AI goes wrong, without committing to the subject as a work topic.

## Work to read

- [Building PAM, a Pipeline Allocation Manager Suitelet with NetSuite AI](https://www.linkedin.com/posts/calebschmitz_ff6600-activity-7503048475161288706-4vN-)
- [What AI changes and does not change in NetSuite consulting after SuiteWorld](https://www.linkedin.com/posts/calebschmitz_netsuite-suiteworld-ai-activity-7521673957939261440-OSNu)
- [Using Sonar to investigate a CRM lead-status KPI dip](https://www.linkedin.com/posts/calebschmitz_my-ceo-sent-me-an-email-last-night-asking-activity-7504201030209929217-iwFk)
- [Connecting with other NetSuite partners at SuiteWorld](https://www.linkedin.com/posts/calebschmitz_this-year-im-trying-to-connect-with-as-activity-7519208440205074432-oWec)
- [Pointing to a SuiteWorld session on freight and LTL shipping for NetSuite and SuiteCommerce](https://www.linkedin.com/posts/calebschmitz_if-you-are-looking-at-freight-and-ltl-shipping-activity-7519033222559645696-MjpP)

## Brand relationships

- **Anchor Group** (employment)
- **Oracle NetSuite** (mention)

## Partnerships

The reviewed material contains no sponsorship formats, media kit, rate card, or partnership inquiry route. Caleb Schmitz's posts read as a practitioner's field notes rather than a creator menu: they describe NetSuite consulting work, internal AI tooling, and lessons from SuiteWorld, and they primarily serve the consulting business behind them. The clearest commercial call to action is a service inquiry — a post ends with an invitation to reach out to Anchor Group's NetSuite consulting team and a shortened link to NetSuite's free Sonar tool — which is a client-services route, not a sponsorship or brand-partnership route. A post pointing readers to a SuiteWorld session on freight and LTL shipping options for NetSuite and SuiteCommerce is a recommendation, and nothing in the posts discloses payment, affiliate terms, or a sponsor relationship behind it. Treat that as undisclosed and unconfirmed: recommending a session is not evidence of a paid placement in either direction. For a buyer, the practical consequence is that any partnership would start from a direct conversation. Nothing reviewed sets expectations for deliverables, pricing, usage rights, disclosure practice, review timelines, or whether sponsored content is offered at all. The material does show relevant working context that shapes a plan: posts are written to be immediately useful to NetSuite admins and consultants, they include concrete artifacts such as screenshots, exact prompts, and build steps, and they carry a stated privacy habit of swapping real customer names for fictional ones before recording. A sponsor should assume that any walkthrough of a vendor product would be handled the same way — practical, specific, and lightly framed around the business it supports. A note on what this absence means. The reviewed posts document no sponsorship offer; they do not show that sponsorships are never accepted. Partnership formats are an open research gap.

## Alternatives

- Bill Sieglein: Choose this route when the campaign is a sponsored roundtable, field event, or vendor-messaging piece aimed at a defined buyer community, and the goal is to show how to earn attention from that group. The CISOExecNet posts make the case for listening before pitching, and the walkie-talkie example describes a sponsor who dropped prepared slides and answered what members had just raised. For a NetSuite consulting company running an event or a buyer-advisory programme, that is a usable, concrete message with an example attached.
- Brian Chess: Choose this route when the campaign should be anchored in the platform's own direction rather than one consultant's build. The two posts give a vendor-side read on how people actually talk to an ERP system — the overdue-invoice and cash-shortage questions, and the shift from learning which report to run to asking the business question directly — plus a named product launch in the NetSuite Finance Analyst Skill for Claude and ChatGPT. That is useful if the brief is to explain where AI in ERP is heading and to borrow the credibility of the platform making the change.
- Josh LaSov: Choose this route when the campaign needs breadth and numbers instead of a single build: several finance and operations processes, each with a before-and-after figure. The posts list agents for bills of lading, payroll accruals across 18 subsidiaries and 50 states, revenue analysis, emailed order entry, and cash application, with times cut from six hours to five minutes and from eight hours to two. The revenue-analysis post is the strongest for a finance audience because it argues that an agent can keep searching where a person would have to stop, and that the CFO's time is better spent deciding what to do.

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AI-assisted summary of public posts. Audience demographics are not available. Engagement appears only where we checked recent posts. Method: https://b2binfluencer.marketing/methodology/