Complete Guide to B2B Operations


Every Solution Set is packed with insights, examples, and actionable strategies to help grow your B2B IT, Financial Services, or Professional Services firms. Each Solution Set contains a combination of Playbooks and Point Solutions that provides you with ready-to-go tools to solve issues relevant to firms like yours.

To find out what is included in each Solution Set, you can go to each product by clicking on the More Detail button below the product description.






Journey Mapping

Value Discipline Framework


  • Helps establish clear descriptions of team members’ roles and responsibilities
  • Helps the management team identify team members who are responsible for different aspects of a project.
  • Allows professional service companies to benefit from a more efficient completion of tasks

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The purpose of Journey Mapping is to tailor each individual’s experience with your B2B professional services industry brand based on where they are as a lead or a customer.

Journey Mapping helps you to understand what crucial information should be provided at which point in the lead or customer journey.

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The Value Discipline Framework provides you with an understanding of what clients value, how your competitors are positioned, and operating model implications.

The Value Discipline Framework helps you determine how to differentiate your offering, respond to customer needs appropriately and operate most efficiently.

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Balanced Scorecard Tool Summary

Project Sequencing

Project Status Report


  • Monitor the progress of strategic goals
  • Enable professionals/
    organizations to measure their performance from different perspectives: customer perspectives, business efficiency, finances, and learning and growth
  • Shows where you are and where you are going with measurable targets and deadlines.

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Project sequencing and roadmap development can seem daunting to even to the most seasoned B2B professional services executive. We have developed a systematic and proven approach in this playbook.

Using our approach, you will develop an Execution Confidence score for each potential project. 

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  • This project status report is used as a tool to help management (internal and clients) better understand the status of a project.
  • This tool aims to provide you with a template to effectively track client updates and take actionable steps to successfully complete your projects. The template includes:

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Capabilities Assessment

Change Management


This playbook provides the framework to better understand how to use capabilities to assess your B2B Professional Services firm. 

Not every capability is critical to your firm’s success so we look at your capabilities through two different lenses importance and effectiveness.

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This playbook provides the framework to develop a change management strategy for your firm. Focusing on change management increases the probability of successful change implementation and ongoing maintenance of the changes in one place.

Change management can help B2B Professional Services achieve better, faster outcomes and is critical to success. 

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