Definitive Guide to B2B Business Planning


Definitive Guide to B2B Business Planning

Every Solution Set is packed with insights, examples, and actionable strategies to help grow your B2B firm. 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.


01 Mission, Vision, and Value Development

  • The purpose of developing a mission, a vision and values are to create an overarching strategy for your firm.
  • B2B Professional Services firms that have defined their mission, vision and values are more focused than those who have not.
  • tool aims to help you define your reason for existence, where your organization seeks to be in the future, and the core principles to guide you in that journey.

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02 Value Proposition

This playbook provides the framework to create a Value Proposition for your firm. A value proposition is a business or marketing statement that a company uses to summarize why a consumer should use a service. This statement convinces a potential consumer that one particular service will add more value or better solve a problem than other similar offerings.

  • Best practices
  • Little know secrets
  • When to post
  • What should be posted
  • How much of the content should be yours versus 3rd party content
  • How you should sequence in your posts, and much more!

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03 Product and Service Prioritization

  • The purpose of scoring products/services is to focus your B2B firm’s efforts and resources on your most promising opportunities.
  • This tool provides you with a template to score your products/services on both external and internal factors. You can quickly change these factors to be more relevant for your firm’s business.
  • result of the scoring will be a forced ranking of your top products/services.

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04 Balanced Scorecard and Reporting

Reporting is an important part of running a B2B firm. This playbook will take you through the necessary exercises to develop a balanced scorecard to organize your goals, objectives, strategies, and tactics.

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05 Project Sequencing

Project sequencing and roadmap development can seem daunting to even to the most seasoned B2B 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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06 Business Plan Forecast Playbook

This playbook and accompanying Excel Workbook is designed to provide firms with information that will allow them to make sound financial decisions. The Business Plan Forecast will help predict cash flow and develop a projected income statement, balance sheet and cash flow forecast for a five-year period.

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