Insights

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Insights

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Insights

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The Wholesale Playbook

The Wholesale Playbook

Strategic Frameworks for B2B Digital Excellence

From executive leadership to platform enablement—practical insights that connect digital initiatives to business outcomes. No jargon. No marketing fluff. Just roadmaps that work.

Strategic Frameworks for B2B Digital Excellence

From executive leadership to platform enablement—practical insights that connect digital initiatives to business outcomes. No jargon. No marketing fluff. Just roadmaps that work.

person in white dress shirt holding white paper
person in white dress shirt holding white paper
person in white dress shirt holding white paper

Insights Playbook

Keynotes and workshops designed for B2B executives, operators, and digital leaders

All

16

Learn More

Leading

5

Learn More

Growing

3

Learn More

Enabling

3

Learn More

Adopting

2

Learn More

Retaining

2

Learn More

The Signal

1

Learn More

a sign on a pole

Shopify's B2B Product Velocity: Five Game-Changing Features in Just Months

Shopify's rapid B2B evolution—five new features that transform wholesale commerce. From 2,048 variants to store credit and routing workflows, here's what matters.

The Signal

Learn More

2 min read

a square object with a knot on it

AI, Data, and What’s Next for Retention

Discover how AI and data governance drive B2B retention through predictive insight and personalized service.

Retaining

Learn More

2 min read

person writing on white paper

The Fallacy of “Consumerization” in B2B

Why B2B brands should stop copying B2C and start designing for their buyers’ real-world workflows.

Retaining

Learn More

2 min read

a group of blue boxes

Empowering Distributors Through Digital Enablement

Learn how manufacturers empower distributors by providing digital tools, content, and systems that improve adoption and grow channel loyalty.

Adopting

Learn More

2 min read

a couple of books sitting on top of a wooden table

Your Digital Branch Is Your New Branch

Treat your digital channel like a real branch. Learn how B2B distributors scale growth by staffing, funding, and managing their online channel like physical operations.

Adopting

Learn More

2 min read

white and red calendar on brown wooden table

Where Data Becomes a Competitive Edge

Learn how data governance, structure, and AI readiness give B2B companies an edge in efficiency, personalization, and decision-making.

Enabling

Learn More

2 min read

graphs of performance analytics on a laptop screen

The Hidden Growth Strategy: Customer Integration & Punchout

Learn how Punchout and eProcurement integration drive B2B growth by embedding your catalog directly into your customers’ buying systems.

Enabling

Learn More

2 min read

black and silver laptop computer on brown wooden table

Building a Connected Stack: ERP, PIM, and Composable Commerce

Learn how to connect ERP, PIM, and Shopify Plus into a unified B2B system that drives efficiency, speed, and data consistency.

Enabling

Learn More

2 min read

A person placing a piece of wood into a pyramid

The Executive Playbook for Scalable Growth

Build an executive-level framework to scale digital revenue, measure adoption, and align teams.

Growing

Learn More

3 min read

a person holding a calculator over a piece of paper

The Financial and Operational Case for Digital

Digital isn’t about traffic — it’s about efficiency. Learn how self-service, automation, and data accuracy improve margin and cash flow.

Growing

Learn More

3 min read

blue marker on white printer paper

Rethinking the B2B Sales Model

How B2B leaders are turning digital self-service into their strongest sales ally. Discover why the future of sales is consultative, not transactional.

Growing

Learn More

3 min read

person using laptop on white wooden table

Leading Digital From the Top

B2B growth starts with leadership, not technology. Learn how CEOs and executives can lead digital transformation from the top down.

Leading

Learn More

3 min read

man in black formal suit jacket and pants carrying black bag while walking on pedestrian lane during daytime

You Can’t Outsource Transformation

Digital transformation can’t be delegated. Learn how B2B executives drive real change by taking ownership of strategy and outcomes.

Leading

Learn More

3 min read

people standing on gray tile flooring

Are You Organizationally Ready?

Discover why most B2B eCommerce programs fail from the inside out—and how to build organizational readiness before investing in tech.

Leading

Learn More

3 min read

three men sitting while using laptops and watching man beside whiteboard

Building and Inspiring Digital Teams That Win

Learn how B2B leaders build cross-functional digital teams that deliver results without needing tech-giant talent.

Leading

Learn More

3 min read

person using smartphone and MacBook

Where Digital Should Live in Your Organization

Discover why digital should sit closest to customer success —and how to restructure for growth and retention.

Leading

Learn More

3 min read

All

16

Learn More

Leading

5

Learn More

Growing

3

Learn More

Enabling

3

Learn More

Adopting

2

Learn More

Retaining

2

Learn More

The Signal

1

Learn More

a sign on a pole

Shopify's B2B Product Velocity: Five Game-Changing Features in Just Months

Shopify's rapid B2B evolution—five new features that transform wholesale commerce. From 2,048 variants to store credit and routing workflows, here's what matters.

The Signal

Learn More

2 min read

a square object with a knot on it

AI, Data, and What’s Next for Retention

Discover how AI and data governance drive B2B retention through predictive insight and personalized service.

Retaining

Learn More

2 min read

person writing on white paper

The Fallacy of “Consumerization” in B2B

Why B2B brands should stop copying B2C and start designing for their buyers’ real-world workflows.

Retaining

Learn More

2 min read

a group of blue boxes

Empowering Distributors Through Digital Enablement

Learn how manufacturers empower distributors by providing digital tools, content, and systems that improve adoption and grow channel loyalty.

Adopting

Learn More

2 min read

a couple of books sitting on top of a wooden table

Your Digital Branch Is Your New Branch

Treat your digital channel like a real branch. Learn how B2B distributors scale growth by staffing, funding, and managing their online channel like physical operations.

Adopting

Learn More

2 min read

white and red calendar on brown wooden table

Where Data Becomes a Competitive Edge

Learn how data governance, structure, and AI readiness give B2B companies an edge in efficiency, personalization, and decision-making.

Enabling

Learn More

2 min read

graphs of performance analytics on a laptop screen

The Hidden Growth Strategy: Customer Integration & Punchout

Learn how Punchout and eProcurement integration drive B2B growth by embedding your catalog directly into your customers’ buying systems.

Enabling

Learn More

2 min read

black and silver laptop computer on brown wooden table

Building a Connected Stack: ERP, PIM, and Composable Commerce

Learn how to connect ERP, PIM, and Shopify Plus into a unified B2B system that drives efficiency, speed, and data consistency.

Enabling

Learn More

2 min read

A person placing a piece of wood into a pyramid

The Executive Playbook for Scalable Growth

Build an executive-level framework to scale digital revenue, measure adoption, and align teams.

Growing

Learn More

3 min read

a person holding a calculator over a piece of paper

The Financial and Operational Case for Digital

Digital isn’t about traffic — it’s about efficiency. Learn how self-service, automation, and data accuracy improve margin and cash flow.

Growing

Learn More

3 min read

blue marker on white printer paper

Rethinking the B2B Sales Model

How B2B leaders are turning digital self-service into their strongest sales ally. Discover why the future of sales is consultative, not transactional.

Growing

Learn More

3 min read

person using laptop on white wooden table

Leading Digital From the Top

B2B growth starts with leadership, not technology. Learn how CEOs and executives can lead digital transformation from the top down.

Leading

Learn More

3 min read

man in black formal suit jacket and pants carrying black bag while walking on pedestrian lane during daytime

You Can’t Outsource Transformation

Digital transformation can’t be delegated. Learn how B2B executives drive real change by taking ownership of strategy and outcomes.

Leading

Learn More

3 min read

people standing on gray tile flooring

Are You Organizationally Ready?

Discover why most B2B eCommerce programs fail from the inside out—and how to build organizational readiness before investing in tech.

Leading

Learn More

3 min read

three men sitting while using laptops and watching man beside whiteboard

Building and Inspiring Digital Teams That Win

Learn how B2B leaders build cross-functional digital teams that deliver results without needing tech-giant talent.

Leading

Learn More

3 min read

person using smartphone and MacBook

Where Digital Should Live in Your Organization

Discover why digital should sit closest to customer success —and how to restructure for growth and retention.

Leading

Learn More

3 min read

All

16

Learn More

Leading

5

Learn More

Growing

3

Learn More

Enabling

3

Learn More

Adopting

2

Learn More

Retaining

2

Learn More

The Signal

1

Learn More

a sign on a pole

Shopify's B2B Product Velocity: Five Game-Changing Features in Just Months

Shopify's rapid B2B evolution—five new features that transform wholesale commerce. From 2,048 variants to store credit and routing workflows, here's what matters.

The Signal

Learn More

2 min read

a square object with a knot on it

AI, Data, and What’s Next for Retention

Discover how AI and data governance drive B2B retention through predictive insight and personalized service.

Retaining

Learn More

2 min read

person writing on white paper

The Fallacy of “Consumerization” in B2B

Why B2B brands should stop copying B2C and start designing for their buyers’ real-world workflows.

Retaining

Learn More

2 min read

a group of blue boxes

Empowering Distributors Through Digital Enablement

Learn how manufacturers empower distributors by providing digital tools, content, and systems that improve adoption and grow channel loyalty.

Adopting

Learn More

2 min read

a couple of books sitting on top of a wooden table

Your Digital Branch Is Your New Branch

Treat your digital channel like a real branch. Learn how B2B distributors scale growth by staffing, funding, and managing their online channel like physical operations.

Adopting

Learn More

2 min read

white and red calendar on brown wooden table

Where Data Becomes a Competitive Edge

Learn how data governance, structure, and AI readiness give B2B companies an edge in efficiency, personalization, and decision-making.

Enabling

Learn More

2 min read

graphs of performance analytics on a laptop screen

The Hidden Growth Strategy: Customer Integration & Punchout

Learn how Punchout and eProcurement integration drive B2B growth by embedding your catalog directly into your customers’ buying systems.

Enabling

Learn More

2 min read

black and silver laptop computer on brown wooden table

Building a Connected Stack: ERP, PIM, and Composable Commerce

Learn how to connect ERP, PIM, and Shopify Plus into a unified B2B system that drives efficiency, speed, and data consistency.

Enabling

Learn More

2 min read

A person placing a piece of wood into a pyramid

The Executive Playbook for Scalable Growth

Build an executive-level framework to scale digital revenue, measure adoption, and align teams.

Growing

Learn More

3 min read

a person holding a calculator over a piece of paper

The Financial and Operational Case for Digital

Digital isn’t about traffic — it’s about efficiency. Learn how self-service, automation, and data accuracy improve margin and cash flow.

Growing

Learn More

3 min read

blue marker on white printer paper

Rethinking the B2B Sales Model

How B2B leaders are turning digital self-service into their strongest sales ally. Discover why the future of sales is consultative, not transactional.

Growing

Learn More

3 min read

person using laptop on white wooden table

Leading Digital From the Top

B2B growth starts with leadership, not technology. Learn how CEOs and executives can lead digital transformation from the top down.

Leading

Learn More

3 min read

man in black formal suit jacket and pants carrying black bag while walking on pedestrian lane during daytime

You Can’t Outsource Transformation

Digital transformation can’t be delegated. Learn how B2B executives drive real change by taking ownership of strategy and outcomes.

Leading

Learn More

3 min read

people standing on gray tile flooring

Are You Organizationally Ready?

Discover why most B2B eCommerce programs fail from the inside out—and how to build organizational readiness before investing in tech.

Leading

Learn More

3 min read

three men sitting while using laptops and watching man beside whiteboard

Building and Inspiring Digital Teams That Win

Learn how B2B leaders build cross-functional digital teams that deliver results without needing tech-giant talent.

Leading

Learn More

3 min read

person using smartphone and MacBook

Where Digital Should Live in Your Organization

Discover why digital should sit closest to customer success —and how to restructure for growth and retention.

Leading

Learn More

3 min read

All

16

Learn More

Leading

5

Learn More

Growing

3

Learn More

Enabling

3

Learn More

Adopting

2

Learn More

Retaining

2

Learn More

The Signal

1

Learn More

a sign on a pole

Shopify's B2B Product Velocity: Five Game-Changing Features in Just Months

Shopify's rapid B2B evolution—five new features that transform wholesale commerce. From 2,048 variants to store credit and routing workflows, here's what matters.

The Signal

Learn More

2 min read

a square object with a knot on it

AI, Data, and What’s Next for Retention

Discover how AI and data governance drive B2B retention through predictive insight and personalized service.

Retaining

Learn More

2 min read

person writing on white paper

The Fallacy of “Consumerization” in B2B

Why B2B brands should stop copying B2C and start designing for their buyers’ real-world workflows.

Retaining

Learn More

2 min read

a group of blue boxes

Empowering Distributors Through Digital Enablement

Learn how manufacturers empower distributors by providing digital tools, content, and systems that improve adoption and grow channel loyalty.

Adopting

Learn More

2 min read

a couple of books sitting on top of a wooden table

Your Digital Branch Is Your New Branch

Treat your digital channel like a real branch. Learn how B2B distributors scale growth by staffing, funding, and managing their online channel like physical operations.

Adopting

Learn More

2 min read

white and red calendar on brown wooden table

Where Data Becomes a Competitive Edge

Learn how data governance, structure, and AI readiness give B2B companies an edge in efficiency, personalization, and decision-making.

Enabling

Learn More

2 min read

graphs of performance analytics on a laptop screen

The Hidden Growth Strategy: Customer Integration & Punchout

Learn how Punchout and eProcurement integration drive B2B growth by embedding your catalog directly into your customers’ buying systems.

Enabling

Learn More

2 min read

black and silver laptop computer on brown wooden table

Building a Connected Stack: ERP, PIM, and Composable Commerce

Learn how to connect ERP, PIM, and Shopify Plus into a unified B2B system that drives efficiency, speed, and data consistency.

Enabling

Learn More

2 min read

A person placing a piece of wood into a pyramid

The Executive Playbook for Scalable Growth

Build an executive-level framework to scale digital revenue, measure adoption, and align teams.

Growing

Learn More

3 min read

a person holding a calculator over a piece of paper

The Financial and Operational Case for Digital

Digital isn’t about traffic — it’s about efficiency. Learn how self-service, automation, and data accuracy improve margin and cash flow.

Growing

Learn More

3 min read

blue marker on white printer paper

Rethinking the B2B Sales Model

How B2B leaders are turning digital self-service into their strongest sales ally. Discover why the future of sales is consultative, not transactional.

Growing

Learn More

3 min read

person using laptop on white wooden table

Leading Digital From the Top

B2B growth starts with leadership, not technology. Learn how CEOs and executives can lead digital transformation from the top down.

Leading

Learn More

3 min read

man in black formal suit jacket and pants carrying black bag while walking on pedestrian lane during daytime

You Can’t Outsource Transformation

Digital transformation can’t be delegated. Learn how B2B executives drive real change by taking ownership of strategy and outcomes.

Leading

Learn More

3 min read

people standing on gray tile flooring

Are You Organizationally Ready?

Discover why most B2B eCommerce programs fail from the inside out—and how to build organizational readiness before investing in tech.

Leading

Learn More

3 min read

three men sitting while using laptops and watching man beside whiteboard

Building and Inspiring Digital Teams That Win

Learn how B2B leaders build cross-functional digital teams that deliver results without needing tech-giant talent.

Leading

Learn More

3 min read

person using smartphone and MacBook

Where Digital Should Live in Your Organization

Discover why digital should sit closest to customer success —and how to restructure for growth and retention.

Leading

Learn More

3 min read

All

16

Learn More

Leading

5

Learn More

Growing

3

Learn More

Enabling

3

Learn More

Adopting

2

Learn More

Retaining

2

Learn More

The Signal

1

Learn More

a sign on a pole

Shopify's B2B Product Velocity: Five Game-Changing Features in Just Months

Shopify's rapid B2B evolution—five new features that transform wholesale commerce. From 2,048 variants to store credit and routing workflows, here's what matters.

The Signal

Learn More

2 min read

a square object with a knot on it

AI, Data, and What’s Next for Retention

Discover how AI and data governance drive B2B retention through predictive insight and personalized service.

Retaining

Learn More

2 min read

person writing on white paper

The Fallacy of “Consumerization” in B2B

Why B2B brands should stop copying B2C and start designing for their buyers’ real-world workflows.

Retaining

Learn More

2 min read

a group of blue boxes

Empowering Distributors Through Digital Enablement

Learn how manufacturers empower distributors by providing digital tools, content, and systems that improve adoption and grow channel loyalty.

Adopting

Learn More

2 min read

a couple of books sitting on top of a wooden table

Your Digital Branch Is Your New Branch

Treat your digital channel like a real branch. Learn how B2B distributors scale growth by staffing, funding, and managing their online channel like physical operations.

Adopting

Learn More

2 min read

white and red calendar on brown wooden table

Where Data Becomes a Competitive Edge

Learn how data governance, structure, and AI readiness give B2B companies an edge in efficiency, personalization, and decision-making.

Enabling

Learn More

2 min read

graphs of performance analytics on a laptop screen

The Hidden Growth Strategy: Customer Integration & Punchout

Learn how Punchout and eProcurement integration drive B2B growth by embedding your catalog directly into your customers’ buying systems.

Enabling

Learn More

2 min read

black and silver laptop computer on brown wooden table

Building a Connected Stack: ERP, PIM, and Composable Commerce

Learn how to connect ERP, PIM, and Shopify Plus into a unified B2B system that drives efficiency, speed, and data consistency.

Enabling

Learn More

2 min read

A person placing a piece of wood into a pyramid

The Executive Playbook for Scalable Growth

Build an executive-level framework to scale digital revenue, measure adoption, and align teams.

Growing

Learn More

3 min read

a person holding a calculator over a piece of paper

The Financial and Operational Case for Digital

Digital isn’t about traffic — it’s about efficiency. Learn how self-service, automation, and data accuracy improve margin and cash flow.

Growing

Learn More

3 min read

blue marker on white printer paper

Rethinking the B2B Sales Model

How B2B leaders are turning digital self-service into their strongest sales ally. Discover why the future of sales is consultative, not transactional.

Growing

Learn More

3 min read

person using laptop on white wooden table

Leading Digital From the Top

B2B growth starts with leadership, not technology. Learn how CEOs and executives can lead digital transformation from the top down.

Leading

Learn More

3 min read

man in black formal suit jacket and pants carrying black bag while walking on pedestrian lane during daytime

You Can’t Outsource Transformation

Digital transformation can’t be delegated. Learn how B2B executives drive real change by taking ownership of strategy and outcomes.

Leading

Learn More

3 min read

people standing on gray tile flooring

Are You Organizationally Ready?

Discover why most B2B eCommerce programs fail from the inside out—and how to build organizational readiness before investing in tech.

Leading

Learn More

3 min read

three men sitting while using laptops and watching man beside whiteboard

Building and Inspiring Digital Teams That Win

Learn how B2B leaders build cross-functional digital teams that deliver results without needing tech-giant talent.

Leading

Learn More

3 min read

person using smartphone and MacBook

Where Digital Should Live in Your Organization

Discover why digital should sit closest to customer success —and how to restructure for growth and retention.

Leading

Learn More

3 min read

Built for B2B Practitioners

The Wholesale Playbook is a collection of strategic frameworks and practical insights developed from 15+ years of leading B2B digital transformation projects across manufacturing, distribution, and wholesale industries.

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