B2B Marketplace Toolkit

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Assure your organization guilds proprietary technology platform facilitates the administration of this innovative benefit and your team of coaches helps each employee navigate the path back to school, providing individualized support from day one through program completion.

More Uses of the B2B Marketplace Toolkit:

  • Make sure that your business complies; this person should have expertise in crafting and executing successful demand generation programs, while collaborating closely with sales, and external departments and vendors.

  • Identify: own the voice of the seller, and advocate on behalf to influence Product Roadmap, Lead Generation, integration process, and reporting activities.

  • Be accountable for executing paid Digital Marketing campaigns across platforms in order to drive new user acquisition growth, increase Customer Retention and revenue.

  • Formulate: structure, negotiate and implement Sales And Marketing programs, vendor agreements, distribution relationships and partner agreements.

  • Investigate and understand the internal Business Processes of potential clients; and strategize, present and demonstrate a tailored technology solution if applicable.

  • Steer: important that the Digital Account Executive gains insight into a customers objective / marketing strategy and translate this to a commercial proposal.

  • Develop, present and implement strategies to address marketplace competition, changes in customer preference and improvements in technology, and marketing tools.

  • Contribute to seller organization with the intent of bring seller best practices, feedback, and innovations into your organization and out to clients.

  • Take a leadership based consultative approach and apply advanced planning skills to present marketing ideas, raise logistical considerations, and secure buy in from Key Stakeholders.

  • Orchestrate: conduct Market Research and analyze trends to identify new marketing opportunities and best practices across all Social Media and digital platforms.

  • Drive negotiation and close deals in collaboration with Enterprise Sales team, Customer Success Managers and Sourcing team.

  • Orchestrate: actual, outbound shipping totals, previous days performance (picking packing replenishment), labor utilization, load confirmation, labor management, and reconciliation.

  • Manage work with category, product, marketing, operations, and Lead Generation teams to optimize new B2B seller recruitment and existing seller Performance Improvement.

  • Provide end to end project support from strategy development to Content Development to Project Management to regulatory/compliance review.

  • Lead: test and provide insights on which digital content is effective in efforts to continuously improve marketing strategies.

  • Manage work with clients to facilitate migration onto the various commerce platforms and develop strategies to deliver growth for clients across platforms.

  • Standardize: track and monitor account health and identify areas of concern to the customer achieving stated business goals and work with the team to build a Risk Mitigation plan.

  • Gather insights and input from partner teams in your organization (B2B marketing, client management teams, wealth management marketing, and more).

  • Develop, implement, and track Digital Marketing campaigns to ensure communication activities are developed and executed to support business goals.

  • Manage work with your organizations product and technical staff to distill insights into easily understandable and persuasive written communications, for a variety of stakeholders.

  • Manage relationship skills, maintaining direct and active communication with partners, proactively resolving business and technical issues.

  • Be accountable for marketing, Public Relations, Business Administration/management, communications studies/speech communication and rhetoric.

  • Manage: tap into Customer Insights and Competitive intelligence to inform the go to market strategy and over time, improve adoption tactics.

  • Collaborate with Product Development, content, marketing and Product Teams to provide compelling UX and products to users across all digital sales channels.

  • Stay abreast of and keep Account Management and Engineering teams up to date on SEO best practices, periodically joining meetings/calls to relay this info first hand to interested clients.

  • Incorporate data insights across customer demographics and web analytics to optimize engagement touchpoints and improve conversions over time.

  • Ensure you need to have a consumer and retail approach, understanding the connection back to the Supply Chain, while developing plans/strategies for digital operations across the Boxed marketplace.

  • Evaluate: partner with multiple clients to understand objectives and business goals to formulate a strategy to achieve desired results with products.

  • Generate marketing content that helps generate awareness for this service and demonstrates your expertise in the marketplace.


Save time, empower your teams and effectively upgrade your processes with access to this practical B2B Marketplace Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any B2B Marketplace related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated B2B Marketplace specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the B2B Marketplace Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which B2B Marketplace improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are you attempting to measure/monitor?

  2. How do you plan for the cost of succession?

  3. Is there a clear B2B Marketplace case definition?

  4. How do you improve productivity?

  5. Do the benefits outweigh the costs?

  6. How does Cost-to-Serve Analysis help?

  7. How can skill-level changes improve B2B Marketplace?

  8. Can the schedule be done in the given time?

  9. Is there an action plan in case of emergencies?

  10. What is the estimated value of the project?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the B2B Marketplace book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your B2B Marketplace self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the B2B Marketplace Self-Assessment and Scorecard you will develop a clear picture of which B2B Marketplace areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough B2B Marketplace Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage B2B Marketplace projects with the 62 implementation resources:

  • 62 step-by-step B2B Marketplace Project Management Form Templates covering over 1500 B2B Marketplace project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all B2B Marketplace project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the B2B Marketplace project team have enough people to execute the B2B Marketplace project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed B2B Marketplace project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete B2B Marketplace Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 B2B Marketplace Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 B2B Marketplace project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 B2B Marketplace project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 B2B Marketplace project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 B2B Marketplace project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any B2B Marketplace project with this in-depth B2B Marketplace Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose B2B Marketplace projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in B2B Marketplace and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make B2B Marketplace investments work better.

This B2B Marketplace All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.