Playbooks

Playbooks

Structured, practitioner-ready playbooks — frameworks, templates, and step-by-step guidance for strategy, consulting, digital transformation, and AI.

Advanced Commercial Excellence

Commercial Analytics & Revenue Intelligence Playbook

Build the data foundation, dashboards, forecasting models, and deal-risk scoring that let commercial leaders see problems 60-90 days before they show up in a mi

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Advanced Commercial Excellence

High-Performance Sales Playbook (Methodologies, Stages, Cadence)

Install a rigorous, MEDDPICC-based qualification system across a seven-stage deal process, with weekly cadence and forecast categories that make win rate and fo

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Intermediate Commercial Excellence

B2B Demand Generation & Pipeline Acceleration Playbook

Design the demand waterfall, fix the volume-conversion-velocity levers that actually move pipeline coverage, and deploy acceleration plays for deals that stall

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Intermediate Commercial Excellence

Ideal Customer Profile & Segmentation Playbook

Build a data-backed ideal customer profile and a fit-value segmentation model so Sales and Marketing chase the accounts most likely to close, expand, and stay.

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Advanced Commercial Excellence

End-to-End Commercial Excellence Playbook (Operating Model, KPIs, Rhythm)

Build one commercial operating model that aligns Sales, Marketing, Customer Success, and Finance around the same KPIs, the same deal-stage definitions, and one

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Intermediate Data & AI

Measuring AI ROI & Value Realization Playbook

An executive playbook for measuring and reporting AI ROI, using a four-stage value ladder, a baseline-and-attribution method, templates, and a worked customer-s

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Advanced Data & AI

AI Procurement & Vendor Evaluation Playbook (Build vs Buy)

A procurement playbook for AI build-vs-buy decisions and vendor evaluation, with a weighted scorecard, red-flag checklist, contract-negotiation tips, and a work

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Intermediate Data & AI

AI Experimentation & Innovation Lab Playbook

A practical playbook for running an AI experimentation function, using a three-gate funnel, pilot templates, and a worked retail example that shows how to kill

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Beginner Data & AI

AI Skills-Building & Upskilling Playbook for Non-Technical Teams

A ready-to-run upskilling playbook that takes non-technical teams from AI-curious to AI-fluent through a four-tier ladder, hands-on workshops, templates, and a

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Advanced Data & AI

Data & MLOps Foundations Playbook (From POC to Production)

A technical playbook for moving machine learning models from proof of concept to production, covering monitoring, governance, templates, and a worked churn-mode

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Intermediate Data & AI

AI for Product Management & Roadmapping Playbook

A hands-on playbook for product managers deciding which AI features actually belong on the roadmap, using a four-lens evaluation framework, prioritization templ

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Intermediate Data & AI

AI-Enabled Operations & Supply Chain Playbook

A practical playbook for deploying AI in demand forecasting, inventory, and logistics planning, with the operating model, rollout steps, templates, and a worked

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