Playbooks
Structured, practitioner-ready playbooks — frameworks, templates, and step-by-step guidance for strategy, consulting, digital transformation, and AI.
Strategy for SMEs & Mid-Market Champions Playbook
A framework for small and mid-market companies to build competitive strategy around focus and speed rather than trying to compete on the resource base of much l
Read playbookField Sales & Inside Sales Hybrid Operating Model Playbook
A framework for designing a hybrid field sales and inside sales operating model — deliberately allocating deal types and account segments between field and insi
Read playbookData Communities of Practice & Champion Network Playbook
A charter and cadence model for building a peer network of department data champions, so data literacy reinforcement scales past what a small central team can s
Read playbookValue-Based Selling & Commercial Narratives Playbook
A framework for value-based selling and commercial narrative development — building sales conversations around quantified customer value the buyer can defend in
Read playbookAI & Digital Transformation Talent, Skills & Capability Building Playbook
A framework for building AI and digital transformation talent and capability deliberately — targeted skills assessment, structured capability building, and tale
Read playbookUpskilling Programs: 30-, 60-, 90-Day Data Literacy Curriculum Playbook
A structured 30-60-90 day curriculum that ramps a cohort from spreadsheet anxiety to confident, independent data use, with baseline assessment, weekly modules,
Read playbookAI in SMBs & Mid-Market Firms (Pragmatic Adoption) Playbook
A framework for pragmatic AI adoption in small and mid-market firms — realistic scoping given more limited budget and technical talent, prioritizing off-the-she
Read playbookAI Commercial Partnerships & Ecosystem Co-Innovation Playbook
A framework for AI commercial partnerships and ecosystem co-innovation — structuring partnerships that accelerate AI capability development while protecting gen
Read playbookData-Driven Decision-Making in Operations Playbook
A daily operations huddle and root-cause method that replaces anecdote-driven firefighting with a repeatable data loop — detect, diagnose, decide, do — built fo
Read playbookCustomer Advocacy, References & Case Study Engine Playbook
A framework for building a customer advocacy, references, and case study engine — systematic identification and cultivation of advocate customers ahead of need,
Read playbookHealth Score Design & Lifecycle Interventions Playbook
A framework for health score design and lifecycle interventions — building health scores that account for different customer lifecycle stages and trigger stage-
Read playbookData Literacy for Non-Technical Leaders Playbook (Lunch-and-Learn Series)
An eight-session lunch-and-learn curriculum that builds executive confidence in reading charts, questioning data, and spotting AI hype — 45 minutes at a time, o
Read playbook