Resources for distribution teams
Playbooks, buying guides, and reference docs — free, no form wall. We write these because operators keep asking the same sharp questions.
From the blog
Latest field notes
Migration
Replacing spreadsheets without breaking your team
A migration playbook for distribution teams moving off spreadsheets: what to keep, what to throw out, and how to avoid the stall that kills most rollouts in week three.
April 19, 2026 · 4 min read
Buying guide
What to look for in a B2B order system
A grounded checklist for teams evaluating order-management software: per-buyer pricing, credit controls, stock discipline, and the integration questions that actually matter.
April 12, 2026 · 4 min read
Ebooks & guides
In the works
Deeper-form companions to the blog. Each is written, edited, and linked here once it’s ready — not before.
- EbookIn progress
The B2B order-system buyer's guide
A 20-page deep dive on the six criteria that separate order systems that hold up from ones that stall at year two. Expanded from our blog checklist.
- GuideIn progress
Spreadsheet-to-system migration playbook
A printable rollout plan with cutover week, role-by-role checklists, and the three stall patterns we see most often.
- TemplateIn progress
Webhook runbook template
A ready-to-fork ops document covering secret rotation, retry policy, and incident response for signed webhooks.
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