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Guides

B2B buying guides

B2B buying guides: plain explanations of the documents, terms and checks that shape B2B buying and selling in the United States. Each guide is written by the editorial team and lists its sources.

November 8, 2026 · Guide · Vendor risk

SOC 2 Report: What It Covers and Type 1 vs Type 2

A SOC 2 report is a CPA's opinion on a service provider's controls. Learn what it covers, Type 1 vs Type 2, how to read one as a buyer and what it cannot prove.

October 20, 2026 · Guide · Payments

Net 30 Payment Terms: What They Mean, Plus Net 60 and 90

Net 30 payment terms mean the full invoice is due 30 days after a set start date. See how Net 60, Net 90 and 2/10 net 30 work, the real cost of discounts and federal rules.

September 22, 2026 · Guide · Accounts payable

Three Way Match: What It Is and How It Works

A three way match compares a purchase order, a receipt and an invoice before any bill is paid. See how it works, a worked example with two errors, and federal rules.

August 19, 2026 · Guide · Procurement

RFP Process: Steps, Timeline and Best Practices

The RFP process runs from scoping a need to signing a contract. See each step, a realistic timeline, a weighted scoring sheet and the federal rules worth copying.

July 9, 2026 · Guide · Sales qualification

MEDDPICC Sales Methodology: What Each Letter Means

MEDDPICC is a B2B sales method with eight letters. Learn what each one means, how it grew from MEDDIC, and what buyers should expect to be asked.

June 4, 2026 · Guide · Vendor risk

Third Party Risk Management (TPRM): A Buyer's Guide

Third party risk management is how a company finds and controls the risks of working with outside firms. See the five stage life cycle US bank regulators use and how to apply it.

May 13, 2026 · Guide · Contracts

Service Level Agreement (SLA): Definition and Examples

A service level agreement sets measurable service targets and what happens if they are missed. See real uptime numbers, a worked credit example and SLA vs SLO.

April 15, 2026 · Guide · Contracts

Master Service Agreement (MSA): Key Clauses Explained

A master service agreement sets the legal terms for an ongoing vendor relationship. See the key clauses, how an MSA works with a SOW, and what to check first.

January 19, 2026 · Guide · Buying decisions

Total Cost of Ownership (TCO): How to Calculate It

Total cost of ownership is the full cost to buy, run, support and retire something over its life. See the formula, a five year software example and common mistakes.

November 13, 2025 · Guide · Procurement

RFP vs RFQ vs RFI: Differences and When to Use Each

RFP vs RFQ comes down to what you are buying on: a solution or a price. See how an RFI, RFP and RFQ differ, when to send each, and what US federal rules say.

October 21, 2025 · Guide · Contracts

Auto-Renewal Clauses: How to Read Them in B2B Contracts

Auto-renewal clauses roll a contract into a new term unless you act. Learn the notice window, price uplift terms and how to set a reminder before renewal.

September 4, 2025 · Guide · Channel Sales

Reseller vs Referral Partner Programs: Key Differences

Reseller vs referral partner: a reseller buys and sells the product, a referral partner only passes leads. Compare contracts, margin, control and support load.

August 5, 2025 · Guide · Customer strategy

Customer Advisory Board: How to Start One in Your Firm

A customer advisory board is a small group of customers who advise your leaders. Learn who to invite, how often to meet and how to act on what you hear.

July 17, 2025 · Guide · Web accessibility

WCAG 2.2 for Business Websites: A Plain Guide

WCAG 2.2 adds nine new success criteria to the web accessibility rules. Learn what changed, what it means for your site, and what to ask your agency.

June 17, 2025 · Guide · Sales and Customer Success

Quarterly Business Review: How to Run One That Helps

A quarterly business review keeps a client and vendor aligned on goals. Get a simple agenda, a data list, and tips for ending each meeting with decisions.

May 22, 2025 · Guide · Sales and marketing

Sales Cycle Length: How to Measure and Shorten It

Sales cycle length is the days from first contact to a closed deal. Learn the formula, a worked CRM example, the steps that cause delay and how to shorten it.

April 11, 2025 · Guide · Contracts

Data Processing Agreement: What It Must Include

A data processing agreement sets the rules when a vendor handles your customer data. See the required terms under GDPR and California law, plus a checklist.

March 26, 2025 · Guide · Metrics

Net Revenue Retention: How to Calculate It Step by Step

Net revenue retention shows how much revenue a customer base keeps and grows. Learn the formula, a worked example, and how it differs from gross retention.

February 15, 2025 · Guide · Contracts

Price Adjustment Clauses: How They Work in B2B Deals

Price adjustment clauses set how a contract price moves when costs change. Learn the main types, how an index formula works, and what to settle before signing.

January 18, 2025 · Guide · Sales and Marketing

Customer Journey Mapping for B2B Service Firms

Customer journey mapping shows every step a buyer takes, from first search to renewal. Learn the parts of a map and how to spot where buyers drop out.

December 10, 2024 · Guide · Finance

1099-NEC for Vendors: Who Gets One and When It Is Due

1099-NEC for vendors comes down to two numbers: $600 paid in a year, and a January 31 due date. See who gets a form, who does not, and why a W-9 helps.

November 11, 2024 · Guide · Marketing

Marketing Budget Planning Checklist for Next Year

Marketing budget planning in six steps: review last year, split fixed and flexible costs, pick a method, fund tests, and set review dates. A plain checklist.

October 16, 2024 · Guide · Go-to-market

Sales-Led vs Product-Led Growth: How to Choose

Sales-led vs product-led growth: how each model works, what the research shows, and how deal size, buyer and onboarding effort should guide your choice.

September 11, 2024 · Guide · Marketing

B2B Intent Data: What It Is and Where It Falls Short

B2B intent data shows which accounts may be in the market. Learn first-party versus third-party signals and the limits to check before you buy a data service.

August 24, 2024 · Guide · Security and Risk

NIST Cybersecurity Framework 2.0: What Changed for Buyers

NIST cybersecurity framework 2.0 adds a sixth function, Govern. See what changed since 2018 and how buyers can use it to ask vendors better questions.

July 6, 2024 · Guide · Digital Marketing

Third-Party Cookies in Chrome: What Google Decided

Third-party cookies in Chrome are staying for now. See what Google decided, what Safari and Firefox already do, and what B2B advertisers should plan.

June 5, 2024 · Guide · Procurement

Customer Case Studies: How Buyers Can Vet Them

Customer case studies are vendor sales stories. Learn how buyers check named clients, dates, metrics and ownership claims before trusting the results.

May 7, 2024 · Guide · Search and content

AI Overviews for B2B Content: What Google Changed

AI overviews are AI-written summaries now testing at the top of Google results. See what has changed and how B2B content teams can plan.

April 7, 2024 · Guide · Marketing

Hiring a Marketing Agency: 10 Questions to Ask First

Hiring a marketing agency goes better with ten plain questions on results, staffing, reporting, account ownership and exit terms. Ask them before you sign.

March 22, 2024 · Guide · Sales

Pipeline Coverage Ratio: How to Calculate and Use It

The pipeline coverage ratio is open pipeline divided by quota. See the formula, why 3x is a rule of thumb, and how win rate changes the target.

February 5, 2024 · Guide · Compliance

GDPR for US Companies: When It Applies to a B2B Firm

GDPR for US companies: it can apply to a B2B firm with no EU office. Learn the two tests, when you need an EU representative, and the fines at stake.

January 3, 2024 · Guide · Marketing

B2B Website Audit Checklist for Service Firms

This b2b website audit checklist covers speed, clarity, trust signals, forms and analytics, so a service firm can find and fix gaps in one pass.

December 10, 2023 · Guide · Vendor management

Vendor Review Checklist: How to Audit Your Agencies

A vendor review checklist helps you judge whether each agency or platform still earns its fee. Use these seven questions and a simple scorecard at year end.

November 3, 2023 · Guide · Buying decisions

B2B Pricing Models: Retainer vs Project vs Hourly

B2B pricing models for services: compare retainer, project and hourly billing, see who carries the risk in each, and what ANA research found.

October 16, 2023 · Guide · Email security

DMARC for Bulk Senders: New Google and Yahoo Rules

DMARC for bulk senders becomes a Gmail rule on February 1. See who must comply, what to set up, and how to check your domain this week.

September 6, 2023 · Guide · Procurement

B2B Buying Committee: Who Signs Off on a Purchase

A b2b buying committee is the group that approves a business purchase. Learn the common roles, what each one asks, and how to write a proposal for all of them.

August 13, 2023 · Guide · Sales and marketing

Account-Based Marketing: A Plain Guide for Small Teams

Account-based marketing focuses sales and marketing on a short list of named companies. See how it differs from lead generation and how to start with ten.

July 4, 2023 · Guide · Compliance

CAN-SPAM Rules for B2B Cold Email: A Plain Guide

CAN-SPAM rules cover B2B email too. Learn the seven things every commercial message needs, from honest headers to a working opt-out.

June 26, 2023 · Guide · Marketing

Marketing Attribution Models Explained in Plain English

Marketing attribution models decide which touchpoint gets sales credit. See first touch, last touch, linear and position based models and when each misleads.

May 3, 2023 · Guide · Legal

Mutual NDA Checklist: What to Review Before You Sign

A mutual NDA binds both sides to keep secrets. Use this checklist to review the definition, term, exclusions, return of data and the federal trade secret rules.

Earlier years: 2023