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Common failures

Common failures

Treating the catalogue as an internal product map. Teams mirror their engineering structure into the commerce hub and end up with dozens of SKUs nobody can quote against. It happens because the people configuring it think in features, not purchases. Avoid it by modelling products around the buying decision and keeping internal structure in metadata.

Skipping tax until a threshold forces it. Tax feels like a finance problem for later, so it gets postponed, and then a registration threshold makes correct collection mandatory overnight. Reconstructing liability from historical invoices is slow and error-prone. Configure an automated tax engine and per-product tax categories from day one, before the first sale.

Leaving dunning on defaults, or off entirely. Involuntary churn is invisible until you measure it, so the failed-payment flow stays on whatever the platform defaulted to. The fix is to enable smart retries, write a real recovery email, and decide deliberately what happens when retries run out, rather than accepting a silent hard cancel.

Two-way syncing a field two systems can both edit. A bidirectional sync on subscription status or amount produces a value that flaps, with each system overwriting the other. It happens because "sync everything both ways" sounds thorough. Avoid it by giving every field exactly one owner and one direction of flow.

Matching records on email instead of a stable identifier. Email-based matching breaks the moment a customer buys under a different address, splitting one customer into two records. Set a shared identifier at first purchase, store it on both systems, and match on it.

Declaring done at the green checkout. A successful checkout screen says the payment cleared, not that the invoice, tax, webhook, and CRM update all fired. People stop testing too early because the customer-facing path looked fine. Drive every downstream effect and every unhappy path on the real surface before going live.

More articles

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    Experiment with how you display pricing, including tiered options, monthly versus annual, and anchoring techniques, to see what converts best.

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    Streamline your process so proposals go out within 24 hours of the qualifying call while the prospect is still engaged.

  • Article

    Analyse which proposal formats, pricing structures, and lengths correlate with higher close rates so you double down on what works.

  • Article

    Configure digital signing tools and contract templates that make the legal step fast and painless for both sides.

  • Article

    Build a consistent follow-up rhythm for sent proposals so deals do not go cold while you wait for a response.

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    Proposal templates speed up sales. Use PandaDoc or DocuSign to create master templates with merge fields, pricing tables, e-signature and approval workflows.

All 34 articles under Proposals and quotes
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