Skip to content
90 days · no cardStart free

B2B readiness checklist

Get the catalog, buyer rules, and staff decisions ready before you build.

Work through the checklist with sales, catalog, operations, and technology. Unknowns show exactly what the storefront project must answer.

Review my B2B readiness
01

Buyer workflow

  • Name buyer types and approval needs
  • Document how pricing, terms, or catalog context varies
  • Map request, quote, reorder, and exception paths
02

Catalog and data

  • Identify authoritative source systems
  • Measure variants, attributes, media, and cleanup
  • List what cannot be moved automatically
03

Operations

  • Assign request and order owners
  • Define response and escalation paths
  • Name important actions that require approval
04

Connections and launch

  • Separate verified, bespoke, and experimental connections
  • Define the checks that must pass
  • Keep payment setup, domain changes, and store launch decisions explicit
05

What a readiness result means

A readiness result is planning input. It is not customer proof, a capacity promise, or confirmation that every requested feature is active. Test stores are not customers.

06

Choose the smallest useful next step

Name the responsible people, source systems, unresolved exceptions, approvals, and smallest private preview that can test the workflow safely.

View B2B pricing

Start with the real buying journey

Show us how customers or buyers purchase today.

We’ll recommend a clear next step and explain what is not included before you commit.

Review my B2B readiness