FREE WORKBOOK & HANDBOOK
Get your Search requirements right, before you talk to vendors.
Built through real RFPs, this 3rd Party Search planning tool is the first step to getting it right.
✓ Built from the buyer’s side of the table, not a vendor’s lead-gen funnel.
✓ Pre-organized across 8 functional areas, so you’re not starting at a blank page
✓ Use cases included as prompts and written through an account-based B2B lens
✓ Companion handbook explains what to capture in each section
✓ Built for B2B complexity, including entitled catalogs, contract pricing, part-number matching, role-based results
Search isn't just the search box.
This is B2B. Your search must account for the companies and roles you serve. Many third-party search tools were built for B2C and handle none of that natively. The demo will look great and the launch won’t. This Workbook helps get the requirements right, the rest gets easier from there.
What's in the Workbook
These 6 functional areas…and more. Every section your search decision actually depends on.
Account-Based Search & Entitlements
Account-scoped catalogs, contract pricing in results, role-based visibility, restricted & substitute product behavior.
B2B Query Understanding & Relevance
Part-number & identifier matching, typo tolerance, units & synonyms, semantic and natural-language search.
Faceted Navigation & Attributed Data
Category-specific facets, technical attribute filtering, numeric ranges, data quality dependencies.
Merchandising & Result Control
Boost & bury rules, synonym management, redirects, campaign scheduling, merchandiser-owned controls.
Personalization & Segmentation
Account and segment-level personalization, past-purchase signals, B2B-appropriate recommendations.
Search Analytics & Optimization
Zero-results tracking, query reporting, conversion attribution, A/B testing, ongoing tuning ownership.
Getting the requirements right was the first step to cutting through marketing fluff and finding out how the platforms actually delivered.
Jay Schneider
‘We need good search’ is not a requirement. Search must be indexed to and merchandised for the specific customers and roles you serve. This Workbook helps your team get it right, using the same methodology we’ve used to help distributors and manufacturers select platforms for over a decade.
Start your requirements today... and make sure you get it right.
Get the full Workbook + companion Handbook. Free. Simply complete the form and we’ll send it to you.