The essential toolkit for scaling B2B design
New campaign here, product launch there, ten more image sizes by Friday. Sound familiar? As a B2B team takes off, design requests multiply faster than you can say “where’s the latest logo?” The right tools won’t do the work for you, but they’ll keep the wheels from flying off. Below is the stack we suggest most often, and why.
1. Figma —where the pixels (and people) live
Forget passing Sketch files around. With Figma, everyone’s in the same cloud doc, poking the same frames, seeing comments in real time. We build component libraries, buttons, cards, full-blown slide templates, so a new asset starts at 60 % done instead of zero. Your brand team will sleep better.
2. Notion or ClickUp — the nerve center
- Notion is great when you need a lightweight HQ: briefs, timelines, asset library, all on pages you can shuffle like Lego.
- ClickUp steps in when you’re juggling dozens of tasks and stakeholders. Assign owners, set due dates, pipe reminders into Slack, boom, no more “Who’s got this?” threads.
Pick the one that hurts your head the least; you can always graduate later.
3. A DAM that actually gets used
If you’ve ever dug through “logo-final-v8.zip,” you know the pain. A digital-asset manager, Bynder, Brandfolder, whatever fits the budget, puts every icon, photo, and deck master in one searchable place. Drag-and-drop links beat email attachments any day.
4. A sprinkle of automation
Zapier or Make can move approved files into the right DAM folder, ping the PM the second a design hits “ready,” or spin up a Jira ticket when a form comes in. Ten minutes of setup can save ten hours of copy-paste drudgery each month.
5. Feedback & proofing that isn’t email
Filestage, Frame.io, even Figma comments, take your pick. The point is to keep feedback threaded to the work, with a version history you can point to when someone asks, “Who changed the headline?”
6. A living brand hub
Could be a microsite, could be a Notion doc. Colors, type, do-and-don’t examples, plus a download link for every asset. One URL, zero excuses.
Zero tip: start tiny
You don’t need the whole buffet on day one. Grab the tool that fixes today’s biggest headache, maybe that’s Figma components, maybe it’s a simple Zap that renames exports, and layer the rest in when the team asks for it. Tools work best when they solve pain you already feel.
