Account-Based Marketing Essentials

If I became CMO of a $5M ARR B2B startup, here's what I'd do in my first 30 days to 2x ICP pipeline: 1. Create a list of every target account in my ICP. I'd ask sales & CS about which factors make a great account. Then I'd bring in real-life data, analyzing all won/lost deals over the past 18 months to see which factors led to the highest expected ARR per 100 opps (equation: win rate x average ACV x NRR x 100). These factors would almost certainly include industry, company size, and geo. But I'd look to go a level deeper factoring in tech signals, hiring signals and other indicators of buying intent. 2. Identify all the most relevant contacts at those target accounts. I'd start with initiator and champion personas. Users, influencers, and exec buyers could come later. This data used to be hard to access, unreliable & expensive -- that has quickly changed. 3. Figure out where those target accounts are in their buying journey. If there were 1,000 accounts in my ICP, how many were we able to identify & market to? How many are aware of us (i.e. visiting the website, engaging with ads, opening emails, etc.)? How many are interested (i.e. viewing an interactive demo, visiting high-intent pages, starting a free trial)? And how many are considering a purchase (i.e. they're sales pipeline)? From there, the bottlenecks become obvious to the entire team. It's time to tackle them. 4. Build a pod around the biggest bottleneck. I'd spin up 10+ tests in the first week. The variables I'd play with: the account signal, the message, the channel, the offer, and the level of 1:1 personalization. (A manual approach would be fine to start with -- I can automate what works later.) The lowest hanging fruit is usually to convert aware/interested accounts into pipeline. This might mean warm outbound to convert website visitors, testing personalized video over LinkedIn, offering exec access, etc. 5. Create a 🔥 content asset that I know will resonate with my target accounts. My starting hypothesis: a State of X report featuring interviews & quotes from my ICP. I'd start with highly referenceable existing customers for social proof (low-hanging fruit). I'd then use the report as an excuse to message ICP prospects (the side-benefit: account-specific insights to personalize campaigns). I'd build this report in public -- creating a content <> community flywheel -- to already drum up interest from my ICP well before the report was published. -- Why this 30 day plan works: (a) it's focused on the best-fit accounts, (b) it brings tight alignment between marketing <> sales, (c) it creates quick wins -- earning trust to take bigger swings, (d) it's the best possible onboarding, and (e) it's aggressive -- setting the bar high. And, if it doesn't work, perhaps I'd propose another brand refresh 🙃 #marketing #icp #abx

I analyzed 12 months of ABM campaigns that actually worked. Here's the data: Most Account-Based Marketing fails before it starts. After analyzing 12 months of successful ABM campaigns (and plenty of failures), I've identified the patterns that consistently drive pipeline. Here's what the data shows: 1. Timing matters just as much as content Accounts that received 3+ touches within 48 hours of showing buying intent converted 4x better than those that received the same content a week later. 2. The magic number is 6.2 (for this brand at least) The average closed-won deal had 6.2 stakeholders involved. Yet most ABM campaigns only target 1-2 personas per account. Expand your reach. 3. The "champion experience" is everything The accounts where we delivered a memorable experience to a single champion (personalized video, custom research, direct exec outreach) had 3x higher conversion rates. 4. Sales and marketing misalignment kills ABM Our most successful campaigns had sales activity within 24 hours of marketing touches. When this alignment slipped to 72+ hours, conversion rates dropped by 48%. 5. Personalization at scale actually works But not how most people do it. We tested 4 levels of personalization: - Generic (18% engagement) - Industry-specific (27% engagement) - Company-specific (42% engagement) - Individual + company-specific (63% engagement) 6. Direct mail isn't dead But swag is worthless (or at least it didn’t work for this audience 🤷♀️). Our highest ROI direct mail: Personalized research reports addressing the account's specific challenges. $250 spend → $45K in pipeline (average). 7. The "Double-Down Effect" When an account engages with ANY marketing touch, immediately increasing the frequency and personalization level produces a 3.5x lift in conversion rates. The companies getting ABM right understand it's not a campaign—it's a complete go-to-market strategy. P.S. I'm working on a new episodic ABM show in collaboration with Clay, so stay tuned 🤗

The MQL was never what we wanted — it was just what we could measure. Time to fix that. What we actually want are engaged buying groups showing legitimate purchase intent. Not just one person downloading an eBook, but multiple stakeholders from a target account actively researching and demonstrating they're moving through a buying process. HAND RAISERS I’d argue that the best way to measure this is a steady stream of actual hand-raisers who genuinely want to talk to Sales. This was a key metric we used at Marketo. Real hand-raisers: ✅ Show demonstrate legitimate purchase intent ✅ Have genuine budget and timeline constraints ✅ Want to validate decisions, not collect information These people (and accounts) convert. They close. Sales velocity and win rates increase dramatically. WHY WE NEED LEADING INDICATORS But… buyers are far along their journey before raising hands. 6sense research shows 81% of buyers have a preferred vendor by first contact, and 85% have established requirements before reaching out.  In other words, they’ve already basically made their decision by then. So… we also need earlier signals (e.g. leading indicators) to help us know we’re on the right track. This leads to the following framework: TIER 1: TARGET ACCOUNT ENGAGEMENT Web visits, content downloads, etc. from the right accounts TIER 2: MEANINGFUL MOMENTS Real engagement from decision makers at target accounts, including executive attendance at your events or dinners, participation in your community discussions, and live discussions with your team. (This is especially important in the Age of AI, where increasingly AI will disintermediate our traditional digital signals, like web visits and email opens.) TIER 3: BUYING GROUP FORMATION & INTENT Activities that show purchase intent, including multiple visitors from the same account, intent signals, and pricing/ROI research. TIER 4: HAND RAISER Genuine inbound requests to engage with Sales. So, this means we should also be tracking: ✅ Account Coverage: What percentage of our target account list is showing engagement? ✅ Buying Group Velocity: How quickly are accounts moving through the journey stages? ✅ Engagement Intent: Are we seeing surface-level interest or genuine research behaviors? ✅ Multi-threading Success: How many stakeholders per account are we reaching? The beauty of this approach is that it gives both Marketing and Sales much richer intelligence. Sales isn't getting a random lead who filled out a form, they're getting context about an entire buying group's journey, key stakeholders, and specific interests. And it forces marketing to think like sales, activating buying committees, not generating individual leads. The MQL obsession has created what I call “lead theater” — lots of activity that looks productive but doesn't move the revenue needle. This is a better way. #B2BMarketing #MarketingAutomation #AccountBasedMarketing #LeadGeneration #MarTech

ABM tech. It's tempting to chase the latest shiny tool, right? But I've learned that features alone don't win. Integration does. Think of it like building a kitchen. You could have the best oven, fridge, and stove. But if they don't work together, you'll have a mess. I've seen companies with many ABM tools, but the data doesn't connect, and the teams can't collaborate, resulting in not so good ABM results. The key is a unified platform. I mean one that connects your CRM, marketing automation, intent data, and personalization tools. Imagine this... Your intent data shows a target account is researching your solution, and your CRM automatically picks that up and updates this account's profile. Then, your marketing automation triggers a personalized email while your sales team gets real time alerts. That's what I mean by integration. And that's power. It's like having a GPS for your #ABM strategy. You know exactly where you are and where you're going. Of course, this requires careful planning. Start with your data. 👉🏾Where does it live?  👉🏾How does it flow?  👉🏾Which systems need to talk to each other? Tools like Zapier or Workato can help with these integrations. They can connect disparate systems and automate workflows. But don't forget the human element. Your teams need to be aligned. They need to understand how the tech stack works. They need to use it effectively. #b2bmarketing #marketingstrategy

ABM will never be dead, but the old-school way of approaching ABM is definitely dead (as a doornail). Most "ABM" programs still look like what I was doing in my late 20s and early 30s (circa 2015-2017) >> Static target lists >> One-size-fits-all nurture tracks >> Months of manual personalization That doesn’t work when buyers self-educate, switch channels mid-cycle, and bring 10+ stakeholders into every deal. Lucky for me, I have a Tofu guide that helps define different plays you can run to pull your ABM out of 2015: Competitive Displacement → Go on offense. Target competitor accounts with comparison content, peer proof, and coordinated blitzes. Customer Lookalike Campaign → Take your best wins and mirror them. Use AI to find accounts that look like your top customers and show them proof they can’t ignore. Tier 1 Omnichannel Blitz → Don’t wait for signals. Surround your most strategic accounts with personalized microsites, direct mail, and peer-led content. Competitive Intent Intercept → When a target account shows interest in a competitor, move fast. Counter-pages, battlecards, and rapid-response ads flip the narrative. Signal-Qualified Web Visitors → Pricing page traffic isn’t noise. De-anonymize, personalize, and act before your competitor gets the next meeting. Customer Expansion Campaign → The highest ROI play isn’t new pipeline. It’s expansion. Use product and CS signals to spot growth opportunities inside your base. The shift is pretty simple, and something we should all remember. You need to move from campaigns you launch and cross your fingers.... to systems that listen and adapt in real time. ABM done right isn't just account-based, it's contact-based AND it orients around signals.

Five years ago, Warburg Pincus LLC invested in BetterCloud and urged us to work on a project to narrow our ideal customer profile (ICP). It's the most impactful thing I've ever done to improve conversion rates, shorten sales cycles, increase deal size and ultimately transform the company. A big mistake many CEOs make is believing their product is for everyone. It’s tempting. More potential customers should mean more sales, right? But in reality, chasing too broad a market drains resources, distracts your team, muddles messaging, confuses your product roadmap, and kills go-to-market efficiency. Being laser-focused on your ICP drives alignment across product, messaging, and the go-to-market motion. When the right prospect engages, they’ll feel like you built it just for them. Anyone who has built a product or service knows that the things a small business needs are very different than what a huge enterprise needs. A company is different from a school. An IT buyer is different from a security buyer, a sales buyer is different from a marketing buyer, a director level decision maker is different than a C level decision maker… but we still believe we can sell to different segments and personas as the same time. The process to define and use your ICP is relatively straightforward but does take time. The larger your business, the more data you have, the more resources you have to crunch that data the more time you should spend to do it as scientifically as possible. The high level steps are: 1. Build a Customer Dataset: Gather all your customer data. Current and churned customers, won and lost opportunities. Enrich it with firmographic, business-specific, and buyer demographic data. 2. Engage Your Team: Your best sales and customer success people hold invaluable insights about your most successful (and worst) customers. 3. Analyze & Identify Pockets of Gold: Identify common attributes of high-performing accounts and avoid the traps of poor-fit customers. 4. Communicate the ICP to the entire company with the “why” behind the attributes that make up an ideal customer.  5. Rework your messaging to appeal to your newly defined ICP and narrow your growth initiatives to be focused only on the accounts that matter.  6. Assign the right ICP accounts to your reps and ensure they’re focused on the right buyer personas. 7. Product Development: Reassess your roadmap to align with the needs of your ICP. You should see impact fast. GTM funnel metrics will improve. Conversion rates should rise, with better leads turning into stronger opportunities. You may not get more leads, but their quality will increase. I’ve been discussing this with many Not Another CEO Podcast guests, so don’t just take my word for it. I wrote a deep dive on how to “Narrow Your ICP and Transform your Company”, with real examples from other companies. You can read the full article here https://lnkd.in/e5EN3XSR

𝗔𝗰𝗰𝗼𝘂𝗻𝘁-𝗯𝗮𝘀𝗲𝗱 𝗚𝗧𝗠 𝗶𝘀 𝗻𝗼 𝗹𝗼𝗻𝗴𝗲𝗿 𝗷𝘂𝘀𝘁 𝗳𝗼𝗿 $𝟭𝟬𝟬𝗸+ 𝗱𝗲𝗮𝗹𝘀. The rules have changed—are you ready? It used to be exclusive—reserved for those massive, high-value accounts. Why? Because it was too manual, too expensive, and too hard to scale. But today, the game is different. With account data becoming more accessible (almost a commodity now) and AI tools automating deep account research, we can shift our focus. 𝗘𝗻𝘁𝗶𝗿𝗲 𝘁𝗮𝗿𝗴𝗲𝘁 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗰𝗮𝗻 𝗻𝗼𝘄 𝗳𝗶𝘁 𝗶𝗻𝘁𝗼 𝘆𝗼𝘂𝗿 𝗖𝗥𝗠. 𝗬𝗼𝘂 𝗰𝗮𝗻 𝘁𝗮𝗶𝗹𝗼𝗿 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲 𝗲𝗳𝗳𝗼𝗿𝘁𝘀 𝘁𝗼 𝗴𝗼 𝗮𝗳𝘁𝗲𝗿 *𝗲𝘃𝗲𝗿𝘆* 𝗯𝗲𝘀𝘁-𝗳𝗶𝘁 𝗮𝗰𝗰𝗼𝘂𝗻𝘁—𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝘁𝗵𝗲 𝗯𝗶𝗴 𝗳𝗶𝘀𝗵. Sounds exciting, right? But let’s not sugarcoat it: pivoting to ABM is brutal. There are no real playbooks, and tactical resources are painfully scarce. But when we did, the results were jaw-dropping: → $350k in pipeline in just 90 days. → $7 in pipeline generated for every $1 spent. We are doubling down now—and shared the guide Here’s our ABM checklist: 1. Define your ABM goals & leading metrics. 2. Choose a level of personalization: 1:1, 1:few, 1:many. 3. Set up campaigns: account stages, scoring, and duration. 4. Select channels (LinkedIn was our starting point). 5. Build your target list: accounts, personas, etc. 6. Prep content, messaging, and ad formats. 7. Approve budget & resources. 8. Onboard tools/vendors to handle each ABM element. 9. Set up dashboards to track performance. Our unbundled tech stack? ~$1k/month across 8 tools: → HubSpot, Clay, BuiltWith, Apollo.io for list building. → Factors for ad pilot → ZenABM/Fibbler for intent recognition → Smartlead for prospecting. ABM isn’t easy, but the rules have changed. With the right tools, strategies, and mindset, it’s no longer just for the $100k+ deals. What’s stopping you from making the shift? #abm #marketing #gtm #saas

𝐓𝐡𝐞 𝐕𝐚𝐥𝐮𝐞 𝐨𝐟 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬 𝐢𝐧 𝐑𝐞𝐜𝐫𝐮𝐢𝐭𝐦𝐞𝐧𝐭 Recruitment is known as a fast paced industry, but there’s one part of our role as recruiters that can’t be rushed; building relationships. In my experience, creating long-term relationships with our clients, candidates, and colleagues is invaluable. Not only does this approach lead to better hiring decisions, but it also shapes careers, fuels business growth, and creates networks of trust that last for years. Here’s why long-term relationships should be the foundation of any great recruitment strategy: 𝟏. 𝐓𝐫𝐮𝐬𝐭 𝐢𝐬 𝐄𝐚𝐫𝐧𝐞𝐝 𝐎𝐯𝐞𝐫 𝐓𝐢𝐦𝐞  The best partnerships – whether with clients or candidates – aren’t built in a single conversation. They develop over time, through consistency, honesty, and delivering results. When businesses work with recruiters they trust, they gain a true partner, not just a service provider. The same applies to candidates. Many of the strongest hires come from professionals we’ve known for years and placed more than once. 𝟐. 𝐀 𝐂𝐚𝐧𝐝𝐢𝐝𝐚𝐭𝐞 𝐓𝐨𝐝𝐚𝐲 𝐂𝐨𝐮𝐥𝐝 𝐁𝐞 𝐚 𝐂𝐥𝐢𝐞𝐧𝐭 𝐓𝐨𝐦𝐨𝐫𝐫𝐨𝐰 One of the most rewarding aspects of long-term relationship-building is seeing how careers evolve. Many candidates we’ve placed early in their careers have gone on to become hiring managers or senior leaders, and when they need to build their own teams, they often return to the recruiters they trust. A single placement can turn into a lifelong professional partnership. 𝟑. 𝐒𝐭𝐫𝐨𝐧𝐠𝐞𝐫 𝐂𝐥𝐢𝐞𝐧𝐭 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬 𝐋𝐞𝐚𝐝 𝐭𝐨 𝐁𝐞𝐭𝐭𝐞𝐫 𝐇𝐢𝐫𝐢𝐧𝐠 𝐃𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬  Understanding a company’s culture, leadership style, and long-term growth strategy takes time. The deeper that understanding, the better the hires. Clients who treat recruiters as strategic partners rather than short-term vendors see the biggest return on investment – not just in speed to hire, but in quality and retention. 𝟒. 𝐂𝐚𝐧𝐝𝐢𝐝𝐚𝐭𝐞 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐌𝐚𝐭𝐭𝐞𝐫𝐬  In today’s job market, candidates expect a personal, transparent process – one where they feel valued beyond a single application. A recruiter who stays in touch, offers advice, and provides genuine career guidance builds relationships that last. And when candidates have a great experience, they refer others, expanding the recruiter’s network even further. 𝟓. 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬 𝐒𝐭𝐫𝐞𝐧𝐠𝐭𝐡𝐞𝐧 𝐘𝐨𝐮𝐫 𝐑𝐞𝐩𝐮𝐭𝐚𝐭𝐢𝐨𝐧  The recruitment industry is built on trust and reputation. The most successful recruiters are the ones known for honest, long-standing relationships that create value for both businesses and professionals over time. At the end of the day, recruitment is about people, not transactions. The strongest partnerships aren’t measured in placements but rather in careers built, businesses grown, and trust earned.

You attract better customers when your message has direction. Most companies rush into campaigns without doing the one thing that matters most: Defining their positioning. Before you talk to the market, you must know what you stand for — your promise, your value, and the exact space you occupy. Because positioning is the compass. It guides your messaging, branding, and every touchpoint your customer sees. It answers the fundamental questions: • Why do we exist? • What value do we bring? • Who exactly is this for? Without that clarity, every campaign becomes guesswork. With it, every message carries purpose and lands with the right people. When your positioning and value proposition are sharp, your entire growth engine aligns: Marketing, branding, advertising, even sales conversations. Even leading ABM frameworks make one thing clear: Account-Based Marketing begins with a tight ICP and strong positioning. That’s what maximizes relevance and eliminates wasted spend. So before your next marketing push, pause. Write down your positioning and your ICP on paper. A Simple 5-Step Framework to Strengthen Your Positioning 1. Define Your Core Promise → State the outcome you deliver in one clean sentence. 2. Identify Your ICP → Industry, size, challenges, budgets, buying triggers to go precise. 3. Clarify Your UVP →Why you win over alternatives example : faster, better, safer or smarter. 4. Map Your Differentiators → List the 3 things you do uniquely well. 5. Craft Your Positioning Statement → Who you help, what problem you solve, how you solve it and why you’re the best choice. This one exercise determines whether your marketing connects… or completely misses. Agree?

I used to hate not knowing where our next client would come from. So we started launching these creative ABM campaigns every quarter. The aim was simple: Sign more ideal clients. And that’s exactly what happened. Within the first few months, those campaigns got us in the room with brands we’d never been able to reach before. New markets. Big logos. And most of all, great clients. Now we launch one every 6 weeks and follow this 3-step process every time ⤵️ 1/ We made a list of our DREAM clients There are 2 tiers to this list: Tier 1: Major Global Brands These are brands that we know might be a tad out of our reach, but we still shoot our shot. Tier 2: High Chance Brands Brands we know there’s a high probability we’ll sign if we pitch them. We split our efforts 60/40. 60% targeting the global brand. 40% adapting campaigns for our wider ICP. —— 2/ Map Out Creative Campaigns We’ll then brainstorm campaign ideas where we can: A) Add value to them B) Get their attention A great example of this is our Monzo campaign that went viral on LinkedIn… 🏦 Monzo - Created a full Monzo UK campaign strategy - Explained it on a custom-built landing page - Created fake paper wallets with QR code to page on - Mailed them to Monzo HQ in wax-sealed envelopes Value: they received a fully mapped out creative ABM campaign strategy including forecasted impact Attention: It was delivered in wax sealed black envelopes inside paper wallets —— 3/ Use Multiple Channels To Distribute There is no “Silver bullet” marketing channel. They all work. But they also work much better if you use them cohesively. What often doesn’t work is: Day 1: Cold email Day 2: Cold email Day 3: Cold email What does is: Day 1: Cold email Day 2: Get sent a physical letter Day 3: LinkedIn DM Day 4: Cold email (NOTE: this is just an example) You want to increase touch points and use multiple channels. —— It’s very easy to get caught up in the technicalities and intricacies of marketing. But we’ve been able to sign dream clients and have a consistent flow of new customers by going back to the fundamentals. Step 1: Deeply understand your ICP Step 2: Find creative ways to get in front of them Repeat that cycle and you’ll never worry about new customers again.