Jump-start Your ABM Planning!

Use this workbook to help jump-start three key areas of your ABM planning efforts, including:

  • Account identification — Plan an efficient target account identification process, laying the groundwork for historical data analysis, business opportunity analysis, and key criteria for your Ideal Customer Profile.
  • Account insights — Identify which types of insights are important for your program and make a plan for how to gather the data at the account, persona and market level.
  • Touchpoint planning — Plan content, events and phone calls to determine the appropriate touchpoint for effective personalization at each stage of the buyer’s journey.
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