Account Strategy Designer

ABM Strategy

Overview

ABM is not "send a gift and call it ABM." It's a systematic approach to treating accounts as markets of one — aligned sales and marketing motions against a curated set of target accounts. This skill designs the full ABM program: tier selection, account intelligence, channel orchestration, and measurement.

When to Use

• "Design our ABM strategy"
• "Set up account-based marketing"
• "Build a target account program"
• "How do we run ABM?"
• "Account selection for enterprise"

Authoritative Foundations

• ITSMA ABM Framework — Three tiers of ABM: Strategic (1-to-1), Scale (1-to-few), Programmatic (1-to-many). Each tier has different investment, account count, and personalization depth.
• TOPO Account-Based Framework — Account selection, insights, plays, metrics. The six roles in an ABM team: ABM lead, account exec, SDR, field marketing, content marketing, marketing ops.
• Winning by Design Bowtie — ABM lives between marketing (left side) and sales (center), bridging awareness through close and into post-sale expansion.
• Lars Nilsson — Account-Based Sales Development (ABSD). The SDR execution layer of ABM, created at Cloudera and scaled across 100+ SDRs at Snowflake. Account selection on buying signals (intent surge, job posts, funding) not hunches; SDR + AE + vertical SME co-author 3-email sequences from a use-case library; multi-persona outreach in 50–250 contact chunks; quality of engagement over volume sent (public first-campaign results: ~70% open / ~30% reply vs 5–8% / 2–3% for nurture blasts). Canonical → references/lars-nilsson-absd.md.
• Sangram Vajre — TEAM and MOVE. Treat account-based work as one GTM motion, not a marketing campaign. TEAM aligns Target, Engage, Activate, and Measure; MOVE diagnoses maturity across Market, Operations, Velocity, and Expansion. Use TEAM to design the account journey and MOVE to identify the operating constraint before adding channels or tools.

Step-by-Step Process

Phase 1: Account Selection

Define the 3-tier account model:

• Tier 1 (1-to-1): 5-15 accounts. Strategic, $100K+ ACV. Full account intelligence, custom content, executive engagement. C-suite mapping required.
• Tier 2 (1-to-few): 15-50 accounts. Clustered by industry/use case. Semi-custom campaigns, persona-specific outreach, industry-specific proof points.
• Tier 3 (1-to-many): 50-200+ accounts. Programmatic. Lookalike from Tier 1-2 wins, automated personalization, scaled outbound.

Selection criteria: ICP fit score (0-100), intent signals (hiring, funding, tech stack), engagement history (website visits, content downloads, event attendance), deal size potential.

Phase 2: Account Intelligence

For each Tier 1/2 account, build an account brief:

• Company snapshot (revenue, employees, growth, funding)
• Strategic priorities (earnings calls, annual reports, press)
• Org chart (decision-maker, champion, economic buyer, influencers, blockers)
• Tech stack (current tools, gaps, integration points)
• Relationship map (who knows who, existing connections)
• Trigger events (new hire, funding, M&A, product launch, earnings miss)

Phase 3: Channel Orchestration

Map channels by tier:

• Tier 1: Executive mailers, Giftology gifts (strategic-gifting), custom microsites, direct mail, in-person events, executive-to-executive calls
• Tier 2: Personalized email + LinkedIn, industry roundtables, webinar invites, direct mail, SDR outbound
• Tier 3: Automated email sequences, LinkedIn ads, content syndication, webinar series, SDR cadences

Phase 4: BDR Alignment

ABM fails without tight sales alignment:

• BDRs assigned to specific accounts (not territories)
• Shared account briefs between marketing and BDRs
• Weekly ABM standups: marketing + BDRs + AEs on target accounts
• SLAs: contact attempts within 24h of marketing touch

For the full SDR execution layer — signal-based account prioritization, SDR + AE + SME co-authored sequences, multi-persona chunking, and public response benchmarks — run the ABSD playbook: references/lars-nilsson-absd.md.

Phase 5: Measurement Framework

Don't measure ABM on MQLs. Measure:

• Coverage: % of target accounts with contacts identified
• Engagement: touches per account per week, depth (C-suite vs end user)
• Pipeline: opportunities created from target accounts
• Velocity: days from first touch to opportunity
• Win rate: target accounts vs non-target
• Deal size: target account ACV vs non-target

Output Format

ABM strategy document with: tier definitions, account selection criteria and initial list, intelligence template, channel plan by tier, BDR alignment model, measurement dashboard design.

Quality Check

Before delivering, verify:

• All required sections are complete
• Output matches the user's stated need
• Named frameworks are cited for key recommendations
• No vague claims — every recommendation has a specific action
• Deliverable is ready for operational use, not just conceptual

Common Pitfalls

1. Treating ABM as a marketing-only initiative. ABM requires tight sales alignment. Without BDRs assigned to specific accounts and shared account briefs, marketing produces content nobody uses. Fix: weekly ABM standups with marketing + BDRs + AEs.
2. One-size-fits-all tiering. Applying the same playbook to Tier 1 and Tier 3 accounts. Fix: Tier 1 gets custom content and executive engagement; Tier 3 gets automated personalization.
3. Measuring ABM on MQLs. ABM success is pipeline from target accounts, not lead volume. Fix: track coverage %, engagement depth, pipeline created, and win rate by tier.

Implementation Depth

Use this section when the user asks for a finished asset, not a high-level explanation.

Diagnostic Questions

1. What is the primary motion: founder-led, sales-led, product-led, partner-led, or lifecycle-led?
2. Which ICP tier is the output for: small business, mid-market, enterprise, or mixed?
3. What proof is available today: customer stories, usage data, third-party validation, screenshots, or none?
4. What system will execute the work: CRM, sequencer, warehouse, support desk, product analytics, or manual workflow?
5. What decision will the user make from this output: launch, prioritize, route, rewrite, score, coach, or measure?

Framework Application

Map the recommendation explicitly to the named frameworks in this skill:

• ITSMA ABM Framework: apply only the part that directly improves the requested deliverable.
• TOPO Account-Based Framework: apply only the part that directly improves the requested deliverable.
• WbD Bowtie: apply only the part that directly improves the requested deliverable.
• John Ruhlin Giftology: apply only the part that directly improves the requested deliverable.
• Lars Nilsson ABSD: apply only the part that directly improves the requested deliverable.
• Sangram Vajre TEAM and MOVE: apply only the part that directly improves the requested deliverable.

Deliverable Standard

A strong output from this skill includes:

• A crisp diagnosis of the current situation
• A recommended path with tradeoffs, not a generic list
• A concrete artifact the user can use immediately: table, script, checklist, scorecard, sequence, dashboard spec, or implementation plan
• A measurement plan with leading and lagging indicators
• Risks and edge cases called out before execution

Adaptation Rules

• For small business: reduce complexity, shorten time-to-value, and prioritize owner/operator clarity.
• For mid-market: include workflow ownership, handoffs, integrations, and enablement assets.
• For enterprise: include governance, risk, procurement, stakeholder mapping, and proof requirements.

Execution Artifacts

• references/framework-notes.md — Named frameworks and reference tables
• templates/output-template.md — Deliverable shell for agent output
• scripts/check-output.py — Lightweight deliverable validator
• references/lars-nilsson-absd.md — Lars Nilsson (Cloudera/Snowflake) ABSD playbook: signal-based selection, SME sequence design, stack, benchmarks

Related Skills

• abm-1-to-1, abm-1-to-few, abm-1-to-many, account-selection, multi-thread-orchestration
• icp-scoring, sales-enablement, meeting-prep, pipeline-management, signal-scoring