ABM comms plan and reporting dashboard

Talking to sales should be one of the first steps when initiating an ABM programme. And gaining their enthusiasm and commitment is vital for success.

The two things sales teams and general managers most want to know are, “What does it actually involve in practice?” and “What will it do for me?” Here are two templates we’ve used to answer these questions: an example ABM communications plan and an example ABM reporting dashboard.

ABM communications plan

This answers the question, “If I’m in a target account, what am I actually going to see from you?” and will help stakeholders visualise it beyond the theory.

Download an editable slide for use in your own ABM programmes.

This plan is intended for an existing major customer account where there are still significant growth opportunities. We’ve grouped it into four broad streams of activities:

Overall positioning to change perceptions in the account
Establishing relationships at a more senior level or in new divisions
Driving advocacy to encourage retention of the core business (and create stories to take to other areas of the account)
A more tactical demand generation stream to create ongoing opportunities

Account-based marketing isn’t only about doing new things; a large part of it is about deploying existing resources for greatest effect in accounts with the largest growth potential. That’s why this plan makes the most of other existing marketing activities.

ABM reporting dashboard

Too many dashboards end up being a list of metrics rather than something particularly useful.

We’ve found it useful to have a single-page overview of progress within the account, reporting on the commercial goals (short, mid- and long term) at the heart of the programme.

Here’s an example of what that can look like. Some are about tracking pipeline and deals, others about overall relationship and perception. On the same page we also sometimes include targets for upcoming campaigns – this is useful as part of review sessions with the account team.

Download an editable template of this dashboard to adapt for your own campaigns.

We hope you find these resources useful and would be happy to discuss in more detail how you could tailor them for your own purposes. These plans and dashboards aren’t a one-size-fits-all solution, but getting the right templates in place, tailored to your business and objectives, will be essential to laying the groundwork before you can start scaling your programme.

Written by:

Paul Everett
President, International


10th May 2018


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