Account-Based Marketing (ABM) Strategy Template

The best way I have found to move up market from acquiring SMB customers to larger enterprises is to adopt an account-based marketing strategy.

We generated $14 million in new bookings last year for our SaaS company.

$6 million of that came from enterprise verticals that are supported by our ABM motions.

This is the ABM strategy template we use to develop a plan for each of our verticals.

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Our ABM strategy template is divided into two parts. Here is what you'll find inside the doc: 

• ABM Strategy Guide: a step-by-step guide on how to develop your ABM strategy.
• ABM Strategy Brief Example: a fictitious example of what an ABM strategy brief might look like for a company called Clay, targeting their top 100 enterprise accounts.
• AI Prompt: the exact prompt you can use to develop a complete ABM strategy based on your specific inputs. Fill in the blanks and then paste into Gemini or ChatGPT.

We actually use this ABM outline today at the $100M+ SaaS company, where I currently run demand generation.

Here is how to use the Account-Based Marketing Template: 

1. Start by reading the guide. If you have never built an ABM plan, this will help you understand the process.
2. Review the example ABM brief. This is intended to serve as inspiration for you to be able to more quickly write your own plan.
3. Copy the framework and fill in your details.
4. Circulate the materials with key stakeholders internally at your organization. You want to get internal buy-in before allocating resources.
5. Launch the campaign. This requires a lot of hard work and coordination of resources. But it works, and can lead to millions in pipeline and revenue for your company.

You can add many layers of complexity and sophistication to each of these steps within the guide. I'd suggest you start here and then evolve to more advanced methods over time.

I hope you're able to break into your top accounts and drive real revenue impact.

Click "Add to Cart" to access the Google Doc template now.

And also, take a look at the related templates and playbooks below that I use to run sales and marketing at SaaS companies.