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How Do I Expand ABM from Pilots to Programs?

Turn one-off wins into a repeatable engine by standardizing ICP tiers, codifying plays, automating orchestration, and measuring revenue by account—with shared governance and SLAs across Marketing, SDR, and Sales.

Contact Us Get the Revenue Marketing eGuide

To scale ABM, build an ABM Operating System: define ICP tiers & capacity, standardize plays & content kits for 1:1 / 1:few / 1:many, instrument intent & enrichment, and orchestrate SDR, ads, email, events via lists, audiences, and workflows. Add governance & SLAs (intake, routing, follow-up) and prove lift with account-level dashboards tracking coverage, engagement, meetings, pipeline, win rate, and velocity.

ABM Scale Plays

Program charter & governance — exec sponsor, revenue council, roles, SLAs, and intake to add/remove accounts.
Tiering & capacity model — Tier 1/2/3 definitions, owner ratios, and quarterly target-account refresh rules.
Repeatable plays — standardized sequences, ad sets, direct mail, events, and content kits mapped to stage & role.
Data & intent spine — enrichment, technographics, and intent triggers with thresholds to start plays or escalate tiers.
Cross-channel orchestration — synced ad audiences, SDR tasks, email nurtures, microsites, and meeting SLAs in one plan.
Enablement & change mgmt — playbooks, certifications, office hours, and win reviews to uplevel teams quickly.
Measurement & funding — account-level KPIs + program ROI, quarterly test-and-learn backlog, and scale gates.

Stand Up an ABM Operating System in HubSpot

Create properties for Target Tier, Buying Role, Play Name, and Intent Level. Build Active Lists by tier/source/intent; maintain suppression lists (customers, do-not-target, compliance). Sync ad audiences from these lists and power Workflows that assign owners, create SDR tasks, enroll sequences, and start speed-to-meeting SLAs.

Package your best pilot motions into templates (executive brief, ROI model, objection card, reference pack) and cloneable campaigns with UTM & naming standards. Use intent thresholds to promote accounts (e.g., Tier 2 → Tier 1) and to trigger next-best-action by role (CFO gets ROI, IT gets integration/security brief).

Prove scalability via dashboards that report by tier and play: coverage (contacts by role), engagement depth (key asset views/time), meeting rate, stage progression, pipeline, win rate, velocity, and cost/opportunity. Review monthly in a Revenue Council, keep a prioritized test-and-learn backlog, and expand only when scale gates are hit.

90-Day ABM Scale Plan

  • Days 1–15: Align on charter, governance, ICP tiers, capacity model, and naming/UTM standards.
  • Days 16–30: Finalize target list by tier; define promotion/demotion rules; set intake & SLA policies.
  • Days 31–50: Template the winning pilot plays (sequences, ads, kits, microsites) and build cloneable campaigns.
  • Days 51–70: Stand up data & intent spine; wire lists → audiences → workflows; enable SDR/AE with playbooks.
  • Days 71–85: Launch program in waves; monitor SLAs; run office hours; fix gaps in routes, content, or signals.
  • Days 86–90: Deploy dashboards; report by tier & play; set next-quarter test backlog and scale gates.

Frequently Asked Questions

How many accounts should each rep own per tier?
Common starting points: Tier 1 (1:1) = 5–15 per AE/SDR pod; Tier 2 (1:few) = 30–60; Tier 3 (1:many) = 150–300. Adjust to ACV and cycle length.
Do I need new ABM tech to scale?
Not immediately. Start with CRM + MAP (e.g., HubSpot) using properties, lists, audiences, and workflows. Add intent and programmatic ABM tools as volume and complexity rise.
What are the must-have KPIs?
Coverage by role, engagement depth, meeting rate, opportunity creation, pipeline $, win rate, velocity, and cost/opportunity—reported by tier and play.
How do we keep Sales engaged?
Joint account plans, shared SLAs, weekly pipeline scrums, fast feedback loops, and visible dashboards that credit meetings and pipeline to ABM plays.
When should an account move tiers?
Promote when intent + engagement + fit surpass thresholds (e.g., pricing views + multirole engagement). Demote after SLA misses or sustained inactivity to preserve focus.

Turn Your ABM Pilot into a Scalable Revenue Program

We’ll implement tiering, plays, orchestration, enablement, and dashboards in HubSpot—then track coverage → meetings → pipeline so you scale with confidence.

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