Create an account-based marketing plan for one target account that earns a concrete next step without inventing account facts. Our offer and proof points: [OFFER] Target account and public evidence: [ACCOUNT RESEARCH] Buying group or known contacts: [BUYING GROUP] Current relationship and signals: [ACCOUNT STATUS] Campaign constraints: [CONSTRAINTS] First, separate verified facts from hypotheses. Then identify one account-level business priority, the likely impact of that priority, and the specific evidence supporting the connection to our offer. Do not infer a person’s private information or state unverified claims as facts.
Produce: 1. A one-paragraph account thesis, including why now and the risk of doing nothing. 2. A buying-group map with economic buyer, champion, technical evaluator, user, procurement/legal, and likely objections. Mark unknown roles as assumptions. 3. Three coordinated tactics across channels. For each, give the audience, trigger, message angle, asset or proof needed, owner, timing, success signal, and a single next-step CTA. Use different functions for the tactics; do not send the same message through three channels. 4. One first-touch email of 90-130 words, one LinkedIn connection note of 250 characters or fewer, and a 30-second call opener. Tie each to a verified fact and one relevant proof point. 5. A 30-day measurement plan showing leading signals, meetings, pipeline influence, and stop/adjust criteria. Output headings and a table for the tactics. Ask up to 3 clarifying questions only if a required input is missing. Before answering, verify that every personalized statement is supported by the research and that every tactic has one measurable next action.
Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [OFFER] | Describe your product, target customer problem, differentiators, and approved proof points. | Usage analytics software for product teams; cuts time to diagnose feature adoption; case study shows a 28% increase in activation at a mid-market SaaS company. |
| [ACCOUNT RESEARCH] | Paste public facts such as strategy announcements, job posts, earnings notes, product launches, or site copy. | NorthstarHR announced an enterprise expansion and is hiring a Director of Product Analytics; its careers page emphasizes self-serve onboarding. |
| [BUYING GROUP] | List known names and roles, or describe the likely functions involved in the purchase. | Known: Priya Shah, VP Product. Likely: Product Analytics lead, data engineering manager, security reviewer, procurement. |
| [ACCOUNT STATUS] | State prior interactions, intent signals, existing tools, competitors, and account stage. | Priya downloaded our onboarding benchmark; no sales conversations. They use Segment based on one engineering job post. |
| [CONSTRAINTS] | State budget, timeline, approved channels, regions, compliance rules, and available assets. | Two sales reps, one customer case study, LinkedIn and email only, 30-day pilot offer requires security review. |
How to use
- Replace research with dated, public evidence and distinguish known contacts from assumed roles.
- Check every personalized line against its source before a rep sends it.
- Make sure the CTA is proportional to the relationship stage, such as a benchmark review rather than a procurement call.
- Follow up with: “Create a two-week sequence for the champion and technical evaluator, using only the verified evidence above.”
Variations
Account research brief
Use this before outreach when you need a disciplined account hypothesis.
Build a concise ABM research brief for [TARGET ACCOUNT] from these public sources: [SOURCES]. Our offer is [OFFER]. Return verified facts with source labels, relevant business initiatives, likely affected teams, three testable hypotheses, and research gaps. Then recommend one outreach angle supported by at least two facts. Do not invent revenue, technology usage, personal details, priorities, or relationships. Ask up to 3 questions only if the offer or sources are missing.
Executive outreach
Use this for a senior buyer who needs a strategic, low-friction message.
Write outreach for a [SENIOR ROLE] at [ACCOUNT] about [OFFER]. Use only these verified facts: [EVIDENCE] and this approved customer proof: [PROOF]. Produce a 100-word email, 60-word follow-up, and one 20-minute meeting CTA. Lead with the account priority, not product features. Avoid false familiarity, unsupported ROI, and vague personalization. Flag any sentence that needs fact-checking before use.
ABM measurement
Use this when an ABM program needs a practical scorecard.
Create a 60-day ABM measurement plan for [NUMBER] accounts selling [OFFER] to [BUYING GROUP]. Our channels are [CHANNELS] and our CRM fields are [CRM DATA]. Define account tiers, coverage, engagement quality, buying-group progression, meetings, opportunity creation, pipeline influence, and disqualification. Give formulas, data sources, owner, review cadence, and thresholds for changing tactics. Do not use impressions or clicks as the primary success measure.
Tips
- Build personalization around a business event or operating priority with a visible source, not a flattering observation about the company.
- Treat buying-group coverage as a separate problem from engagement; one engaged champion does not mean the account is progressing.
- Use a CTA that matches the proof you have, such as a benchmark comparison, architecture review, or peer reference.
- Record disconfirming signals, including incumbent renewal or no relevant initiative, so reps can stop spending on weak accounts.
FAQ
How many contacts should an ABM campaign target?
Start with the roles required to buy, implement, use, and approve the product. The right number depends on deal complexity, not a fixed contact quota.
Can AI research an account for outreach?
It can organize public information, but verify sources, dates, and claims before using them in messages.
Should every contact get a different message?
The account thesis can be shared, but each role should receive the consequence and proof most relevant to its responsibilities.