A practical guide to engaging your highest-value, hardest-to-reach accounts. Built on real campaigns, real revenue, and an orchestrated approach to growth.
Growth isn't the remit of one part of your business. It's an alignment problem.
Organizational growth isn't the remit of one single part of your business. It requires alignment of multiple areas and teams in your company with a clear strategy and shared process. It involves identifying the correct metrics to track as well as the right ways to measure them. And it relies on a carefully curated, cutting-edge technology stack. In other words, it takes true orchestration of your business and go-to-market (GTM) functions to achieve your primary goal: growth.
At Clarify, we call this growth orchestration.
Growth orchestration focuses on solving revenue and growth challenges holistically. It avoids the trap of compartmentalizing issues, which inevitably leads to low-impact, low-value, hard-to-measure results, often despite considerable effort. It ensures that organizations don't repeatedly attempt to solve problems in the same way. Essentially, it's a more efficient approach to identifying and solving your challenges while unlocking game-changing growth across your business.
Growth orchestration delivers strategic outcomes based on measurable, data-driven goals that target long-term success rather than quick standalone wins. But it's about more than just strategy: more than a few top-level ideas on a PowerPoint presentation. The ideas need to translate into rigorous execution. And that means the enablement and empowerment of the various arms of the GTM engine, giving teams the autonomy to act independently while always working towards the core objectives.
Ultimately, the journey to an orchestrated growth function has to start somewhere. And that's where Clarify comes in. Working alongside internal teams, Clarify draws on our vast market experience to help organizations tailor and execute programmes effectively to meet their growth ambitions.
From market research and proposition readiness to messaging and execution.
Unlocking new revenue opportunities within existing key accounts.
Data-driven marketing that focuses on high-quality, high-potential leads for sales and sales development teams.
Impactful Communications for the toughest, but most desirable, accounts.
To construct a successful end-to-end growth orchestration strategy, you need all these parts working well individually, and together. In this playbook, we're taking you on a deep dive into the tip of the spear: the fourth Clarify capability, account-based go-to-market (ABGTM).
Why? In our experience, it's the area that customers and prospects want to get to grips with most. ABGTM is called many things and comprises many strategies, whether that's account-based marketing (ABM), demand generation or sales development. And in many ways, it's the hardest to get right. But it's extremely valuable when you do.
Ask 10 marketing teams and 10 sales teams how to define an account-based strategy. You'll get at least 20 different answers.
This highlights two critical points about ABGTM. First, the definition can be nebulous. Second, alignment between marketing and sales is often the major barrier to delivering a successful account-based strategy for revenue growth. The upshot: getting the definition straight, what it does or doesn't mean for each role across functions, matters.
For many marketing teams, there is a core focus on top-of-funnel (ToFu) metrics such as brand awareness, engagement, traffic and leads. However, an increasing number of marketing teams are looking at how the role they play in ToFu generation (and beyond) converts to pipeline and revenue metrics. This shift ensures that marketing efforts don't end at the point at which a new lead is handed to sales. Success can be sorely impacted when sales and marketing teams are focused on opposite ends of the funnel.
Traditionally, marketing and sales teams' priorities day-to-day can be different. And when that's the case, internal communication stalls and your audience switches off, assuming they switched on in the first place. What you miss in this scenario is seeing the experience from the prospect's perspective and personalising this in a way that drives real revenue impact.
An effective account-based strategy requires strong alignment across your sales and marketing teams. And this takes bigger picture thinking. It's not about marketing supercharging personalization and sales logging more phone calls. It's about crafting a considered influencing framework that targets high-potential, high-value accounts that are more likely to yield significant revenue and creating an experience prospects really want to engage with.
Formulating the right strategy for your business means asking why you're exploring ABGTM. Chances are something's not working. It might be ideal customer profile alignment, the volume or value of pipeline from net-new logo acquisition, effective engagement with a new market, product or stakeholder group, or the inability to unlock existing client growth potential. Or maybe it's none of those. You do, however, need a reason. It's a matter of identifying your most pressing challenges and understanding what's most important to your business.
It's also worth noting that account-based strategies aren't always the answer. They're better focused on high-value, complex deal cycles. When volume is a key driver of success, as in low-value commoditised offerings, a more streamlined approach can still yield the results you're looking for.
The aim of an enterprise ABGTM strategy is simple: more meaningful engagement with target accounts, resulting in stronger customer relationships and increased revenue. You'll be familiar with the terms 1:1 and 1:few. This is where enterprise ABGTM aligns.
Account-based marketing (ABM) is a GTM strategy targeting certain accounts with a synchronised, continuous set of marketing and sales activities. ABM activities engage those accounts and individuals through all stages of the buying journey with messaging and tactics relevant to the specific account or group of accounts.
ABM comes in different shapes and sizes, but largely falls into two camps: one-to-one (1:1) and one-to-few (1:few). The differentiator is the level of personalization in both concept and activation.
A true 1:1 approach leaves the audience in no doubt that the message has been tailored, not just to their industry, organization or job role, but to the individual themselves. 1:few still uses compelling personalization but makes use of significant correlations across the audience to be impactful to more people.
At Clarify, we work exclusively with B2B organizations whose target accounts have buying groups that are large and diverse. The sales and marketing motions are enterprise-class, even if the accounts themselves might not always be Global 2000 in scale. They're the type of companies whose layers of decision-making and bureaucracy make them extremely hard to do business with. And today, it's harder than ever.
The modern enterprise has to deal with complex challenges. Technology in many ways is the solution, but its adoption and effective use are also problematic. Digital and cloud-based innovations are reshaping well-established industries. 'New' technology comes and goes overnight. And the pace of change is accelerating. All this adds to the difficulty of making inroads into enterprise businesses. But it's these accounts where there's most value to be gained.
It's guaranteed that your competitors are facing the same barriers you face. This makes an account-based strategy your best tool to connect with prospects successfully: personalise your approach with credible insight and get ahead of the competition. Your GTM can provide a sustainable edge across all your offerings. So how do you make that happen?
Successful ABGTM starts with a comprehensive framework. We break ours down into seven constituent parts.
Defining your ideal customer profile (ICP) comes first. Use your best customers as a blueprint and don't be afraid to make hypotheses or use proxies if you don't have concrete data. It's important to recognize there might be multiple ICPs even for the same solutions, let alone the organization as a whole.
During this process you must identify the right firmographics. You can't control the opportunities you uncover, but you can control where you go looking for them. Aligning your resources and effort to the accounts most likely to experience the problems you solve, at a scale of impact that makes sense of their likely investment to solve the problem and your investment to acquire them, is critical.
Most organizations tier based on level of current spend, but a programme of this nature should focus on where the highest potential value can be unlocked. The highest potential, most under-penetrated accounts likely share all the characteristics of a Tier 1 account, but could be hidden in your Tier 3 if tiering on the basis of current spend. Find the under-penetrated, high-potential accounts. Tier 1 accounts are best suited to 1:1 and 1:few ABM.
Some organizations lean heavily on intent, but it tells only a small part of the story. Determining a person or organization's true intentions is, by nature, an imprecise activity. A brilliant ABM programme should also tap into the (usually much larger proportion) of those 'not looking.'
In one of our recent 1:few ABM programmes, only three accounts were showing intent signals at the start of planning. Six months later we secured millions in pipeline within 13 accounts, and none of these were the three showing initial intent. Intent can be useful if acted on quickly, but it shouldn't be taken as gospel.
Yes. It's important not to limit your organization to just one ICP if there could be two or more. Your product or service could solve problems in diverse industries or business sizes, so companies must effectively segment and address the unique needs of each group via messaging, sales strategies and product offerings.
AI can enhance account selection by analyzing historical customer data to define and refine ICPs, uncovering shared traits among top-performing accounts. It identifies hidden high-potential opportunities by using predictive models to score accounts based on fit and growth potential, even if they are currently low priority or spend.
By enriching data with firmographics and external signals such as intent and market trends, AI surfaces under-penetrated accounts that align with ICP modelling but may be overlooked in traditional tiering. This shifts account selection from a reactive process based on spend data (or worse, gut feel) to a proactive strategy based on long-term potential.
One of the most critical questions around research is, "How much energy, effort and expense is the right amount for us to expend to differentiate ourselves?" The short answer: there's no one-size-fits-all. What it takes to penetrate a global, fragmented, complex multinational bank for a \$35 million multi-year contract is going to look very different from targeting a centralized US-only retailer for a \$200,000 ARR solution.
Agreeing an evidence-based hypothesis as a starting point is the aim of your research. What might these people be saying and thinking if we'd talked to them already? What language (industry, role, seniority, account-specific) might they use to describe the challenges they're facing? How can our messages best illustrate these to them and guide them toward engagement with us?
The key isn't to come up with a perfect hypothesis, but a credible one. By formulating your ideas and showing your rationale, you stand out from your competitors. Most sales and marketing approaches tend to be solution or capability-centric. They don't give insight into the evidence behind their strategy. But that evidence is critical in showing not only that you have different capabilities to offer, but that your approach to engaging is differentiated and focused on their challenges.
Once you've formulated a hypothesis, get moving fast, while the research is relevant and timely. Test and refine using business and sales development resources that are capable, equipped and compensated on driving a small number of high-value engagements rather than scheduling lots of meetings. These engagements can be top-down or bottom-up within the contact hierarchy and should run in parallel with the creation of assets, events and other parts of the ABM outreach.
Ultimately, the deeper the research, the more informed your messaging and creative will be.
It's important for sales and marketing to work together on hypothesis development. But because sales is used to taking control of meetings, they run the risk of dominating the conversation. For this reason, it's vital to have a strong, balanced figure to chair the meeting: someone who acts as the voice of the prospect and keeps the conversation centred on what matters to your potential customer. The objective is to get to a credible, well-evidenced hypothesis quickly.
Using AI to streamline this process can be a huge time saver, generating a quick summary of the 'need to know' aspects of an account when prompted correctly. It also allows for a deeper understanding of a hypothesis, supporting a stronger line of reasoning when talking to a prospect.
Despite AI's impact on time-saving, human input is still necessary. AI can only work with the inputs it gets. Some inputs remain uniquely human (for now): a raised eyebrow, a nod, a shake of the head. These cues can direct you toward an adaptation of your hypothesis on the fly.
Strategic messaging is integral to communicating the essence of your brand to prospects. The key to ABGTM messaging is uncovering your core thought or single-minded proposition, which forms the basis for creative development. This common thread runs through all of your campaign assets, so it's paramount that the message is easy to understand and, ideally, memorable and engaging.
Look at the research phase as the groundwork for messaging. While the campaign creative may communicate a central thought, everything uncovered during research creates fuel for longer-form content and assets for sales outreach and enablement. It also provides a platform for experimentation to discover what is and isn't resonating.
The goal is to create a messaging house: articulating the concept at its highest level, down to more granular messaging by solution, persona, industry or account. A 1:1 approach requires a full messaging house for each account that speaks directly to the account's specific objectives and challenges. 1:few uses common themes across a group of accounts and more broadly addresses how your proposition demonstrates success for accounts with those characteristics.
Timing is critical in all GTM activities. The recognition that an account might be a great fit but not have a live project, buying cycle or budget should impact how you engage. Some prospects might be entirely unaware that a solution like yours exists. Others might think the situation they're facing is just "how things are" and not realise there could be a better way.
The conversation with someone already "in market" is completely different. The emphasis shifts to ensuring you have a good picture of why they've recognized the need to change, why they've decided they need to act now, and how all the roles within the prospect organization see and talk about the issue. The tone, pace and content of your messages should reflect where the prospect is on their journey.
In ABGTM, precise and resonant messaging is non-negotiable, and this is precisely where AI proves invaluable. During the messaging workshop phase, tools like ChatGPT or Jasper can help teams explore tailored value propositions, surface messaging themes by vertical or persona, and benchmark language against competitor narratives.
It's not about replacing human insight. AI augments strategic thinking, offering speed, breadth, and inspiration that elevate the creative process. When moving into messaging production, platforms like Writer or GrammarlyGO can enhance clarity, align tone, and streamline output, ensuring consistency without sacrificing nuance.
AI must be guided with strong prompts and clear brand direction. Guardrails are essential. Used thoughtfully, AI becomes less a shortcut and more a strategic amplifier.
Once strategic messaging has been established, creative influencing comes into play. This stage is about ideation: concepting a campaign theme that will be applied across all campaign assets and deliverables. The creative needs to bring to life the central thought, and then be woven into the fabric of every piece of communication, harnessing your core messaging and bringing your brand to life.
Experience shows that campaigns with a clear, central, consistent idea work better. They resonate more, they improve recall, and they help to deliver sometimes challenging messages with simplicity. The heart of creative influencing is defining your conceptual approach and turning that into something the audience will love.
It's also time to decide how the campaign will run. Choices about which channels to use, overcoming challenges with channel oversaturation, and determining when to activate. You cannot know a prospect's preferred channels, so multi-channel always wins.
Once you've decided an execution plan and created assets, it's essential for all parties to review and understand the campaign's creative and asset suite. This part is non-negotiable. Sales holds responsibility for bringing the campaign to life in their communications and following up on engagements generated. They need to know their subject.
What do you want the prospect journey to be in order to best support the sales motion? Use all of your research about the market, target accounts and personas to understand what sort of execution will deliver the cut-through your campaign needs.
In creative influencing, where the aim is to connect brand to buyer in a way that truly resonates, AI plays a quietly transformative role. Tools like Midjourney or Adobe Firefly can generate visual concepts at pace, providing a springboard for design teams to iterate faster and with greater variety.
For account-based alignment, AI can analyze intent data and behavioural signals to suggest which creative angles are most likely to land with specific accounts and contacts. As for asset creation, generative AI platforms can support rapid development of bespoke content variations, ensuring relevance without compromising on brand integrity.
AI thrives when guided by a clear creative strategy and strong brand parameters. Used with care, it doesn't replace creativity. It enhances it.
Now it's time to put the campaign's wheels in motion. Warming accounts and prospects is recommended to ensure campaign deliverables don't land cold, so blend digital awareness and sales development tactics to gain interest through soft engagement. Examples include traditional always-on brand awareness delivered into the campaign target account list (TAL) or sales reps connecting on LinkedIn and engaging with posts.
This is also where you start outreach to tactical personas within the accounts, working towards gaining insight and buy-in higher up the decision-making ladder. This stage is vital to give your sales motion the greatest possible chance to convert.
It's then time to deliver on the execution plan, generating engagement with decision-makers through marketing activities and sales outreach. While it might be tempting to create a rigid sequence of events, which has its place for certain deliverables like physical mail, this isn't always our recommended approach. A looser grip can be more effective.
Instead of communicating a precise order of events or cadence, you might be better served by spending time together as a team. Be clear on the experience you want to create, the tools and assets available, and what can be flexible. Give more control to those closest to the prospect to decide when to deploy and what channel. Sales and marketing must work in tandem.
AI can significantly enhance the account warm-up phase by enabling personalized engagement at scale. Using behavioral data, job titles, and firmographics, AI tools can generate semi-tailored outreach content and recommend the most effective messaging for different personas within a target account.
It also allows for closer alignment between sales and marketing by orchestrating outreach actions and automating follow-ups based on engagement triggers, providing real-time insights into campaign performance.
AI, if overused for outreach, could de-humanize and de-sensitize your audiences to the underlying humanity of the efforts. Marketing and sales endeavor to initiate and further human relationships, and over-use of AI can drive precisely the opposite response.
Your campaign is live. At this point, you should be starting to see engagement across activities, generating conversations, leads, decision-maker interest and meetings. Once an opportunity is defined enough to be worked on by an account executive (AE), it's time to transition from business development to sales, with marketing supporting throughout. The handover should be seamless from the prospect's perspective, ideally through a meeting that both the business or sales development representative (B/SDR) and AE attend.
Sales enablement is a key part of the handover from SDR to AE. To have the best chance of connecting successfully with prospects, all account information must be communicated: company intelligence, market insight, the account plan, and engagement to date. Even the smallest detail about the account or contacts engaged could be useful to the sales process. This is also the perfect time to gather and apply learnings to other accounts higher in the funnel.
Once the AE has taken over the reins, they can refine the opportunity and start planning the business case development and close. With a fresh pair of eyes and new perspective, it's a great chance to make any adjustments to your engagement approach that will help get the deal across the line.
Understanding what levers can be pulled, at what time, during the sales process is pivotal for deal velocity. Unless you have a strong process for KPI monitoring and automated interceptions, you're reliant on the strength of your sales management and salespeople.
CRMs and sales engagement tools have recognised this and are making significant investment into AI additions. Some come as standard, others are an add-on. These vary in quality: how much is the AI reading your data and making judgements vs. comparing it to a market average?
Standard AI tools built into these platforms such as Microsoft Copilot or Salesforce Einstein can flag which deals need further scrutinization based on core metrics: last activity date, recency of buyer engagement, number of engagements within the last 30 days. These tools cut through the volume of pipeline and highlight which deals need closer inspection.
While traditionally it makes sense for tracking and results to follow execution, it's vital to establish key performance indicators (KPIs) from campaign inception and track and optimise throughout the lifecycle. Here are some we typically set against this type of activity:
Alignment from the top is paramount across all functions involved (sales, marketing, RevOps, alliances) to avoid siloed workstreams. While KPIs might vary by team, they should always anchor back to delivery of the core mission. If actions and feedback loops continually fold into and depend on one another, you'll achieve collective accountability, and the programme outputs will be significantly improved.
Everything you learn from tracking your results feeds back into the process. So when phase one is complete, your data goes to inform the ICP and research of phase two. This means you reinvigorate and fine-tune the process as you go.
When tracking feedback and results from campaigns, an AI tool can support in two ways: delving deeper than the quantitative results to suggest the 'why' behind them, and suggesting optimizations based on other completed campaigns. These tools could sit within your CRM, but you can also use tools like Gemini or ChatGPT if you're comfortable feeding an open platform your metrics.
This could lead you to tools like Lavendar that help craft compelling emails and subject lines based on your buyer persona. These public tools really help with continuous improvement: understanding industry trends, which industries are spending more in your product area, and how buyers are approaching new contracts. Cross-reference with your first-party data to drive better outcomes. A combination of these tools could produce data analysis that would take a human days to work through.
All the moving parts. Working in parallel. Pointed at your highest-value accounts.
It's clear from the ground we've covered in this playbook that there are distinct moving parts within ABGTM. Hopefully it's also clear that all of these need to work in parallel to have maximum impact and return. The framework we've provided is the engine behind successful ABGTM. While high-level, it gives a good idea of what steps are required, and in which order, to get the best result.
At Clarify, we specialise in helping companies use account-based strategies to connect meaningfully with their highest-value accounts. And it works: we've seen it time and again. It's particularly relevant today as it becomes harder and harder to cut through the noise and make your messages heard. A well-planned and executed account-based strategy can make all the difference.
But as we've mentioned, it's only one part of a winning formula. Setting your business up for success means looking at ABGTM in context, holistically, within your growth orchestration strategy. There's a lot to consider before you get there. GTM strategies, key account development, and revenue marketing are for another time.
We think so. And so do our many customers who we've helped to see the bigger picture, transform revenue, and achieve consistent, predictable results.