Home Our Business Consulting Account Planning for Named and Industry Accounts Workshop

Account Planning for Named and Industry Accounts Workshop

Develop an insights-based, relevant, specific, omni-channel one-to-few engagement.

Are you struggling to plan a strong, effective Named and Industry Account-Based Marketing (ABM) program?

  • Work with SiriusDecisions to help:
  • Identify a sub-segment of accounts for inclusion in the planning process
  • Create your named / industry account list using a proven methodology
  • Discover account insights to inform your strategy and tactics
  • Develop and apply your inventory of account-based marketing resources for maximum engagement
  • Create the marketing playbooks to drive success for groups of accounts
  • Creating a strong ABM program results in a substantial increase in sourced and influenced opportunities and additional senior executive engagement in target accounts.

Ensure the right people are involved in the process

  • This is a one-day workshop for 10 - 15 key
  • stakeholders, including:
  • Marketing, industry marketing, marketing operations, sales account leaders, sales managers and sales operations

A workshop that delivers an action plan and resources to ensure success.

How does it work?

  • We interview key stakeholders and review process documents to develop a complete understanding of the current state in your organization and gain insights to how we can best help meet your specific needs
  • The workshop is designed using key frameworks and models developed by SiriusDecisions research analysts
  • Qualitative and quantitative data, including surveys and interviews of key stakeholders, are used to inform recommendations and develop an action plan customized to your organization
  • We provide related research to your team, offering a base level of knowledge before the workshop, and valuable reference materials during implementation


  • Named / Industry Account Selection list
  • Agreed set of SMART Goals
  • Account Insights used to inform the ABM action plan
  • An ABM action plan - for executing, governing and continuous improvement of the ABM program
  • A roadmap for future advisory service inquiries to ensure ongoing support and success

Take Action

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