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How do I create an Account Plan? A Framework.

Account-based strategy in sales and marketing is a focused approach that targets key accounts and tailors strategies to the specific needs and characteristics of each account. This method is particularly effective in multi-organizational contexts, where the complexity...
Sales Ops, Marketing Ops, RevOps – a Framework

Sales Ops, Marketing Ops, RevOps – a Framework

Here is a detailed guide on thinking about roles and responsibilities for sales ops, marketing ops, and RevOps:   Overall, the key areas that operations roles focus on across sales, marketing, and revenue include data, processes, systems, and deliverables....
The Jolt Effect

The Jolt Effect

In the high-stakes world of sales, it’s essential to pinpoint the real roadblock to closing deals. It turns out, the culprit is often not a customer’s comfort with the status quo but their sheer indecision. “The Jolt Effect” sheds light on...
Email effectiveness

Email effectiveness

Email effectiveness during global pandemic. This is the most effective cold email I’ve received in 2021. This template could be reused at scale. First, she reached and prospected via email, not LinkedIn. 1. Subject line icon; studies consistently show higher...

How to Sell Your CFO on an Account Based Strategy Investment

(as published on CMS Newswire). It’s a complex time to be in business. Marketing has been elevated within the C-Suite as the driver of digital transformation and a key leader in the customer journey. At the same time it is facing renewed pressure to generate top line...

Marketing v Sales – ABM Perceptions

Very few companies do a pure Account Based strategy, most augment with a lead strategy.  When small or large companies do embark on this AB strategy through a Marketing led initiative, Sales and Sales Leaders may have preconceived notions of Marketing behavior or...