ABM readiness scorecard: Master the basics first
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ABM readiness scorecard: Master the basics first
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As both a practitioner and consultant in the B2B marketing space, I've seen teams of all sizes tackle Account-Based Marketing. Because I’m a sports nut, and a former collegiate basketball player, I like to think about business challenges in sports terms.
Just like in sports, I've noticed that success often comes down to mastering the fundamentals before attempting the fancy plays. Organizations frequently go head-first into ABM with great enthusiasm but struggle to achieve results because they're running complex plays before working on the basics.
This observation led me to develop the ABM Readiness Scorecard. Having coached numerous marketing teams from the sidelines to success, I've seen firsthand how strengthening these core elements can transform struggling programs into high-performing ones.
Think of it as your pre-season assessment – a way to honestly evaluate where your team stands before playing in the big games.

Let's break down these critical fundamentals:
1. Holistic Account Insights
Just like studying game tape of your opponents, success in ABM begins with deep understanding. This means developing comprehensive Ideal Customer Profiles (ICPs), detailed buyer personas, and strategically selected target account lists. Without this foundation, even your best plays will miss the mark.
2. Messaging
Your message must connect with specific accounts and stakeholders. I've seen teams invest in the latest gear (technology) only to fall short because their basic communication wasn't on target. It's like having the best shoes but never practicing your jump shot.
3. Content
Think of content as your playbook. It's not just about having plays – it's about having the right plays for each situation, customized for your specific opponents and game situations.
4. Sales/Marketing Coordination
Championship teams win because they play as one unit. One of the most common pitfalls I encounter is the disconnect between sales and marketing teams. True ABM success requires these teams to operate as a unified force.
5. Reporting/Metrics/Leading Indicators
Every good coach knows you need to track the right stats to improve performance. The right metrics help you understand what's working and what isn't, allowing for smart adjustments to your strategy.
6. Feedback Loop
The best teams review game tape and adapt their strategy. Successful ABM programs consistently gather and apply insights from both wins and losses to refine their approach.
Using the Scorecard
This assessment tool isn't about criticism – it's about creating a roadmap for improvement. I recommend teams grade themselves honestly on each element using a simple scale:
- Needs significant improvement (1-2)
- Making progress but room for growth (3-4)
- Strong foundation in place (4-5)
The results often reveal surprising insights. Recently, I worked with a team that discovered their content strategy, which they assumed was championship-caliber, wasn't actually connecting with their target accounts. We worked with them to tweak both their messaging and then their content to better resonate with their ABM targets. It wasn’t a complete playbook overhaul but an honest assessment, a little research, and some halftime adjustments that dramatically improved their performance.
If you’re looking to solidify your foundation and truly grasp the fundamentals of ABM readiness, this scorecard is the perfect place to start.
Next Steps
If you find your organization scoring low in certain areas, remember: every championship team started with the basics. Understanding where you need to improve is the first step toward better results. Consider this scorecard a living document – one that can guide your practice sessions and help unlock your team's full potential.
The path to ABM success isn't about implementing the flashiest new tactics or trying to make ESPN Top Ten from day one. It's about mastering these fundamentals and building upon them consistently.
Ready to assess your ABM readiness? Download our scorecard template — and explore how to prepare for ABM success using AI-driven insights that take your marketing program to the next level.
About the author
Service page feature
Account-based marketing
As both a practitioner and consultant in the B2B marketing space, I've seen teams of all sizes tackle Account-Based Marketing. Because I’m a sports nut, and a former collegiate basketball player, I like to think about business challenges in sports terms.
Just like in sports, I've noticed that success often comes down to mastering the fundamentals before attempting the fancy plays. Organizations frequently go head-first into ABM with great enthusiasm but struggle to achieve results because they're running complex plays before working on the basics.
This observation led me to develop the ABM Readiness Scorecard. Having coached numerous marketing teams from the sidelines to success, I've seen firsthand how strengthening these core elements can transform struggling programs into high-performing ones.
Think of it as your pre-season assessment – a way to honestly evaluate where your team stands before playing in the big games.

Let's break down these critical fundamentals:
1. Holistic Account Insights
Just like studying game tape of your opponents, success in ABM begins with deep understanding. This means developing comprehensive Ideal Customer Profiles (ICPs), detailed buyer personas, and strategically selected target account lists. Without this foundation, even your best plays will miss the mark.
2. Messaging
Your message must connect with specific accounts and stakeholders. I've seen teams invest in the latest gear (technology) only to fall short because their basic communication wasn't on target. It's like having the best shoes but never practicing your jump shot.
3. Content
Think of content as your playbook. It's not just about having plays – it's about having the right plays for each situation, customized for your specific opponents and game situations.
4. Sales/Marketing Coordination
Championship teams win because they play as one unit. One of the most common pitfalls I encounter is the disconnect between sales and marketing teams. True ABM success requires these teams to operate as a unified force.
5. Reporting/Metrics/Leading Indicators
Every good coach knows you need to track the right stats to improve performance. The right metrics help you understand what's working and what isn't, allowing for smart adjustments to your strategy.
6. Feedback Loop
The best teams review game tape and adapt their strategy. Successful ABM programs consistently gather and apply insights from both wins and losses to refine their approach.
Using the Scorecard
This assessment tool isn't about criticism – it's about creating a roadmap for improvement. I recommend teams grade themselves honestly on each element using a simple scale:
- Needs significant improvement (1-2)
- Making progress but room for growth (3-4)
- Strong foundation in place (4-5)
The results often reveal surprising insights. Recently, I worked with a team that discovered their content strategy, which they assumed was championship-caliber, wasn't actually connecting with their target accounts. We worked with them to tweak both their messaging and then their content to better resonate with their ABM targets. It wasn’t a complete playbook overhaul but an honest assessment, a little research, and some halftime adjustments that dramatically improved their performance.
If you’re looking to solidify your foundation and truly grasp the fundamentals of ABM readiness, this scorecard is the perfect place to start.
Next Steps
If you find your organization scoring low in certain areas, remember: every championship team started with the basics. Understanding where you need to improve is the first step toward better results. Consider this scorecard a living document – one that can guide your practice sessions and help unlock your team's full potential.
The path to ABM success isn't about implementing the flashiest new tactics or trying to make ESPN Top Ten from day one. It's about mastering these fundamentals and building upon them consistently.
Ready to assess your ABM readiness? Download our scorecard template — and explore how to prepare for ABM success using AI-driven insights that take your marketing program to the next level.
Resources
About the author
Service page feature
Account-based marketing
ABM readiness scorecard: Master the basics first
Speakers
Other helpful resources
As both a practitioner and consultant in the B2B marketing space, I've seen teams of all sizes tackle Account-Based Marketing. Because I’m a sports nut, and a former collegiate basketball player, I like to think about business challenges in sports terms.
Just like in sports, I've noticed that success often comes down to mastering the fundamentals before attempting the fancy plays. Organizations frequently go head-first into ABM with great enthusiasm but struggle to achieve results because they're running complex plays before working on the basics.
This observation led me to develop the ABM Readiness Scorecard. Having coached numerous marketing teams from the sidelines to success, I've seen firsthand how strengthening these core elements can transform struggling programs into high-performing ones.
Think of it as your pre-season assessment – a way to honestly evaluate where your team stands before playing in the big games.

Let's break down these critical fundamentals:
1. Holistic Account Insights
Just like studying game tape of your opponents, success in ABM begins with deep understanding. This means developing comprehensive Ideal Customer Profiles (ICPs), detailed buyer personas, and strategically selected target account lists. Without this foundation, even your best plays will miss the mark.
2. Messaging
Your message must connect with specific accounts and stakeholders. I've seen teams invest in the latest gear (technology) only to fall short because their basic communication wasn't on target. It's like having the best shoes but never practicing your jump shot.
3. Content
Think of content as your playbook. It's not just about having plays – it's about having the right plays for each situation, customized for your specific opponents and game situations.
4. Sales/Marketing Coordination
Championship teams win because they play as one unit. One of the most common pitfalls I encounter is the disconnect between sales and marketing teams. True ABM success requires these teams to operate as a unified force.
5. Reporting/Metrics/Leading Indicators
Every good coach knows you need to track the right stats to improve performance. The right metrics help you understand what's working and what isn't, allowing for smart adjustments to your strategy.
6. Feedback Loop
The best teams review game tape and adapt their strategy. Successful ABM programs consistently gather and apply insights from both wins and losses to refine their approach.
Using the Scorecard
This assessment tool isn't about criticism – it's about creating a roadmap for improvement. I recommend teams grade themselves honestly on each element using a simple scale:
- Needs significant improvement (1-2)
- Making progress but room for growth (3-4)
- Strong foundation in place (4-5)
The results often reveal surprising insights. Recently, I worked with a team that discovered their content strategy, which they assumed was championship-caliber, wasn't actually connecting with their target accounts. We worked with them to tweak both their messaging and then their content to better resonate with their ABM targets. It wasn’t a complete playbook overhaul but an honest assessment, a little research, and some halftime adjustments that dramatically improved their performance.
If you’re looking to solidify your foundation and truly grasp the fundamentals of ABM readiness, this scorecard is the perfect place to start.
Next Steps
If you find your organization scoring low in certain areas, remember: every championship team started with the basics. Understanding where you need to improve is the first step toward better results. Consider this scorecard a living document – one that can guide your practice sessions and help unlock your team's full potential.
The path to ABM success isn't about implementing the flashiest new tactics or trying to make ESPN Top Ten from day one. It's about mastering these fundamentals and building upon them consistently.
Ready to assess your ABM readiness? Download our scorecard template — and explore how to prepare for ABM success using AI-driven insights that take your marketing program to the next level.


