ABM readiness scorecard: Master the basics first
.svg)
In partnership with:
Featuring
Featuring
In partnership with:
How are you going to stand out in 2026?
Buyers are in control of the buying process. Over 70% of it is happening online. And they are putting companies on their short list of vendors that provide value and establish trust with their content.
How are you accounting for this in your 2026 strategy?
You need to stand out. To make sure your buyers notice you. Let Inverta and Sendoso help you build that into your strategy for next year -->
SENDOSO + INVERTA LOGO HERE
%20(1).webp)
The Revenue Marketer
ABM readiness scorecard: Master the basics first
Is your planning process effective? Or just a lot of busy-work?
If you relate to the latter, we feel you! No one learns "how to plan" in school. They learn it through osmosis by following other leaders throughout their career. That typically is in an amalgamation of styles that result in 90 page decks that no one looks at after Jan 1. Let's change that!
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.
Whether you're preparing to launch an ABM program or looking to improve your current efforts, this scorecard can help identify your strengths and opportunities. In my experience, organizations that master these six fundamentals consistently outperform their competitors.
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 let's start building your championship-caliber ABM program.
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.
Whether you're preparing to launch an ABM program or looking to improve your current efforts, this scorecard can help identify your strengths and opportunities. In my experience, organizations that master these six fundamentals consistently outperform their competitors.
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 let's start building your championship-caliber ABM program.
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.
Whether you're preparing to launch an ABM program or looking to improve your current efforts, this scorecard can help identify your strengths and opportunities. In my experience, organizations that master these six fundamentals consistently outperform their competitors.
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 let's start building your championship-caliber ABM program.
About the author
Service page feature
