comeonoliver/skillshub/abm-program-orchestrator

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SKILL.md

ABM Program Orchestrator

A sequential, closed-loop system for running account-based marketing in B2B SaaS.
Each phase produces a defined output that feeds the next. Run all 8 phases for a
full program build, or invoke any phase individually when you need just one piece.

Why This Skill Exists

Most ABM programs fail for three reasons:

  1. They're built as campaigns, not systems. A "target account list" email blast

is not ABM. ABM is a coordinated motion across marketing, BDR, and sales that treats accounts as markets of one.

  1. They skip the economics. If your ABM cost per SQO is $3,667 but the ACV

justifies it at $20K with 3-month payback, the program works. Most teams never run this math. They either overspend on low-ACV accounts or underspend on high-value targets.

  1. There's no feedback loop. Campaign ends, team moves on, learnings evaporate.

The next ABM cohort starts from scratch instead of building on what the last one taught you.

This skill fixes all three by encoding ABM as a sequential pipeline with a closed loop. Phase 8 feeds learnings back into Phase 1. Each cohort makes the next smarter.

When to Use This Skill

  • Designing an ABM program from scratch
  • Building or refining a target account list
  • Setting up account tiering criteria and methodology
  • Planning multi-channel orchestration for target accounts
  • Coordinating BDR outreach with marketing air cover
  • Defining ABM-specific measurement and attribution frameworks
  • Running a quarterly ABM program review
  • Making a budget case for ABM investment to leadership
  • Comparing ABM economics against demand gen efficiency
  • Designing account progression plays (awareness to opportunity)

When NOT to Use This Skill

  • Broad demand gen campaign planning (ABM is targeted, not broad)
  • Lead scoring or MQL definitions (use your MAP's scoring model)
  • Single-channel campaign execution (ABM is multi-channel by definition)
  • SMB/PLG motions where 1:1 account targeting doesn't justify the CAC
  • Content creation for ABM campaigns (this skill designs the program, not the assets)
  • CRM or MAP technical configuration (this is strategic, not implementation)

The ABM Pipeline: 8 Sequential Phases

Each phase produces a defined output. That output becomes the input for the next phase. Skip a phase and the downstream work breaks.

PHASE 1 PHASE 2 PHASE 3 PHASE 4
ICP & Economics → Account Selection → Account Tiering → Buying Committee
Mapping
↓ ↓
PHASE 8 PHASE 7 PHASE 6 PHASE 5
Program Review ← Measurement & ← BDR Coordination ← Channel
& Feedback Attribution Orchestration
↓
└──→ PHASE 1 (next cohort)

The closed loop: Phase 8 produces a learnings document that updates Phase 1 inputs. Account selection criteria sharpen. Tiering weights adjust. Channel mix shifts. Each cohort inherits what the last one learned.


Phase 1: ICP Definition & ABM Economics

Input: Company strategy, segment definitions, current pipeline data Output: ABM ICP document + economic viability model

Before selecting a single account, prove the economics work.

ABM Economic Viability Test

Run this before investing anything. If the math doesn't work at the unit level, no amount of orchestration will save the program.

ABM ECONOMIC MODEL
Target segment ACV: $________
Expected win rate (ABM): ________%
Gross margin: ________%
Average sales cycle: ________ months
Planned ABM spend/quarter: $________
Expected SQOs from ABM: ________
DERIVED METRICS
Cost per SQO: $________ (spend / SQOs)
Expected revenue per SQO: $________ (ACV × win rate)
CAC payback period: ________ months (cost per SQO / (ACV × margin / 12))
Pipeline-to-spend ratio: ________:1 ((SQOs × ACV) / spend)
VIABILITY CHECK
□ CAC payback < 12 months?
□ Pipeline-to-spend ratio > 3:1?
□ Cost per SQO justified by ACV? (rule of thumb: cost per SQO < 20% of ACV)
□ Win rate assumption based on data, not aspiration?
ICP for ABM (Not the Same as Your Demand Gen ICP)

Your demand gen ICP answers "who might buy." Your ABM ICP answers "who should we invest disproportionately in acquiring." The ABM ICP is narrower and more specific.

ABM ICP DimensionWhat to DefineExample
Company sizeEmployee range AND revenue range100-500 employees, $10M-$100M revenue
Industry verticalPrimary + secondary verticalsSaaS, FinTech (primary); HealthTech (secondary)
Compliance pressureRegulatory triggers that create urgencySOC 2 audit upcoming, ISO 27001 required by enterprise customers
Technology signalsStack indicators that show fitUses AWS/Azure/GCP, has a security team, runs CI/CD pipelines
Buying triggersEvents that create a buying windowNew CISO hire, funding round, enterprise customer acquisition, compliance deadline
Firmographic fitRevenue, headcount, geo, funding stageSeries B+, US/UK/ANZ HQ, 3+ person security/compliance function
Negative signalsDisqualifiers that waste ABM spendAlready using a competitor, <50 employees, no compliance requirement

Output format: A 1-page ABM ICP document that any team member (marketing, BDR, sales) can use to evaluate whether an account belongs in the ABM program. If the ICP requires a paragraph of caveats to explain, it's too loose.


Phase 2: Account Selection

Input: ABM ICP document (Phase 1) Output: Raw target account list (50-200 accounts per cohort)

Account Sourcing Channels

Don't build your list from a single source. Cross-reference at least 3 to reduce noise.

SourceWhat It Gives YouWatch Out For
CRM historical dataAccounts that engaged but didn't close (recycled pipeline)Stale data. Validate that the account still fits the ICP.
Intent data platforms (Bombora, G2, TrustRadius)Accounts actively researching your categoryHigh false positive rate. Cross-reference with firmographic fit.
Sales inputAccounts sales has identified but hasn't crackedSales bias toward big logos that may not fit ICP. Validate against criteria.
Competitor displacementAccounts using a competitor whose contract is up for renewalHard to get accurate data. Best sourced from G2 reviews + sales intel.
Expansion signalsExisting customers with upsell/cross-sell potentialDifferent motion. Don't mix acquisition ABM with expansion ABM in the same cohort.
LinkedIn Sales NavigatorFiltered by company size, industry, growth signalsGood for enrichment, weak as a primary sourcing channel.
Industry events and communitiesAccounts attending relevant conferences, active in Slack groupsLow volume but high signal. Good for Tier 1 enrichment.
Account Qualification Scorecard

Score every account before adding it to the list. This prevents the "big logo bias" where accounts are selected because they'd look good on the website, not because they'd actually buy.

CriterionWeightScore (1-5)Notes
ICP firmographic fit25%Company size, industry, geo, funding
Buying trigger present25%Active compliance need, recent hire, funding event
Intent signals20%Category research, competitor evaluation, content engagement
Sales alignment15%Sales agrees this is a viable target and will work it
Competitive displacement opportunity15%Using a competitor, contract renewal timing known
TOTAL100%Minimum threshold: 3.0 to enter ABM list

Accounts scoring below 3.0 go into demand gen nurture, not ABM. ABM spend on low-fit accounts is the single most common budget waste.


Phase 3: Account Tiering

Input: Qualified account list (Phase 2) Output: Tiered account list with resource allocation per tier

The Three-Tier Model
Tier# of AccountsResource LevelMotion TypeTypical Spend/Account/Quarter
Tier 110-25High touch, 1:1Personalized outreach, custom content, executive engagement, direct mail$500-$2,000
Tier 225-75Medium touch, 1:fewIndustry/persona-specific campaigns, targeted ads, BDR sequences$100-$500
Tier 375-200Programmatic, 1:manyTargeted ads, automated nurture, intent-triggered BDR outreach$25-$100
Tiering Decision Matrix

Tier assignment is not just about account size. It's about investment justification.

TIERING LOGIC
Tier 1 IF:
- ACV potential > 2× your average deal size
- Active buying trigger confirmed
- Sales has a named champion or entry point
- Account is in your top vertical(s)
Tier 2 IF:
- ACV potential > 1.5× your average deal size
- Firmographic fit is strong but buying trigger is unconfirmed
- No sales relationship yet but ICP fit is clear
- Intent data shows category research
Tier 3 IF:
- Meets ICP criteria but no active buying trigger
- ACV potential is at or slightly above average
- Good long-term fit but not ready for high-touch investment
- Use as a "warming" tier to monitor for trigger events
Tier Promotion and Demotion Rules

Accounts don't stay in their tier forever. Define rules for movement.

MovementTriggerAction
Tier 3 → Tier 2Intent spike, engagement with 3+ assets, BDR confirms interestIncrease ad spend, add to BDR active sequence, create persona-specific content
Tier 2 → Tier 1Meeting booked, champion identified, buying timeline confirmedAssign dedicated BDR, create custom content, activate executive engagement
Tier 1 → Tier 2No engagement after 60 days of high-touch outreachReduce to medium-touch, reallocate budget to responsive Tier 1 accounts
Any tier → RemoveCompany acquired, went bankrupt, confirmed competitor lock-in, ICP no longer fitsRemove from ABM list, document reason, update ICP criteria if pattern emerges

Phase 4: Buying Committee Mapping

Input: Tiered account list (Phase 3) Output: Persona map per Tier 1 account, persona templates per Tier 2/3

The Buying Committee for B2B SaaS (Compliance/Security Context)

In B2B SaaS selling to mid-market and enterprise, you rarely sell to one person. Map the committee before designing outreach.

RoleTitle ExamplesWhat They Care AboutContent That Works
Economic BuyerCFO, VP Finance, CEOROI, payback period, total cost vs. build-vs-buyBusiness cases, ROI calculators, customer case studies with revenue impact
Technical EvaluatorCTO, VP Engineering, Security EngineerIntegration, architecture, technical capabilitiesTechnical docs, API documentation, architecture diagrams, POC/sandbox
Compliance ChampionCISO, Head of Compliance, GRC ManagerAudit readiness, framework coverage, evidence collectionFramework coverage matrices, audit prep guides, compliance workflow demos
Day-to-Day UserCompliance Analyst, Security Analyst, IT ManagerEase of use, time savings, workflow fitProduct tours, onboarding demos, user testimonials, time-saved metrics
Blocker/GatekeeperLegal, Procurement, IT SecurityVendor risk, data handling, contract termsSecurity questionnaire responses, SOC 2 report, privacy documentation
Mapping Depth by Tier

This is the start of the file. Read the full SKILL.md on GitHub.

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