“Strategic Prioritization: A 3-Step Guide to Optimal Target Account Management”

Not all target accounts are created equal—discover the ideal percentage split and key criteria for refining your Ideal Customer Profiles (ICPs) in this comprehensive guide.

  1. Demographic, Geographic, and Psychographic Criteria: Explore the key criteria that define and refine your ICPs, including demographic, geographic, and psychographic factors.
  2. Tiered Prioritization System: Uncover the three-tiered approach to prioritizing accounts based on their characteristics:
    • Tier 3 (70%): Basic Fit Accounts Identify the 70% of accounts that align with the basic demographic characteristics of your ICPs. Target these with standard persona-based messaging.
    • Tier 2 (25%): Enhanced Priority Accounts Elevate the criteria for Tier 3 by adding “technographic” or other critical qualifiers. Allocate 20 to 25% of your accounts to this tier, engaging them with specialized persona-based messaging.
    • Tier 1 (5%): High-Resource, High-Reward Accounts Direct the majority of your resources—time, effort, and money—to the top 5% of accounts. These high-risk, high-reward accounts demand personalized, one-to-one focus and campaigns.
  3. Managing High-Risk, High-Reward Accounts: Understand the inherent nature of Tier 1 accounts and the associated high-risk, high-reward dynamics.

Explore this guide to strategically prioritize your target accounts and optimize your approach for maximum impact and success in your account management efforts.



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You can expect to receive your opportunities – Buyers interested in engaging and buying from your business.

A Dashboard view helps you monitor the progress across the channels/modules you opted. Further, you can use “Refine Criteria” capability to sharpen your ICPs/Buyers focus to enhance the results.

Your CSM will work with our Campaign Team to handle the account setup and provide comprehensive DATA containing key decision-makers, along with custom messaging based on your unique offering and best practices from thousands of experiments.

Our Campaign Team will implement strategy, analyze performance, and provide data-driven experiment recommendations (A/B Testing, Analytics) ensuring optimum results for you.

When you sign-up, you will be guided through the on-boarding process to help us understand your Ideal Customer Profile (ICP) and Buyers across roles, industries, company size and locations. We include Sales/Account Intelligence to gain deeper insights to prioritize outreach.

You will be assigned a dedicated Customer Success Manager (CSM) for a detailed walk-thru of the on-boarding process, deep-dive into platform and strategies to optimize results.

On-boarding to Activation – 1 week or less.