Checklist: ABM Audit for Planning Success

Planning for the next month, quarter, or year in ABM? Starting a new campaign or reviewing the performance of one in progress? There is no wrong time to take a step back and review your account-based marketing efforts.

Carving out the time to do an ABM checkup can help you keep a pulse on what’s working and what’s not. As marketers, we are all too familiar with juggling shifting priorities from leadership, so the strategy you originally put in place may no longer be relevant. Regular reviews of your campaigns can help to ensure your content, messages, and promotions stay on top of current economic and industry trends, shifts in market needs, and the ever-evolving tactics of the competition.

Of course, most commonly we find ourselves assessing our ABM campaigns at either the end of a year or at the start of the next. While this may feel like a timely and tedious process depending on the depth and breadth of your campaigns, the data-backed insights you can uncover may have a major impact on your future planning. Plus, as a bonus – by taking the time to answer these questions and complete your year-end audit, you’ve put together the basic contents of a solid wrap-up presentation for leadership.

Not sure where to start? Allow us to take the guesswork out of your ABM audit. With this checklist, you can review your ABM performance and uncover opportunities for growth in the future.

 

Download the Checklist