$6,500 FIXED FEE

Groundwork: ABM

HubSpot configured for the way ABM actually works.

Who it's for

Running targeted outbound against a defined account list — or planning to — but HubSpot isn’t set up to support that motion

Account tracking is inconsistent, buying committee coverage lives in a spreadsheet, and there’s no reliable way to know when an account is ready for sales

ABM fails at the infrastructure layer before it fails at the execution layer — right accounts, right message, right channels, still losing deals because the CRM can’t keep up

What’s included

Deliverables

Target account framework

Load and structure your account list in HubSpot with consistent properties for tracking, segmentation, and reporting.

Account tiering & prioritization

Tier structure based on fit, intent, and strategic value — configured as HubSpot company properties to drive prioritization.

Buying committee mapping

Decision-maker and influencer roles defined per tier. Contact properties and association labels track coverage across the committee.

Account engagement scoring

Company-level scoring model combining contact engagement signals across the buying committee with fit and intent data.

AQL definition & sales handoff automation

Account Qualified Lead threshold defined. Ownership assignment, task triggers, and alerts fire when an account reaches threshold.

Outbound tool setup (light)

One outbound tool (e.g. Apollo or Instantly) connected to HubSpot — sequence enrollment, contact sync, basic activity logging. Strategy and copywriting not included.

Reporting & dashboards

Up to 10 reports from our ABM library — account coverage, buying committee engagement, pipeline by tier, sourced vs. influenced revenue.

Delivery documentation

Full changelog of what was built and how future programs plug into the account-based model. Your team owns it from day one.

What you walk away with

Target accounts loaded, tiered, and tracked. Buying committee coverage visible. Scoring at the account level. Sales knows when to move and why. The infrastructure your ABM strategy needs to actually work.