Account-Based Marketing Audit

Account-Based Marketing is a proven route to influence high-value accounts — but it only works if the foundations are strong. Our ABM Audit gives you a clear, objective view of whether your organisation is ready to run ABM effectively, or if your current programme is set up to deliver measurable growth.

We examine three critical areas:

• Account selection: Are you targeting the right accounts with the right intent signals? Do they match your ideal profile and offer meaningful growth potential?
• Alignment and process: Are sales and marketing working together, sharing data, and clear on how success will be measured?
• Messaging and measurement: Is your content sharp enough to cut through with buying committees, and do you have the right systems in place to prove influence on pipeline and revenue?

Where you’re already running ABM, we audit performance inside the platforms you use — whether Salesforce, Pardot, Marketo, HubSpot or others. We look at data quality, campaign structure, tracking, and reporting to highlight what’s working, what isn’t, and what to fix.

The output is a straightforward, evidence-based view of your ABM readiness or performance. You’ll see exactly where to invest, where to refine, and how to build an ABM strategy that scales. For boards, it provides confidence that investment is well placed; for marketing teams, it creates a clear roadmap for targeting and engaging the accounts that matter most.

Account-Based Marketing can be one of the most effective ways to influence high-value investors and institutions. But too often ABM programmes stall — targeting the wrong accounts, running on patchy data, or struggling to prove impact. An audit removes the guesswork. It gives boards confidence that ABM spend is justified, and marketing teams a clear blueprint for targeting and engaging the accounts that matter most.

• Clarity on ABM readiness and performance.
• Evidence to justify investment to boards and leadership teams.
• Sharper account targeting and campaign execution.
• Stronger alignment between marketing and sales.
• Confidence that platforms and reporting are set up to prove impact on pipeline and revenue.

ABM in asset management isn’t like ABM in tech or SaaS. You’re targeting complex accounts — from platforms and advisers to institutions and consultants — where decisions are made by committees, not individuals. Our audit is designed with this context in mind. It’s built for asset managers and investment trust boards who need to influence high-value accounts with precision and prove the return on every pound spent.