Account-Based Marketing Audit

 

Unlock better results with an account-based marketing audit from Hub Agency in London. We help optimise targeting and campaign performance.

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ABM that starts with clarity, not guesswork

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.

Why an Audit Matters

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.

Account-Based Marketing Audit Benefits

  • 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.

Built for Asset Managers and Investment Trusts

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.

What Account-Based Marketing Audit Covers

Account selection

Are you targeting the right accounts with the right signals of intent and growth potential?

Alignment and process

Do sales and marketing work together with shared goals, data, and measures of success?

Technology and measurement

Are Salesforce, Pardot, Marketo, HubSpot or other platforms set up to track, report, and optimise performance?

Account-Based Marketing Audit Process

Discovery

We review your strategy, data, technology stack, and current campaigns

Deep dive

Auditing inside your systems (Salesforce, Pardot, Marketo, HubSpot, or equivalent) to see what’s working and what isn’t.

Recommendations

A clear, evidence-based roadmap showing where to refine targeting, content, processes, and measurement.

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FAQs

1

How can content marketing help lead generation in financial services?

Content marketing is a highly effective strategy for generating leads in the financial services industry. By creating valuable and informative content that speaks directly to the needs and interests of your target audience, you can establish yourself as an industry thought leader and attract high-quality leads to your business.

Through content marketing, financial service companies can increase brand awareness, attract qualified leads, boost search engine rankings, and build strong relationships with potential customers. By consistently publishing high-quality content, you can position your business as a trusted source of information and establish a loyal customer base that is more likely to convert.

Overall, content marketing is a powerful tool for financial service companies looking to generate leads and grow their business. By investing in a strong content marketing strategy, you can attract more qualified leads, increase conversions, and position your business as a leader in the industry.

2

How can content marketing help grow your financial services brand?

Content marketing is an essential tool for growing your financial services brand. By creating and sharing valuable and informative content, you can establish your brand as a trusted authority in the industry and attract more customers to your business.

Through content marketing, you can increase your brand’s visibility and reach a wider audience. By creating content that speaks directly to the needs and interests of your target audience, you can attract high-quality leads and position your business as a thought leader in the industry.

Additionally, content marketing can help you build strong relationships with your customers. By consistently publishing high-quality content, you can establish trust and loyalty with your audience, which can lead to increased customer retention and referrals.

Overall, content marketing is an effective strategy for growing your financial services brand. By investing in a strong content marketing strategy, you can increase your brand’s visibility, attract more customers, and build strong relationships with your audience.

3

How do you drive traffic to a financial services website?

Driving traffic to a financial services website requires a strategic approach that leverages various digital marketing channels. Here are some effective strategies for driving traffic to a financial services website:

  1. Search Engine Optimization (SEO): Optimize your website with relevant keywords and content that appeal to your target audience. This can help improve your website’s visibility in search engine results pages.
  2. Pay-per-click (PPC) Advertising: Use paid search ads to target specific keywords and drive traffic to your website. This can be an effective way to generate leads quickly.
  3. Content Marketing: Publish high-quality content on your website that is relevant to your target audience. This can help attract visitors and establish your brand as a thought leader in the industry.
  4. Social Media: Promote your website and content on social media platforms to reach a wider audience. This can help increase brand awareness and drive traffic to your website.
  5. Email Marketing: Use email marketing to send targeted messages to your subscribers with relevant content and offers. This can help drive repeat traffic to your website.

By leveraging these strategies, financial services companies can effectively drive traffic to their website and generate more leads.

4

How do you build a marketing strategy for a financial services company?

Developing a marketing strategy for a financial services company requires careful planning and execution. Here are some key steps to building a successful marketing strategy:

  1. Define your target audience: Identify your ideal customer and understand their needs, behaviours, and pain points. This will help you tailor your marketing messages and choose the right marketing channels.
  2. Establish your unique value proposition: Clearly articulate what sets your financial services company apart from competitors. This will help you differentiate your brand and communicate your unique benefits to potential customers.
  3. Choose your marketing channels: Determine which marketing channels will be most effective for reaching your target audience. Consider options such as SEO, PPC advertising, social media, email marketing, and content marketing.
  4. Set measurable goals: Define your marketing goals and establish key performance indicators (KPIs) to measure success.
  5. Create a budget and timeline: Determine your budget and establish a timeline for implementing your marketing strategy.
  6. Analyse and adjust: Regularly analyse your marketing results and adjust your strategy as needed to optimize performance and achieve your goals.

By following these steps, financial services companies can build a comprehensive marketing strategy that helps them reach and engage their target audience, differentiate themselves from competitors, and drive business growth.

5

How do you build client personas in marketing?

Building client personas in marketing involves creating detailed profiles of your ideal clients, which helps you understand their needs, pain points, and behaviors. Here are some steps to building client personas:

Conduct research: Gather data from various sources, such as surveys, interviews, social media, and website analytics, to understand your current and potential clients.

Identify commonalities: Look for patterns and common characteristics among your clients, such as demographics, job titles, and interests.
Create profiles: Based on your research, develop detailed profiles of your ideal clients, including their goals, challenges, values, and decision-making criteria.

Give them names and personalities: Personalize your client personas by giving them names and describing their personalities, which can help you better empathize with their needs.

Use them to guide your marketing strategy: Use your client personas to inform your marketing strategy, such as choosing the right marketing channels, crafting messaging that resonates with them, and tailoring your content to their interests.

By building client personas, financial services companies can better understand their target audience, create more effective marketing campaigns, and ultimately attract and retain more clients.