The ABM Campaign Planner Template

02.10.25 05:21 PM
Design Account-Based Marketing Campaigns That Win Bigger Deals

Introduction

Most B2B companies say they’re “doing ABM” — but in reality, their campaigns look just like traditional demand generation with a few personalization tweaks. That’s not Account-Based Marketing.

ABM is about building high-touch, account-specific experiences that align sales and marketing around the same goal: accelerating deals with your most valuable prospects.

But here’s the challenge: ABM is complex. Without a structured framework, campaigns can become disorganized, overcomplicated, or underwhelming.

This ABM Campaign Planner Template gives you a step-by-step framework to plan, launch, and optimize campaigns your sales team will love — and your leadership can actually measure.

Step 1: Define Your Target Accounts

ABM starts with clarity. Use this checklist to build your Ideal Customer Profile (ICP):
  • Industry / verticals: ____________________
  • Company size / revenue: ____________________
  • Buying roles (titles): ____________________
  • Current pain points: ____________________
  • Tech stack in use: ____________________
  • Growth potential / expansion opportunities: ____________________

Pro tip: Work with sales to finalize this list. Without alignment here, your campaign will miss the mark.

Step 2: Map the Buying Committee

ABM isn’t about one decision-maker — it’s about influencing a committee of buyers. Use this template to identify key players:
Role/TitleKey Pain PointPreferred ChannelMessaging Angle
CMOROI & pipelineLinkedIn, webinarsAccelerating growth
CIO
IntegrationEmail, white papersTech stack alignment
VP SalesQuotas & speed LinkedIn, callsFaster deal cycles

Step 3: Align Messaging to the Buyer Journey

For each persona, map out messaging by funnel stage:
  • Awareness → Thought leadership content (guides, blogs, infographics).
  • Consideration → Case studies, comparison content, ROI calculators.
  • Decision → Custom demos, sales decks, proposals.

Pro tip: Use inbound marketing solutions to fuel top-of-funnel engagement, then tailor ABM assets for middle and bottom stages.

Step 4: Select Channels & Tactics

Choose 3–5 channels where your buyers already spend time:
  • Paid Media → LinkedIn, Google, retargeting.
  • Email Outreach → Personalized sequences with behavior triggers.
  • Content Marketing → Industry reports, white papers, customer stories.
  • Direct Mail / Gifting → High-value touches for strategic accounts.
  • Events & Webinars → Invite-only experiences for decision-makers.

Pro tip: Combine marketing automation services with ABM for scale — automated nurture for the broader buying group, human touches for decision-makers.

Step 5: Build Your Campaign Timeline

Use this simple 90-day sprint planner:
WeekCampaign ActivityOwnerStatus
1–2Finalize ICP & account listMarketing + Sales[ ]
 3-4Build creative & assetsMarketing[ ]
 5-6Launch pilot campaignMarketing[ ]
 7-10Nurture & engageMarketing + Sales[ ]
 11-12Review & optimizeLeadership[ ]

Step 6: Measure What Matters

ABM success isn’t clicks or downloads — it’s pipeline and revenue. Track:
  • % of target accounts engaged.
  • Opportunities created per campaign.
  • Deal velocity (time to close).
  • ARR/MRR contribution.

Pro tip: Work with martech consulting services to set up dashboards that connect campaigns to revenue, not vanity metrics.

Conclusion

ABM isn’t about more campaigns — it’s about the right campaigns, built for the right accounts, with the right message.

This ABM Campaign Planner Template gives you the structure to:
  • Align marketing and sales.
  • Focus on the accounts that matter most.
  • Execute campaigns that deliver pipeline, not just activity.

Because when ABM is done right, you don’t just close deals — you close bigger, better, faster deals.