Run account-based marketing as orchestrated plays — pick the target accounts, personalise the touches across channels, and track engagement back to pipeline.
Demand-gen and ABM teams running named-account plays with sales.
Quick answer
The ABM campaigns template is a ready-made workspace for Demand-gen and ABM teams running named-account plays with sales.
ABM campaigns template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
ABM plays
Tier-1 account: personalised landing page + direct mail
Build the target-account list with sales (top 50)
Sequenced LinkedIn + email touches for the buying committee
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
An account reaches the engagement threshold
Then
Move it to 'Engaged' and alert the assigned account executive
When
Account moves to 'Sales handoff'
Then
Package the engagement history and create an opportunity for sales
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
FAQ
Content calendar
An editorial pipeline from idea to published, with channel labels and a recap loop — your whole content engine on one board.
View templateLaunch plan
A cross-functional launch board — assets, channels, and a go-live checklist — coordinated as one parent issue with sub-issues per workstream.
View templateEvent planning
Coordinate a conference, webinar, or field event end to end — logistics, content, and promotion tracked as one parent project.
View template