📝 Purpose

This template ensures alignment between ABM and Sales, streamlining meeting structure, inputs, and outputs to drive pipeline impact.

🛠 Pre-Meeting Preparation

Before the meeting, both the AE and ABM should gather relevant data and insights.

📌 AE’s Inputs:

• Top Priority Accounts: List target accounts to discuss.
• Current Account Engagement: Notable activities from recent calls from prospects.
• Pipeline Updates: Deals in progress, movement since last sync.
• Challenges & Asks for ABM: Roadblocks, support needed, messaging feedback.

📌 ABM’s Inputs:

• Account-Specific Insights: Engagement trends from Mutiny, website visits, intent data.
• Active & Planned Campaigns: ABM initiatives running for AE’s accounts.
• Personalized Assets: Microsites, ads, email templates in play.
• Experiment Results & Learnings: Wins, failures, next steps.

📅 Meeting Agenda