How I Run My Account Workflow

View profile for Harry Monkhouse

Global BDR Manager @ LastPass - helping IT Teams discover SaaS & AI apps *** | GTM Advisor | Founder of OnRush Consulting

𝗛𝗼𝘄 𝗜 𝗥𝘂𝗻 𝗠𝘆 𝗔𝗰𝗰𝗼𝘂𝗻𝘁 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 Two years ago, I posted my account workflow Here it is again the exact process I use to give myself the highest possible chance of booking a meeting 👇 𝐒𝐭𝐞𝐩 𝟏 - 𝐒𝐞𝐥𝐞𝐜𝐭 𝐭𝐡𝐞 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 Agree as an AE and BDR team on which account to start prospecting Even better if you have a why behind the selection e.g. they visited your website or engaged with your content 𝐒𝐭𝐞𝐩 𝟐 - 𝐁𝐮𝐢𝐥𝐝 𝐭𝐡𝐞 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 𝐌𝐚𝐩 Work out all the personas you need to target 💡 Tip: Use Sales Navigator to build this and rank personas by Tier 1, 2 & 3 [𝐼 𝑤𝑖𝑙𝑙 𝑝𝑜𝑠𝑡 ℎ𝑜𝑤 𝑡𝑜 𝑑𝑜 𝑡ℎ𝑖𝑠 𝑖𝑛 𝑐𝑜𝑚𝑖𝑛𝑔 𝑝𝑜𝑠𝑡𝑠] 𝐒𝐭𝐞𝐩 𝟑 - 𝐀𝐬𝐬𝐢𝐠𝐧 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐬 I recommend launching a minimum of 6 personas per account Agree between AE and BDR who will launch which ones As an AE, I usually would have taken Tier 1 (C-Suite), while my BDR handles Tier 2 and 3 𝐒𝐭𝐞𝐩 𝟒 - 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐭𝐡𝐞 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 Create an Account Plan together based on your findings ... look for: - ICP alignment - Financial reports - Existing customers in their space - Past users - LinkedIn followers of your company page 𝐒𝐭𝐞𝐩 𝟓 – 𝐀𝐠𝐫𝐞𝐞 𝐨𝐧 𝐭𝐡𝐞 𝐇𝐲𝐩𝐨𝐭𝐡𝐞𝐬𝐢𝐬 Based on your understanding, define the messaging: 𝐻𝑜𝑤 𝑐𝑎𝑛 𝑦𝑜𝑢 ℎ𝑒𝑙𝑝 𝑡ℎ𝑒𝑚? This becomes your Version 1 Hypothesis, which you’ll revisit as outreach progresses 𝐒𝐭𝐞𝐩 𝟔 - 𝐋𝐚𝐮𝐧𝐜𝐡 𝐚 𝐌𝐮𝐥𝐭𝐢-𝐂𝐡𝐚𝐧𝐧𝐞𝐥 𝐂𝐚𝐝𝐞𝐧𝐜𝐞 Just using one channel does you no favours ... use multiple channels to maximise your chances: LinkedIn, phone, email, voice notes, video, etc 𝐒𝐭𝐞𝐩 𝟕 – 𝐂𝐚𝐝𝐞𝐧𝐜𝐞 𝐓𝐫𝐢𝐠𝐠𝐞𝐫𝐬 Review engagement signals: - Did the account show intent? - Did they research on G2? - Did they engage with an email? 𝐼𝑓 𝑦𝑒𝑠 → 𝑝𝑎𝑢𝑠𝑒 𝑜𝑢𝑡𝑟𝑒𝑎𝑐ℎ, 𝑟𝑒𝑓𝑖𝑛𝑒 𝑦𝑜𝑢𝑟 ℎ𝑦𝑝𝑜𝑡ℎ𝑒𝑠𝑖𝑠, 𝑎𝑛𝑑 𝑙𝑎𝑢𝑛𝑐ℎ 𝑉𝑒𝑟𝑠𝑖𝑜𝑛 2 𝐼𝑓 𝑛𝑜 → 𝑎𝑠𝑘: Is it the right account? - Are we targeting the right personas? - Are we using the right channels? -- 📹 Thinking of creating a walkthrough video - DM or comment if you’d like me to make one

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Kamila Hutchison

Group Go-to-Market Lead at CHG-MERIDIAN

2mo

Excellent account based prospecting workflow, Harry! The level of research and considered strategy here demonstrates why you’re getting results. Video walkthrough please!

Chanem Thingnok

Driving Growth @ NagaEd | Scalable Learning Solutions for Growing Teams | ex-Freshworks

1mo

Walkthrough Video 🙏

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Love how structured this is, Harry. Most reps jump straight into outreach without aligning on accounts, personas, hypotheses and then wonder why results are random

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Anna Zabramna

Inside Sales Specialist UK

1mo

Hey Harry, thanks for sharing this approach! We currently do a similar thing but it requires lots of manual work thus the process seem slow.. how do you ensure both quality and speed?

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