Updated 8 min read

Account based sales development: work 30 accounts, not 300 leads

Account based sales development (ABSD) means picking a short list of companies you really want, finding the several people who'd be involved in buying, and reaching them in a planned way across calls, email and LinkedIn. Here's how a small team runs it week by week, and the few numbers worth checking.

What account based sales development is

Account based sales development (ABSD) is outbound prospecting aimed at a short list of named companies, rather than at a long list of individual leads. For each company on the list, you research what's going on, find the several people who'd be involved in a decision, and reach them over a few weeks by phone, email and LinkedIn, with messages written for that company.

Lars Nilsson wrote up the approach, and the name, in a post about his sales development team at Cloudera, republished by True Ventures. The team had plenty of leads, but many were the wrong people. So they picked target accounts and worked those instead, and the first step he lists is a single view of each target account.

ABSD is the sales development part of a bigger idea: the calls, emails and messages that turn a target company into a first meeting. On a bigger team an SDR does it. On a small team it's usually the founder or the reps who also close.

ABSD, account based selling and ABM

Three terms get mixed up, and most pages on this topic use them as if they were one. They're three parts of the same plan, owned by different people.

TermWho does itWhat it's for
ABSD (sales development)An SDR, or the rep who also closesA first meeting at a named company
Account based sellingThe rep who runs the dealWinning and growing that account
ABM (marketing)MarketingAds, content and events aimed at named companies

Ordinary outbound sits apart from all three. It works through a list of people, one at a time, and each lead is its own sequence. If you sell on your own, you do the first two yourself: get the meeting, then run the deal.

When it's worth doing, and what you get

ABSD takes more time per company than ordinary outbound. It pays off when:

  • Each deal is worth enough to justify hours of research and a few weeks of outreach.
  • Several people usually have a say in the purchase: a user, a manager, someone with the budget.
  • There's a limited number of companies that fit, so you can't afford to burn through them with generic emails.

What you get for the extra hours:

  • No time on the wrong people. You choose the companies before anyone gets a message.
  • Messages that get answered, because each one mentions something true about that company.
  • A deal that doesn't hang on one contact. When one person goes quiet, three others already know your name.
  • A clear picture for whoever closes, since the research is done before the first meeting.

If your deals are small and quick, and one person decides, ordinary outbound is the better fit. For that plan, read outbound sales strategy.

Step 1: Pick 20 to 50 accounts

Start with the companies that look most like your best customers. Your ideal customer profile is the filter: industry, size, location, and the situation that made past customers buy.

For a small team, 20 to 50 accounts per person is enough. More than that, and the research turns shallow and it becomes ordinary outbound with a different name.

Split them into tiers if it helps:

  • Tier 1, the top 10: the best fits, with the most research and the most personal messages.
  • Tier 2, the rest: lighter research and a more standard sequence.

Step 2: Map the people

For each account, find the three to five people who'd be involved in buying. Reaching several people at one company is called multi-threading. It's the biggest practical difference from ordinary outbound: when one contact goes quiet, the account doesn't. Look for:

  • The person who'd use what you sell every day
  • Their manager, who feels the problem in their numbers
  • The person who signs off the budget
  • Anyone with a veto, such as IT, finance or procurement

Company websites, LinkedIn and past conversations are the usual sources. Write down each person's name, role and how to reach them, on one page per account.

Step 3: Find a reason to get in touch

A reason to call makes the first message far easier to answer. Look for something that's changed at the company:

  • A new office, branch or product
  • New people in the roles you sell to
  • Hiring for a job your product makes easier
  • News about growth, funding or a merger
  • A public post or interview about the problem you solve, from someone who works there

Write the reason in one line at the top of the account page. If you can't find one, the account belongs in tier 2.

Step 4: A sequence per account, not per lead

In ordinary outbound, each lead gets their own sequence. In ABSD, you plan touches across the whole account over three weeks, with different people getting different messages.

Account: [company], tier [1 or 2]

Reason to get in touch: [the change you found]

People: [name, role] / [name, role] / [name, role]

Week 1

- Day 1: LinkedIn connection to [user], no pitch

- Day 2: call [manager]; email if no answer, mentioning [the reason]

- Day 4: email [budget holder], short, about the cost of [the problem]

Week 2

- Day 8: call [user] with one question about how they do [the task] today

- Day 9: follow-up email to [manager] with something useful: an example, a number, a short idea

- Day 11: call [budget holder]

Week 3

- Day 15: a final email to whoever engaged most, suggesting a short call

- Day 17: pause the account, note what happened, set a date to try again

Keep messages consistent across the people at one company. If the manager replies, the message you send the user should say you're already talking to their team.

How many touches and how far apart is its own topic. To build one, and cut the steps that never get replies, use the sales cadence guide.

Check the calling rules where your accounts are before you dial. In the US, the FTC's guide to the Telemarketing Sales Rule says most calls between a telemarketer and a business are exempt, except calls selling nondurable office or cleaning supplies and calls pitching employees something for their own use. In Singapore, the PDPC's Advisory Guidelines on the Do Not Call Provisions (revised 1 February 2021) draw the same line. A call to a company's business number about something for that company is outside the DNC rules, and once you offer the person something for their own use, the rules apply again. Email and LinkedIn have rules of their own, so check those too.

Working an account means a lot of callbacks to keep track of. ActivityTracker logs calls and meetings in one tap, keeps every callback on today's list, and shows whether your week is enough for your target while you can still change it.

See ActivityTracker for sales reps

Step 5: Track touches per account

This is where most small teams slip. If you track by person, it looks as if you're doing lots of outreach. But an account with ten touches to one person and nothing to the others hasn't been worked.

For each account, keep one row with:

  • People reached, out of the people you mapped
  • Touches this week
  • Conversations: any real two-way exchange with anyone there
  • Stage: not started, working, conversation, meeting booked, paused
  • Next step and its date

A shared sheet or the account view in a CRM works. What matters is that you can see the whole company on one line.

Made-up example: a two-person team sells warehouse scheduling software to logistics companies. They pick 30 accounts, 15 each, with 8 in tier 1.

Monday: Ana researches 4 tier 1 accounts. At one, a regional distributor, she finds a job ad for a second shift supervisor and a post about a new warehouse. She maps 4 people: the warehouse manager, the operations director, the finance lead and a shift supervisor.

Tuesday: she connects with the supervisor on LinkedIn, calls the warehouse manager (voicemail), and emails him two lines about planning shifts across two sites.

Wednesday: she emails the operations director about the new site and calls the finance lead, who doesn't pick up. Her midweek count across all 15 accounts: 38 touches, 9 accounts with at least 2 people reached, 2 conversations.

Thursday: the warehouse manager calls back. He's interested but says the operations director decides. Ana already has an email in with the director, so she mentions the conversation in a follow-up that afternoon.

Friday: the director books a 30-minute call for next Tuesday. Ana's week: 15 accounts, 52 touches, 3 conversations, 1 meeting booked. She marks 2 accounts as paused, where nobody replied and she found no reason to get in touch, and swaps in 2 new ones.

Step 6: Hand over the meeting

ABSD ends at a booked meeting with the right person, or a clear no. If someone else runs the deal, the handover decides whether your research gets used or wasted. Send the person who'll take the meeting one short note per account:

  • Who you reached, with role and contact details
  • What each person said, in their words where you can
  • The reason you got in touch, and the problem they mentioned
  • Any dates they gave: a budget review, a contract ending, a new site opening
  • The next step you agreed, and who owns it

"They're interested" isn't a handover. The person taking the meeting should walk in knowing more than a stranger would. If you run the deal yourself, write the same note anyway. You'll need it in three weeks when the details have gone.

The numbers to check each week

Three numbers tell you whether ABSD is working:

  1. Accounts with two or more people reached. If this is low, you're doing ordinary outbound to one contact per company.
  2. Accounts with a conversation. Any real exchange with anyone at the company.
  3. Meetings booked, by account.

Check them weekly. After a month, look at which accounts turned into meetings and what they had in common: the tier, the reason to get in touch, the first person who replied. Use that to pick the next batch.

What doesn't work

  • Too many accounts. 200 "target accounts" means none of them get real research.
  • The same email to five people at one company. They talk to each other, and it looks careless.
  • Research with no reason to call. Knowing their revenue and headcount isn't a reason. A change is.
  • Giving up after one person says no. Ask them who else would care, then keep working the rest of the account.

Keep reading

Questions people ask

Sources

Fewer accounts. More people in each.

Then count the conversations, account by account.

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