Free course

Account-Based Selling Foundations

How to choose accounts, map the people and report on progress.

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Includes
  • 5 lessons
  • 29 min of reading
  • A timed exercise in every lesson
  • Free, no sign-up
0 of 5 open lessons completedSaved in this browser only

What you'll learn

  • Explain the difference between working leads and working accounts, decide which one your deals need, and name the first three changes to make if the answer is accounts.
  • Write an ideal customer profile from your own best customers, add the knock-outs that keep the list honest, and turn the profile into a first list of 25 named accounts.
  • Score a list of named accounts on fit, timing and access, sort it into three tiers, and set the size of Tier 1 from the hours your team has.
  • Map the buying committee in a Tier 1 account, decide who to approach first and tell when the map is complete enough to work from.
  • Report an account-based programme on five numbers, run the weekly report on one page and name the first move when any line stalls.

Lessons

  1. 1
    Leads vs Accounts: Spears, Not NetsFor sales leaders unsure whether their deals need a lead process or an account process. You leave with the difference between the two, a five-question test and the first three changes to make.
    5 minStart →
  2. 2
    An ICP That Ends in Named AccountsFor teams whose ideal customer profile is a paragraph nobody uses. You leave with a five-part ICP, three knock-outs, a test for whether it is sharp enough and a first list of 25 named accounts.
    5 minStart →
  3. 3
    Scoring and Tiering: Who Gets Your Best HoursFor teams with a first list of named accounts and no order to it. You leave with three scoring groups, three tier bands, a capacity sum for Tier 1 and a rule for moving accounts between tiers.
    6 minStart →
  4. 4
    Mapping the Buying Committee: Who Decides, Who Uses It, Who Opens the DoorFor teams with a Tier 1 list and one contact per account. You leave with four seats to fill, a rule for who to approach first, a test for when a map is enough to work from and three ways to record what you do not know.
    6 minStart →
  5. 5
    Reporting on Accounts: The Five KPIsFor teams who report meetings and wonder why accounts stay shut. You leave with five KPIs that count accounts, a one-page weekly report and a first move for every line that stalls.
    7 minStart →

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