Building an effective account-based program brings up a lot of specific questions. On this episode of Scrappy ABM, host Mason Cosby answers the most frequent questions pulled directly from previous ABM in a Day workshops. Mason addresses exactly what re-engagement means and when accounts should cycle out of your program.

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Mason details the minimum viable tools required to run a successful strategy. He warns against buying new software before establishing a clear plan. Instead, he explains how your strategy should inform the tools you use. You only really need a CRM, a marketing automation platform, and a sales outreach tool.

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The conversation also addresses the common conflict between outbound sales outreach and marketing automation sequences. Mason explains how to turn sales into a distribution channel. This ensures target accounts get the same message across multiple channels, making your overall outreach more intentional.

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📌 What We Cover

How the re-engagement stage targets accounts that received an offer but decided not to purchase right now.
Why accounts that refuse to engage should cycle off your program to make room for higher propensity accounts.
The importance of naming marketing plays clearly so salespeople understand them without needing to do research.
The three minimum viable tools needed for success: a CRM, a marketing automation platform, and a sales outreach system.
How to use exclusion lists to ensure target accounts receive specific, curated experiences instead of generalized marketing.
Why identifying the exact problem your customers experience before they need your solution generates meaningful engagement.
How small total addressable markets make account-based marketing the most logical solution for vertical SaaS companies.
Why sending the same messaging through marketing automation and BDR outreach is highly effective for engagement.

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🔗 Resources Mentioned

ABM in a Day Workshop: scrappyabm.com/workshop
Tools mentioned: Factors, RB2B, Marketo
People mentioned: Dr. Brené Brown
Scrappy ABM: Visit for more ABM tips and strategies
Connect with Mason on LinkedIn for a conversation about ABM

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If you enjoyed today's episode and found valuable insights for your business, be sure to subscribe to the Scrappy ABM podcast for more expert discussions. Don't forget to leave a review and share this episode with your team or fellow marketers!

The Minimum Viable Tools Required for Account-Based Marketing | Ep. 264