Automation campaign

Case study: Automated account-based marketing campaign delivers 7% more sales opportunities.

Overview

Challenge:

Marketing and sales weren’t aligned on account targeting or follow-up. Campaigns were too broad, disconnected from sales priorities, and lacked visibility into engagement—leading to missed opportunities and inconsistent lead quality.

Solution:

I built an account-based marketing program centered on segmentation, personalization, and automation:

  • Segmentation: Prioritized accounts by value and engagement potential to tailor outreach and identify upsell and cross-sell opportunities.

  • Content & Messaging: Developed monthly campaign themes tied to business outcomes, featuring a primary “hero” solution with two to three complementary offerings matched to each account’s purchase history and buyer profile.

  • Execution: Automated multi-channel outreach across email, LinkedIn, and sales enablement tools for consistent, timely engagement.


Results

+9%

increase in meetings booked

+7%

more qualified sales opportunities

+10%

higher email engagement rates

Campaign assets with value-focused messaging

KPI dashboard for client showing campaign metrics over time (campaign implemented in 2023)

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