EP. 66 - Whiteboard Account Progression With Kacyn Goranson | Scrappy Playbooks

Scrappy ABM - A podcast by Mason Cosby

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In this episode of Scrappy ABM, Mason Cosby interviews Kacyn Goranson, VP of Marketing at Worksuite, about building an account-based marketing program with limited resources. They discuss Kacyn's "whiteboard account progression" model, which utilized post-it notes on a whiteboard to manually track target accounts through the sales funnel. Kacyn shares advice for getting ABM off the ground with a small pilot program, repurposing existing marketing content, and gaining buy-in from sales.Best Moments:(01:05) Discussion on whiteboard account progression in ABM(01:41) Understanding account based marketing through whiteboard mapping(02:59) Color coordination and account progression model(07:16) Utilizing existing content for ABM success(09:25) Manual account-based marketing approach(10:37) Manual execution and lack of dedicated resources in ABM(13:02) Challenges faced in account progression model implementation(15:28) Challenges of implementing account-based marketing in financial services(19:30) The journey of implementing an ABM program(20:36) Importance of early results in account-based marketing(22:31) Launching an ABM program in a long sales cycle environmentGuest Bio:Kacyn Goranson is the VP of Marketing at Worksuite, a provider of HR and benefits administration software. She has past experience building account-based marketing programs and sales and marketing alignment.