Test ABM before you commit to a full program

In short

An ABM pilot is a controlled test with a defined account list, offer, channels, timeline and pipeline goal. PlanConversion runs pilots with tight scope, fast learning and decision-ready reporting, so leadership can decide to scale, adjust or stop based on account movement.

Built for: B2B teams that want proof before investing in a larger ABM program.

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Fit

Is this the right program?

A good fit when

  • Leadership wants evidence before funding a full ABM program
  • You can commit one segment and one sales team for 90 days
  • Your CRM can report meetings and opportunities by account

Not the right fit when

  • You already run ABM and need to scale it (start with 1:few)
  • Sales is not able to follow up on pilot accounts
Timeline

What the first 90 days look like

  1. Weeks 1 to 2Design

    Pilot accounts, a matched comparison group, success criteria and the decision you will make at day 90.

  2. Weeks 3 to 4Build

    One message, one page, ads and a sales play for the pilot accounts.

  3. Weeks 5 to 12Run

    Weekly readout of engagement, meetings and opportunities against the comparison group.

  4. Day 90Decide

    A go, change or stop recommendation with the numbers behind it.

Investment

What it costs

ABM programs are scoped after a short diagnostic, based on account count, tiers and channels.

  • Number of target accounts and tiers
  • Channels and media budget
  • CRM and platform work needed before launch
Proof

Related results

Deliverables

What you get

  • Pilot plan with success criteria
  • Campaign assets and landing page
  • CRM fields and tracking
  • Decision-ready readout
Measurement

How success is measured

Account engagement vs controlMeetings and opportunitiesPipeline against the pilot goal
How long does an ABM pilot run?

Long enough to see account movement for your sales cycle, usually one quarter. The timeline is set in the first step.

What happens after the pilot?

You get a readout with a clear recommendation: scale to a full program, adjust the segments or offer, or stop.

Why use a comparison group?

Without one, a pilot can only show activity. Comparing pilot accounts with similar accounts outside the pilot shows whether ABM changed meetings and pipeline.

What happens if the pilot does not work?

You get a clear readout of why, and you stop. A pilot that ends in a confident "no" still saves the cost of a full program.

Proposal request

Tell us what needs to change.

Three short steps. A senior strategist reads every request and replies within one business day with a practical scope, priorities and next step.

  • Founder-led first call, no junior handoff
  • Your top three fixes, whether or not we work together
  • NDA on request, month-to-month terms
$120M+pipeline influenced
18,000+qualified leads
92%clients expand scope
Hojabr Sattari
Hojabr SattariFounder and Director, reads every request
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