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The Engagio PlayBook

February 20, 2017 Brandon Redlinger

You can argue the fact that Account Based Marketing and Sales (what we call Account Based Everything) is on the rise. It's what all of the more sophisticated B2B companies are talking about right now.

But what does executing AME actually entail? At an operational level, how do you do it?

Coordinating personalized Marketing, Sales, and Customer Success efforts will open doors and deepen engagement at target accounts – the accounts you care about the most. We call these efforts “Plays.”  

What do you need to consider when designing your Plays and building your Playbook?

  • The Players – Who on my team needs to get involved?
  • The Number - How many touches? 
  • The Timing – What is the right flow?
  • The Channels – What is the medium you use for the touches?
  • The Content – What should you say in your messaging?

In The Engagio PlayBook, we reveal the exact Plays our Sales, Marketing and Customer Success teams run, complete with scripts, templates, and plug-and-play directions. 

Download the entire PlayBook and get access to all of the following Plays:

Sales & Sales Development 

  • The Core Prospecting Play
  • The Door Opener Play
  • The Trigger Event Play
  • The Deal Acceleration Play
  • The Executive Alignment Play
  • “Shake the Tree” Play
  • ADR to AE Handoff Play


  • The Live Event Play
  • The Upsell/Cross-Sell Play
  • The Customer Advocacy/Marketing Play
  • The Surprise and Delight Play

Customer Success

  • The User Onboarding Play
  • The 90 Days From Renewal Play
  • The Declined Use Play
  • The Churn Prevention Play

Learn how to coordinate a multi-touch, multi-channel and multi-player Plays for your target accounts at scale.


Previous eBook
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Ultimate Catch Your Guide to Account-Based Orchestration

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Next eBook
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