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ABM Funnel

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ABM Funnel Worksheet Each organization is unique in its denitions and nomenclature for the various Account-Based Marketing funnel stages, depending on organizational language and/or existing processes. Our goal with this worksheet is to answer the question "What stages are necessary to dictate a specic type of engagement, process, and/or measure key milestones throughout the account journey?" We have stocked this worksheet with values typical to a generic account funnel. Add or subtract stages as needed. If this is your rst venture into dening an account funnel stages, engage all necessary departments to create a unied understanding of the roles and responsibilities for each step in the process. Start simple and focus on the key stage changes. Learn how to operationalize the ABM Funnel with Engagio. engagio.com LEARN MORE AT ENGAGIO.COM

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