ABM roles & responsibilities monthly checklist

What is an ABM roles and responsibilities monthly checklist?

An ABM roles and responsibilities monthly checklist lays out exactly what marketing, sales, customer success, and product should each be doing every month to run account-based marketing well, tracked across a six-month view.

Instead of ABM being something everyone agrees is "cross-functional" in theory, it becomes a specific list of actions each team checks off. This checklist makes each team's ongoing responsibilities visible to everyone else, not just to the team doing the work.

What's inside the template?

The checklist covers four teams and their recurring monthly responsibilities, tracked across a six-month window:

• Marketing: Strategy, content, campaigns, and reporting
• Sales: Account plays, prospecting, and pipeline
• Customer success: Advocacy, referrals, and account relationships
• Product: Personalized experiences, roadmap input, and customer research

How to use the template

Assign an owner to each row, then check items off monthly as they're completed rather than filling the whole sheet in at once.

Review it across teams on a recurring cadence (monthly or quarterly), so gaps between functions show up early instead of after a deal is lost.

Download your ABM roles and responsibilities checklist

ABM roles & responsibilities monthly checklist

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