Playbooks · New Business

Playbook 06. Cold ABM Top Target

Account is designated ABM Tier 1 — top 25–50 target accounts with no existing relationship

Goal · Create a first conversation at a high-value account that would never have replied to a cold emailTiming · Beginning of an ABM quarter — coordinated campaign, not a random send

The video angle

Record once. [First Name] is the only variable — swapped by Sendspark at send time. This is your highest-stakes recording — it needs to feel like you selected this person, not sprayed a list. Reference the problem that is universally true of companies at their stage or in their space. Then make the business case in one sentence: not features, not benefits, just the outcome. Close with a direct, confident ask. Script: "[First Name], I sent this because I believe we can genuinely help — and I wanted to earn your attention rather than request it. The thing I consistently see at companies your size is [most common pain for your ideal customer profile]. Here's what solving that actually looks like: [your single strongest business case]. I'd love 20 minutes. Scan the code."

Automation & CRM triggers

  • Account tagging: when an account is moved to 'ABM Tier 1' in CRM, the workflow fires for the primary decision-maker contact
  • Pre-send gate: the AE must complete an 'Account Context' field before the box fires — one sentence on why this account was selected. Forces preparation. No field = no send.
  • Simultaneous: launch LinkedIn and display ad retargeting to all employees at that account on the same day the box ships — physical and digital land at the same time
  • Post-delivery: a 14-day SDR + AE coordinated sequence activates — email, calls, and LinkedIn in a structured order. Not ad hoc.
  • Create an 'ABM Account Activity' Slack feed that surfaces any signal from that account: website visits, email opens, LinkedIn engagement, ad clicks — all in one place

The QR landing page

A hyper-focused account-tier landing page: one case study from a company they will recognize, your core business case in 3 numbers, and a 'book a 20-minute executive briefing' CTA — not 'book a demo.' The framing of 'briefing' is significantly lower friction than 'demo' for cold executives.

Follow-up sequence

  • Day 3 post-delivery: AE sends a personal, researched email. One specific reference to something the company is doing, has published, or has announced recently. Not a template — this needs to be original.
  • Day 5: SDR cold call — the box is the cold call opener: 'I sent you something earlier this week...' It changes the entire dynamic of the cold call.
  • Day 7: AE connects on LinkedIn with a personalized note — something specific to their role or company
  • Day 10: AE sends a short Loom video — one slide or one insight directly relevant to their business. 60 seconds. Specific.
  • Day 14: Final outreach — explicitly offer an exit: 'If the timing isn't right, I'd rather know now than keep reaching out.' Preserves goodwill.

Reading the signals

  • QR scan = route to AE immediately and exclusively. Do not let an SDR handle this relationship. It's an executive conversation now.
  • Multiple scans from different people at the same account = the box is circulating internally. Send to secondary stakeholders within 48 hours. Go wide.
  • No scan + no email open after 14 days = the box may not have reached the right person. Verify the address, try a different contact at the account before writing it off.

Wire this into your CRM.

Every playbook on this page can be configured as a campaign in boxli — trigger from a HubSpot or Salesforce workflow, video personalization auto-applied per recipient, follow-up paused on QR scan. We'll set the triggers up on your kickoff call.