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Podcast episode 62 of Scrappy ABM with Mason Cosby, featuring Davis Potter, discusses changing how account engagement is tracked in B2B marketing. A microphone icon is on the right.

In this episode of Scrappy ABM, host Mason Cosby interviews Davis Potter, CEO and founder of ForgeX, an account-based go-to-market research firm. They discuss key metrics and benchmarks for ABM success, why engagement measurement is important but challenging, and tips for modeling engagement in a scrappy way when resources are limited.

05:14 Metrics and benchmarks for ABM are difficult because every company defines and measures things differently. There is no standard model or funnel.

08:11 Engagement can be measured at the account and contact levels. Important to track buying group engagement for open opportunities.

16:39 Since standard benchmarks don’t exist, compare over time or use a control group rather than trying to compare to industry averages.

19:34 Marketing, sales, and customer success touches should all be included in engagement modeling. Focus on meaningful interactions.

23:10 For scrappy marketers, start tracking engagement manually in Excel while proving out the model before investing in more advanced tech.

Transcript not available.