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By the end of the 30 days you will have:
01
A scalable solution for your ABM efforts
02
A good understanding of how the platform works and how to build campaigns
03
At least three active campaigns being used for your target accounts
04
At least 10 of your target accounts interacting with your content
Userled implementation process
Week 1
Kick-Off
Let's start our partnership with a kick-off call.
In this call your CSM will:
- Take you through the Userled platform and configurations necessary
- Agree timelines for the onboarding and completion of technical configuration
- Get a better understanding of your goals
Before moving to the next step you should:
- Receive the guides for setting up configurations
- Ensure your technical owners are in the Slack channels to ask any questions they might have during setup
Week 1
Technical Configuration
You have assigned owners and gone through guides for our integrations which means you're ready to complete the technical configuration of Userled.
During this step you will:
- Install the Userled Client SDK on your domain(s) using these instructions
- Connect Clearbit to uncover traffic
- Integrate your CRM(s) by following these guides
- Connect your custom domain
- Setup Slack for sales alerting
- Invite teammates by following these steps
- Create custom properties in CRM
- Enable fingerprinting
Before moving to the next step you should:
- Receive an invitation for the meeting from your CSM
- Think about which accounts you'd like to target through Userled
- Think about what KPIs you'd like to increase with our support
Milestone!
You've completed the technical configuration of your account
Week 2
Campaign Creation
You have successfully completed the technical setup of your account which means we can start planning how to hone and scale your ABM strategy with Userled.
During this meeting you will:
- Talk to your CSM about what accounts you'd like to target
- Discuss campaigns you might run
- Define what you’d like to achieve through these (better collaboration between Sales-Marketing, % increase in key account engagement etc)
- Get examples of previously successful campaigns and ideas from your CSM
- Schedule a time for your review meeting
Before moving to the next step you should:
- Share your target account list with your CSM
- Configure your distribution channels
- Layout your content play
- Share any other key information relevant to your campaigns with your CSM
- Receive an invitation to the review meeting
- Share your content play with your CSM
Week 3
Product Training
You've shared all your ideas and wishes for a campaign and your CSM has been busy creating it.
During this meeting you will:
- Review your campaign
- Get how-to walkthroughs from your CSM
- Plan when you'll roll this out
- Decide on who else (e.g. Sales) should have access to the tool
- Approve your campaigns!
Before moving to the next step you should:
- Ensure you're happy and there are no amends needed before launch
Week 3
Launch and Iterate
You've launched your first campaign and have started using the assets to enhance your ABM program.
During this phase you will:
- Continue to meet weekly with your CSM to review process
- Receive helpful hits, tips and ideas on what to do next from your Userled team
- Measure against KPIs set at the beginning of the onboarding process
- Continue to receive proactive outreach from your CSM on updates and assistance
- Start working with your CSM to focus on longterm success!
Milestone!
You've completed your onboarding journey with Userled and have activated your first campaign.
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"Userled helped us scale our ABM program far beyond what was previously possible. We went from targeting a few dozen strategic accounts to running personalized LinkedIn campaigns across thousands of accounts, without adding resources. The result has been significant pipeline growth and a more scalable approach to ABM at Canva."
"Userled helped us scale our ABM program far beyond what was previously possible."
B2B Growth Strategist, ABM
10x
From 50 to 500+ accounts – without adding headcount.
"We personalise every campaign for our top enterprise accounts. Userled is how we do it without it eating up our entire week. It's become a core part of our ABM workflow, allowing us to scale personalized experiences, adding enterprise pipeline without adding headcount."
"We personalise every campaign for our top enterprise accounts. Userled is how we do it without it eating up our entire week."
Senior Manager, Performance Marketing
Days, not weeks
From brief to live microsite – at the pace their ABX motion demands.
"Userled has been a genuine unlock for our ABM program. We've been able to launch 1:1 landing pages and LinkedIn ads at a scale that simply wasn't possible before. Beyond the platform itself, the team is incredibly responsive, proactive, and truly invested in our success."
"Userled unlocked our ABM, we can build ABM pages and ads at scale in a way that wasn't possible before."
Director, Global Demand Generation
Team of one
Running the entire ABM page and ad engine – solo.
"We're reaching key accounts with relevant, timely messaging, cutting content production time by over 60%, doubling qualified pipeline, and helping enterprise teams influence $10M+ in pipeline every quarter with personalized ABM campaigns."
"We’re reaching key accounts with relevant, timely messaging, reducing content production time by over 60%, and driving 2x more qualified pipeline."
Chief Marketing & Revenue Officer
Team of one
Running the entire ABM page and ad engine – solo.
"Userled gives us the ability to stand out in a challenging market by connecting the dots between channels, teams, and data. It's become the foundation for delivering coordinated, highly relevant experiences that actually move pipeline."
"Userled gives us the ability to stand out in a challenging market by connecting the dots between channels, teams, and data."
Growth Lead
Team of one
Running the entire ABM page and ad engine – solo.
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"Userled delights our enterprise sales team and saves us massive amount of time!"
"When we're scaling 30 or 40 1:1 campaigns, Userled saves us a massive amount of time. Every time we send sales a custom landing page, they love it."
Account Based Marketing Manager
Team of one
Running the entire ABM page and ad engine – solo.
"Userled completely transformed how we approach ABM. We've gone from manually supporting a handful of accounts to running personalised campaigns for over 1,000 globally, all while launching faster, engaging more buyers, and giving our team back time to focus on strategy."
"Userled completely transformed how we approach ABM"
Head of Growth Marketing
Team of one
Running the entire ABM page and ad engine – solo.
"With $13M pipeline influenced within 3 months, Userled didn't just solve our scale problem. It made our ABM motion more focused. Capacity is no longer our ceiling."
"13m in pipeline in 3 months, Userled made our ABM motion scalable."
Account-Based Marketing Manager
Team of one
Running the entire ABM page and ad engine – solo.
"How often does a prospect say, 'I saw your ad on LinkedIn and it was just so well done that I had to learn more? That happens to us all the time now."
"How often does a prospect say, 'I saw your ad on LinkedIn and it was just so well done that I had to learn more?"
VP of Marketing
Team of one
Running the entire ABM page and ad engine – solo.
