Identifying Account Cohorts

You can build a cohort from information already in your systems. This is the account identification exercise Kyn runs with clients: narrowing in on the right commercial objective and uncovering account-level signals across your CRM, sales team, and market intelligence. From there, we stress test whether or not the account group you’ve found shares the common need of a cohort.
By Adam Hutchinson, Chief Strategy Officer, Kyn
Adam Hutchinson X Kyn-1
Let’s talk about the trust gap in modern sales and marketing. It’s not for lack of trying. Marketers create case studies, curate customer testimonials, sponsor third-party industry reports, and use executive speaking engagements to build brand credibility. Salespeople build relationships early, provide value-led evaluation, and help champions expand their influence with stakeholders.

But when these tactics get applied at scale, they tend to fall flat. A great case study around a specific use case can help close a client with a similar need. When that same case study turns into a “touchpoint” in a wider campaign to reach more accounts within the same vertical, it’s just another proof point. Interesting, sure, but easy to dismiss.

Trust requires relevancy, and to do it, we have to focus.

ABM and ABX are nothing new; most businesses have just been doing it wrong. MarTech vendors convinced us all to group our target accounts by revenue tiers, and then break them down by industry verticals, so we would all end up with account segments that could be easily targeted with always-on display ads. As a result, marketers rushed to create “1:few” landing pages and content and email tracks that reflected more about their business’s own territory divisions, and less about the needs these accounts had in common. Salespeople wanted more support from marketing, so they got it – “see, all of your accounts are getting an ad about an ebook.”

Instead, group accounts by a common need. When you get really clear about what your buyers need, and how you can help them meet it, you can build much more impactful experiences: a case study that's not just about the result, but the narrative of how someone accomplished a goal; a hosted share group where a salesperson helps a buying group solve a problem together; a product showcase video that walks customers through a new use case.

That focus also lets you bring in more relevant sources of authority. Your brand multiplies its credibility when you show up with industry experts, customer advocates, and ecosystem partners throughout your content, messaging, and events.

At Kyn, we call this Cohort Marketing: accounts grouped around a shared need, engaged through an Account-Based Experience (ABX) campaign that combines marketing and sales actions to create meaningful interactions with buyers. This means more than running display ads and an email track to a custom landing page. It also means bringing prospects, customers, and experts together in real experiences, such as hosted road shows, on-site immersion day workshops, virtual share groups, and VIP hospitality events.

When done well, a cohort campaign doesn’t just generate a couple of new deals. It creates a feedback loop of interaction and intent that sales and marketing teams can use for further personalization, uncovering new opportunities, and 1:1 account deep-dive programmes that use tactics like direct mail, champion-level support, RFP microsites, and account-specific demo videos to increase win rates and accelerate deals.

It’s all about getting closer and closer to buyers’ unique needs.

It starts by asking the right questions.

What do you look for when deciding which accounts belong together?

Look for accounts that share a live reason to act, not accounts that share a description. Most segmentation stops at sales territories and revenue tiers; a cohort sits one level deeper, where a commercial objective meets something that's true about a group of accounts right now.

The diagram below is an illustrative example of how diving a little deeper, by bringing marketing data and sales knowledge together, can uncover account cohorts for more impactful campaigns.

Market Planning

TAM analysis & ICP identification

Net Revenue
Retention forecast

Product roadmap & competitive position

Aligning Revenue Goals

New business vs customer growth bottom- up planning

Identifying biggest opportunities by ACV & coverage

Territory alignment,
including in-year win
probability & long-term strategic

Key growth territories for
New Business

Key growth territories for
Customer Expansion

 

Hereʼs a starting point of priority cohorts based on firmographics, industry vertical, and sales forecast.

Now we need to determine where Marketing has the biggest leverage for impact.

Messaging & Positioning

Aligning sales &
marketing messages around common needs

Personas, pain points,
product marketing
coverage

Industry expertise (internal
and external)

Cohort A

Competitive winback with new use case

Cohort B

Upmarket push in high growth category

Cohort C

Product launch to early adopters

Cohort D

Cross-sell to unlock integrated use case

Cohort E

Value feature adoption to drive NRR

 

Finding common needs amongst accounts, as well as sales and marketingʼs ability to address those needs, takes cohort planning one level deeper than sales territory planning.

Relationship

Intent tracking capabilities (1st Party & 3rd Party)

Persona–level engagement, champions & stakeholder

Current product usage (for cross–sell)

Known sales or partner interaction

Campaign Creation

Account selection, market insights; content creation, channel planning

Cohort A

Competitive winback with new use case

Cohort B

Upmarket push in high growth category

Cohort D

Cross-sell to unlock
integrated use case

 

Prioritize cohorts based on existing relationships with buyers, or lack thereof. Intent data and persona engagement can further narrow down account selection. The previous steps in cohort identification are a kick start for campaign planning.

Account Activation

Feedback loop of engagement and intent

1:1 prioritization to accelerate deals

Tailored events based on account focus

Market Planning 

TAM analysis
& ICP identification

Net Revenue
Retention forecast

Product roadmap
& competitive position

Aligning Revenue Goals 

New business vs
customer growth bottom-up planning

Identifying biggest opportunities
by ACV & coverage

Territory alignment, including in-year win probability & long-term strategic

Key growth territories for
New Business

Key growth territories for
Customer Expansion

 

Hereʼs a starting point of priority cohorts based on firmographics, industry vertical, and sales forecast.

Now we need to determine where Marketing has the biggest leverage for impact.

Messaging & Positioning 

Aligning sales &
marketing messages around common needs

Personas, pain points,  product marketing coverage

Industry expertise (internal and external)

 

Cohort A

Competitive winback with new use case

 

Cohort B

Upmarket push in high growth category

Cohort C

Product launch to early adopters

Cohort D

Cross-sell to unlock integrated use case

Cohort E

Value feature adoption to drive NRR

Relationship

Intent tracking capabilities (1st Party & 3rd Party)

Persona-level engagement, champions & stakeholder

Current product usage (for cross-sell)

Known sales or partner interaction

 

Finding common needs amongst accounts, as well as sales and marketingʼs ability to address those needs, takes cohort planning one level deeper than sales territory planning.

Campaign Creation 

Account selection; market insights; content creation; channel planning

Cohort A

Competitive winback with new use case

Cohort B

Upmarket push in high growth category

Cohort D

Cross-sell to unlock integrated use case

 

Prioritize cohorts based on existing relationships with buyers, or lack thereof. Intent data and persona engagement can further narrow down account selection. The previous steps in cohort identification are a kick start for campaign planning.

Account Activation

Feedback loop of engagement and intent

1:1 prioritization to accelerate deals

Tailored events based on account focus

Ready to map your first cohort? 

Want some extra brainpower to build your strategy?

Adam Hutchinson
Adam Hutchinson
Schedule a brainstorming workshop with your marketing leaders and Adam Hutchinson to identify the right cohort, thematic topic, channels, and CTA motion for your ABX campaign.

Ready to map your first cohort? 

Want some extra brainpower to build your strategy?

Adam Hutchinson
Adam Hutchinson
Schedule a brainstorming workshop with your marketing leaders and Adam Hutchinson to identify the right cohort, thematic topic, channels, and CTA motion for your ABX campaign.