Identifying Account Cohorts
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?
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 |
Product roadmap & competitive position |
Aligning Revenue Goals
|
New business vs customer growth bottom- up planning |
Identifying biggest opportunities by ACV & coverage |
Territory alignment, |
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 & |
Personas, pain points, |
Industry expertise (internal |
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 |
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 |
Net Revenue |
Product roadmap |
Aligning Revenue Goals
|
New business vs |
Identifying biggest opportunities |
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 & |
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 ACompetitive winback with new use case |
Cohort BUpmarket push in high growth category |
Cohort DCross-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 |

