00:00:01 Introduction and Guest Background

The episode opens with a warm welcome and introduction to Davis Potter, who works at Forex, a company focused on demystifying and scaling Account-Based Marketing (ABM) programs. Davis shares his extensive experience in ABM across various organization sizes, from hypergrowth startups to massive enterprises with over 100,000 employees. He explains Forex’s mission to innovate ABM by addressing market gaps through research and advisory services, highlighting that ABM practices have largely stagnated in recent years.

00:02:15 Forex’s ABM Advisory Services and Certification

Davis describes Forex’s advisory offerings: ABM Incubator: Helps companies build ABM programs from scratch with a focus on advisory rather than execution. ABM Amplifier: Designed to optimize and scale existing ABM programs. He also introduces Forex’s upcoming ABM certification program for practitioners, leaders, and agencies, which includes proprietary frameworks, templates, and a certification exam to ensure credibility and mastery of ABM strategies.

00:05:01 The Two ABM Frameworks – Growth ABM and Enterprise ABM

Davis explains the origin and rationale behind the two distinct ABM frameworks: Growth ABM: Typically used by smaller organizations. It involves segmenting the total addressable market (TAM) into a target account universe divided into three tiers based on strategic importance and personalization level: Tier 1: Few, highly strategic accounts with deep personalization and high-touch tactics. Tier 2: Moderate number of accounts with medium personalization and tactical eligibility. Tier 3: Largest segment, scaled with low personalization and broad tactics. Enterprise ABM: Used by large organizations with high Average Contract Value (ACV) deals, focusing on one-to-one or one-to-few (up to 25 accounts) highly personalized campaigns lasting 9-18 months. This framework is more resource-intensive but allows for deep engagement. Davis highlights how large organizations often combine both frameworks: using Growth ABM as a top-of-funnel strategy and Enterprise ABM for high-value, targeted accounts.

00:13:31 Team Structure and Tactical Execution in Growth ABM

Discussion shifts to practical aspects of Growth ABM: Ideal tier sizes depend on organizational resources and ABM team capacity. For example, a solo or small ABM team might manage 25-50 accounts in Tier 1, 150-250 in Tier 2, and the remainder in Tier 3. Tactics vary by tier: Tier 1 might involve high-budget activities like executive dinners or custom content; Tier 2 might use moderately personalized content such as customized landing pages; Tier 3 leverages scaled tactics with minimal personalization, e.g., generic landing pages with light account-specific elements. Emphasizes true personalization beyond simple name insertion, involving deep research into account specifics, challenges, and market context.

00:24:12 Role of Intent Data and Account Tier Movement

The conversation delves into how intent data influences account prioritization: Intent data (first-party, second-party, third-party) is valuable but imperfect, often producing false positives. First-party intent (tracking website visits, engagement) is more reliable and used alongside other signals (firmographics, sales insights). Accounts can move between tiers based on intent and engagement signals, but Tier 1 accounts are usually stable due to their strategic importance. When an account moves into the opportunity stage, ABM support continues to accelerate the deal through engagement with the buying group.

00:28:07 Measuring Engagement and Buying Group Focus

Davis highlights the importance of tracking engagement at the contact and buying group level rather than just account-level metrics or MQLs: Engagement is measured across marketing, sales, and customer success touchpoints over a 90-day period. ABM teams partner closely with sales to identify and tag key contacts within the buying group, monitoring their engagement with relevant content and campaigns. As accounts progress through the sales cycle, the number and engagement of buying group contacts typically increase, reflecting deeper sales momentum. Mapping stakeholders within the buying group helps identify champions and potential detractors, allowing for targeted engagement strategies.

00:33:45 Practical Implementation and Team Considerations

Focuses on how organizations start and scale Growth ABM programs: Best practice is to tier accounts from the start, focusing on building and testing messaging and tactics in Tier 1, then scaling learnings to Tiers 2 and 3. Smaller organizations might have a solo ABM practitioner or a demand gen marketer tasked with ABM responsibilities, often starting with Growth ABM due to resource constraints. Enterprise ABM can be pursued if the business model supports high ACV deals, preferably in a one-to-few approach to manage resources effectively.

00:37:51 Selecting Tier 1 Accounts and Mitigating Risks

Addresses concerns about focusing resources on a small set of Tier 1 accounts without layered signals like intent: Success depends on a data-driven approach to selecting Tier 1 accounts rather than purely relying on sales input. ABM practitioners should perform revenue assessments, engagement analysis, intent data review, firmographic segmentation, and sales partner feedback to build a well-informed target list. Presenting this research back to sales fosters collaboration and respect, ensuring alignment and increasing the likelihood of success. This approach mitigates risks of misallocated resources on accounts with no real demand.

00:42:57 Closing Remarks and Final Thoughts

The episode concludes with thanks and a note that further conversations about ABM frameworks and applications will continue. Davis expresses appreciation for the opportunity, and the host promises to share relevant links for those interested in connecting with Forex and Davis.

Profile Davis Potter CEO at ForgeX LinkedIn

Davis Potter is the CEO of ForgeX, where he leads account-based GTM and AI-driven strategies for B2B organizations. He helps teams modernize their ABM approach by focusing on outcomes, alignment and operational scale not just tactics. Known for his thought leadership, Davis hosts the “ForgeX Files” podcast and regularly shares practical insights on account-based marketing execution. He empowers businesses to move beyond traditional demand gen and build measurable, sustainable account-centric growth.

Show Notes-

In this episode, Davis breaks down why ABM strategies often stall not because the idea is flawed, but because teams copy frameworks without adapting them to their organization’s size, revenue model, and buying cycle.
We explore the practical side of ABM: choosing accounts, shaping tiers, measuring engagement, and scaling without turning personalization into chaos or guesswork.

What you’ll take away from this conversation:
-The difference between Growth ABM and Enterprise ABM and when to use each.
-How to structure Tier 1, 2, and 3 accounts based on real capacity, not wishful planning.
-Why buying group engagement is a stronger signal than MQLs or account-level dashboards.
-How to collaborate with sales in a way that builds trust instead of friction.

Links & Resources -