Getting Started with RollWorks (Starter Package)

Introduction to RollWorks

At RollWorks, we don't believe it should be difficult to get started with ABM or run the most advanced account-based strategy. No matter your level of sophistication, our solutions scale to enable marketing and sales teams to:

  • Identify and reach your Ideal Customer Profile (ICP) to engage accounts you're most likely to win
  • Define a tiered Target Account List (TAL) and nurture accounts to close in concert with your sales team
  • Turn your advertising into a laser-focused account-based advertising program

The following guide will outline the steps required to get started on your account-based journey with the RollWorks Starter package.

Be sure to review our Introduction to the RollWorks Platform and the Account-Based Methodology before you get started.


Platform Setup & Configuration

  1. Place Your RollWorks Pixel
  2. Set Up Your Conversions
  3. Connect Your CRM (if applicable)
  4. Connect Your Marketing Automation (if applicable)
  5. Configure Account Settings

The RollWorks platform is organized into the three key solution areas to execute an account-based strategy: Identify, Engage, and Measure. 

Identify Your Target Accounts

The first step in engaging your potential buyers is to identify or validate your Ideal Customer Profile (ICP) and build and prioritize a Target Account List (TAL). You may already have a TAL, or you can create one using our database of over 18 million B2B companies that meet your ICP criteria.

  1. Determine Your Ideal Customer Profile (ICP)
  2. Create a Target Account List (TAL)
  3. Create an Ad Audience

Engage Your Audience

The next step is to create and launch digital advertising campaigns to engage your target accounts. Our engagement solution is designed to provide air cover for marketing and sales, nurture accounts throughout the funnel, and expand into and across existing accounts.

  1. Create a Playbook
  2. Create a Retargeting Ad Campaign
  3. Create or Upload Ads
  4. Manage Your Ad Campaigns

Measure Your Performance

Finally, after you launch your campaign, you'll want to measure your account engagement and reach. Our measurement solution allows you to report on account-based impact, from opportunity creation to revenue influence.

  1. Playbooks
  2. Ad Campaigns
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