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2026 Strategy Alignment Call — Quarra Stone

Overview

Strategy alignment call to review and finalize 2026 marketing goals for Quarra Stone. The conversation shifted the primary framing from a simple inbound lead volume target to a more focused Account-Based Marketing (ABM) approach, with parallel workstreams around promoting Design Assist services, formalizing the Salesforce sales process, and expanding digital channels.

Date: 2025-12-08 (ingested 2026-04-05)
Attendees:
- Lincoln Durham / Ed — Quarra Stone (internal sales lead)
- Lauren Pomaranski — Quarra Stone (marketing/content)
- Karly Oykhman — Asymmetric (account lead)
- Avokerie Onorimuo — Asymmetric


Key Decisions

1. Pivot from Lead Volume to ABM

The original 2026 goal of increasing inbound leads by 20% was deprioritized in favor of an Account-Based Marketing strategy. Quarra Stone's sales team is building a target list of top-tier architecture/design firms and major builders. Marketing will develop an ABM strategy to support direct sales outreach to those named accounts, emphasizing lead quality over quantity.

"If you guys get a list together of specific accounts that you want to tackle, we can do a specific ABM strategy to support the sales team targeting those accounts directly." — Karly

2. Design Assist as a Standalone Service Offering

The existing "Professional Stone Consulting" page will be renamed to "Design Assist Services" to align with industry terminology. Design Assist — Quarra's integrated design, engineering, and fabrication model — is increasingly what clients expect and what differentiates Quarra from commodity stone suppliers. The "one throat to choke" value proposition (single partner for design, engineering, steel fabrication, stone fabrication) reduces client complexity, liability, cost, and lead times.

"We basically don't do anything now that does not start with a design assist process." — Ed, referencing peer firm Zaner

3. Lead Handoff via Salesforce

New inbound leads will be assigned to Ed in Salesforce, with an automated notification. Ed will manually delegate based on fit, salesperson capacity, and fairness. This replaces any round-robin or geographic routing.

4. Prospect Folder Automation Scoped to Opportunities Only

The automatic folder creation triggered by lead creation will be disabled. Prospect folders are only needed when a lead converts to an opportunity. Ed will contact Vieth to make this change.


Action Items

Owner Action
Karly Revise 2026 goals doc to reflect ABM strategy and new metrics; send to Ed + Lauren within one week
Karly Research SEO terms for "Design Assist" page title and copy
Karly Build Salesforce lead-handoff workflow: assign to Ed, send notification on new lead
Karly Build fine art + traditional fabrication nurture drips in Account Engagement
Karly Schedule review of nurture email templates with Lauren + Ed
Karly Move Salesforce call to Dec 12 at 9:30 AM; invite sales reps
Ed (Lincoln) Sync with Jim on Quaritalia catalog project status before responding to Matthew Hart
Ed (Lincoln) Contact Vieth to disable automatic folder creation on lead; enable only on opportunity
Ed (Lincoln) Prep Salesforce call agenda; invite sales reps
Ed (Lincoln) Review Evoke content docs (lead magnets, blogs, email drips)
Ed (Lincoln) Share 2026 target account list with Karly
Ed (Lincoln) Share sales playbook outline with Karly
Ed (Lincoln) Draft proposal/submittal automation plan for Salesforce
Ed (Lincoln) Send past-project assets (found on server) to Karly for site/social publishing
Ed (Lincoln) Create Quarra YouTube channel
Lauren Review "Design Assist" page draft and naming with Jim; confirm title/copy
Lauren Create new Quarra Stone Facebook page (Meta account now approved)
Lauren Discuss JPMC press release timing with Jim; plan Obama art (Martin Puryear, Maya Lin) PRs

Discussion Notes

ABM Strategy

Quarra's sales team is conducting internal goal-setting meetings to identify the highest-value target accounts — top architecture/design firms globally and major builders. Once the list is finalized, it will be shared with Asymmetric to inform the ABM strategy. LinkedIn advertising is a likely channel for ABM given its ability to target by company and role.

Design Assist Positioning

Ed described the JPMC project as a model example: Quarra engaged at the conception phase, guided the designer to source material in Central Park, rationalized the scan into individual pieces, handled engineering, and fabricated the steel backup structure. The full-service scope is what Quarra wants to be known for and win more of. The website currently lists "Professional Stone Consulting" — this does not reflect how the industry talks about this service.

Lauren has a draft page ready to review with Jim before publishing.

Salesforce Sales Playbook

The sales team operates with a mix of a defined process and salesperson autonomy. Marketing will help formalize the playbook in Salesforce — including email templates, lead management dashboards, and workflow automation. The Friday Salesforce call (rescheduled to 9:30 AM) will include sales reps to surface their current pain points and process gaps.

Proposal automation is also on the table: many bidding steps are still analog and slow throughput. Automating submittal forms and proposal templates in Salesforce is a target improvement area.

Digital Channel Expansion

Content Library

Ed found unused content from past projects on the company server — jobs that have never been published to the website or social media. This content will be sent to Karly for publishing, particularly to demonstrate Quarra's long industry tenure (e.g., historic restoration projects).

Admin / In-Progress Items