As of the 2026-02-04 weekly sync, AviaryAI and Asymmetric agreed to develop a formal Account-Based Marketing (ABM) playbook before launching the automated email drip campaign. The playbook is intended to define a repeatable, step-by-step outbound sales process so that leads arrive at Aaron (AviaryAI's sales lead) in a consistent, well-qualified state.
The drip campaign infrastructure (SendGrid) is largely in place, but the playbook must come first — it informs the sequencing logic, messaging, and handoff criteria for the automation.
Related meeting: [1]
The ABM playbook is designed as a linear funnel with defined stages:
Account Identification & Enrichment
- Identify target accounts (credit unions, community banks, fintech-adjacent firms)
- Enrich contact records with firmographic and role data
LinkedIn Outreach (Top of Funnel)
- Direct connection requests and personalized messages to decision-makers
- Mark to provide Aaron with a LinkedIn outreach instruction sheet (action item from 2026-02-04 call)
Email Funnel Entry
- Leads who engage on LinkedIn (or are sourced otherwise) enter the automated drip sequence in SendGrid
- Sequence to be built by Sebastian once the playbook is finalized
Lead Qualification & Handoff
- Define what a "sales-ready" lead looks like at each stage
- Ensure Aaron receives leads with clear context on where they are in the funnel
"I'd like to say next week… early next week, yeah." — Sebastian Gant, 2026-02-04 call
| Owner | Task | Status |
|---|---|---|
| Sebastian Gant | Develop ABM playbook (step-by-step process doc) | 🔲 Open |
| Sebastian Gant | Build email drip campaign in SendGrid | 🔲 Blocked — awaiting playbook + credentials |
| Aaron Grossman | Investigate and fix SendGrid team login credentials | 🔲 Open |
| Mark Hope | Provide LinkedIn outreach instruction sheet to Aaron | 🔲 Open |
AviaryAI is an AI voice agent platform targeting credit unions and community banks. Aaron Grossman leads sales. The ABM motion is designed to complement paid (Google Ads) and organic (SEO/blog) channels by enabling structured outbound to named accounts.
The ROI Calculator (see [2]) is intended to serve as a key asset within the outbound sequence — Aaron plans to use it on sales calls and eventually as a self-service tool embedded on the website.