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Your B2B Shortlist Strategy Is Broken. Here’s Why

Traditional B2B marketing is dead.

Let me explain.

90% of B2B buyers choose vendors from their day-one shortlist. That’s a Bain & Co. stat that should terrify you.

But here’s the problem – your buyers don’t look like they did three years ago.

Decision committees are younger, more diverse, and increasingly cross-functional. Yet most marketers keep using the same tired tactics to get on that critical day-one list.

Your ICP Is Wrong 

Your ideal customer profile (ICP) is probably too narrow.

Most marketers target the most senior person within one business function. Big mistake.

The reality? Vital decision influencers often don’t appear in your CRM data:

IT leaders who secretly vetoed your last deal

Finance stakeholders who joined one call but killed your proposal

Product teams who influence purchasing but never speak directly to sales

Over 60% of B2B executives believe sales/marketing alignment is critical for growth. Start there.

Finding Hidden Decision Makers

The fastest-growing B2B brands do something different.

They talk to their sales and onboarding teams obsessively. They map complete buyer groups, not just traditional personas.

Try this: Build a matrix of influential job functions beyond your standard targets. Test campaigns with titles from those groups.

Use geo holdouts and market splits to test different functional areas simultaneously. IT titles in one market, product in another.

Bombora or LinkedIn Buyer Groups can supercharge your targeting accuracy. But targeting is just the beginning.

One Message Doesn’t Work Anymore

Your winning ad assets probably suck for these expanded audiences.

Think about it: your “request a demo” CTA means nothing to an IT security specialist who doesn’t care about your features.

Each functional role needs specific value props that resonate with their daily challenges:

IT cares about security and integration

Finance wants ROI metrics

Product needs implementation timelines

How to Scale Without Going Crazy

Creating personalized content for everyone is overwhelming. Do the math:

5 job roles × 4 industries × 3 company sizes × 6 ad formats = 360 unique pieces

Many marketers just swap headlines and call it “personalized.” That’s lazy. It doesn’t work.

Here’s what actually works:

  • Isolate value props for each segment
  • Bake them into the underlying ad concept
  • Create dedicated landing pages
  • Promote targeted content for each group

A SaaS client in customer engagement expanded beyond their core marketers to include data/analytics, tech integration, and sales roles. By isolating relevant features for each segment, we generated record-breaking opportunities.

The Bottom Line

B2B buying patterns have evolved. Your marketing must follow.

Expand your ICP. Discover hidden influencers. Create function-specific messaging.

The brands getting this right are crushing their competition.

The ones who don’t? They’re not even making the day-one shortlist.

Your move.

FV 20: How to Make B2B Outbound Work in 2024 | John Karsant

In this episode, our host Will Martin sits down with John Karsant, the founder and CEO of LevelUp Leads, about all things outbound sales.

They discuss the challenges of outbound sales for SMBs, how important it is to define your ideal customer profile (ICP), and some common mistakes companies make in their outbound efforts. 

They also talk about the tech stack and data tools used in outbound sales, as well as the importance of good copywriting and strategy in cold outreach.

John Karsant goes on about the effectiveness of different outbound channels, with a focus on cold calling and email. He emphasizes the importance of instant feedback and the ability to make adjustments quickly when using cold calling. 

He goes on about the value of conferences and events in generating leads, shares his strategies on how to approach different industries and points out just how important it is to have case studies and a proven track record of success.

John discusses the importance of hiring skilled SDRs and providing them with better training and compensation. Finally, he mentions the need for constant improvement and adaptation in the outbound industry.

TAKEAWAYS:

  • Outbound sales is tough for SMBs—common mistakes can derail efforts without a clear strategy.
  • Figure out your Ideal Customer Profile (ICP) to target the right job titles and pain points effectively.
  • Simplify your tech stack to avoid overlapping tools and focus on solving specific problems.
  • Cold outreach needs to be sharp: keep it short, relevant, and focused on pain points.
  • Sequence length matters—four touchpoints often hit the engagement sweet spot.
  • Cold calling provides instant feedback and helps you refine your approach quickly.
  • Conferences and events drive leads if leveraged strategically.
  • Case studies build trust by showcasing proven results.
  • Skilled SDRs are key—train and compensate them well if you want better outcomes.
  • Continuous improvement is essential in the ever-changing outbound sales game.

TIMESTAMPS:

00:00 Introduction and Background

00:43 Common Mistakes in Outbound for SMBs

03:38 How to Nail Down Your ICP (Ideal Customer Profile)

05:16 List Building Process and Data Quality

06:50 Do you Need to Outsource Outbound to Make it Work?

11:55 Outbound Tech Stack and Tools

18:13 Do’s and Don’ts in Cold Email Copywriting

25:13 Email is Down, Cold Calling is Up

27:46 New Outbound Strategies: What’s Working

39:32 Client Success Story: TDK

42:10 Offers that Win with Outbound

46:22 Future of Outbound Marketing

49:37 Conclusion and Final Thoughts

FV 1: Full-funnel Marketing to an ABM list | Andrei Zinkevich

In the very first episode of the FounderVideo podcast, we have the pleasure of listening to our host Will Martin interview Andrei Zinkevich, a B2B marketing strategist and the founder of Full-Funnel.io. He has experience with building ABM campaigns for companies in highly valuable yet niche markets.

Andrei points out the importance of the Ideal Customer Profile (ICP) and says that having customer interviews can provide important data to help shape your messaging, positioning and overall campaign success.

The key takeaway is that successful ABM requires customer-oriented strategies, a lot of testing and balancing awareness with demand generation.

TAKEAWAYS:

  • Andrei Zinkevich specializes in ABM strategies for niche, high-value markets.
  • Identifying and targeting Ideal Customer Profiles (ICPs) is critical for ABM success.
  • Customer interviews uncover insights to shape messaging and positioning.
  • Over-reliance on lead generation without building awareness is a common mistake.
  • A full-funnel approach connects awareness, engagement, and demand generation.
  • Aligning sales and marketing teams is key to ABM performance.
  • Effective ABM focuses on quality engagement over lead volume.
  • Testing assumptions and validating strategies ensures long-term success.
  • Balancing awareness and demand generation drives sustainable results.

TIMESTAMPS:

00:00 Introduction

03:00 Learning Account-Based Marketing 

06:31 The Importance of a Holistic Approach to Marketing 

13:13 The Importance of Awareness in Full Funnel Marketing 

20:11 The Timeline for Success in Awareness Programs 

28:24 The Value of Customer Interviews 

37:36 Common Mistakes in Gaining New Business from LinkedIn 

42:47 Defining the Ideal Customer Profile (ICP) 

52:33 Linking Positioning to the ICP and Go-to-Market Strategy 

53:47 Crafting a Good Positioning and Value Proposition 

56:01 SOP Intent Data Tracking on LinkedIn Organic 

58:36 The Obsession with Metrics and ROI