Live webinar
Ploy×AvocaAvoca

How to build an
AI-native ABM machine

August 25 · 1PM ET / 10AM PT

Jack Gashi

Jack Gashi

VP of Sales at Avoca

Will Gao

Will Gao

Co-founder and head of growth at Ploy

What we’ll cover

01

What is ABM?

02

How AI changed the game

03

Pulling off scale with taste

04

3 workflows across the sales cycle

05

When to use Claude Code vs Ploy

06

How adoption expands across a team

What is account-based marketing?

Historically, ABM meant concentrating research, messaging, outreach, and sales attention on a short list of important accounts.

01

Choose the accounts

Focus the team on a small set of high-value opportunities.

02

Research the context

Understand each account’s priorities, people, and timing.

03

Tailor the experience

Create outreach and materials for the specific account.

04

Coordinate the team

Align marketing and sales around the same buying journey.

AI made it easy to scale

Teams can now produce account research, messages, and pages at a scale that was previously impossible. Without judgment, that scale creates a lot of junk.

Output 01

Generic industry hook

Output 02

Auto-generated email

Output 03

Templated landing page

Output 04

Synthetic intent angle

Output 05

Generic case study

Output 06

Automated follow-up

Output 07

Generic industry hook

Output 08

Auto-generated email

Output 09

Templated landing page

Output 10

Synthetic intent angle

Output 11

Generic case study

Output 12

Automated follow-up

Scale without taste creates noise.

Strike while
the iron
is hot

01

Use real data to make the prospect feel heard

02

Deliver exceptional design and experience

03

Make it easy for champions to advocate for you

The workflows we’ll see today

01

Cold ABM outbound

Crack open target accounts

02

Post-discovery assets

Enable champions

03

Bespoke proposals

Move deals forward

Let’s deep dive into those flows

Custom ABM outreach to crack open accounts

CompanyLead scoreEmployeesIndustryPublic signalStatus

Post-discovery assets to enable champions

Northstar discovery call

August 21, 2026 · 42 minutes

MCARJL
SummaryNotesTranscript
MCMaya Chen

We have 52 locations, but after-hours lead handling still varies by branch.

ARAlex Rivera

Where does the handoff break down most often today?

MCMaya Chen

I would start with 5 locations if we can prove faster response and more booked jobs.

JLJordan Lee

Branch leaders will want a clear baseline, local rules, and an owner for the rollout.

Transcript captured automatically after the call

Bespoke proposals that move deals forward

Context from previous calls

Northstar account brief

Buyer goals

Improve after-hours response and book more qualified jobs.

Current operation

52 locations use regional phone trees and different handoff rules.

Technical needs

Phone, web booking, CRM updates, and branch reporting must work together.

Decision criteria

Start with a focused pilot, measure results, and expand with proof.

+

Focused business pitch

Why Northstar should move forward

The opportunity

Create one reliable after-hours experience across the network.

Start

5-location pilot

Measure

Response and bookings

Rollout recommendation

5 locations20 locations52 locations
Account brief+Business pitchProposal page

The AI-native sales cycle

01

Crack open the account

Custom ABM outreach earns the first conversation.

02

Enable the champion

Post-discovery assets help the story move internally.

03

Move the deal forward

Bespoke proposals show the plan and reveal engagement.

Account contextConversationProposalEngagement signalsNext action

Claude Code or Ploy?

Question 1

Is it a repeated, core sales action?

Yes

Then use

Ploy

Ploy

Put the repeated workflow on rails for the whole team.

No

Question 2

Is it customer-facing?

Yes

External

Ploy

Ploy

Build the prospect or customer experience in Ploy.

No

Internal

Claude Code

Claude Code

Build the one-off internal tool in Claude Code.

Drive AI adoption across your sales team

01

Start with early adopters

Give a small group real work and permission to experiment.

02

See what sticks

Measure usage, output quality, time saved, and deal impact.

03

Formalize the rollout

Turn proven behaviors into rules, workflows, owners, and training.

04

Use tokens to steer usage

Move budget toward the tools and use cases producing bottom-line value.

Put these lessons to work

01

Systemize repeat sales actions.

02

Protect discovery time by automating follow-up.

03

Use page engagement to qualify deal momentum.

04

Let early adopters prove what should become process.

Ploy×Avoca
Open floor

Q&A

Thank you!

Jack Gashi

VP of Sales at Avoca

Will Gao

Co-founder and head of growth at Ploy

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