Section 01

The Brief

5 accounts. $4M+ in addressable expansion opportunity. One mandate: get sales into conversations they couldn't get into alone.

Planning kicked off in November 2025, the start of Q4 FY2026. Pendo's enterprise sales team was sitting on five high-value accounts that had been in the install base for 12 to 24 months with strong product adoption but limited expansion motion. These were healthy customers for their current use cases. Pendo was built as a product management platform for the Chief Product Officer org, but throughout FY26 we were expanding our software use cases to include tools for CIO, CTO, COO, CHRO, CRO, and CMO personas. Leadership flagged these five accounts as top expansion targets given their size, adoption health, and untapped whitespace across the executive suite. My mandate: build a 1:1 ABM program that would create air cover, generate pipeline, and open doors sales couldn't open alone. Pipeline figures reflect results through the end of March 2026.

Create Air Cover

Get Pendo's story in front of buying committee members before the AE ever reaches out.

Generate Pipeline

Turn high-intent accounts into active opportunities with a measurable revenue outcome.

Open Closed Doors

Use marketing to access stakeholders sales couldn't reach through outreach alone.

Section 02

Account Selection

Every account was an existing customer. Selected on three criteria: high adoption, clear expansion whitespace, and elevated 6sense intent.

Strong AdoptionExpansion Whitespace6sense Tier-One Intent

Tier-one 6sense intent is defined as an account in the Decision or Purchase buying stage, or flagged as a 6QA (6sense Qualified Account).

Dell

Enterprise Technology
Pipeline Created
Why Selected
Large enterprise footprint with Pendo in one business unit. 6sense showed elevated intent across multiple additional BUs. AE had a relationship with one champion but lacked access to the broader buying committee.
Expansion Opportunity
Expand from a single BU to enterprise-wide standardization.
Buying Center Target
Product and Digital Experience leadership.

Truist

Financial Services
Pipeline Created
Why Selected
Post-merger environment creating internal pressure to standardize tooling. Strong product adoption in one product line. Opportunity to expand into their digital banking team.
Expansion Opportunity
Expand into the digital banking product org.
Buying Center Target
Digital Banking and Enterprise Technology.

Cisco

Networking & Security
Active Nurture
Why Selected
Complex org with multiple potential use cases. Champion was a Director-level PM with limited exec sponsorship. Intent signals spiked following a competitor renewal event.
Expansion Opportunity
Expand from one product team to multiple engineering orgs.
Buying Center Target
Product Management and Engineering leadership.

Palo Alto Networks

Cybersecurity
Active Nurture
Why Selected
Fast-growing product org with a mandate around onboarding and in-app guidance. AE had stalled in discovery. 6sense showed sustained high intent over 60+ days.
Expansion Opportunity
Land expanded use case around onboarding and in-app guidance at scale.
Buying Center Target
Product and Customer Success leadership.

Amazon

Cloud & Developer Tools
Pipeline Created
Why Selected
Specific division (AWS internal tools team) using Pendo for developer experience. Expansion into two adjacent teams identified through product usage and a warm intro from CS.
Expansion Opportunity
Expand from AWS internal tools into two adjacent developer-facing teams.
Buying Center Target
Internal Tools and Developer Experience.
Section 03

Campaign Strategy

Make the AE the smartest person in the room. Get marketing upstream of the sales conversation.

Foundation
Before a single tactic launched, we spent the first month building the infrastructure.
November 2025, Month 1
  • Account dossiers for all five accounts: firmographic deep dives, org structures, product usage analysis, and competitive landscape.
  • Organization maps identifying known contacts, whitespace personas, and gaps in our buying committee coverage.
  • Whitespace analysis per account to identify which executive personas (CIO, CTO, COO, CHRO, CRO, CMO) represented the highest-value expansion path.
  • Custom content assets tailored to each account's industry, expansion use case, and target persona set.
  • Aligned with AEs and CS on account strategy before any outreach began.
01
Awareness & Surround
Weeks 1 to 4
December 2025
  • LinkedIn ads targeted by company and job title.
  • 6sense display across the full account footprint.
  • Mutiny microsites live and personalized per account.
  • Goal: get Pendo in front of 3+ stakeholders per account before first outreach.
02
Engage & Personalize
Weeks 5 to 10
January to February 2026
  • Sendoso gifting triggered on microsite engagement.
  • BDR sequences activated on tier-one 6sense intent threshold.
  • AE outreach with account-specific one-pagers.
  • Goal: convert engagement into first conversations.
03
Accelerate
Weeks 11+
February to March 2026
  • Virtual Pendo Day invitations to senior buyers.
  • Custom ROI content for active opportunities.
  • Coordinated CS, AE, and marketing touches.
  • Goal: advance open opportunities to next stage.
Section 04

Tactics & Channels

Every tactic mapped to a phase. Every channel chosen to advance the account, not fill a calendar.

6sense

Backbone of the program. Used for account selection, ongoing intent monitoring, and triggering BDR sequences when accounts hit tier-one intent.

Phase 1 to 3
Mutiny Microsites

Personalized landing pages per account, leading with industry context, a relevant customer story, and a tailored CTA tied to each account's expansion use case.

Phase 1 to 2
LinkedIn Ads

Company-targeted campaigns. Progressed from thought leadership to ROI creative as accounts advanced. Engagement fed back into BDR prioritization.

Phase 1 to 3
Sendoso Gifting

Triggered at two moments: initial outreach (low-cost, high-personalization opener) and post-meeting (premium relationship builder).

Phase 2
BDR Sequences

Custom sequences per account, briefed by marketing, referencing the microsite and the specific content each contact engaged with.

Phase 2
Virtual Pendo Day

Invite-only 2-hour event to get non-Pendo stakeholders, economic buyers, and IT decision-makers into the room. Incentivized with a curated virtual experience or a $250 raffle. The single highest-leverage tactic for breaking the single-champion bottleneck.

Phase 3
Section 05

Measurement

Through end of March 2026: 3 of 5 accounts generated pipeline. 1 closed. Here's what it drove.

Results reflect pipeline generated November 2025 through March 2026.

3 of 5
Accounts with Pipeline Created
$725K
Closed-Won ARR
$1.22M
Active Pipeline
~$2M
Total Program Influence
Pipeline Distribution
~$2M Influenced
Truist
$725K
Dell
$640K
Amazon
$580K
Cisco + Palo Alto
Nurture
TruistClosed Won

$725,000 expansion ARR. Expanded into the digital banking team. Campaign created the initial multi-stakeholder engagement that made the AE's first conversation land differently.

DellOpen Opportunity

$640,000 in active pipeline. Microsite engagement from three contacts outside the known champion opened a buying committee conversation the AE couldn't crack alone.

AmazonOpen Opportunity

$580,000 in active pipeline. Warm CS intro plus LinkedIn and Sendoso sequencing opened two new stakeholder relationships. Opportunity created in week 9.

Cisco and Palo Alto Networks: strong engagement, no opportunity in window. Both remain active 6sense tier-one accounts.

Section 06

Learnings & What I'd Change

What worked, what I'd do differently, and what I'm carrying into the next program.

What Worked
The Mutiny and LinkedIn surround effect worked. AEs reported that contacts were referencing Pendo content in conversations without being directly sent it. That's the signal you want from a 1:1 program.
Weekly AE, BDR, and marketing account reviews kept everyone aligned and prevented duplicated outreach.
Virtual Pendo Day was the highest-leverage single tactic in the program. Getting non-Pendo stakeholders into a hosted experience, with a curated virtual experience or a $250 raffle as the hook, broke the single-champion bottleneck at multiple accounts faster than any other motion.
What I'd Change
Get CS involved from week one. For expansion accounts, CS has relationship depth and internal access that marketing and sales don't. I brought them in at Phase 03. They should have been in the room during the account dossier build in month one.
Gate BDR sequences on engagement, not time. Early sequences triggered on a schedule before microsite data was flowing and the outreach came out too generic.
Exec-to-exec earlier. The Virtual Pendo Day came late. For Cisco and Palo Alto, an earlier executive introduction might have changed the trajectory.
Account-level pipeline goals, not just a program-level target. A single number obscured where we were winning and losing.
Partner with field marketing on an in-person event. I should have co-owned (or absorbed some of) field marketing's scope to run an exclusive in-person experience for the 1:1 accounts. An intimate, in-region dinner or executive briefing would have accelerated multi-threading and exec-level trust faster than any virtual motion.
Section 07

Why This Maps to Atlassian

The motion that drove $725K closed and $1.2M in active pipeline at Pendo is exactly what Atlassian's Strategic segment needs.

A defined account set. A complex buying committee. A need to get marketing upstream of the sales conversation, not downstream. I've built this program. I know what it takes to run it across 150 strategic accounts without losing the personalization that makes it work.

1:1 and 1:Few at Scale

I've built this motion and know how to run it across a focused account set without sacrificing personalization.

Pipeline Accountability

I've owned a number, built programs to hit it, and know how to diagnose and course-correct mid-flight.

AI-Native Execution

6sense, Mutiny, and AI-assisted personalization are already how I work. I'd bring that into the Atlassian stack from day one.

Peter Tarrant, Strategic Accounts Marketing
petertarrant.xyz