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Framework & Playbook

ABM Tech Stack and Agency Selection

Build an ABM tech stack that follows strategy, implement it so teams adopt it, and choose agencies whose specialization fits your program.

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ForgeX Research
The signature graphic from the ABM Tech Stack and Agency Selection

Research summary

This framework helps account-based leaders make two linked sourcing decisions: which technology to add and which external partners to hire. It sets out the factors that shape a tech stack, a five-stage implementation process that protects ROI, and a structured way to decide whether and where an agency or consultancy belongs, drawing on the ForgeX landscape of B2B agencies with ABM capabilities.

With this framework & playbook, you can:

  • Decide which tools your program needs by testing each one against your account-based strategy and deployment models.
  • Plan every technology purchase through implementation, enablement, adoption, and ongoing optimization.
  • Evaluate agency and consultancy partners on the gaps they fill, their deployment model specialization, and their size.

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