Using Beautiful to manage and optimize your b2b account based marketing tasks

If you’re running B2B account-based marketing (ABM), you know the drill: a hundred tabs open, a spreadsheet for every campaign, and the nagging sense you’re missing something. This guide is for folks tired of duct-taping systems together and ready to see if Beautiful can actually help manage and optimize ABM—without the fluff.

Who This Is For

  • Marketing ops folks tracking dozens of accounts
  • ABM managers juggling campaigns, outreach, and reporting
  • Anyone wondering if “Beautiful” is just another shiny SaaS, or if it’s worth your team’s time

Let’s cut through the hype and get into what actually works.

What Is Beautiful (and What Isn’t It)?

Beautiful pitches itself as an all-in-one workspace for B2B marketers—think task management, account tracking, campaign planning, and analytics, all in one place. It’s sort of like if Asana, HubSpot, and Notion had a baby and raised it on B2B marketing blogs.

Here’s what Beautiful does well: - Lays out ABM tasks and workflows in a central hub - Lets you assign tasks, set deadlines, and track progress by account - Pulls campaign data (if you hook up your channels) - Helps spot bottlenecks and missed follow-ups

But here’s what Beautiful doesn’t do (at least, not well): - Replace your core CRM or marketing automation (think Salesforce, Marketo, HubSpot) - Do prospecting for you - Guarantee your campaigns don’t flop

If you want a silver bullet, keep looking. If you want to get your ABM tasks under control and actually see what’s happening, keep reading.

Step 1: Set Up Your ABM Foundation in Beautiful

Don’t rush this part—your setup makes or breaks the workflow later.

1.1. Connect Your Data (But Don’t Go Overboard)

  • Integrate your CRM (if Beautiful supports it). That way, your account info and contacts are always up to date.
  • Pull in your calendar and email for easy task tracking.
  • Skip the “connect every single tool” option. Focus on the basics: CRM, email, maybe Slack if you do a lot of team handoffs.

Pro Tip: Resist the urge to import everything at once. Start with one or two active campaigns and accounts. You can always add more later.

1.2. Set Up Your Account Lists

  • Import or manually add your target accounts.
  • Group accounts by segment, region, or priority—whatever actually matters to your team.
  • Tag key contacts and decision-makers within each account.

Don’t waste time tagging every contact in the org chart. Focus on the people you’re actually talking to.

1.3. Define Your ABM Playbooks

  • Build out repeatable workflows (“plays”) for common campaigns: outbound sequences, event invites, nurture series.
  • For each play, set tasks, assign owners, and add checkpoints.
  • Templates are nice, but don’t get bogged down customizing every step. Start simple.

Step 2: Managing Tasks and Workflows (Without Sinking Into Micromanagement Hell)

Here’s where Beautiful earns its keep—if you set it up right.

2.1. Assign and Track Tasks by Account

  • Assign tasks directly to team members, tied to specific accounts or campaigns.
  • Use due dates, reminders, and comments to keep things moving.
  • Visualize progress in kanban boards, timelines, or whatever view actually makes sense. (Don’t feel pressured to use all the views.)

2.2. Keep Communication in Context

  • Use Beautiful’s built-in notes/comments to keep conversations tied to accounts and tasks.
  • Limit “random Slack messages” by centralizing updates here.
  • If someone leaves a note, make sure it’s actionable—no “FYI”s that go nowhere.

2.3. Avoid Overcomplicating

  • Don’t use every feature just because it’s there.
  • Skip custom fields unless you really need them.
  • Set up notifications so you’re not getting pinged for every tiny update.

What Works: Assigning ownership and keeping all notes in one place.
What Doesn’t: Trying to replicate your CRM’s every detail—keep it focused on ABM tasks.

Step 3: Running and Optimizing Campaigns

Once your basics are set, you can actually run campaigns without spreadsheets multiplying in the background.

3.1. Launch Campaigns from Templates

  • Use your playbooks/templates to kick off new campaigns fast.
  • Assign tasks, set deadlines, and launch—no reinventing the wheel.
  • Track campaign tasks by account, so you can see where things lag.

3.2. Monitor Progress (and Spot Bottlenecks)

  • Use dashboards to see which accounts are stalled, which campaigns are behind, and who’s overloaded.
  • Don’t overanalyze. Focus on:
  • Which tasks are overdue?
  • Which accounts aren’t moving forward?
  • Are there any follow-ups slipping through the cracks?

3.3. Collaborate (But Don’t Overmeet)

  • Use comments and mentions to loop people in, rather than defaulting to meetings.
  • If there’s a real blocker, Beautiful makes it easy to flag and discuss in context.

Pro Tip: Do a weekly 15-minute review in Beautiful—just the team, no slides. Pull up the dashboard, spot issues, move on.

Step 4: Reporting and Learning (Skip the Vanity Metrics)

You know the drill: execs want reports, you want insights, and nobody wants another 12-tab spreadsheet.

4.1. Use Built-In Reporting—But Stay Skeptical

  • Beautiful’s dashboards show tasks completed, campaign status, and account touchpoints.
  • Use this for internal tracking and weekly stand-ups.
  • Don’t treat Beautiful as your single source of truth for revenue or pipeline—stick to your CRM for that.

4.2. Focus on Actionable Metrics

  • Instead of number of tasks, look at:
  • % of accounts engaged this week/month
  • Tasks overdue by more than a week
  • Campaigns at risk (stalled, no activity)

4.3. Share Insights (Not Just Data Dumps)

  • Screen-share dashboards in meetings rather than exporting endless PDFs.
  • Highlight what’s not working—missed follow-ups, slow-moving accounts. That’s where you’ll actually improve.

What Works: Using reporting for quick check-ins and accountability.
What Doesn’t: Chasing “time spent per task” or other metrics that don’t move the needle.

What to Ignore (and What to Watch Out For)

  • Don’t treat Beautiful like a CRM—it’s a task and workflow tool, not a master database.
  • Don’t expect integrations to be magic. They’re only as good as the data you have, and some setups are clunky.
  • Don’t try to automate everything. Some things (like picking up the phone) can’t be templated.

Watch out for: - Feature sprawl—stick to what helps your team today. - Over-customization—use defaults where possible. - Too much process—if tasks take longer to update than to do, you’re doing it wrong.

Keep It Simple. Iterate.

Beautiful can absolutely make ABM smoother—if you keep things grounded. Start basic, focus on one or two campaigns, and build from there. Don’t chase every new feature or metric. The goal isn’t to be “data-driven”; it’s to actually move accounts forward—without losing your mind in the process.

If you’re the type who likes tinkering, great. Just remember: the best ABM system is the one your team actually uses. Keep it simple, check in regularly, and tweak as you go. That’s how you win.