What are HubSpot playbooks, and what are their methods of use?
HubSpot playbooks are interactive guides that appear inside contact, company, deal and ticket records, so reps follow a proven script, ask the right...
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7 min read
Susana Matamoros | May 29, 2025
7 min read
Susana Matamoros | May 29, 2025
HubSpot target accounts are the companies your marketing and sales teams have flagged as high priority because they closely match your ideal customer profile. In HubSpot, a target account is a company record marked with the Target account property and usually assigned an ideal customer profile tier, so both teams focus their account-based marketing effort on the same short list.
For a CEO or CRO, the feature matters less than the decision behind it. Choosing target accounts is choosing where the company will concentrate scarce sales capacity, marketing budget and executive attention. Done well, it shortens sales cycles and raises deal value because every team works the accounts most likely to buy and stay. Done poorly, it becomes a list nobody trusts. This article explains what HubSpot target accounts are, what they are for, how to set them up today and how to govern them so they drive revenue.
Target accounts are part of HubSpot's account-based marketing (ABM) tools. According to HubSpot's official guide to getting started with account-based marketing, target accounts are the companies your marketing and sales teams focus on as part of an ABM strategy. The tools are available with Marketing Hub or Sales Hub at the Professional or Enterprise level, and some features require assigned seats.
Three company and contact properties do most of the work.
Once the ABM tools are active, HubSpot provides a target accounts home where sales and marketing can track their accounts, review account activity and find new accounts that HubSpot recommends as potential targets.
It helps to separate target accounts from ordinary lists or segments. A segment is a technical grouping that can change every day as data changes. A target account designation is a management decision. It says the company will invest disproportionate effort in that account and will hold marketing and sales jointly accountable for its progress. Treating the Target account property as a governed field, with clear rules on who can set or remove it, protects that meaning.
Target accounts exist to turn account-based marketing from a slide into an operating discipline. In practical terms they serve four purposes.
Combined with an account-based marketing strategy, target accounts deliver three benefits leadership cares about.
The context makes this more important each year. In a Gartner survey of 646 B2B buyers published in March 2026, 67% said they prefer a rep-free buying experience and 45% reported using AI during a recent purchase. When buyers do more of their research alone, sellers need to know which accounts are showing interest and who inside them matters before the first conversation.
The quality of the list determines everything that follows. Start from evidence rather than ambition.
Finance should take part in this exercise. Revenue alone can hide accounts that are expensive to serve, demand deep discounts or pay late. Bringing margin and cost-to-serve into the ideal customer profile keeps the program from chasing volume that erodes profitability.
Tiering decides how much effort each account receives. HubSpot's ideal customer profile tier property supports three levels; the table shows a practical way to use them.
| Tier | Profile | Typical treatment |
|---|---|---|
| Tier 1 | Best fit with your business and highest potential value | One-to-one plans, executive sponsorship, personalized content and dedicated account team |
| Tier 2 | Good fit but lower expected revenue | One-to-few programs by industry or use case, coordinated sales and marketing cadences |
| Tier 3 | Worth selling to but not a priority | One-to-many campaigns and automated nurturing until signals justify moving up |
Assigning tiers gives leadership a quick view of how well the chosen accounts align with strategy. If most of the list sits in Tier 3, the company is spreading effort too thin.

The following steps reflect HubSpot's current account-based marketing documentation. Menus can change, so confirm against the knowledge base before you configure.
HubSpot's target accounts dashboard works as the command center for sales and marketing to manage target accounts and see the overall progress of the strategy. It visualizes indicators such as current target accounts, accounts with open deals (deals not in closed won or closed lost stages), the value of those open deals based on the Amount property, accounts lacking a buying role and accounts that have no decision makers.
A target account program should be judged by revenue outcomes, not by activity alone. These are the questions a weekly or monthly review should answer.

Filters make the neglected-account view especially useful, surfacing accounts that have not been managed, with no open tasks, logged calls, scheduled or logged meetings or open deals associated with them. A Tier 1 account with no activity in recent weeks is a revenue risk that should reach the sales leader's agenda. Reviewing that view together, marketing and sales can agree on the next play for each account instead of debating whose responsibility it was.
Many of these issues come from misalignment between teams. Our article on common problems of not applying smarketing covers how to fix the underlying collaboration gap.
ICX Consulting is a commercial strategy and customer experience firm headquartered in Miami, serving companies across the United States and Latin America. Our account-based marketing consulting defines the ideal customer profile, tiers and plays, and our account-based sales practice builds the sales motions and governance around them. We then implement the model in HubSpot so that target accounts, buying roles and reporting reflect how your company actually sells.
To define the people behind each account, use the ICX Persona Playbook toolkit and map the buying roles your teams need to reach.
Yes, partially. HubSpot's account overview can be viewed from Salesforce when the HubSpot and Salesforce integration is installed, so sellers working in Salesforce can see ABM activity. The list itself, tiers and buying roles should still be governed in one system of record to avoid two competing versions.
There is no universal number. A useful rule is capacity. Count how many accounts each seller and marketer can genuinely research, personalize and follow up on each quarter. Start with a smaller Tier 1 list that you can serve well, prove results, then expand.
No. Strategic existing customers often belong on the list because expansion, cross-selling and renewal carry high value and lower acquisition cost. Many companies keep a separate tier or segment for current customers to differentiate the plays from new logo pursuit.
Lead scoring rates individual contacts by fit and engagement. Account scoring aggregates fit and engagement at the company level, which suits B2B purchases made by committees. HubSpot's lead scoring tool can score companies as well as contacts, so both views can coexist in the same CRM.
Target accounts work when leadership treats them as a commitment rather than a filter. If you want a target account program that your sales team trusts and your board can measure, ICX can help you define the list, the plays and the governance that keep it producing revenue.
Not sure your target account list reflects where your revenue really comes from? Request a diagnostic with an ICX consultant.
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