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Knock2
Customer Story

Truveta's ABM team found the people behind its account intent, and its agency put the data to work

Truveta's marketing team had account-level intent but almost no view of the people behind it. With Knock2, the team sees who from its target accounts is on the site, and its agency, 81 and Sunny, uses the same data to sharpen its campaigns.

Person-level
Intent at target accounts, where
Demandbase stopped at the account
Real time
From a site visit to a named
person in Truveta's saved views
Two teams
Truveta marketing and 81 and Sunny,
working from the same views
Industry
Healthcare technology
Motion
ABM and BDR outbound
Agency
81 and Sunny, paid media
Built On
Knock2 saved views, lead scoring and API
The Challenge

Account-level intent, and no idea who was behind it

Truveta's marketing team runs an account-based marketing program against a focused list of top accounts, alongside a BDR team working outbound. Demandbase told the team which accounts were active, but rarely who.

“Some of these companies are enormous, and so we don't always know the right in.”
Caroline Scherer, Truveta

People who filled out a form were already handled. Everyone else who read the site, often the most senior people at a target account, stayed invisible.

The Signal

The people behind the account activity

With Knock2 on the site, Truveta's team could see who was visiting, not just which companies, and the visitors lined up with the director-level and above buyers its ABM program is built to reach. Some arrived from places no form or account-level tool would catch, including AI assistants like ChatGPT.

“So this is just for people that didn't submit a form but went to the website. Capturing all of the white space out there. We've been looking to fill this gap for a minute here.”
Caroline Scherer, Truveta
The Rollout

Built around how the team already works

The team works in saved, shared views cut the way its program is organized, and scores visitors against a plain-language description of its ideal buyer.

  • ABM views for Truveta's named target accounts, so the ABM team only looks at the accounts it owns
  • Lead scoring written in plain language, with thumbs up and down from the team feeding it
  • UTMs and referrers on every visitor, to see which campaigns and sources bring the right people

Checking Knock2 quickly became a daily habit for the team.

“We are trying our best to get at the person level everywhere we can, and so I see this as a catalyst for us to get there.”
Caroline Scherer, Truveta
The Agency

81 and Sunny works from the same data

Truveta's paid media runs through its agency, 81 and Sunny. Rather than wait for Truveta to pass data along, the agency works in Knock2 directly.

“We're getting good contact data and account-level data to the site.”
Matt Cable, 81 and Sunny
Campaign analysis
Who the campaigns actually bring

Every identified visitor carries its UTMs and referrer, so the agency sees which campaigns bring people from Truveta's target accounts, including the ones who never fill out a form.

Shared views
One set of lists, two teams

The ABM views Truveta's team builds are the same ones 81 and Sunny opens, so the client and the agency always look at the same audience.

API
Data where the agency needs it

With the Knock2 API, 81 and Sunny can bring identified visitors into its own reporting and campaign audiences.

From a campaign click to the next campaign
Campaign
81 and Sunny runs paid media
Visit
A visitor lands on Truveta's site
Identified
Knock2 names the person, account and source
Shared views
Truveta and the agency see the same lists
Next campaign
Shaped by who actually showed up

For an agency, this is the difference between reporting clicks and reporting people.

The Results

From account intent to the people behind it

Truveta went from knowing which accounts were active to knowing who at them was reading. Its ABM team, its BDRs and its agency now start from the same picture of who is on the site.

Person-level
Intent from senior people at Truveta's target accounts, beyond form fills
Every team
ABM, BDR outbound and paid media, each starting from its own saved view
One view
Shared by Truveta and its agency, 81 and Sunny, for outreach and campaigns alike

See the people behind
your account intent

Knock2 identifies the people from your target accounts who visit your site, scores them against your ideal buyer, and gets them to your team and your agency.

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