Innovative Group × Zip

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Innovative Group × Zip
Working portal · Updated 14 Oct 2026
Zip × Innovative Group · Pipeline velocity program

Your team out front.
We'll run the engine room.

Zip is rebuilding B2B demand, and this is the moment that engine gets built around the accounts that matter most. Our job is to give your team far more reach than its headcount suggests, and results your leadership can see moving.

One place that runs the engagement. The meetings, the plan, the decisions and what we each own, kept current and in one place.

For
Alyson Ely
Emily Fong
From
Chris, Rita, Mark,
Michael, Steve
Engagement
Signed
Six months
Next
Velocity session
Mon 4 pm ET
On site
13–14 Oct
New York
Kickoff wrap-up · 13 and 14 October

Two days in New York, written up

Start with the executive summary. The full summary holds every decision, owner and action. The day notes follow each session.

The kickoff deck we presented from is still here, with notes on how each session landed.

How we work

Three things, agreed up front

Outcomes you can feel

We watch impressions, opens and engagement because they help us steer. What we report on is what moved: opportunities advancing, committees engaging, deals progressing. Those are the numbers your leadership cares about, so those are the numbers we lead with.

Success defined before we start

  • Measures agreed and written down up front
  • Sales and marketing signed on to the same set
  • A clear read at week one, day 30, 45, 90 and 180
  • One scoreboard, visible to everyone, all the way through

We win when you win

Our outcome is tied to yours. When your team walks into the MBR with numbers that show real movement, that is the win we are measured on. Everything we build is designed for you to present as your own.

Start here

Working documents

The running record of what we each owe, and the kickoff deck.

Where this started

The response

What we submitted to the enterprise ABM brief, kept here in all three formats.

Update log

Where things stand

Newest first.

14 October 2026 · Kickoff wrap-up
Both days written up

An executive summary for leadership, a full summary of every decision and action, and notes for each day. Next: the first Friday update, then the velocity scorecard session on Monday. Executive summary → · Full summary →

14 October 2026 · Kickoff day two
Measurement path, owners and content workflow

The velocity score will be built from deal milestones and agreed in a working session on Monday. All ten accounts have a seller. Innovative Group drafts content and Zip reviews, with Target as the first account plan. Read the day two readout →

13 October 2026 · Kickoff day one
The ten are set

Target, Walmart, Costco, Nordstrom, Macy's, Kohl's, Nike, Chewy, Albertsons and H-E-B. Success will be read through buying committee expansion and a pipeline velocity score against a comparison group. Updated scoring, the KPI framework and a sample account plan follow this week. Read the day one readout →

9 October 2026 · Confirmed
Everything set for the 13th

Pardot access complete. Zmicer Kazak joining definitions and measurement, Emmy Andrews in person, Kyle McCarthy on Wednesday messaging. Building access arranged and Tuesday evening is a happy hour.

8 October 2026 · Clarified
The account universe

The 48 merchants are the first tranche of Tier 1 accounts, drawn from roughly 600 that fit the Ideal Merchant Profile. No account with existing pipeline is excluded from consideration.

7 October 2026 · Internal
Salesforce baseline built

Opportunity, people and interaction datasets assembled across the named accounts, with scores and stall reasons. We walk through it on Tuesday afternoon.

6 October 2026 · Shared
SDR playbook received

Zip's sales enablement onboarding document, covering the proposition, products, Payment Experience, buyer personas and the ICP. Added to the assets register.

5 October 2026 · Working session
Account selection with Alyson and Vaneet

All ten accounts confirmed as having active pipeline. TJX anchors at parent level. Grocery is a deliberate strategic choice tied to Zip's move toward cash flow flexibility. The ten are a starting point and we have been asked for our recommendation on adds and removes.

The October agenda →

25 September 2026 · Working session
Prep call with Alyson and Emily

Definitions and measurement moved to Tuesday so Kathryn, Vaneet and the sellers are in the room for them. Account selection starts early with a session on 5 October. Salesforce read access raised with RevOps. Sports partnerships added to Wednesday. Launch timing set as a joint decision for the on site.

The agenda we worked through →

24 September 2026 · Update
Portal built

One place for the engagement: the meetings, the plan, the decisions and what we each own.

23 September 2026 · Internal
Delivery team kicked off

Rita Matuzic on strategy, Mark Willson on operations and attribution, Michael Sykora on analytics, Steve Wymer on narrative, David Garcia on conversion, Ashlesha Khond program managing.

September 2026 · Decision
Kickoff set for 13 and 14 October, on site in New York

Day one on stakeholders, objectives and accounts. Day two on definitions, measurement and the plan.

September 2026 · Milestone
Agreement executed

Six months from signature. Ten named accounts, ten matched comparison accounts, United States.

September 2026 · Milestone
Third party security review cleared

Questionnaire and the full policy pack completed and returned.

August 2026 · Decision
Scope confirmed as pipeline velocity

The program is built to move existing opportunities through buying committees and into meaningful meetings. Measurement is built around that.

July 2026 · Origin
Response to the enterprise ABM brief

Submitted in full.