Account Prioritization
Purpose
Rank companies or accounts by strategic relevance and opportunity with a clear rationale.
When to use this skill
- Sequencing outreach across many accounts
- Building tiered account lists
- Focusing limited capacity on the best opportunities
- Justifying account priority to a team
When not to use this skill
- Accounts are not yet qualified for fit
- You have no relevance or opportunity signal
- You need contact-level routing (use Persona Classification)
Required inputs
- A set of accounts
- Prioritization criteria
Optional inputs
- Opportunity signals (intent, growth)
- Strategic weighting
- Capacity constraints
Rules
- Rank against the supplied criteria and signals.
- Use evidence; do not invent intent or growth signals.
- Make tiers consistent with scores.
- Flag risks that temper the priority.
- Recommend a concrete next action.
Process
- Parse prioritization criteria and signals.
- Score each account for relevance and opportunity.
- Assign a tier.
- Explain rationale and risks.
- Recommend a next action.
Output format
Return one record per account with the following fields:
- priority_score
- priority_tier
- supporting_evidence
- opportunity_rationale
- risks
- next_action
Validation
- Confirm tiers follow from scores.
- Confirm evidence supports each priority.
- Confirm signals were not invented.
Limitations
- Priority reflects available signal, not guaranteed outcomes.
- Stale signals can mislead; refresh before acting.