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

1. Rank against the supplied criteria and signals.
2. Use evidence; do not invent intent or growth signals.
3. Make tiers consistent with scores.
4. Flag risks that temper the priority.
5. Recommend a concrete next action.

Process

1. Parse prioritization criteria and signals.
2. Score each account for relevance and opportunity.
3. Assign a tier.
4. Explain rationale and risks.
5. 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.