Account Tiering

What the skill covers

The sections of its instructions, in order.

1. 01 Tools used
2. 02 Inputs
3. 03 Step 1 - Ground
4. 04 Step 2 - Pull the account set
5. 05 Step 3 - Score ICP fit (0-10)
6. 06 Step 4 - Score engagement (0-10)
7. 07 Step 5 - Tier and recommend
8. 08 Step 6 - Output
9. 09 How it adapts (guidance for Claude; never show these labels to the user)

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• Account Plan

  Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to…

• Account Research

  Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records…

• Call Prep

  Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions. Use when the…

• Call Summary and Follow-Up

  Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates. Use when the user says "call summary", "follow up…

• Close Plan

  Build the business case and mutual action plan for a deal - the why-buy/why-now story, the ROI framing, and the dated step-by-step path to signature shared with the customer. Use…

• Competitive Intelligence

  Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book. Use when the user asks…

• Create an Asset

  Build a customer deck, one-pager or leave-behind from your account data, call notes and approved materials, with no made-up numbers. Use when the user asks for a sales asset…

• CRM Hygiene Check

  Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when…

• Customer Health

  Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that makes the review worth their…

• Customer Voice

  Surface what customers are actually saying - direct attributed quotes on a topic across call transcripts and email, across your accounts. Use when the user asks "what are…

• Daily Briefing

  Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions. Use when the user says "daily…

• Deal Advance Gap

  Forward-looking gap check on one opportunity - exactly what is missing to advance it to the next stage and to close, with who does what by when. Use when the user asks "what's…

• Deal Review

  Deep-dive on a single opportunity - signal-adjusted health score, risks, gaps in qualification, and recommended next actions. Use when the user asks "review the [account] deal"…

• Deal Signals

  Proactive watch over your book - deals gone quiet, close dates slipping into view, champion changes, renewal windows opening, competitor mentions - surfaced as a short alert…

• Deal Slip Scenario

  Model what happens to your number if a deal slips, shrinks, or dies - quota impact, coverage ratio change, and the substitute pipeline needed to stay on plan. Use when the user…

• Draft Outreach

  Draft a personalized outreach email or multi-touch sequence to a prospect, create it as an email draft for review, and add the contact to a sequence in your sales engagement tool…

• End of Day

  The closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's top three teed up. Use when the user says…

• Expansion Whitespace

  Find the expansion whitespace in an account or a book - what they own vs. what they could own, the evidence for each play, and the open opps to create. Use when the user asks…

• Forecast

  Generate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with your manager - what's closing, what's at risk, what changed since last time. Use when the…

• Handle Objection

  Work through a live objection or competitive threat - what's really being said, the response that has worked before, and the proof points to use, grounded in your own win/loss…

• Inbox Sweep

  Batch-process unread customer emails - classify, prioritize, and draft replies. Use when the user asks "sweep my inbox", "what customer emails need a reply", "draft replies to my…

• Lead Triage

  Score and route an inbound lead, or rank a backlog of leads, against your ICP and qualification framework, then recommend a priority and next action. Use when the user asks…

• Log Activity

  Log a call, meeting, or email exchange to the CRM after the fact as a completed activity on the right account, opportunity, and contact - drafted from your description or a…

• Pipeline Review

  Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health"…

• Renewal Radar

  Upcoming renewals with timing, risk, and uplift potential - and the renewal opportunity records to keep them honest. Use when the user asks "what renewals are coming up"…

• Rep Context

  Leader's prep on a single rep before a 1:1 - their pipeline, recent activity, what they've been working on per chat and calendar, and where they might need help. Use when the…

• Route Lead

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• Schedule Meeting

  Find a time, draft the invite, and book the meeting on Google Calendar or Outlook - then log it to the CRM as an event on the right account and opportunity. Use when the user…

• Setup

  First-run setup - checks which tools are connected, shows what's connected and what each one unlocks, learns how you write from your sent email, and renders a starter dashboard…

• Stakeholder Map

  Map the people in a deal or account - roles, influence, sentiment, who's missing, and your best access path to the people you haven't reached. Use when the user asks "who are the…

• Team Pipeline

  Leader view - roll up a team's pipeline by rep and stage, flag at-risk deals, and surface coaching moments. Use when the user asks "show my team's pipeline", "team forecast"…

• Update Opportunity

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• Weekly Wrap

  End-of-week summary for a rep or leader - what closed, what moved, what slipped, and what's on deck Monday. Optionally drafts a chat post to the team channel. Use when the user…

• Win-Loss Review

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