--- name: account-tiering description: Use when defining ABM tiers, scoring logic, and coverage rules. --- # Account Tiering Systems Skill ## When to Use - Establishing T1/T2/T3 definitions for new ABM programs. - Auditing existing tiers to ensure they reflect current revenue priorities. - Aligning sales, marketing, and partner teams on coverage and SLA expectations. ## Framework 1. **Firmographic Fit** – revenue, employee count, industry, region. 2. **Propensity Signals** – intent, product usage, previous engagement, open opportunities. 3. **Strategic Value** – partnership potential, brand influence, expansion runway. 4. **Capacity Planning** – match tiers to owner bandwidth (SDR, AE, marketing pods). 5. **SLA Definitions** – touch frequency, personalization level, reporting cadence by tier. ## Templates - **Tiering Matrix**: See `assets/tiering_matrix.md` for criteria and scoring logic. - **Coverage planner** (tier → owner type → touch expectations). - **Governance checklist** (review cadence, data sources, exception handling). ## Tips - Recalculate tiers quarterly or when GTM strategy shifts. - Keep a single truth source (sheet or CDP) to avoid conflicting tiers. - Document exceptions (e.g., strategic design partners) so automation logic stays clean. ---