Prioritize Accounts

Use this skill to help an individual sales rep decide which accounts to work now, why now, and what to do next.

This is a rep-facing, account-first workflow. It prioritizes accounts before contacts, branches clearly across net_new, expansion, or mixed, suppresses accounts already in motion, and returns a small set of executable Suggested Focus rows. Its primary output is a connector-grounded account action view that can be opened in Codex when connected source records or useful source links are available. It plans and drafts only: it does not execute outreach, create records, update CRM, or send messages unless the user explicitly asks for that in a separate step.

Skill Configuration

User Context

Mandatory pre-answer gate:

• Invoke sales:user-context in preflight mode by loading [$sales:user-context](../user-context/SKILL.md) and running its preflight script before searching connectors, retrieving evidence, or drafting output. Do not look for a callable MCP tool named sales:user-context.
• Use the returned sales_preflight envelope as authoritative for saved context, source-category mapping, final obligations, and conditional guidance.
• Apply hard final_obligations unless the response is clarification-only. If an obligation is an onboarding reminder and the account-prioritization output also needs a skill-owned final continuation, satisfy both in one final natural continuation instead of rendering a standalone onboarding reminder plus a second CTA.
• Apply context_gap_note only when missing setup or inaccessible sources materially limits the prioritization.

Audience And Language