Account tier scoring

Scores any account onto a four-tier ladder — pre-conversion on intent + ACV potential, post-conversion on usage depth + expansion potential. Every run updates the running signal stack in memory, applies exactly one tier tag and one ACV tag, and routes alerts so high-tier accounts reach a human same-day.

Template placeholders

Replace every {{...}} before enabling. See the setup checklist reference for the full setup list.

• {{CRM}} — Your CRM (e.g. HubSpot, Attio, Salesforce)
• {{ALERTS_CHANNEL}} — Channel where Gold/Diamond alerts post (your MQL channel)
• {{ACTIVE_DEALS_CHANNEL}} — Channel for tier upgrades on accounts a rep is already working (optional; defaults to {{ALERTS_CHANNEL}})
• {{SALES_OWNER}} — The rep or founder-seller whose queue Gold/Diamond accounts feed
• {{PARTNERSHIPS_OWNER}} — Person to flag agency/partner/investor signals to
• {{SOCIAL_SELLER}} — Team member whose LinkedIn profile/posts generate engagement signals (optional; delete LinkedIn rows if unused)
• {{SELF_SERVE_THRESHOLD}} — Profile that routes to self-serve instead of being scored (default: <50 employees AND ≤$10M total funding)
• {{ENTERPRISE_THRESHOLD}} — Employee count where the enterprise persona gate applies (default: 1,000+)
• {{BUYER_PERSONA_LIST}} — Titles with real buying authority for your product (default GTM list: CRO, VP/Head of Sales, VP/Head of Marketing, CMO, CEO, Co-founder, RevOps Lead, GTM Engineer, Growth Lead, Agency Owner)
• {{DISQUALIFIED_MARKETS}} — Segments you structurally cannot serve, e.g. compliance-blocked verticals (optional)