account-tiering
Use when defining ABM tiers, scoring logic, and coverage rules.
When & Why to Use This Skill
The Account Tiering Systems skill provides a comprehensive framework for designing and implementing Account-Based Marketing (ABM) structures. It enables teams to define T1/T2/T3 account categories, develop data-driven scoring logic based on firmographics and intent, and establish clear Service Level Agreements (SLAs) to align sales and marketing efforts for optimized revenue growth.
Use Cases
- ABM Program Launch: Establishing foundational T1/T2/T3 definitions and criteria for new go-to-market initiatives.
- Sales & Marketing Alignment: Creating unified coverage rules and touchpoint expectations to ensure seamless handoffs and consistent account engagement.
- Revenue Operations Audit: Reviewing and updating existing account tiers to ensure they reflect current market conditions, product usage, and strategic priorities.
- Capacity Planning: Matching account volume to sales representative bandwidth by defining the level of personalization and reporting cadence required for each tier.
| 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
- Firmographic Fit – revenue, employee count, industry, region.
- Propensity Signals – intent, product usage, previous engagement, open opportunities.
- Strategic Value – partnership potential, brand influence, expansion runway.
- Capacity Planning – match tiers to owner bandwidth (SDR, AE, marketing pods).
- SLA Definitions – touch frequency, personalization level, reporting cadence by tier.
Templates
- Tiering Matrix: See
assets/tiering_matrix.mdfor 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.