Use Case 1
Book-Wide Account Tiering
Trigger: New quarter or territory planning
1.Pull all accounts and current ICP profiles
2.Score each on segment, size band, and environment fit
3.Assign A/B/C tiers with written rationale
4.Validate a known flagship account lands as expected
5.Return the ranked list highest-fit first
6.Summarize tier distribution and value concentration
✓
Reps focus on the accounts that actually fit, with the reasoning transparent.
Use Case 2
Fit-vs-Reputation Reconciliation
Trigger: A well-known logo scores low on fit
1.Show the factors that drove the low score
2.Distinguish brand recognition from firmographic fit
3.Offer an explicit strategic-override rule
4.Avoid inflating fit to match reputation
5.Document any override applied
✓
Strategic exceptions are made deliberately, not by quietly bending the model.
Integrations
CRM (Salesforce, HubSpot)
ICP Profiles
Account Ranking Records
Firmographic Data
Dashboards & Charts
Industries
all
See It In Action
A sample conversation with this agent
Tier our whole account list for the new quarter.
Pulling all accounts and the current ICP profiles. I score each 0–100 on segment match, employee and revenue band, and environment fit, then assign Tier A, B, or C with a written rationale. I'll return the ranked list highest-fit first. Quick check: your flagship account A01 should land Tier A—if it doesn't, that's a signal the ICP weights need a look before reps act on the tiers.
A big-name logo landed in Tier C—that can't be right.
It can be, and here's why: brand recognition isn't in the fit model—segment, size band, and environment are. This logo is a large enterprise outside our winning size band with an environment we rarely close. The rationale shows exactly which factors pulled it down. If strategic logos should override pure fit, that's a leadership rule I can add as an explicit tier-override, but I won't quietly inflate fit to match reputation.
Give me the tier distribution and where the value concentrates.
Distribution: 142 accounts—24 Tier A, 58 Tier B, 60 Tier C. Tier A accounts hold an estimated 61% of addressable revenue potential despite being 17% of the book. The biggest fit drivers in Tier A are the 500–2,000 employee band and enterprise EHR environment. I'd focus net-new prospecting and senior AE coverage on Tier A and B, and run Tier C through lighter-touch nurture rather than direct coverage.