Account tiering | Business Helper AI

Inputs and purpose

Use this workflow to prepare: Account scores, tiers and prioritization rationale.

Start with: Account list, ideal-customer criteria and available engagement measures.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

Procedure

Define what prioritization is intended to improve and use explicit fit, value, effort and engagement criteria.
Score only fields supported by the supplied records. Keep unknowns visible rather than treating missing data as a negative fact.
Compare tiers with practical service capacity and test whether small scoring changes reverse important decisions.
Return account tiers and the rationale for each. Check the model does not favor large incomplete records over smaller well-supported opportunities.

Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Improve qualification, prioritization and deal follow-up.

Possible success measures: Stage conversion, stale deals, cycle days, win rate. Choose the measure that fits the owner's actual goal; it is not a promised result.

Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.

Plain-text instructions

---
name: account-tiering
description: "Prepare account scores, tiers and prioritization rationale. Use for this workflow with supplied business information."
---

# Account tiering

## Inputs and purpose

Use this workflow to prepare: Account scores, tiers and prioritization rationale.

Start with: Account list, ideal-customer criteria and available engagement measures.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Define what prioritization is intended to improve and use explicit fit, value, effort and engagement criteria.

2. Score only fields supported by the supplied records. Keep unknowns visible rather than treating missing data as a negative fact.

3. Compare tiers with practical service capacity and test whether small scoring changes reverse important decisions.

4. Return account tiers and the rationale for each. Check the model does not favor large incomplete records over smaller well-supported opportunities.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Improve qualification, prioritization and deal follow-up.

Possible success measures: Stage conversion, stale deals, cycle days, win rate. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).