Rank your sales accounts using real deal data.
What it does
Designs a calibrated account segmentation charter with fit scores, separate readiness signals, expansion maps, and a CRM implementation plan.
When to use it
Use for account scoring, fit scores, expansion whitespace, book-of-business organization, or reps choosing accounts by gut feel.
How to use it
Give it sales data and your segmentation needs; it interviews you and develops a model charter section by section for your approval.
What you provide
- Your files
Good to know
- edits its own instructions
What you need · 2
CRM operationalization requires a system where account scores, segment fields, enrichment, and routing can be encoded.
Routes upstream before segmentation when the ICP is informal or absent; this step is mandatory in those cases.
Access · 2
This skill
CRM
Updates CRM scores and routing
persistent memory
Stores decisions in agent memory