Qualifies and tiers accounts based on signals, fit, and potential. Use this skill when building target lists, prioritizing accounts, identifying high-potential prospects, or defining ideal customer profile criteria.
Qualifies and tiers accounts using buying signals, organizational changes, and fit criteria to identify high-potential prospects. Use when building target lists or prioritizing outreach to focus sales efforts on Tier 1 opportunities with active intent and strong ICP alignment.
/plugin marketplace add Salesably/salesably-marketplace/plugin install salesably-sales-skills-sales-skills@Salesably/salesably-marketplaceThis skill inherits all available tools. When active, it can use any tool Claude has access to.
This skill helps you systematically qualify and tier accounts to focus your sales efforts on the highest-potential opportunities.
Identify, score, and prioritize accounts based on fit signals, buying indicators, and strategic value to maximize sales efficiency and win rates.
Action: Immediate, personalized outreach with research investment
Action: Prioritized outreach with moderate personalization
Action: Nurture sequences and monitoring
Action: Deprioritize or remove from active pursuit
Active Signals (High Value):
Passive Signals (Medium Value):
Growth Indicators:
Change Indicators:
Company Characteristics:
Timing Indicators:
Define absolute requirements:
| Criteria | Weight | Score 1-5 |
|---|---|---|
| Industry match | 20% | |
| Company size | 15% | |
| Geographic fit | 10% | |
| Tech stack | 15% | |
| Budget potential | 20% | |
| Timing signals | 10% | |
| Engagement level | 10% |
| Signal Type | Points |
|---|---|
| Active buying intent | +10 |
| Recent funding | +8 |
| Leadership change | +7 |
| Job postings (relevant) | +5 |
| Technology change | +5 |
| Content engagement | +3 |
| Company growth | +3 |
| Passive interest | +1 |
## Account: [Company Name]
### Tier Assignment: [Tier 1/2/3/4]
### Fit Score: [X/100]
- Industry: [Score] - [Notes]
- Size: [Score] - [Notes]
- Geography: [Score] - [Notes]
- Tech Stack: [Score] - [Notes]
- Budget: [Score] - [Notes]
### Signal Score: [X points]
- [Signal 1]: +X points
- [Signal 2]: +X points
- [Signal 3]: +X points
### Qualification Status
- [ ] Meets must-have criteria
- [ ] Decision-maker identified
- [ ] Timing validated
- [ ] No blockers identified
### Recommended Action
[Specific next step based on tier and signals]
### Key Stakeholders to Target
1. [Name, Title] - [Why relevant]
2. [Name, Title] - [Why relevant]
When qualifying an account, produce:
When enabled, these MCP tools enhance qualification capabilities:
| Tool | What It Does | How to Use |
|---|---|---|
| Perplexity | Verify signals and find news | "Use Perplexity to check if [company] recently raised funding" |
| Exa | Search for company signals | "Search Exa for [company] new VP of Sales announcement" |
| Apify | Extract job postings data | "Use Apify to find [company]'s open sales positions" |
Note: Tools must be enabled in .mcp.json and API keys configured. See README for setup instructions.
"Use Perplexity to verify if Acme Corp announced a new CRO in the last 6 months"
"Search Exa for Acme Corp Series B funding announcement"
"Use Apify to scrape job postings from Acme Corp careers page"
company-intelligence for deeper research on qualified accountsprospect-research for stakeholder profilessales-orchestrator on account prioritizationmultithread-outreach strategy based on stakeholder map