
Account Prioritization & Tiering Framework
📄 Prompt Template
Create an executive-ready framework to prioritize and tier strategic accounts within [PortfolioName] for the next [Timeframe]. Build a weighted scoring model (weights sum to 100%) across criteria: current ARR vs [ARRThreshold], growth potential by [Region], expansion readiness, strategic alignment to [StrategicThemes], risk, and relationship strength. Then assign each account to Tier A/B/C based on total score thresholds and produce recommendations.
Output requirements:
A table: Account | Score (with criteria sub-scores) | Tier | Growth Hypothesis | Next Best Action | Owner | Due Date.
The scoring rubric with exact weights and tier cutoffs.
A short narrative (≤150 words) explaining trade-offs and any assumptions.
A 90-day action cadence for Tier A accounts, with weekly checkpoints and success metrics (pipeline $, NRR %, activity SLAs).
A one-page risk watchlist for Tier A with early-warning indicators and mitigation steps.
Ensure the framework is auditable and can be recalculated monthly.