name: icp_account_tiering description: Map discovered accounts into Tier 1/2/3 based on ICP fit, signals, and deal potential. Use after research, before qualification scoring. metadata: version: "1.0.0"

ICP Account Tiering

Procedure

1. Load approved plan tier definitions and campaign ICP (titles, industries, size, geo).
2. For each account, check hard filters: geo match, industry match, size band, exclusion list.
3. Assign provisional tier:

• Tier 1: ICP bullseye + dated intent signal (funding, hiring, exec change) within 60 days
• Tier 2: ICP match + weaker or older signal, or strong fit without signal
• Tier 3: partial ICP match or geographic stretch

1. Flag invalid if clearly wrong industry, size, or geo — do not tier for outreach.
2. Record tier rationale in account notes with signal IDs referenced.

Output

Updated SalesAccount records with tier and pipeline_stage: researching.

Hard rules

• Tier 1 ≤ 30% of target_quantity
• No Tier 1 without at least one verified AccountSignal or strong firmographic match
• Excluded domains/companies → skip entirely, do not tier