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Account Selection & Tiering:
How Do I Tier Accounts for Different Engagement Levels?

Use a transparent tiering framework that maps account score to coverage intensity, plays, and SLAs. This page shows how to define T1/T2/T3, set entry/exit rules, and align sales & marketing motions.

Design Your ABX Operating Model Benchmark ABX Maturity

Tier accounts by combining a 3D score (Fit × Buying Readiness × Commercial Potential) with operational thresholds. Example: T1 ≥80 (1:1 ABM with executive coverage), T2 60–79 (programmatic ABM), T3 <60 (automated nurture). Publish entry/exit criteria, owner roles, SLAs, and funding levels for each tier.

Principles for Effective Tiering

Score → Action — Every score band must trigger distinct plays, cadences, and channels.
Explainability — Show sellers “why this tier” (top signals, last refresh) to build trust and adoption.
Cadence by Cost — Reserve high-cost touches (exec intro, bespoke content) for T1; scale the rest.
Move Dynamically — Promote/demote based on thresholds (intent surges, opp creation, inactivity).
Coverage SLAs — Time-bound first-touch, multithreading targets, and follow-up windows per tier.
Segment-Adjusted — Normalize thresholds for SMB/Mid/Enterprise to avoid enterprise bias.

Define Tiers, Plays, and SLAs

Use the score to choose how you engage—channels, content, and people—then measure what changes tier.

4 Steps to Operationalize Tiering

  • Set Thresholds — Map total score to T1/T2/T3. Add segment-specific thresholds if needed.
  • Assign Coverage — Specify AE/SDR/ABM ownership, partner overlays, and executive sponsors for T1.
  • Codify Plays — Define outreach sequences, content offers, events, and ad orchestration per tier.
  • Gate Moves — Establish entry/exit rules (e.g., ≥2 surges in 30 days to enter T1; 30 days no engagement → demote).

Tiering & Engagement Matrix

Tier Score Range Coverage & Owners Plays & Channels Cadence & SLAs Entry / Exit Criteria
T1 — Strategic 1:1 ≥ 80 Named AE + SDR pod + ABM marketer; exec sponsor; SE on-call Custom value hypothesis, ROI brief, reference calls, exec roundtables, 1:1 ads First-touch ≤24h; 5+ roles multithreaded in 10 biz days; bespoke asset in 7 days Enter: ≥2 intent surges/30d or active project + ACV ≥$250k. Exit: 30d no engagement + score <80
T2 — Programmatic 1:Few 60–79 SDR primary; AE assist; ABM marketer light Persona sequences, thematic webinars, comparison guides, 1:few ads First-touch ≤2 biz days; 3 roles multithreaded in 15 biz days Enter: score ≥60 or surge + engagement. Promote to T1 on opp creation or second surge. Exit: 45d no engagement
T3 — Automated Nurture < 60 Automated nurture; inbound SDR only on spikes Always-on email, retargeting, PLG prompts, newsletter, ungated content No manual SLA; SDR reacts to threshold spikes within 48h Enter by default; promote on surge or hand-raise; demote from T2 after 60d inactivity

Client Snapshot: Tiered Plays, Better Conversion

After deploying tiered coverage and SLAs, a mid-enterprise GTM org reallocated outreach time to T1/T2. Result: +37% first-meeting rate, −22% CAC, and +14% win rate in two quarters.

Connect tiering to RM6™ and orchestrate channel plays with The Loop™ so engagement levels stay aligned to revenue goals.

Frequently Asked Questions on Account Tiering

Short, practical answers designed for AEO and rich results.

How many tiers should we use?
Three is enough for most teams (T1/T2/T3). Add a T0 for customers/whitespace or a T4 for disqualified segments only if operating complexity remains low.
Should tiers vary by segment?
Yes. Normalize thresholds by SMB/Mid/Enterprise so SMBs with high velocity aren’t crowded out by large logos.
What if sellers disagree with a tier?
Allow one-click appeal with required rationale. Log overrides to tune weights and improve trust in the model.
How often should tiers refresh?
Refresh readiness weekly, fit monthly, economics quarterly. Freeze tiers during active opps to avoid thrash.
How do we measure success?
Track first-touch SLA adherence, multithreading depth, meeting rate, stage conversions, CAC, and win rate by tier.

Turn Tiering into Repeatable Pipeline

We’ll calibrate thresholds, codify plays, and align SLAs—so every tier gets the right engagement at the right cost.

Implement Tiered ABX Assess Readiness
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