Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Account tiering and scoring v1.0.0

Use this resource to prioritize a list of customers or prospects

New

  • 431 downloads
  • 229 likes
  • 246 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install account-tiering-scoring

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent applies a 10-point scoring grid for fit (industry, size, persona, disqualifiers) and engagement (opportunity, recency, inbound signal, contacts). It places accounts on a 2x2 grid and recommends a motion per tier. You get ranked tables and a list of coverage gaps.

Mostly picked by

Updated November 2, 2026

Fit and engagement 2x2 grid with tiers A, B, C

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

Similar resources

View all

What you get

  • SKILL.md with the full method
  • Two weighted scoring grids
  • Four tiers with a recommended motion
  • An output format with coverage gaps

Good fit for

  • Deciding which accounts to spend the week on
  • Sorting an uploaded prospect file
  • Spotting important accounts left untouched

Not for

  • Forecasting revenue
  • Qualifying a single prospect in depth

Tags

  • prioritization
  • accounts
  • scoring
  • sales

About

You say

"Sort the 40 accounts in this spreadsheet into tiers A, B and C; my ideal customer is an agency of 10 to 50 people."

Fit and engagement 2x2 grid with tiers A, B, C

Skill published by Anthropic under the Apache-2.0 license.

Show more

Prerequisites

You bring
The account list with industry, size and last activity and Your ideal customer definition

How to use it

  1. Upload your account spreadsheet
  2. Describe your ideal customer and disqualifiers
  3. Check the cutoff used and any unscored accounts

Content preview

Files

  • LICENSE11.5 KB
  • NOTICE-PALATEKIT.md0.4 KB
  • SKILL.md9.1 KB

Origin and licence

Modified by PalateKit

Author
Anthropic
Source
github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/sales/skills/account-tiering
Licence
Apache-2.0

Notice

Version modifiée de « account-tiering » (Anthropic, Apache-2.0) : traduction française et fiche par PalateKit.

User reviews

–

No ratings yet

Loading reviews…

Delete your review?

Your rating and comment will be removed from the page.

Frequently asked questions

Do I need a CRM?

No. Without connectors, the skill works from what you paste or upload (spreadsheet, notes, emails). Rows that need live signals are dropped and flagged.

Can I change the weights?

Yes. Weights and the 6-out-of-10 cutoff adapt to your motion; the output states the cutoff used.