Account scoring builder

Score and tier your target accounts

Paste your account list, set the criteria that make an account a good fit, and the tool scores every row and sorts it into Tier 1, 2 or 3. You can copy the result or download it as a CSV for your CRM. Your list stays in this browser.

1. Add your account list

No list loaded yet. Up to 5,000 rows.

2. Set your criteria

Fit rules describe who the account is. Engagement rules describe what the account has done. Negative rules subtract points. Each rule checks one column. The Matches column shows how many of your accounts earn the points, so you can catch a typo fast.

UseTypeColumnRuleValuePointsMatches

3. Set the tiers

Everything below the Tier 2 score is Tier 3. The minimum fit score ensures accounts qualify for Tier 1 based on more than clicks alone. These are starting values, so adjust them to the size of your list and how many accounts your team can work.

4. Your scored accounts

Accounts
Tier 1
Tier 2
Tier 3
    AccountFitEngagementNegativeTotalTier

    Want a second set of eyes on your target account list and the program behind it? Let’s work through it together.

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