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Know which accounts to pursue, in what order, and when they are ready to buy.
Account targeting fails because it skips layers. A team picks an industry, lists a few firmographic criteria, calls the result an Ideal Account Profile, and scales into accounts that look right on paper. Six months later, pipeline is full and conversion is flat.
Rigorous account targeting takes six layers, in order, each one answering a question the previous one cannot. This bundle is those six layers, fully built and designed to feed each other: the Industry Pain Prioritization Toolkit, Firmographics Checklist, Technographic Criteria and Prioritization Worksheet, Customer Fit Analysis Worksheet, Account Fit and Tiering Scorecard, and Account Signals and Intent Tracker.
What's included: six Excel workbooks (.xlsx), four AI Prompt Companions in Word format (.docx), and User Guides embedded in every workbook covering setup, ongoing operations, and review cycles.
Know which accounts to pursue, in what order, and when they are ready to buy.
Account targeting fails because it skips layers. A team picks an industry, lists a few firmographic criteria, calls the result an Ideal Account Profile, and scales into accounts that look right on paper. Six months later, pipeline is full and conversion is flat.
Rigorous account targeting takes six layers, in order, each one answering a question the previous one cannot. This bundle is those six layers, fully built and designed to feed each other: the Industry Pain Prioritization Toolkit, Firmographics Checklist, Technographic Criteria and Prioritization Worksheet, Customer Fit Analysis Worksheet, Account Fit and Tiering Scorecard, and Account Signals and Intent Tracker.
What's included: six Excel workbooks (.xlsx), four AI Prompt Companions in Word format (.docx), and User Guides embedded in every workbook covering setup, ongoing operations, and review cycles.