← Back to the library
Sales and customer relationships

Prospect prioritization

Rank supplied prospects or accounts using explicit fit, evidence, urgency, and reachability criteria. Use when a user needs a transparent target list, prospect scorecard, or funnel-stage review without inventing intent or claiming outreach was sent.

Works with the context you provideVersion 3.0.0Historical revision

# Prospect prioritization

Rank a supplied prospect set so a team can decide where to spend human effort. Use explicit criteria and preserve uncertainty; a long dossier is not evidence of fit, and a public signal is not proof that a buyer wants help.

Intake

Start with the offer, ideal-customer criteria, exclusions, territory or capacity constraints, and supplied prospect evidence. If weights or a threshold are missing, state the defaults before scoring rather than implying a universal model.

Workflow

1. Define inclusion and exclusion rules that trace to the offer and capacity. 2. For every prospect, separate: fit, evidence quality, observed urgency, reachability, and disqualifiers. 3. Score or tier each dimension using only the supplied evidence. Do not reward document volume, guessed budget, or an unverified job posting. 4. Explain the recommendation: pursue now, research next, monitor, defer, or exclude. Include the precise evidence and the most important uncertainty. 5. If funnel data is supplied, report each stage with its denominator and as-of date. Do not turn a snapshot into a trend or claim messages were sent. 6. Return a short queue with the recommended next research or human action.

Output

Use a table containing prospect, fit rationale, evidence status, priority, unknowns, and next action. Include the scoring assumptions and any exclusions.

Boundaries

This method does not enrich a contact database, create records, send outreach, or represent a prioritization score as a buying signal or forecast.