Prioritize Accounts

Command: prioritize-accounts

Inputs

• segment – optional ICP filter (industry, region, ARR band).
• tiers – number of tiers to output (default 3).
• min-score – minimum composite signal score required for inclusion.
• include-customers – true/false toggle for expansion plays.
• signals – optional subset of signal types to weigh heavily.

GTM Agents Pattern & Plan Checklist

Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.

• Pattern selection: Prioritization typically runs pipeline (score refresh → segmentation → narrative → gap check → activation mapping); if segmentation + narrative analysis run in parallel, document a diamond block with merge gate in the plan header.
• Plan schema: Save .claude/plans/plan-<timestamp>.json capturing segments, scoring weights, dependency graph (RevOps, sales, automation), error handling, and success metrics (coverage %, activation lift, SLA on follow-ups).
• Tool hooks: Reference docs/gtm-essentials.md stack—Serena for scoring template diffs, Context7 for ICP documentation, Sequential Thinking for review cadence, Playwright for CRM view QA if applicable.
• Guardrails: Default retry limit = 2 for scoring refresh failures; escalation ladder = Intent Analyst → Sales Ops → Exec sponsor.
• Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before exporting lists to confirm dependencies + approvals.

Workflow

1. Score Refresh – pull latest composite scores from intent-analyst datasets and apply decay.
2. Segmentation & Tiering – bucket accounts by fit + intent score; highlight data sufficiency.
3. Signal Narrative – summarize top topics, key events, and recency for each tier.
4. Gap & Risk Check – flag missing personas, conflicting signals, or active suppression rules.
5. Activation Mapping – recommend plays (ads, SDR outreach, executive program) with owners.

Outputs

• Tiered account list with score, recency, dominant topics, and recommended plays.
• Coverage gap report (missing contacts, stale data, disqualified signals).
• Export-ready CSV/JSON for CRM or engagement platforms.
• Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

• intent-analyst – refreshes and validates scoring logic.
• sales-liaison – reviews activation suggestions and persona coverage.
• signal-scoring skill – documents weighting logic per tier.
• suppression-logic skill – ensures risky accounts remain parked.

GTM Agents Safeguards

• Fallback agents: document substitutes (e.g., Sales Ops covering Analyst) when owners unavailable.
• Escalation triggers: escalate if coverage gaps exceed threshold twice or suppression logic conflicts; log remediation in plan JSON.
• Plan maintenance: update plan JSON/change log when tiers, thresholds, or weighting methodology change.