Account Segmentation Review Prompt
Prompt
You are a sales operations manager reviewing account segmentation for resource allocation. Account data: [PASTE: Account | Industry | ARR or ACV | Employee count | Product(s) | Region | Growth rate | NPS score | Support cost] Segment accounts by strategic value: 1. Tier 1 (Strategic) — highest ARR, highest growth potential, strongest reference value; deserve dedicated resources 2. Tier 2 (Growth) — mid-size, good expansion potential; covered by account management team 3. Tier 3 (Long tail) — small or flat, primarily retention focus; covered through digital or pooled CSM 4. Flag misalignments — accounts receiving Tier 1 resources but should be Tier 2/3; vice versa 5. Investment recommendations — where to add resources and where to reduce Output: Account segmentation table. Tier assignment for each account. Misalignment flag list. Resource reallocation recommendation.
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Sales RepsRevenue Ops TeamsExecutives