book-prioritisation

What problem does it solve?

Prioritises a CSM's full book of accounts into action tiers using a weighted scoring model that considers ARR, health, renewal proximity, engagement status, and strategic importance. Produces a ranked list with recommended time allocation. Use when asked to prioritise accounts, rank a portfolio, determine where to focus, triage a book, decide which accounts need attention first, or when a CSM feels overwhelmed and does not know where to start. Also triggers for questions about account prioritisation, portfolio triage, book ranking, time allocation across accounts, or how to decide which accounts matter most this week.

Core Features & Use Cases

• Weighted scoring across five dimensions (ARR, health, renewal proximity, engagement, strategic value) to generate a priority score.
• Tiered output with recommended time allocation (Tier 1-4) to guide where to focus this week or month.
• Use cases include portfolio triage, book ranking, and quick planning for high-impact accounts.

Quick Start

Provide your portfolio data (account name, ARR, health, renewal date, last touchpoint, engagement status, flags, and strategic importance) and request a prioritized account plan.