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prioritize-accounts

Official

Rank accounts, surface next actions.

Marketing & Sales#sales#crm#accounts#prioritize#why-now#account-action-view
Authoropenai
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Prioritize-Accounts helps sales teams quickly identify which accounts to work first by producing a source-grounded account action view plus a compact planning package. It anchors decisions in live CRM truth and contextual signals, reducing wasted outreach and misaligned timing.

Core Features & Use Cases

  • CRM-backed account universe and suppression rules that surface top targets
  • Generates a ranked, executable account action view with Suggested Focus, Monitor, Suppress Or Block, and Evidence Gaps
  • Handles net_new, expansion, or mixed motions with bounded capacity

Quick Start

Provide a CRM export or account list and run prioritize-accounts to generate the ranked account action view.

Dependency Matrix

Required Modules

None required

Components

referencesassets

💻 Claude Code Installation

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Please help me install this Skill:
Name: prioritize-accounts
Download link: https://github.com/openai/role-specific-plugins/archive/main.zip#prioritize-accounts

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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