Account Scoring Matrix

Firmographic Score (40% of Total)

Rate each criterion from 1-5:

Company Size

Copy
5 - Perfect match to ICP
4 - Within 20% of ICP range
3 - Within 40% of ICP range
2 - Within 60% of ICP range
1 - Outside ideal range

Industry Alignment

Copy
5 - Priority industry with proven success
4 - Priority industry, limited experience
3 - Adjacent industry with potential
2 - Non-priority but convertible
1 - Poor industry fit

Technology Stack

Copy
5 - Perfect tech stack alignment
4 - Minor integration needed
3 - Moderate adaptation required
2 - Significant changes needed
1 - Complete mismatch

Growth Stage

Copy
5 - Optimal growth stage
4 - Approaching optimal stage
3 - Shows growth potential
2 - Early/Late stage
1 - Stagnant/Declining

Intent Signals (30% of Total)

Buying Signals

Copy
5 - Active buying process
4 - Recent trigger event
3 - Showing interest signals
2 - Limited engagement
1 - No visible activity

Digital Footprint

Copy
5 - High engagement with relevant content
4 - Moderate engagement
3 - Some digital presence
2 - Limited online activity
1 - No digital footprint

Competitive Landscape

Copy
5 - Using direct competitor
4 - Using adjacent solution
3 - Manual processes
2 - Recent vendor switch
1 - Long-term contract

Accessibility (30% of Total)

Decision Maker Presence