Account tier refresh
Quarterly account-tier review — re-scores every named account on fit, intent, and pipeline-gen ROI, suggests up-tier / down-tier moves.
Eluu — Account tier refresh
Shown in preview 
Runtime ~4 min
Tokens ~14K
Owner a RevOps colleague
Works with
Pick whichever tool your team already uses.
- CRM Salesforce HubSpot
Pipedrive
What it does
Account tiers go stale fast. ICP drift, funding events, leadership changes, hiring spikes — they all move accounts up or down the priority stack, but the tier file usually only gets a real refresh once a year. This recipe re-scores every named account quarterly: it pulls last-90d activity from Salesforce + HubSpot, refreshes fit and intent from Apollo, applies the team’s weighting rules, and ships a tier-review brief with up-tier and down-tier recommendations.
How it works
- Pull. Grab the named-account list with last-90d activity + historical pipeline-gen.
- Enrich. Refresh firmographics, technographics, and intent signals from Apollo.
- Score. Apply the team’s weighting (fit 40 / intent 35 / ROI 25); bucket into up-tier, down-tier, hold.
Setup
- Connect a CRM (Salesforce, HubSpot, or Pipedrive).
- Connect an enrichment tool (Apollo, ZoomInfo, or Clay).
- Tune the tier-scoring weights to your motion (default: fit 40 / intent 35 / pipeline-gen ROI 25).
- Optional: configure a movement threshold (default: 12-point delta to trigger a tier change).
Variations
- Run monthly for high-velocity inbound motions instead of quarterly.
- Add a “fast-tier” override that promotes any account hitting a funding event in the last 30 days.
- Pipe the tier moves to an ABM tool to auto-update cohort membership.
