{"id":"sales-account-tiers-newest-data-wins-table","audience":"sales","category":"sales-work","technique":"grounding","track":"sales","level":"advanced","title":"Tier six accounts using the newest data and the rules","free":false,"task":"Assign each account a tier using only the rules. Where two sources disagree, use the newer one. Write a markdown table with columns Account, Tier, Reason (8 words or fewer), sorted by tier (1, 2, 3, then Unknown) and alphabetically within a tier. Add a last line \"Research needed: [accounts]\" for any account whose tier can't be set. Under 110 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"TIER RULES (territory plan 2027)\n- Tier 1: 1,000 or more employees AND industry is Healthcare or Finance.\n- Tier 2: 200 to 999 employees in any industry, OR 1,000 or more employees in any other industry.\n- Tier 3: fewer than 200 employees.\n- If employees are unknown: tier is Unknown.\n\nACCOUNT DATA\n- Atlas Hospital | Healthcare | 2,400 employees (HR directory, Mar 2026)\n- Birch Bank | Finance | 650 employees (CRM field, Jan 2022); a press release dated Oct 12, 2026 says it now has about 1,150 employees after a merger\n- Cobalt Retail | Retail | 1,800 employees (annual report, 2026)\n- Dune Dental | Healthcare | 85 employees (website, 2026)\n- Elm Credit Union | Finance | employees not listed anywhere\n- Fir Manufacturing | Manufacturing | 200 employees (CRM field, Sep 2026)","rules":[{"type":"maxWords","max":110}],"mistakes":[{"title":"Using the old headcount","why":"The AI tiers Birch Bank from the 2022 CRM figure (Tier 2).","fix":"Add: \"Where sources disagree, use the newer one.\"","checks":["r0"]},{"title":"Boundary error","why":"The AI puts Fir Manufacturing in Tier 3 because 200 is not above 200.","fix":"Add: \"200 employees counts as 200 to 999.\"","checks":["r0"]},{"title":"Wrong order","why":"The AI sorts alphabetically only.","fix":"Add: \"Sort by tier, then alphabetically within a tier; Unknown last.\"","checks":["r1"]},{"title":"Missing last line or long reasons","why":"The AI guesses a tier for Elm and writes sentences.","fix":"Add: \"Unknown employees means Unknown; end with Research needed: [accounts]; Reason 8 words or fewer.\"","checks":["r2","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["account","tier","reason"]},{"label":"Uses newer data","patterns":["newer","newest","disagree"]},{"label":"Sorts","patterns":["sorted","alphabetical","tier"]},{"label":"Unknown handling","patterns":["unknown","research needed"]},{"label":"Caps","patterns":["8 words","under 110 words"]}],"hint":"Name the columns, tell it to use the newer source, give the sort order and the closing line.","rubricLabels":["Tiers are Atlas Hospital 1, Birch Bank 1 (newer 1,150 figure), Cobalt Retail 2, Fir Manufacturing 2 (200 counts as 200 to 999), Dune Dental 3, Elm Credit Union Unknown","Rows are sorted by tier then alphabetically (Atlas, Birch, Cobalt, Fir, Dune, Elm) and each Reason is 8 words or fewer","The last line is \"Research needed: Elm Credit Union\" and the table has columns Account, Tier, Reason"]}