Library › Sales AI › Sales and customer success
Tier six accounts using the newest data and the rules
- For Sales and customer success
- You practice Keeping the AI to your sources
- Time about 5 minutes
- Level Advanced
About this exercise
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.
Common mistakes when you ask AI for this
- Using the old headcount. The AI tiers Birch Bank from the 2022 CRM figure (Tier 2). Try: Add: "Where sources disagree, use the newer one."
- Boundary error. The AI puts Fir Manufacturing in Tier 3 because 200 is not above 200. Try: Add: "200 employees counts as 200 to 999."
- Wrong order. The AI sorts alphabetically only. Try: Add: "Sort by tier, then alphabetically within a tier; Unknown last."
- Missing last line or long reasons. The AI guesses a tier for Elm and writes sentences. Try: Add: "Unknown employees means Unknown; end with Research needed: [accounts]; Reason 8 words or fewer."
What a strong prompt includes
- Names the columns
- Uses newer data
- Sorts
- Unknown handling
- Caps
Related exercises
- Accept a job offer and confirm the exact terms (Writing AI · Job seekers)
- Accept the buyer's counteroffer on three stated conditions (Sales AI · Sales and customer success)
- Accrue unbilled legal fees from a range using the midpoint policy (Finance AI · Accountants)
- Allocate shared rent by headcount using the right roster (Finance AI · Accountants)
- Announce a discount-approval process change in three bullets (Sales AI · Managers and team leads)