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Account tiering: how to turn account scores into Tier 1, 2, and 3 lists

A tier is the decision you make with an account score: how much effort each account gets. Here is how to size tiers, set cutoffs, and keep the list stable.

Greg Toler, Founder 15 min read Account scoring Prioritization Scoring

Account tiering is the practice of sorting your target accounts into a small number of groups, usually Tier 1, Tier 2, and Tier 3, that each get a different amount of sales and marketing effort. An account score says how good an account is. A tier says what you will spend on it: who owns it, which plays it gets, and how often it is reviewed.

Score vs. tier vs. segment vs. territory

These four terms get mixed up. They answer different questions.

TermQuestion it answersSet byChanges how often
Account scoreHow closely does this account match the customers we win?A scoring model, for every accountWhenever the data changes
TierHow much effort does this account get?Cutoffs on the score, plus capacityOn a schedule, usually quarterly
SegmentWhat kind of account is this (size, industry, region)?Firmographic rulesRarely
TerritoryWho owns it?Assignment rulesAt planning time, usually yearly

A tier is a decision made with a score. If the score comes from an ICP scoring model, the tier is where that model starts to change what people do each week.

Step 1: Build the target account list

The target account list comes from two places: your CRM (open opportunities, closed-lost deals, inbound accounts, and prospects reps already work) and a market list of companies that match your ICP and are not in the CRM yet, from a data provider or your own research. Expect duplicates and blank fields in the first, and stale records in the second.

Then clean it in this order:

  1. Dedupe by website domain, and decide whether a parent and its subsidiaries are one account or several.
  2. Remove customers (they belong on an expansion list), competitors, partners, and do-not-contact accounts.
  3. Fill the fields your fit score reads. Missing data contributes 0 to a score, so an account with a blank industry scores low for the wrong reason.
  4. Score every remaining account for fit, with the same model.

If you have no fit model yet, our five-step framework for building an ICP scoring model covers it, and our account scoring worksheet lets you test the factors in a spreadsheet first.

Step 2: Tier on fit, then use engagement for timing

Fit describes the company: industry, size, the systems it runs, the markets it serves. It moves slowly. Engagement describes recent activity, and it moves every week. A tier is a commitment of people and budget for a quarter, so it has to rest on the part that holds still.

Here is one demo account over four weeks. On either measure, 8.4 and up is Tier 1, 7.1 to 8.3 is Tier 2, and anything lower is Tier 3.

WeekFit scoreEngagement scoreTier if you tier on engagementTier if you tier on fitWhat engagement should decide
18.67.4Tier 2Tier 1Work it now
28.63.1Tier 3Tier 1Hold the plan
38.68.8Tier 1Tier 1Work it now
48.62.4Tier 3Tier 1Hold the plan

Tiered on engagement, this account changes owner, plays, and budget three times in a month, and nothing about the company changed. Tiered on fit, the account stays in Tier 1 all month, and engagement does its real job: ordering the work inside the tier. A spike moves the account up the rep’s list. A quiet month moves it down. Neither one moves it out of the tier.

Step 3: Size the tiers from capacity

The most common tiering failure is a Tier 1 that is bigger than the team. Size each tier from what people can run.

The three program types below are common account-based marketing practice. One-to-one is a plan written for a single account. One-to-few is a program built for a small cluster of similar accounts. One-to-many is the same program for a large list, personalized by field.

A worked example with demo numbers, for a team of six account executives and two marketers:

TierProgramCapacity math (demo numbers)Tier size
Tier 1One-to-one6 reps x 5 accounts each, with a written account plan30
Tier 2One-to-few6 reps x 25 accounts each, grouped into clusters150
Tier 3One-to-manyEvery other account above the fit floor, no rep time until it responds1,140

Your numbers will differ. The method holds: ask each rep how many accounts they can keep a real plan for, ask marketing how many cluster programs it can build in a quarter, and multiply. A Tier 1 of 30 that gets worked beats a Tier 1 of 300 that gets a logo slide.

Step 4: Set the cutoffs from the score distribution

Round cutoffs such as “8 and up” look tidy and rarely match capacity. Sort the scored list by fit, highest first, and count down to your Tier 1 size. The score of the last account in is the Tier 1 cutoff. Keep counting to the Tier 2 size for the Tier 2 cutoff. Set the fit floor where your past deals stop closing. With the demo team above:

TierAccountsFit score range (demo)How the cutoff was set
Tier 1308.4 and upScore of the 30th account
Tier 21507.1 to 8.3Score of the 180th account
Tier 31,1405.5 to 7.0Fit floor from past won and lost deals; accounts under 5.5 are off the list

Two checks before you commit. If many accounts tie at the cutoff, break the tie with one named factor, such as estimated deal size, and write the rule down. If the capacity count lands on a weak score, say a Tier 1 cutoff of 6.2, the list does not hold 30 accounts worth a one-to-one plan. Shrink the tier or widen the market list.

What each tier gets

A tier has to change what happens to the account.

Tier 1Tier 2Tier 3
ProgramOne-to-oneOne-to-fewOne-to-many
OwnerNamed account executive and SDR, plus an executive sponsorNamed account executive, shared SDRMarketing, until the account responds
PlaysAccount plan, contact map by role, custom content, executive outreachOutreach and ads built per cluster (industry or use case)Automated nurture, broad ads, inbound follow-up
BudgetSet per accountSet per clusterSet per program
Review cadenceWeekly, re-tiered quarterlyMonthly, re-tiered quarterlyQuarterly

A worked example: one demo account

Demo data. An account's fit score: four factors add, a disqualifying factor subtracts, and the total decides the tier.

The math: 2.76 plus 2.10 plus 1.74 plus 1.46 adds to 8.06. The disqualifying factor subtracts 3.4 at 5%, or 0.17, for a fit score of 7.9.

Against the demo cutoffs, 7.9 sits in Tier 2 (7.1 to 8.3). The account gets a named owner and the one-to-few program for logistics software. Because the reasons are visible, the rep can see what would have to change: even with the competitor contract gone, the score would be 8.1, still under the Tier 1 cutoff of 8.4. Inside Tier 2, its engagement score and buying group coverage decide whether it gets worked this week.

Buying group coverage: the readiness signal inside a tier

Companies buy as groups. Forrester reports that 95% of B2B purchases involve three or more people. One active contact at a Tier 1 account is a start, not a deal. Coverage is the count of buying roles where you have an engaged contact, out of the roles a deal needs, for example economic buyer, champion, technical evaluator, and end user.

What you seeWhat it meansWhat to do
3 or 4 of 4 roles engaged, recent activityA group is evaluatingWork it now, ask for a meeting with the full group
1 of 4 roles engaged, lots of activityOne interested person, no group yetFind the missing roles before pushing for a deal
0 of 4 roles engagedNobody active, or no contacts at allSource contacts for the missing roles, run the tier’s program

Coverage changes the order of work within a tier. It does not change the tier.

Promotion and demotion rules

Write the rules down before the first re-tier.

RuleHow it works
Re-tier on a scheduleRescore and re-tier once a quarter. Between reviews, tiers hold.
Promote on fitAn account moves up when its fit score crosses the cutoff, usually because data was filled in or the company changed.
Use a marginRequire a move of at least 0.3 past the cutoff, or two reviews in a row, before a tier changes.
One in, one outTier 1 has a fixed size. Promoting an account means naming the one that leaves.
Protect open dealsAn account with an open opportunity keeps its tier until the deal closes.
Check the data before demotingA falling score often means a blank field. Fix the field, then decide.
Fast laneA Tier 2 account with full coverage and an engagement score over your threshold gets worked now, and is first in line at the next review.

Named and strategic accounts that score low

Every list has accounts that leadership wants in Tier 1 whatever the score says: a well-known brand, or a company the CEO has been courting. Sometimes that is right. Handle it as an override, in the open.

  • Record the override in its own field, with a written reason, the person who approved it, and an expiry date.
  • Leave the score alone. If you change weights to make one account pass, every other account’s score shifts with it.
  • Cap overrides, for example 3 of the 30 Tier 1 slots, and count them against capacity.
  • Review them each quarter. An override with no pipeline after two quarters goes back to its scored tier.

If the same kind of account keeps getting overridden, the model is missing a factor. Add it to the model. Our guide to where teams get ICP scoring wrong covers the usual gaps.

How to tell whether your tiers work

Compare the tiers every quarter, per account. Tier 1 should beat Tier 2, and Tier 2 should beat Tier 3.

What you seeWhat it meansWhat to do
Pipeline per account, win rate, and deal size all step down from Tier 1 to Tier 3The tiers separate accounts the way they shouldKeep the model, adjust sizes to capacity
Tier 2 wins at the same rate as Tier 1The cutoff sits in the wrong place, or the fit model misses a factorCompare the factors of won deals in each tier, change one or two weights
Tier 1 produces few opportunitiesThe tier is too big, or the plans are not being runMeasure Tier 1 coverage: the share of accounts with an owner, a plan, and contacts in three or more roles
Many wins come from accounts that were off the listThe market list or the fit floor is wrongScore the off-list wins and see why they were excluded

Common account tiering mistakes

MistakeWhat it looks likeFix
Too many Tier 1 accountsEvery rep has 60 “top” accounts and plans for noneSize Tier 1 from capacity, then hold the number
Tiering by logoFamous brands in Tier 1 with weak fit scoresTier on the score, and make exceptions written overrides
Never re-tieringThe list is two years old and half the contacts have leftRe-tier quarterly with the rules above
Sales and marketing using different listsAds go to one list, reps call anotherOne score property and one set of tier lists for both teams

Where BoostIdeal fits

BoostIdeal scores accounts in HubSpot out of 10, using a model you build and weights you set, with AI helping you analyze your data and draft the model. It scores any record, including leads, contacts, accounts, and custom objects, and it can score an account using counts or job titles of its associated contacts, which is how buying group coverage becomes a number. A market list can come in by CSV upload, so it is scored with the same model as your CRM accounts.

Tier 1, 2, and 3 are list names you choose; BoostIdeal has no tier labels. It shows a number out of 10 with the reasons behind it, and writes both to HubSpot properties. You set the cutoffs and build the tier lists in HubSpot from the synced score property, and your own workflows, lists, and agents act on them. Scores recalculate hourly by default, and in near real time with webhook sync. Several models can run side by side, so you can compare two versions of a fit model before a re-tier.

It works with HubSpot, or a CSV you upload. When it is not the right fit: if your data is not in HubSpot and you do not want to work from CSV uploads, or if you want a vendor to hand over a number you never question, a spreadsheet or a different product will suit you better.

Frequently asked questions

What is account tiering?

Account tiering is sorting target accounts into groups, usually Tier 1, Tier 2, and Tier 3, that each receive a different amount of sales and marketing effort. The tier is normally set from a fit score, and it decides the owner, the plays, the budget, and the review cadence for the account.

How many accounts should be in Tier 1?

As many as your team can run a written, one-to-one plan for, and no more. Multiply the number of reps by the number of account plans each can keep current.

What are the three ABM tiers?

In common practice, Tier 1 gets a one-to-one program with a plan per account, Tier 2 gets a one-to-few program built for clusters of similar accounts, and Tier 3 gets a one-to-many program run by marketing at scale. The names vary by company, and some teams use two tiers or four.

Should you tier accounts on fit or on intent and engagement?

Tier on fit. Intent and engagement change weekly, so tiering on them moves accounts between owners and programs constantly. Use them inside each tier to decide which accounts to work now.

How often should you re-tier accounts?

Quarterly suits most teams. That is long enough for a program to run and short enough to catch changes in fit. Between reviews, hold the tiers and let engagement change the order of work.

How do you select target accounts in the first place?

Combine the accounts already in your CRM with a market list of companies that match your ideal customer profile. Dedupe by domain, remove customers and competitors, fill the fields your fit score reads, score every account with the same model, and drop the ones under your fit floor.

The takeaway

Account tiering turns a score into a spending decision. Tier on fit, size the tiers from what your team can run, and read the cutoffs off your own score distribution. Let engagement and buying group coverage set the order of work inside each tier, write down the rules for moves and overrides, and check every quarter that Tier 1 outperforms the rest.

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