Build ABM Account Tiers Ai Agent Workflow Blueprint

Awareness Stage ABM Agent
Categorize and rank target accounts by tier using AI-driven data to prioritize outreach and resources.

Who this Ai Workfow Is For

Go-To-Market Pros

You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.

Ai Builders

You want inspiration for real-world ways to help people as you're building your Ai product.

Pros Focused on the Awareness Stage

You're focused on the Awareness stage in your daily job and want to find ways for Ai to help you do more with less.

How this Ai Workflow Helps

This workflow is designed for marketing and sales teams who want a systematic approach to organizing high-value accounts in an ABM (Account-Based Marketing) context. By applying data-driven criteria, you can allocate resources more effectively, ensuring that the most strategic accounts receive the highest level of attention.

Inputs typically include firmographics (industry, company size, revenue), engagement or intent signals, and your ICP (Ideal Customer Profile) details. The output is a tiered account list (Tier 1, Tier 2, Tier 3, etc.) with AI-generated scores indicating how closely each account aligns with your ICP.

Steps include confirming or loading ICP data as part of the initial trigger, extracting accounts from your CRM, using an AI or machine learning model to segment and score them, and finally presenting the tiered list via a dashboard or spreadsheet. This process ensures you can easily identify which accounts warrant the most personalized outreach versus those suitable for more generalized marketing.

Ai Workflow Example as Inspiration for More

Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?

Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.

And test it! Learn what works and what doesn't.

Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.

1. Trigger
Trigger. Begin the ABM tiering workflow once ICP data and account qualification criteria are approved.
2. Load ICP Criteria
Human Action. Confirm or load your Ideal Customer Profile details (industry, revenue range, desired tech stack) for the segmentation process.
Research Asset
Marketing Documentation Salesforce HubSpot Excel/Sheets
3. CRM and Data Platform
Tool Call. Extract a list of potential target accounts from the CRM or data source, including firmographics and intent data.
Research Asset
CRM Salesforce HubSpot Pipedrive
4. AI Segmentation/Scoring Tool
LLM Call. Use an LLM to analyze each account's data against ICP metrics and engagement signals, assigning a tier classification.
Research Asset
LLM OpenAI Anthropic Cohere
5. List Segmentation & Review
Human Action. Team reviews and aligns on the account segments, ensuring any anomalies or special cases are adjusted manually if needed.
Data
Data Review Google Sheets Excel BI Dashboard
6. Visualization/Spreadsheet
Tool Call. Present the final tiered list in a spreadsheet or dashboard. Clearly label the tier for each account along with key rationale (e.g., ICP fit score).
Data
Data Visualization Excel Google Sheets Tableau

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