Account Qualification

Reach for Account Qualification before any morning goes to a net-new account, so the time goes where the evidence says.

• You have more net-new accounts than hours. The verdict ranks them on observable facts, not on how familiar the name sounds.
• Two reps read the same account and reached different answers. The zones are fixed, so the same facts give the same verdict.
• You need to know whether a BDR or an AE should spend a morning on an account. The report names the next step for each role.
• A new account arrived on a list and nobody has checked its fit. Run it before any outbound starts.

It never writes to the CRM or sends a message. It hands the verdict to the next skill and stops there.

Account Qualification gives a BDR or an AE a straight answer on one account before anyone spends time on it. The account qualification scorecard checks the account against your ideal customer profile, scores eight weighted criteria, and rates each of the five qualification zones in your client profile as HIGH, MEDIUM, LOW or UNKNOWN. The verdict comes from those zones and from nothing else.

The report is written for the person who has to decide whether an account earns a morning. Every zone sits beside the verdict, so the next skill can see why the account landed where it did. A fact the record cannot support shows up as UNKNOWN, never as a hidden score.

Core Workflow

The skill runs seven stages in a fixed order. It first asks whether you are a BDR or an AE, because the next steps differ by role. Then it gathers the account facts, classifies the account against your ICP definitions, scores the criteria, scores the zones, flags risks and opportunities, and delivers the verdict. Each stage reads the facts gathered before it, so a fact found later cannot move a score that was already set.

The Verdict Rule

GREENLIGHT means at least two zones are HIGH and neither must-have zone, zone 1 or zone 3, is LOW. DISQUALIFY applies when a disqualifier in your profile holds, or when both must-have zones are LOW. Anything in between gets MANUAL REVIEW, which usually means one zone is HIGH or a must-have zone is LOW. MEDIUM never counts as HIGH, so a near-fit account cannot reach GREENLIGHT by rounding up.

Evidence Tags

Every fact in the report carries one of six tags. They show where each fact came from, such as a CRM field or note, a dated call, a rep's written notes, a public source named in full, a reasoned inference with its method, or an unknown. A fact with no tag is removed. A blank field is treated as unknown and never as a no, so silence cannot disqualify an account on its own.

What It Reads

The skill reads these sections of your client profile: ICP Definitions and Market Segments to classify the account, the Fit Grid for the observable facts behind each ICP row, Qualification Criteria for the disqualifiers and buying triggers, Qualification Zones with the Verdict Rule, and Competitive Landscape for lock-in risk. If a section is missing, the skill says so once and marks every output that depended on it.

It also opens the account's folder in your Context OS knowledge base, if the profile points to one. That folder holds the notes, calls and decisions already recorded about the account. Facts from it keep the grade the base gives them, so an item marked assumed is never used as the claim.

If your assistant is connected to the CRM or a call recorder, the skill offers to read the records you name, asks before it reads, tags each pulled fact with its date, and never writes back. It reads only. Pasting the same records into the chat works the same way.

Where It Fits

This skill opens the Qualify To Book chain. It runs first, then Account Snapshot builds the one-page brief and sequence for a GREENLIGHT account. Research Outbound or Trigger Event Outbound adds depth where a source supports it, and Meeting Prep turns the booked call into a prep sheet. The verdict and the five zone scores travel with the account through each step. Once an opportunity is open, Deal Pulse takes over health monitoring.