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You will end up with: a Score column on your company table, a per-account breakdown you can open, and a saved Scoring Profile the whole team scores against. Before you start: a company table on the canvas. Scoring is free. Your own call history and CRM make it sharper, but neither is required.

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What the score is made of

The Account Score is a number from 0 to 100 assembled from four pillars, and every account keeps the per-signal arithmetic behind its number: An account with too little data shows no score rather than an invented one. Scores can go down for good reasons, such as a recent “not interested”, and the breakdown says so.

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Steps

1

Score the list

The reply says how many were scored, how many had calling history or CRM records, and the top few. Scores appear on the canvas.
2

Ask why

Never guess at a score. Ask, and the companion reads the stored breakdown.
3

Tune the weights

Weights can be moved per signal or per pillar. The companion re-scores and reports what moved.
4

Create a Scoring Profile

A Scoring Profile is your team’s saved definition of a great account: weighted criteria, some marked must-have. The companion drafts one for you from what it knows about your business and your closed-won accounts, then asks a few questions before saving.
Expect a draft with labels and weights and two to four follow-ups such as “should an SDR team of 5+ be a must-have?” Answer them and the profile is created.
5

Score against the profile

Criteria that list data can answer run free every time. Criteria that need per-account research are reported as pending with a count, and only run when you approve.
6

Edit the profile as you learn

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People scoring

People lists rank themselves moments after they land, using persona fit, each person’s own calling history with your team, the strength of the account around them, and CRM context. Ask for a fresh ranking, a reason, or the buying committee:
A persona profile works like an account profile for people: function, seniority, skills, tenure, and disqualifiers such as “no interns”.

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Prompts to try

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Next

Find contacts at target accounts

Work the top of the ranking first.

Winning skills

Save the weekly re-score as a skill.