> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Score Your Accounts

> Rank a company list with the transparent Account Score, build a Scoring Profile that captures what a great account looks like for your team, and tune the weights.

**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.

## 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:

| Pillar     | Signals                                                                                                                                         |
| ---------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| Engagement | Your team's own history with the account: meetings booked, real conversations, callbacks, and negatives such as "not interested" or do-not-call |
| CRM        | Open deals, past wins, recent losses                                                                                                            |
| Fit        | How well the account matches the list's ICP criteria, or your Scoring Profile                                                                   |
| Market     | Signals already on the rows: hiring, growth, funding                                                                                            |

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.

## Steps

<Steps>
  <Step title="Score the list">
    ```text theme={null}
    Score these accounts and tell me which to work first.
    ```

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

  <Step title="Ask why">
    Never guess at a score. Ask, and the companion reads the stored breakdown.

    ```text theme={null}
    Why is Acme scored 84?
    ```
  </Step>

  <Step title="Tune the weights">
    Weights can be moved per signal or per pillar. The companion re-scores and reports what moved.

    ```text theme={null}
    Weight meetings booked higher and care less about funding.
    ```
  </Step>

  <Step title="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.

    ```text theme={null}
    Draft a scoring profile for us. We sell a parallel dialer to outbound sales teams.
    ```

    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.
  </Step>

  <Step title="Score against the profile">
    ```text theme={null}
    Score this list against our "Outbound dialer ICP" 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.
  </Step>

  <Step title="Edit the profile as you learn">
    ```text theme={null}
    Make "uses a parallel dialer" a must-have and add a check for "hiring SDRs where the job
    description mentions cold calling".
    ```
  </Step>
</Steps>

## 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:

```text theme={null}
Re-score these people and keep the top 3 per account.
```

A persona profile works like an account profile for people: function, seniority, skills,
tenure, and disqualifiers such as "no interns".

## Prompts to try

```text theme={null}
Which 20 of these accounts should we call this week?
```

```text theme={null}
What changed since the last time we scored this list?
```

```text theme={null}
List our scoring profiles.
```

```text theme={null}
Why did Globex drop?
```

## Next

<CardGroup cols={2}>
  <Card title="Find contacts at target accounts" icon="users" href="/tutorials/find-contacts">
    Work the top of the ranking first.
  </Card>

  <Card title="Winning skills" icon="trophy" href="/tutorials/winning-skills">
    Save the weekly re-score as a skill.
  </Card>
</CardGroup>
